Corporate Training

We offer an array of professional development programs designed to help management and employees raise the bar.

Offerings for Employees:

  • Successful Negotiations
  • Conflict Resolution
  • Business Writing
  • Budgeting and Forecasting

Offerings for Management:

  • Operational, financial, risk and value assessments
  • Business and strategic plan preparation
  • Pitch book, investment deck and investment memorandum preparation
  • Crisis Management
  • Exit value preparation and optimization

Offerings for Financial Services:

  • Know Your Customer (KYC) and Anti-Money Laundering
  • Credit Analysis 101
  • Consumer Finance 101 and Regulatory Matters
  • FINRA Regulated Entities 101
  • How to evaluate a bank’s credit portfolio
  • How to evaluate a target for acquisition