Linda draws on her 30+years of experience consulting with and training lending institutions, background in public accounting, 15+ years as CFO of the family residential construction company, experience as an Examiner with the Washington State Auditor's office and as adjunct faculty in Accounting Principles and Managerial Accounting to create this online training on credit analysis.
Of course you know those are not consecutive years, or she'd be over 100 by now!
Linda is known by her lending clients to be both practical and funny. In fact, there is a move afoot to change the 'P' in CPA to stand for 'Playful'. The fact is, people learn better when they are having a little bit of fun. So Linda brings the fun along with her practical knowledge and depth of understanding to provide credit analysis training that makes a difference.
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I’ve learned how to better interpret the numbers I see on tax returns, beyond just putting a number on a form. I feel more confident asking borrowers questions to get a better picture. Linda takes a complex subject, brings it to life and makes it interesting.
I rated the virtual training a 10! The course was full of information that was very valuable, easy to follow and right on target for my needs. Thank you for this learning experience!
Our client list of banks and credit unions who have sent people to our public programs or brought me in for in-house training goes back 35 years and includes 100's of financial institutions. Frankly, my company has outlasted some of them.
While my current focus is on our online training, here is a list of clients we served in-person in the last five years: American AgCredit | Axos Bank | Banc of California | Bank of Internet | E Sun Bank | Farm Credit West | First Republic Bank | Investors Community Bank | Liberty Home Equity | Michigan Business Connection | Mountain America CU | Northwest Farm Credit | Safe CU | Yankee Farm Credit