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CrossFirst Bank in Kansas sent a team to the Linda Keith CPA Virtual Training on Tax Return Analysis. Kevin shares his impressions of the training and their results.
Andrew attended Lenders Online Training as his first exposure to 'formal' tax return analysis training. It was engaging enough to keep Andrew engaged.
I received very good feedback from my team. Our bank is in a growth mode of acquisitions, so we will be sending analysts to your training in years to come. Thanks for the great job.
I’ve learned how to better interpret the numbers I see on tax returns, beyond just putting a number on a form. I feel more confident asking borrowers questions to get a better picture. Linda takes a complex subject, brings it to life and makes it interesting.
The modules are easy to follow and the manuals are helpful in policy examinations!