Rave reviews

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.

Cindy Hatch

Assistant Manager, Loan Center
Unitus Community CU

"

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!

Tonya Christal

Loan Assistant, North Cascades Bank

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I purchased the self-study manuals and started the training that way. I am glad I have that resource to continue my learning.

Dorothy Wenker

MidSouth Bank

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The materials are extremely easy to follow and very helpful.

Jennifer Kelley

Bank Officer, First Bank

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The workbook is user-friendly.

Susan Castillo

Loan Officer, Bank of Walnut Creek

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The manual seems to be sort of a ‘Bible’ for analysts.

Edgar Aguilar

Credit Analyst, First Commerce Bank

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I liked the very easy to follow modules along with the ability to work at my own pace.

Wesley Dipprey

Credit Officer, AgTexas Farm Credit Services

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I recommend this course to anyone who has been working in credit at least six months. I liked the ability to re-watch the sessions as many times as I wanted and was able to pause and take notes at my own pace. This led to better retention.

Jacob Bingham

Farm Credit West

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The knowledge gained from the course I use on a daily basis. And I learned a lot that is directly relevant.

Irina Petcu

Portfolio Manager, Michigan Business Connection

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I will recommend the course {for teams} because it will keep our approach to Global Cash Flow consistent.

Donald Volkman

Chief Credit Officer, MegaBank

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Linda does a good job of teaching a very difficult and complicated subject, with many answers being ‘it depends’. Becoming familiar with each tax form is key. The course and your worksheets do just that. I liked the virtual training.

Nial Bradshaw

Commercial Loan Officer, Bank of Eastern Oregon

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I will definitely recommend your training. I started with the self-study manuals. The modules were very detailed and provided assistance that makes self-study easier. I am glad that I have the manuals to continue my learning.

Dorothy Wenker

MidSouth Bank

"

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