Your time is precious.
This demo shows you inside our class so that you can make a good training decision as fast as possible.
We include samples of modules, case studies, manuals, and weekly meetings.
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Students enjoy 34 modules + up to 11 case studies during class.
This demo includes 5 modules plus a case study.
Complete modules on your schedule and get a certificate when you pass the quiz.
Work on case studies before class and review your work live with our training team.
Students get full access to all 3 digital manuals. Enterprise students also get the physical manual set.
Click the name of a manual to read what's included.
Start the demo to download manual excerpts.
This 175+ page manual is used in our in-person and online training, by self-study students and as a reference guide for continued use. The manual is self-sufficient, and is loaded with hands-on exercises and detailed explanations. It includes camera-ready worksheets for your use.
We teach you the basics and give you additional information if you have to dig deeper. In addition to cashflow, we cover other items in the return that are danger signals or would give a hint as to the health of the business.
Looking to build a stronger relationship with your business borrowers? You'll understand the different legal entities, why the business owners chose theirs and what it does for their risk exposure.
In this 225+ page resource guide, there is a section on Corporations, Partnership/LLCs and S Corporations that includes:
Geared to the basic-to-intermediate level, this is a hands-on manual with complete exercises demonstrating how to get to the story behind the numbers.
No one reads financial statements, they interpret or translate them. It's like a foreign language. With this manual, you'll improve your fluency in financial statements. This manual covers:
Using four sets of financials, from the very simple to a publicly traded company, learn by doing so you can answer these important questions:
Every week we go live with our Senior Credit Trainers to explore another topic in credit analysis.
Start the demo to get access to one complimentary meeting.
We work through case studies together after the meeting is complete.
We combine over 70 years of lending and training experience to help your lenders say yes to more good loans.
Experienced in credit training for over 30 years, her background includes public accounting with an emphasis on small- to mid-sized businesses, real estate investing and work as an Examiner for the State of Washington.
A Senior Advisor with America's network of Small Business Development Centers, his longstanding professional career includes leadership positions in banking, finance, marketing, and manufacturing.
Joe brings over 25 years of banking experience with a deep focus on commercial credit and lending. Most recently, he served as Chief Credit Officer at a $1.2 billion community bank, where he led credit policy, underwriting, and portfolio management.
Linda has been working with Northwest Farm Credit Services with Ag tax returns for 20 years now and has a customized class that addresses their underwriting tool as well. I gave her a try in 2010 and she was a hit.
By teaming up with other area Farm Credits in the Midwest we continued to utilize Linda every year or two for new hires. Now that she also provides training online, we have another option for our new hire onboarding.
I just finished the audit with our federal and state regulators.
They asked how we are handling global analysis of tax returns and I broke out the manual I got from Linda 14 years ago.
It still holds up today as bulletproof for letting the examiners know we know what we are doing.
I still reference the book after all these years and am confident the training she is doing for us today will help my team as well.
I received very good feedback from my team. Our bank is in a growth mode of acquisitions, so we will be sending analysts to your training in years to come. Thanks for the great job.
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