We Come to You
Multi-day, hands-on credit analysis workshops delivered at your institution. Customized to your team, your guidelines, and your lending focus. Built on 30+ years of in-person training experience.
Talk to Our TeamSome Teams Learn Best Together, In the Same Room
Online training works for a lot of teams. But sometimes you need everyone in the same room, working through the same deals, using your institution's actual guidelines. That's what on-site training is for.
We customize everything: the materials, the case studies, the examples, and the pace. Your lenders leave with skills they can use on Monday morning, and a shared framework that keeps your credit decisions consistent across the team.
We've delivered workshops to farm credit institutions, community banks, and credit unions across the country. Every engagement starts with a conversation about what your team needs. No two workshops are the same.
Workshop Details
How It Works
Discovery Call
We learn about your team's experience levels, your lending focus, and what problems you're trying to solve.
Customization
We tailor the curriculum, case studies, and materials to your institution's policies and the loan types your team handles.
Pre-Work
Two weeks before the workshop, we send online modules so less experienced staff arrive prepared and ready to participate.
Workshop + Follow-Up
We deliver the training at your location. Afterward, attendees get online refresher access to reinforce what they learned.
One Fee Covers Everything
Delivered by People Who've Done the Job
Joe Davis
25+ years in commercial credit. Former Chief Credit Officer at a $1.2B community bank. Creator of the CRE Lending course. Joe leads all on-site workshops and discovery calls.
On-Site Training Is Ideal When...
You Need Team Consistency
Your credit analysts are spreading returns differently. You want everyone using the same framework, the same language, and the same standards from loan committee through exam.
You Have a Large Group
Enrolling 15 to 40 people in an online cohort is logistically challenging. On-site lets you train your whole team at once, in the same room, over a focused few days.
You Want Customization
You need the training built around your institution's specific policies, loan types, and risk appetite. Not a generic off-the-shelf program.
Examiners Flagged Training
Regulators asked about your team's credit training program and the answer wasn't strong enough. You need documented, structured training that satisfies the exam.
You're Onboarding New Analysts
You've hired several new credit analysts and need to get them up to speed quickly with a shared foundation before they start handling deals independently.
Your Team Learns Hands-On
Some teams absorb material better in person, working through case studies together with a trainer in the room who can answer questions in real time.
Let's Build a Workshop for Your Team
Every on-site engagement starts with a conversation. Tell us about your team, your timeline, and what you need. We'll put together a proposal.
Book a CallOr call us directly: 360-455-1569