Customization and/or Integration

There are many ways to tailor my seminar content to your bank’s needs for greater impact and faster results. Here are the options most commonly adopted by my clients.

Identity & Presentation

I frequently present my material “inside” a bank’s own curriculum. Many banks have a core training or “boot camp” for lending staff (and analysts), and I appear as a presenter within that agenda. In addition to integrating my seminar into the curriculum, I can work terminology and references to procedures, markets, and other unique aspects of your bank into the content I deliver.

Cash Flow Model

I have developed an approach to cash flow analysis that offers speed, accuracy, and efficiency in converting tax return information into cash flow information. But I can also use your cash flow model, showing bankers and analysts how to scour the customer’s tax return forms and supporting documents for the correct inputs to your cash flow analysis tools.

Case Studies & Your Target Market

My standard case study applies to most banks and their markets, but you may want to highlight particular types of customers, or specific financial situations. I can develop custom case studies that bring bankers and analysts more directly, and more quickly, to an understanding of the customers they are most likely to see.

Seminar Follow-up

A post-seminar quiz, to test participants’ retention and ability to apply what they have learned, can be developed using your terminology, and reflecting the other customizations listed above. This can be delivered online using a web browser. Additional follow-up can be provided in the form of pre-paid consulting time, that is, your participants have the opportunity to contact me by phone or e-mail (up to some agreed amount) to ask the questions that come up as they apply their learning to real customer situations.

Customization Fees

Every customization project is unique, so I cannot offer flat fees for customization services. But I can give you some guidelines.

Degree of Overlap

As an example, your personal cash flow model may look a lot like mine, or be rather different. The more similar your forms, procedures, and terminology are to what I offer in the Ready To Go versions of my seminars, the less work (and cost) involved in performing the customization.

Lead Time

Especially for things like your cash flow analysis model (including software you may use to perform that analysis), it takes some time to adapt my content to match your approach. If you want me to do that in a hurry, you’ll end up at a higher point in the range of customization fees than you will if you allow me sufficient time to work it in among the other demands on my time.

All-at-Once vs. Sequential Customization

If you select several customizations - say, personal financial statement, cash flow model, and custom case studies - I can be much more efficient if I can do all the work at one time. Working with your materials in one block of time means that I only have to become familiar with your terminology, procedures, and tools once. If, on the other hand, you ask for one of those three customizations, and then later decide to add another one, and then the third, it will cost you more. Each time I have to “reopen the case” and “spin up” on your unique approach again, and that’s just less efficient.

I invite you to contact me to discuss which customizations will provide the best return on your training investment. I want the best results to meet your needs, and achieving those results usually takes some discussion of your current tools and priorities. Frankly, I won’t recommend a customization that I don’t think will provide a real benefit to your bank, you have my word on that.

One-Time Investment

Please note that customization fees are incurred only once. As long as that material is used without further modification, the customized course can be delivered over and over again for only the per-participant (and travel) expenses.