GOALS Financial Analysis Course

SEEP is pleased to offer the GOALS financial trends analysis course, taught by our new executive director, Bill Tucker! Join SEEP for a week of engaging, highly interactive instruction, and come away with an in-depth understanding of analyzing an MFI’s financial health and trends.

Background:The GOALS financial trends analysis course has been taught in over 20 countries to nearly 2,000 representatives of banks, microfinance institutions, audit firms, central banks, and supervisory agencies. It has been a popular offering over the years at the Boulder Institute of Microfinance.

Course Content: Using a highly participatory methodology, participants gain a thorough understanding of issues pertaining to the balance sheet and income statement of microfinance institutions. Discussions include balance-sheet issues pertaining to capital adequacy, practical techniques for enhancing leverage, advantages and disadvantages of different types of liabilities, appropriate distribution of assets, effective monitoring of portfolio quality, and policies governing investments and cash management. Regarding the income statement, participants enhance their understanding of interest rates and the cost of funds. Operating efficiencies are covered, as are techniques for maintaining high-quality loan portfolios at low operating cost.

Who Should Attend: Anyone who interacts with microfinance institutions, or who is interested in learning more about issues affecting the financial viability of these institutions. Previous work in finance or accounting is not required.

About the Instructor:Bill Tucker is executive director of the SEEP Network, an association of over 70 nongovernmental institutions. He has over 25 years of experience in microfinance, primarily with ACCION, WOCCU, and NCBA, including extensive experience in Latin America and Egypt. Bill is the developer and instructor of the GOALS course, which he has taught to over 2,000 representatives of banks, MFIs, and other institutions.

Course Logistics: Dates: Monday, August 13 through Friday, August 17, 2007. Full-time.
Location: Universal North Office Building, 1875 Connecticut Avenue, NW, Washington, DC (two blocks from Dupont Circle Metro station)
Other details: Lunch is not included. Participants should bring a lunch; alternately, there are several delis and restaurants nearby.

Tuition:
SEEP Members:
$650 per person if registered by June 30, 2007
$800 per person if registered July 1, 2007 or later

Non-Members:
$1,150 per person if registered by June 30, 2007
$1,300 per person if registered July 1, 2007 or later