CADP Resources

Welcome Materials

CADP Welcome Letter | CADP 2026 Brochure | WBA Guide for Mentees-Mentors 

WBA VILT Zoom Meetings Participant Guide | WBA Staff Contacts

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Class Roster (Alphabetical by First Name)

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NOTE:  All class sessions listed below are scheduled to begin at 8:00 am and will conclude at 3:00 pm Pacific Time (PT)

All Zoom sessions can be accessed by going to https://zoom.us/, click on JOIN and enter Meeting ID 206 344 3484
All underlined items are links (Zoom links, download links or upload links).

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Complete CADP Student Intake Form (download form)

• Submit Completed Intake Form by March 5: UPLOAD HERE

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CLASS SESSIONS:

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Session 1 ​

March 12 | THE BANK/ THE ROLE AND SKILL SET OF THE CREDIT ANALYST/ THE CADP | David L. Osburn, Founder and Managing Member, Osburn & Associates 

• Zoom meeting: Join Here

  • ​Session Recording: 

    • CLICK HERE for the March 12 class recording || Passcode: 73M.yx0i​

• Homework:

  • Homework 1​​

• Submit Homework by March 10, UPLOAD HERE​

• Handouts: ​

  • Presentation: ​

    • The Bank (Full page slides)​ --or-- The Bank (3ups, for note taking)
    • The Role and Skill Set (Full page slide) --or-- The Role and Skill Set (3ups, note taking)

• Evaluation:  LINK

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Session 2

March 13 | ACCOUNTING BASICS/REFRESHER | David L. Osburn, Founder and Managing Member, Osburn & Associates 

• Zoom meeting: Join Here​

  • Session Recording: CLICK HERE for the March 13 class recording || Passcode: BK%J0RL+

• Homework:

  • Homework 2​​

• Submit Homework by March 10: UPLOAD HERE

• Handouts: ​

• Presentation

  • Accounting Basics Refreshment (Full page slides) --or-- Accounting Basics Refresher (3ups, for note taking)​

• Evaluation: LINK

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Session 3

April 16 | KEY RATIO ANALYSIS: CALCULATING AND INTERPRETING THE NUMBERS CORRECTLY | David L. Osburn, Founder and Managing Member, Osburn & Associates 

• Zoom meeting: Join Here

  • Session Recording: CLICK HERE for the April 16 class recording || Passcode: 1T+*8n^v​

• Homework

  • ​Homework 3 PDF -OR- Homework 3 Fillable PDF -OR- Homework Word Doc​

• Submit Homework by April 14: UPLOAD HERE

• Handouts:​

  • Presentation

    • Presentation in 3ups form -OR- Presentation in PDF form​

    • Pest Control Balance Sheet Trends pdf -OR- Pest Control Balance Sheet Trends Word Doc

• Evaluation: Link​​

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Session 4

April 17 | BASIC PERSONAL & BUSINESS TAX RETURN ANALYSIS | David L. Osburn, Founder and Managing Member, Osburn & Associates 

Presentation

• Zoom meeting: Join Here

  • Session Recording: CLICK HERE for the April 17 class recording || Passcode:%205GPG*e=D​

• Homework

  ​Homework 4 PDF -or- Homework 4 Fillable PDF​, please submit Homework by April 14 UPLOAD HERE

• Handouts

  Tax Exhibit Personal Tax Return​

  • Exhibit #3- Tax Updates PDF -OR- Exhibit #3- Tax Updates 3-ups

  • Basic Personal and Business Tax Resturn Analysis PDF -OR- Basic Personal and Business Tax Return Analysis 3ups

• Evaluation: Link​​

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Session 5

May 7 | LOAN STRUCTURE, DOCUMENTATION, & COMPLIANCE  | David Osburn, Founder and Managing Member, Osburn & Associates 

• Zoom meeting: Join Here

  • Session Recording: CLICK HERE for the recorded Zoom session || Passcode: *6FY$XUm

• Homework: ​​​

  • Assignment 1 in fillable PDF form -OR- Assignment 1 in Word Doc form​

• Submit homework by May 5, UPLOAD HERE​

• Handouts:

  • Handout 1 (Exhibit 1 and 2) in PDF form

• ​Presentation: 

  • Presentation in 3 ups form (great for note taking)​

  • Presentation in PDF form

• Evaluation: Link​

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Session 6

May 8 | BASICS OF C&I LENDING AND COMMERCIAL REAL ESTATE (CRE) LENDING & FINAL EXAM | David Osburn, Founder and Managing Member, Osburn & Associates​

• Zoom meeting: Join Here​

  • Session Recording: CLICK HERE for the recorded Zoom session || Passcode: r1wuDaK*​

• Homework:

  • Assignment in Word document form -OR- Assignment in fillable pdf form

  • Submit homework by May 5 UPLOAD HERE​

• Handouts:

  • Presentation:

    • Presentation in PDF form​

    • Presentation in 3 ups form 

    • Commerical Real Estate Lending in Today's Economy Power Point Presentation in PDF

    • Commerical Real Estate Lending in Today's Economy in 3 ups form

• Final Exam​

  • FINAL EXAM in word doc form

  • FINAL EXAM in fillable pdf form​​
     

• Evaluation: Link

• Evaluation Link: End  of Course

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