We help you get it done...

You may be selecting presenters for a conference or looking for information on open-enrollment, local or in-house training. Perhaps you are a meeting planner or training specialist and know just what you need from us. This page is for you.

Just as often, we work with a lender or administrative assistant who has been asked to coordinate training. You may not have any idea what you need...but we do.

Looking for a conference presentation?

Linda draws on her extensive business background and 20 years of bank/credit union consulting and training to bring customized presentations to your business, banking or credit union conferences.

She is one of only eight Certified Public Accountants who is also a Certified Speaking Professional, a designation conferred by the National Speakers Association for proven, extensive presentation experience. Linda delivers practical information in a very entertaining format.
More about Linda

Take a look at these examples of keynote and concurrent session descriptions that we'll use as a starting point. Your presentation will be designed and delivered based on the needs of your audience and the theme of your conference.

Plan to Capsize: Prepare for setbacks to recover quickly and get everybody back in the boat
(Keynote for business or banking audiences)
Read the full description 

Calm Seas or Rough Waters: The Ten Essentials for Success at Work
(Keynote for business or banking audiences)
Read the full description

Self-employed Borrowers in Rough Waters: How to Say YES
(Concurrent session for lending audiences)
Read the full description

The TOP TEN Warning Signs for Business in a Recovery: Help your Lenders say YES
(Concurrent session for business audiences)
Read the full description

Looking for a training solution?

We offer face-to-face training in an open-enrollment, in-house and local program format. If you are not sure which is the right solution for you, please call Kimberly at 888-441-1569. And...

• Programs-at-a-Glance is a PDF flyer that you can print and provide to lending management.
• Call Kimberly at 888-441-1569 or email for a personalized estimate for your in-house training.
• Visit www.LendersOnlineTraining.com for a look at our online eCourses. Take a complimentary course.
• Check our training schedule for local and open-enrollment workshops in your area. (If we don't have one close by, let us know.)

Some great next steps:

• Call Kimberly at 888-441-1569 to discuss your needs
• Register your lenders for an open-enrollment workshop

Already booked a conference presentation or onsite training?

Conference presentations...

• Introduction: Linda will provide a customized introduction for your group.
• Room set-up: Linda's presentations often include small group activity and note taking.
• Please use rounds if that is compatible with your other sessions.
• Remove chairs that would be facing away from the platform if room allows.

Training workshops...

• Your Proposal includes details on audio-visual, manuals and materials, hotel information and travel needs. Call if you have any questions.
• If in-house (rather than multi-company) training, please have your senior lender complete our Client Questionnaire and return it 30 days before training.
• Room set-up for training programs in hotels. If you would like, Kimberly would be happy to interact with the hotel directly to assure it all goes smoothly.