The Lender Academy
The complete solution to highly customized internal credit training for lending and credit professionals in their first five years. It works well for lenders with more experience who are changing roles, or who never had the opportunity for formal training. The Academy seamlessly interweaves credit and sales training to shorten the learning curve and develop the capabilities of your team.
The Beta Partner Opportunity
If you represent a financial institution for whom this Academy is right on time and right on target, we encourage you to apply to be one of our five BETA Partners. How your bank or credit union will benefit:
- Design the Academy to meet your needs
- Receive added assistance from Meridith and Linda in customizing all elements of the Academy
- Provide input about additional segments needed or change to the planned segments
- Recommend reading assignments,activities,presentation exercises and other resources
- Contribute to a resource that will help the banking industry
- Earn a significant discount in pricing of the initial and continued use of the Academy
Read the PDF which gives you more information on the BETA Partner opportunity, and a sneak peek at some of the elements of the Academy including the Academy Guide and, for one segment, a portion of the Instructor Guide/PPT deck.
Watch the video. Meridith runs through how the Academy will benefit participants and what we are looking for in BETA Partners.
The Business Growth Expert On The Academy and the Beta Opportunity
The Academy Creators
Linda Keith CPA is an expert in Tax Return and Financial Statement Analysis for business lending, aglending, and personal lending to the wealthy and to other complex borrowers. For over twenty years, she has helped lenders say ‘yes’ to good loans through both in-person and virtual training. Her clients call her the ‘Certified Playful Accountant’.
Financial Statements and Tax Returns are like a foreign language. Improve your ‘fluency’ and start turning confusing numbers into actionable insights.
[row][span8]Meridith Elliott Powell is a business growth expert whose career began in sales and marketing and transitioned into executive positions in finance and commercial banking. The author of ‘Winning in the Trust and Value Economy’ and ’42 Rules to Turn Prospects into Customers’, she has a remarkable ability to bring the “numbers side” and the “people side” together, leading to greater success for individuals and the companies they work for.
Anyone can learn to sell. With the right sales process, attracting and expanding customer relationships can be easy, effective and fun!
Your Next Step
Then click through to receive information as The Lender Academy comes online or to apply to be one of our BETA Partners. We look forward to hearing from you.