Tracey Smith

About Tracey Smith

Tracey Smith founded IGI Corporation in 2010 to provide instructional design, development…

Experience

1. Managing Director

   Igi Corporation

   Sep 2010 — Present

   Consulting firm specializing in providing training development and facilitation, strategic planning, and risk management services to financial services, investment firms and manufacturing companies.Specific projects and training engagements have included:•Instructor for Fundamentals of Credit Analysis, Loan Structuring, Cash Flow Construction and Analysis, Sources of Repayment, Forecasting, Credit Risks of Trusts, Fundamentals of Documentation, and Individual and Corporate Tax Analysis Programs at several leading national banks. •Provided virtual instructor led training using Adobe Connect, Webex and Skype.•Designed and launched custom curriculum centered on Understanding Cash Flow from Individual Tax Returns; trained over 1,100 participants from 20••••20 on how to better understand individual cash flow from Form 1040, US Individual Income Tax Return, and related schedules. •Developed educational seminar for leading financial institutions on Understanding Cash Flow from Business Tax Returns. Program focuses on how to better understand C Corporation, S Corporation and Partnership Tax Returns and how to construct a Global Cash flow analysis.•Developed Small Business Lending Training program for leading International bank; rolled training program out to over 400 branch and market managers in 2014.•Investigated, analyzed, and summarized risk rating deterioration of problem loans totaling over $130 million.•Performed financial analysis and prior performance due diligence on sponsors of non-traded REITs and BDCs, with assets under management ranging from $400 million to over $3 billion.•Created cash flow analysis and forecasting course curriculum for Eensight, a company specializing in providing online learning solutions to financial institutions.•Coordinated due diligence process for solicitation of Private Equity investors for growing biopharmaceutical company.

Education

• University of Denver - Daniels College of Business

  BSBA, Finance, Marketing

  1978 — 1982

• Northwestern University - Kellogg School of Management

  MBA, Finance, Accounting

  1983 — 1984

Skills

• Mergers & Acquisitions
• Entrepreneurship
• Business Development
• Executive Management
• Business Planning
• Operations Management
• Investments
• Investment Banking
• Cash Flow
• Strategic Financial Planning
• Management
• Business Strategy
• Portfolio Management
• Mergers
• Cross-Functional Team Leadership
• Contract Negotiation
• Debt Restructuring
• Project Management
• Pricing
• Restructuring
• Banking
• Investment Strategies
• Private Equity
• Risk Management
• Treasury
• Capital Markets
• Budgets
• Finance
• New Business Development
• Asset Management
• Corporate Finance
• Performance Improvement
• Forecasting
• Managerial Finance
• Valuation
• Strategy
• Purchasing
• Equities
• Strategic Planning
• Financial Reporting