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Client List and Comments

The following is just a partial list of clients using BankSems, LLC
services. The client list is followed by some of the comments I’ve
received from seminar participants over the years.

Wells Fargo
JP Morgan/Chase
Harris Private Banking
Bremer Private Banking
Marquette Financial
Northern Trust
Barclays Private Banking
SunTrust Banks
Huntington
The Private Bank
US Bank
ABN AMRO Private Banking

Comments From Participants & Clients

“This training is effective. We started using the program
eight years ago and continue using it today. Our people
tell us they learn more when the information is developed
and presented by an expert in the field. Jellison is a CPA
with a gift for instruction.”
Director
Super-Regional Bank Holding Company

“We’ve used the Tax Return Analysis: Cash Flow & Beyond
course for many years - it’s part of our bank’s credit culture.
We’re now using the companion software (CFC Software).
The same levelheaded approach to the course design is
apparent in the software product. You cannot beat that …”
Private Bank
National Bank Holding Company

“The guy (Jellison) is right - to understand the tax return,
you’ve got to see things from the client’s viewpoint first,
then from the bank’s perspective. Jellison showed me
how to do this and my clients have noticed.”
Small Business Bank Group
Southeastern Bank Holding Company

“We’ve looked at other tax-based training courses,
but none came close to this one. Jellison’s enthusiasm
for the topic is contagious; our bankers say they
actually look forward to using tax returns in the
credit process. This was not always the case…”
Premier Banking Group
National Bank

“No soft information here - hard hitting knowledge I can use every day!”
Participant
Midwest Open Enrollment Session

“I’ve been in banking for 27 years - I should have had this
training 26 years ago.”
Participant
Closely Held Business Banking Division
Large Eastern Bank

“Every once in a while a course comes along that raises
the level of expertise of all bankers. When this happens,
all banking benefits. This is such a course.”
Professional Training Director - Premier Banking
Large National Bank

I just wanted to let you know how much I enjoyed the training
that was presented by Mike Jellison. I have been in business
banking for almost 18 years, and have attended Business Tax
Return Analysis training various times over those years. My
position has always been to take tax analysis training every
five years as a refresher and to keep up to date with changes
in the tax code. Mr. Jellison did an amazing job in communicating
subject matter that can be considered somewhat dry. He kept us
engaged with real life application and kept it engaging with his
style and expertise.”

“What I found extremely impactful was his ability to give us
the CPA’s perspective in providing a better understanding
behind the motivation regarding tax return planning and
preparation. I was impressed with his ability to communicate
to an audience consisting of bankers in training, bankers and
credit analysts new to their positions, and seasoned bankers
while keeping us all engaged during a two day session.”

“I would strongly suggest that we make this course a
strong recommend for all bankers to take every five years.”
Participant - Business Banking
Large National Bank

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