Training Built Around Your Institution

 Your Team, Your Policies, Your Priorities

The most effective training reflects what's happening at your institution right now. Before a course is delivered, I take the time to understand your team, the issues you want to address, and the policies that guide their work.  From there, I build a course around those conversations complete with resources and tools for your team. 

These examples highlight popular topics recently delivered.  Each includes a resource guide and ready-to-use templates, and any of them can be tailored, combined, or used as a starting point for content built entirely around your needs.

• The Hidden Hazards: Navigating Environmental and Property Conditions in CRE Loans 
• Unlocking Successful Credit Presentations 
• Commercial Lending Toolkit: Build a Better Toolbox to Get Better Results
• Construction Loan Success: Navigating the Life Cycle of a Construction Loan 

 Short Sessions bring busy teams together for a 60-minute facilitated discussion with takeaways they can use right away. They fit well into team meetings and lunch-and-learns, and can be shortened for board or executive briefings. Like the courses, each one can be adapted to your team.

• Disagree Better: Positive Intent When Perspectives Collide.
• Behind the Walls: Making Sense of Property Condition Assessments. 
• Red Flags and Real Deals: A Commercial Lending Risk Workshop. 
• Emails That Get Results: Writing for Action in Banking. 
• Better Credit Memos in Ten Moves. 
• CRE Environmental Risk: Myth vs. Reality.