Commercial Credit Mastery
Interested in building a stronger credit culture and reducing loan losses at your bank? This 3-day on-site workshop is the most comprehensive, impactful class we offer to help you do just that.
Andy combines content from all three of his classes (Fundamentals of Commercial Banking, Analyzing Repayment Sources, and Fundamentals of Commercial Real Estate) and adds additional segments on the History of Money and Banking, Sensitivity Analysis, and Business Writing for Bankers. The workshop is facilitated on site by Andy Keusal, and the information is customized to include financial data (e.g., balance sheet, income statement, credit quality metrics) specific to your bank so it’s even more relevant for your bankers.
Frequently Asked Questions
Q. When and where will the workshop be held?
A. The 3-day (Tuesday – Thursday) workshop is held at your bank or a training facility of your choice.
Q. How many people can attend?
A. As many bankers as you can fit into the room – there is no limit to the number of attendees.
Q. Who would benefit from Commercial Credit Mastery?
A. Bankers who need comprehensive formal credit training, including: Credit Analysts, Relationship Managers, Portfolio Managers, Trainees, Interns, Loan Assistants, Loan Closers, and Branch Managers who want to learn more about commercial lending.
Q. How much does it cost?
A. $19,997 facilitation fee plus travel expenses.
Q. How will our bank justify the cost?
A. Preventing one charged-off loan will more than pay for the cost of this entire workshop. Also, investing in your bankers with this type of on-site training reduces expensive employee attrition and increases credit acumen bank-wide.
Q. Are there course materials?
A. Yes, each learner will receive a 300-page spiral-bound workbook to use during the class and keep afterwards for reference. The cost of these is included in the flat fee.
Q. What about bankers who miss part or all of the 3-day workshop?
A. Your bank will have access to the online pre-recorded video versions of all three core classes for 90 days after the workshop at no additional cost.
Q. Have other banks invested in Commercial Credit Mastery?
A. Yes – Andy will be happy to provide those references upon request.
Q. Is there an outline that shows specifically what is covered?
A. Yes – click here to view the outline.