The webinar is 2 sessions each lasting 2.5 hours. It covers the 8 modules from the small business e-learning course.
It enhances bankers’ skills and competencies to acquire, expand and add value to their current and future business relationships by discovering cash management and financing opportunities. Bankers will improve their skills to plan and conduct sales calls with customers and prospects and offer value added solutions within a framework of effective sales conversations.
Small Business Lending Training Program – Part 1
September 8, 2026 | 1:30 pm – 4:00 pm CT
The Small Business Lending Program’s main goal is to provide the core skills necessary to review and analyze small business lending requests by giving participants the financial skills and confidence to ask appropriate questions to uncover financing needs.
What You’ll Learn
- How to Understand your Small Business Customer
- Accounting Basics
- Tax Returns and Legal Structure
- The Balance Sheet and Income Statement
- Ratios
- Understanding Small Business Borrowing Needs
- The Personal Financial Statement
Small Business Lending Training Program – Part 2
September 24, 2026 | 1:30 pm – 4:00 pm CT
The Small Business Lending Program’s main goal is to provide the core skills necessary to review and analyze small business lending requests by giving participants the financial skills and confidence to ask appropriate questions to uncover financing needs.
What You’ll Learn
- How to Understand your Small Business Customer
- Accounting Basics
- Tax Returns and Legal Structure
- The Balance Sheet and Income Statement
- Ratios
- Understanding Small Business Borrowing Needs
- The Personal Financial Statement
What You’ll Learn
- How to Understand your Small Business Customer
- Accounting Basics
- Tax Returns and Legal Structure
- The Balance Sheet and Income Statement
- Ratios
- Understanding Small Business Borrowing Needs
- The Personal Financial Statement
Who Should Attend
Relationship managers, Portfolio managers, Customer contact personnel, branch bankers