Session Descriptions

Lending for Success

Tuesday, September 24, 2024

3:15 p.m. to 4:30 p.m.

Session focuses on enhancing an understanding of credit analysis and financial literacy. It aims to equip participants with the knowledge to better evaluate customer financials, understand credit risk and make informed lending decisions. Participants will develop a deeper understanding of financials statements and risk assessment techniques. They will also learn strategies for effectively communicating financial concepts to clients, enhancing customer trust and relationships.

Learner Outcomes:

1. Green-Yellow-Red Flags
2. Early indicators to help new lenders determine who to lend too
3. Growing the Business
4. Finding ways for sales and credit to compromise