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  • Training in your city? Eugene & Santa Rosa scheduled

For lenders more than an hour from my usual open-enrollment cities of Seattle, Portland, Burlingame, Pasadena and Anaheim, travel time and money may be keeping you ‘out of class’. No longer.


In both Eugene, Oregon and Santa Rosa, California we have banks and credit unions making space available in their conference or training rooms to accommodate a local workshop on Tax Return Analysis in a Tough Lending Environment.

You can, too!

In Eugene, both the banking association and the credit union league chapter are

  • promoting the training
  • offering discounted registration fees for their members
  • sharing in the revenue once five of their members have signed up

Do you have an active chapter of a bank or credit union association in your city?

In Santa Rosa, a local bank training director called around to neighboring banks and made sure she had at least five lenders to attend. Then we put it on the schedule and have reached out to the banking association and credit union league chapter to see if they want to join in to offer discounted fees for their members and share in the revenue.

The new normal…

If reduced training and travel budgets will be the new normal for awhile longer this is a great way to get the training you and your lenders need now. We’ll promote the training on our website and if you are in a geographic area where we have contacts, we’ll also participate in promoting the training through our list.

Call Kimberly a 360 455 1569 or email her at Kimberly@LindaKeithCPA.com and tell her if you have as few as one person interested and if you have a meeting space we can use. We’ll work together to make it happen.

On my radar…

Washington: Spokane, Wenatchee, Walla Walla, Port Angeles, Bellingham, Olympia, Tacoma, Tri-cities, Yakima
Idaho: Boise
Oregon: Eugene (scheduled), Medford
California: Redding, Sacramento, Santa Rosa (scheduled), Stockton, San Luis Obispo, Santa Barbara, Ontario, San Diego, Chico

Are you in another part of the country than my usual programs? Lenders from as far away as Colorado, Tennessee and North Carolina have flown to the West Coast for our programs. I’d be happy to come to you.

Help me help you.

Are you in one of those cities and want to help get the ball rolling? What cities are not on my radar but should be?

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Linda Keith, CPA

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 www.LendersOnlineTraining.com, she speaks at banking associations on risk management, lending and director finance topics.