nsa_member_logo3small.jpg

Linda Keith's presentation on Capsize and Recovery was phenomenal!! It provoked in-depth thought processing and planning applicable to any leadership, business or personal journey. The kayak paddle added a powerful visual. Thank you so much Linda!!!

Kimberly Bey, Manager
WSECU Lending Operations

Linda, I really enjoyed Plan to Capsize. You are very engaging and your personal stories make your message stick.

Margaret Dorchester, PMP
Dorchester Consulting
Attended Institute of Management Consultants Seattle Conference

After attending Linda's session I felt more comfortable with what was needed to help our self employed members with their lending needs. Her session was upbeat and entertaining.

Shelly Ridgeway
Assistant VP of Lending
Ascentra Credit Union
Attended CUNA Lending Council Conference

You took the time to understand our training needs and customized your sessions accordingly.

Barbara Heming
Training Manager
Kern Schools FCU
Coordinated In-house Training

Meeting Planners


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 a conference or 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, government, non-profit, banking or credit union conference.

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

Download a PDF brochure

In this 7-minute excerpt from a webcast to CPAs, Linda shares some key concepts to help the viewers start their capsize-recovery plan.

Resilience requires recovery. Successful individuals, teams and organizations plan for setbacks to minimize the damage and recovery quickly.




Linda is a featured expert for AllBusiness.com, a subsidiary of D&B. In this video, Linda reminds business owners to improve their 'financial fluency' for business success.


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.

Turn Upside Down, Right Side Up! Plan to Come Out on Top
(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. The focus is on content.
  • Credit Analysis Training Menu focuses on the formats available for lender training including onsite, online and blended.
  • 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.