Comments from customers

“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 Jellison's courses for many years - it’s part of our bank’s credit culture. Our bankers tell us they feel much more confident in working with the customer (and the customer's CPA) when the have a 'bottom up' understanding of the tax planning supporting the numbers on the tax return."

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 (Business Tax Analysis).”

Training Director - Business Banking

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 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 helpful 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

Global Cash Flow Matrix

"Thank you very much Michael!.....I've just had a cursory review of the template and I've honestly never come across a GCF spreadsheet as detailed and as well put together as this one here....Absolutely fantastic and I love the GCF map to boot! It is just amazing and I look forward to putting it to good use."

"I know you said it was powerful, but that's an understatement. Takes a lot of the guess work out of the process of computing the global cash flow."

"I really like the feature allowing me to select which related business cash flows I include (or exclude) from the guarantor's GCF. A reasoned, and consistent approach."

"Flipping between the 'optimistic' and 'cautious' approach to related entity cash flows is great - quite an eye opener."

"I was sold when you told me I could order the template with as many related entity input screens as I wanted. Paid for itself with just one client having thirty-eight related entities."