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We are…
A boutique provider of top-quality, highly customized training for banks and companies in industry.
Our audiences include:
- commercial lenders
- small business relationship managers
- human resource, technology and other bank officers who need to understand the bank’s financial performance but who do not have background in accounting or finance
- branch personnel with small business marketing responsibilities
- non-financial company managers who need to understand the foundations of accounting and finance
Courses available include:
- The Annual Report Workshop
- Evaluating Management Effectiveness
- The Small Business Toolbox
- Write-Up Skills for Lenders
- Effective Business Writing Skills
- Skills for a Better Field Exam Report
- Credit CaseFolio: Serious Case Studies for Credit Training
All our courses are customizable and we also develop private instructional materials under contract.