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An opportunity to go the extra mile for your business borrowers…

In a recent post, one of the differentiating factors of a bank or credit union that will be more competitive as the competition heats up is one that can ‘teach and advise’ business borrowers.

Banks and credit unions wanting a market advantage look for ways to add value for their
business customers.

I can help with that.

Email me about
offering a presentation for you business customers. You have two to
choose from:

PLAN to Capsize:
How to Prepare for Setbacks to Recovery Quickly and Get Everyone Back
in the Boat
I apply lessons learned kayaking in the coldest
summertime waters of the U.S. to business success. I even wear my
Maraschino Red Paddle Jacket and bring my bright yellow paddle.

Calm Seas or
Rough Waters: The Ten Essentials for Success at Work
Your clients
can identify and start to work on the essentials they need to succeed in
their business.

These are fun, interesting,
thought-provoking, practical and will show your business clients you are
working for them.

About the Author
Linda Keith CPA is an expert in credit risk readiness and credit analysis. She trains banks and credit unions throughout the United States, both in-house and in open-enrollment sessions, on Tax Return and Financial Statement Analysis. She is in the trenches with lenders, analysts and underwriters helping them say "yes" to good loans. Creator of the Tax Return Analysis Virtual Classroom at, she speaks at banking associations on risk management, lending and director finance topics.