Communication
Quality 101
Team Building and Meetings
Understanding Your Business Financial Statements
Primary Underwriting
Primary Relationship Banking
| | GENERAL BUSINESS CLASSES
Communication
Whether involving an exchange between two people, or groups of people, communication is the most highly developed skill in people and perhaps the most abused. When it works well, people can leverage their actions and ideas to new levels. When it fails to work, it creates mistrust and/or paralysis.
This workshop addresses the tools and applications participants can use in a wide range of situations. It helps them improve their daily habits, while also addressing more difficult situations where the use of the right tools can decide the outcomes of decision-making, human resource, or sales situations.
Quality 101
Designed to provide participants with an introduction to the concept of constant improvement, this course provides an overview of quality theories and techniques applicable to manufacturing, distribution and service industries
If you find your organization spending a lot of time “putting out fires,” this might be the right course to introduce the benefits of process design and review, as well as the costs of not doing things the right way from the start.
Team Building and Meetings
Two overused terms and underused tools in most business. Organizations needing to create effective teams on an ad hoc or formal basis, as well as meetings that improve communication, decision-making and teamwork, can find some solace here. Not only are teamwork and meeting skills explored, but also the appropriateness of them – they are not always needed.
This seminar on building basic skills and how to implement them around the group goals is helpful for any growing organization, or one that wants to leverage the skills of its personnel.
Understanding Your Business Financial Statements
You spend all that time and money to create financial statements, it seems just for others. So how do you use this same information to improve your own company’s internal controls and decision-making?
This offering, created as a one-on-one tutorial and or for a group setting, helps participants understand their internal and formal financial reporting. Using the statements to understand what has happened, what could happen, and how others (creditors, investors, and more) might interpret the same information is an important tool for taking your organization to the next level.
BANKING AND CREDIT CLASSES
Primary Underwriting
Lending is an art based on logical principles. Before artistic success comes mastery of the principles, the blocks creating the foundation of any successful credit relationship. Our goal is to create an understanding of how the decisions your clients make effect their business and how those decisions are reflected in their financial statements – from accrual accounting to cash flow analysis.
Recommended for credit analysts or commercial bankers with less than two years of experience.
Primary Relationship Banking
From building an effective referral network to creating strong relationship based credit and financial service clients, an increasingly competitive market demands sales and credit personnel who understand how to bridge the gap between their own needs and those of their referral sources, prospects and clients.
This course teaches the tools bankers can use today to build and improve their referral network, increase their success in developing prospects and customers by better anticipating needs and helping shape solutions.
Classroom discussions, case studies, presentations and “in the field” methods are all integrated to provide a solid understanding of how to explore, understand and anticipate issues facing business owners – and then how to apply and frame solutions.
Recommended for experienced bankers who want to improve or refresh their marketing and credit skills.
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