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Credit Risk Ready podcast

Leadership Succession Planning for Business and Banking | Mary C. Kelly

How does the lender recognize that a business is (or should be) in leadership succession mode? How long before the owner plans to exit should they start this process? What are the steps? How has...
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Credit Risk Ready podcast

Risk Appetite: How the Board Decides, Defines, and Communicates Their Choice | Tim Harrington

Risk appetite is a responsibility of both the Board of Directors and of Management. How exactly does it get decided, defined and communicated? How do Directors and Management insure they are in...
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Credit Risk Ready podcast

Business Know-How: Key Strategy Questions for Your Business Borrowers | Joel Block

In this episode, we are going to learn what our most successful business clients are (or should be) considering now to solidify their successful transition — or to recover — from the challenges...
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Credit Risk Ready podcast

The Six Stages of Crisis: Where Is Your Borrower Stuck? | Mary C. Kelly

In this episode, we will help you identify a borrower in crisis. Do they know they are in crisis? What stage are they in? Where are they stuck? How can you help them get unstuck? You can use this...
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Credit Risk Ready podcast

Focus on Finance: Key Strategy Questions for your Business Borrowers | Joel Block

What are (or should) our most successful business clients be considering now to solidify their successful transition …or to recover … from the challenges of the pandemic recession. In...
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Credit Risk Ready podcast

Prospecting in THIS Recession? Turn Uncertainty Into Your Competitive Advantage | Meridith Elliott Powell

Every recession has it’s own signature challenges. And in every recession, some business, and some banks, come out even stronger than they went in. Others recover more quickly. The...
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Pass-Through from a K-1: Count Qualified Dividends?

Amy’s question: If a 1065 K-1 reports qualified dividends paid to an individual partner in the amount of $50,000, and that same amount is shown on the partner’s 1040 tax return, schedule B,...
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Credit Risk Ready podcast

The Coronavirus Pandemic Credit Conversation: How to Reach Out Now | Meridith Elliott Powell

In this episode, we key in on what we are calling the ‘pandemic credit conversation’. This is the time to step forward and call your borrowers. But what do you say? How do you start...
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Credit Risk Ready podcast

The Third ‘R’ Of Triage Outcomes: Remove Yourself From the Lending Relationship When the Borrower Is Unlikely to Recover | Podcast

No one wants to give up on a borrower. These folks fully intended to repay their debt. They are grieving the loss of their business and, in their minds, perhaps the loss of their dignity. And...
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