Business meeting

Bankers

Business Transition Solutions Training Package

3-Month Session

As the Baby Boomer generation prepares for retirement, there is a building wave of mature stage business owners seeking a transition plan for their middle market companies. This growing wave represents an area of significant opportunity for bankers who are equipped with a proactive strategy. This training package which is delivered in conjunction with our bank partnership program, is focused on providing a holistic approach to banking businesses before, during and after a transition.

Topics covered include:

  • The role of a trusted financial advisor
  • Banking a business throughout its lifecycle
  • Business transition profiles
  • Developing a transition roadmap
  • Business transition vehicles

Bankers Building the Ultimate Business and Retail Banker

3-Month Session

This comprehensive bank officer program occurs in four phases over a three-month period and contains elements of mentoring, group study, assessment testing and case presentation.

Topics covered include:

  • Understanding the entrepreneur
  • Stages of business growth
  • Communicating financial information
  • Ratio and financial impact analysis
  • Strategies and methods of financing

Financing the Closely Held Business

2-Day Program

Designed for seasoned banking officers, this two-day program provides commercial lenders, business bankers, and area managers with practical financial tools that for communicating with their business owner clients.

Topics covered include:

  • Understanding cash flow
  • Financial forecasting
  • Financing growing companies
  • Building bank sales culture

Calling on the Closely Held Business

2-Day Program

Calling on the closely held business focuses on developing a systematic approach to banking officers business profiling and calling efforts. Taught in BBI’s signature style, this seminar combines sales and credit training for an unforgettable training experience.

Topics covered include:

  • Building a strong personal brand
  • Sales effectiveness triangle
  • Business lifecycle
  • Relationship banking

Financial Foundations

2-Day Program

This two-day training program provides bankers with a working knowledge of key financial concepts that are imperative to every business owner/banker relationship. By focusing on getting back to the basics, the program provides bankers with the tools to understand and articulate the difference between important financial ratios as well as understand the correlation between an income statement and balance sheet.

Topics covered include:

  • Five types of businesses
  • Asking the right questions
  • Reading an income statement and balance sheet
  • Initial financial indicators
  • Ten business evaluators