Business and Banking: Print and Online Resources
Lending Worksheets and Checklists
Global CashFlow Worksheets
Excel-based because we all know how to use Excel™, Linda’s worksheets walk you through the process of tax return analysis. More info and to order
Income Documentation and Analysis Checklist & Guidelines
This checklist is Excel-based and fully customizable to improve consistency in your lending team.
More info and to order
Resources Online and On-demand
Lender’s Online Training™
Online access to short sessions helps you learn when you need it, at your desk. More info and to order
Books, Manuals and Games
Manual/Reference Guides
The manuals that Linda originally created as in-class workbooks have been greatly expanded to become Resource Guides, designed for self-study and quick look-up. More info and to order
Game for Directors on Essentials of Success
Based on the Ten Essentials for SuccessTM identified by Directors of Financial Institutions, this card set and the accompanying games and activities are helpful for individual directors and the board as a whole. Build on your strengths and improve the rest! More info and to order