9 Class Hours
Instructor: Mike Milan
Why this course is important:
Banking Small Business bridges the gap between finance and relationship banking, enabling bankers to become trusted advisors for their small business clients. By the end of the course, participants will have the confidence, knowledge and tools to add significant value to customer relationships and drive measurable business success.
By using real-world case studies, hands-on role-playing and interactive exercises, bankers will learn how to communicate financial concepts in a way that business owners understand. The course provides a structured approach to assessing a business’s financial health and guiding clients toward stronger bankability.
Key takeaways of this course:
- Uncover the True Pain Points of Business Owners – Move beyond surface-level conversations to understand what’s really driving client concerns.
- Translate Financial Data into Meaningful Business Insights – Learn how to frame financial information in ways that resonate with business owners.
- Identify Early Financial Warning Signs and Opportunities – Spot red flags and improvement areas through key indicators and trends.
- Quickly Analyze Financial Statements for Actionable Insights – Gain tools to assess business health in minutes using effective techniques.
- Use Ratio Analysis to Guide Cause-and-Effect Financial Decisions – Help clients improve stability and bankability through clear, data-driven guidance.
Annual School Session
Second Year Elective Course
Competency: Financial Management & Strategy