e.learning or Live?

Tax Return Analysis: Cash Flow & Beyond can be delivered
to a group by me personally, on your site, in a two-day
seminar, or your participants can take the e.learning version
individually, at their own desks, in about 15-20 hours of work.

How do you know which solution will help you?

Every bank’s needs are unique, and I encourage you to
contact me so I can help you identify the best solution
to your needs. Both e.learning and live seminars have
their strengths.

e.learning offers advantages in several areas
For small numbers of staff, e.learning can be cost-effective
because it has no minimum enrollment charge.

e.learning needs very little lead time to set up, so your staff
can start their training right away…or new hires can be trained
without going through the seminar scheduling cycle.

The self-paced approach means that participants don’t have to
complete the training all in one chunk of time (although it is
important not to drag things out too long). Rather than taking
bankers away from their desks for two whole days, the training
could be completed in a couple of weeks, with two hours of work
each day.

There are no travel costs associated with e.learning, either to
move bankers and analysts around, or to pay my expenses to
come to your site.

The live seminar format also has significant advantages
Customization options are much more extensive for live
seminars. While custom pre-work, follow-up, or other consulting
can be added to e.learning, key content from your bank can be
incorporated directly into the body of the live seminar - your own
cash flow model or personal financial statement, for instance.

Live interaction reveals concerns, confusions, and opportunities
for learning that aren’t as easily found when a trainee is working
alone. While e.learning offers the opportunity to contact me with
questions, participants often forget to do so after they have
completed a lesson. In a live seminar, questions are asked as
soon as issues are discovered. And the interaction among the
participants themselves does much to ensure common standards
and a unified understanding of how the bank wants to analyze tax
returns from their wealthy customers.

Some banks assemble staff on a regular basis for a variety of
training and communication purposes. Including Tax Return
Analysis: Cash Flow & Beyond in one of those gatherings can
be very efficient, and can reinforce (and be reinforced by) other
credit analysis material being covered at the same time.

For larger numbers of staff, the total participant fees will be less
for the live seminar than for the e.learning version.

You’ll find it helpful to review some typical configurations
that other banks have used to match the delivery format to
their needs and resources.

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