Deepen Your Expertise:

Gain a comprehensive understanding of business financials, from ratio analysis to breakeven points. Equip yourself with the skills to make sound financial recommendations that resonate with your clients’ unique situations.

Build a Strong Personal Brand:

Learn how to define your value proposition, establish a competitive advantage, and measure the strength of your personal brand. Become the holistic banker your clients trust and rely on.

Master Client Understanding:

Enhance your ability to assess different business entities and segments. Understand the business lifecycle and tailor your approach to meet the specific needs of each client.

Practical Financial Tools:

Dive into essential financial tools and concepts, including business math, financial statement analysis, and the working capital cycle. Turn complex financial data into actionable insights.

Strategic C&I Lending:

Develop expertise in C&I lending with a focus on ratio analysis, financial impact, and problem-solving. Learn how to identify initial financial indicators and structure debt for optimal business growth.

Valuation and Cash Flow:

Grasp the key valuation methods and cash flow management techniques. Understand seasonal financing needs and different types of cash flow to better structure debt and support client success.

Interactive Case Studies:

Participate in small group case studies that simulate real-world scenarios. Apply what you’ve learned to identify financial indicators, analyze ratios, and drive business improvement.