Corporate Strategy and Long-Term Planning

In today’s complex and highly regulated financial landscape, the role of a financial institution’s board has never been more critical—or more scrutinized. New board members are often accomplished professionals, yet many enter the role without a full understanding of the unique governance, regulatory, and operational challenges specific to the banking industry. As expectations for board oversight, strategic guidance, and risk management continue to rise, there is a clear market need for structured, accessible training that equips new board members with the foundational knowledge required to contribute effectively from the outset. This series addresses that need by delivering targeted, industry-specific education

The Prescriptive Selling series provides your sales team with the skills necessary to sell more effectively, using proven sales process techniques. The courses in this series are focused micro-courses covering key learning skills every sales employee needs to know, including uncovering the client’s need, selling the benefit, next step selling and more.

These courses explain the consumer lending process from application to processing and servicing. Subject matter covers the operational process, fraud detection and prevention, and the credit process.