ComplianceOnline

Banking for the Medical, Legal and Accounting Professional

Instructor: David L Osburn
Product ID: 705515
  • 28
  • November 2017
    Tuesday
  • 10:00 AM PST | 01:00 PM EST
    Duration: 90 Min

Live Online Training
November 28, Tuesday 10:00 AM PST | 01:00 PM EST | Duration: 90 Min

$199.00
One Dial-in One Attendee
$399.00
Group-Max. 10 Attendees/Location
(For Multiple Locations Contact Customer Care)
Super Deal - Get CD/USB Drive Free!

recorded version

$229.00
1x Person - Unlimited viewing for 6 Months
(For multiple locations contact Customer Care)
Recorded Link and Ref. material will be available in My CO Section 48 hrs after completion of Live training

Training CD / USB Drive

$329.00
One CD/USB is for usage in one location only.
(For multiple locations contact Customer Care)
CD/USB and Ref. material will be shipped within 15 business days after completion of Live training

Combo Offers

Live + Recorded Version

$299.00

Live + Training CD/USB

$349.00

Customer Care

Fax: +1-650-362-2367

Email: customercare@complianceonline.com

Read Frequently Asked Questions

This webinar will address the three most important issues in providing bank products and services to medical, legal and accounting professionals including marketing to the practice, financing the practice, and managing the relationship.

Why Should You Attend:

The marketing section will cover “targeting” the bank’s products/services to fulfill the banking needs of doctors (MDs, dentists, optometrists), attorneys, and CPAs. The “mind-set” of these practitioners will also be reviewed.

The financing section will include typical bank “lending” and “deposit services” and effective “credit underwriting” of the professional practice including financial statement and cash flow analyses.

The relationship management section will explore ways to more effectively work with the professional, from a “psychological” standpoint, and better interact with their office manager and staff.

Areas Covered in the Webinar:

  • Provide the banker with a background in banking the medical, legal, and accounting professional
  • Discuss the three most important issues in banking the professional-marketing, financing, and management
  • Review “target” marketing to the practice, financial statement and cash flow analyses of the practice, and building the “relationship” with the professional and their team
  • Case studies will be utilized throughout the seminar to reinforce the concepts.

Who Will Benefit:

  • Credit Analysts
  • Credit Specialists
  • Junior Lenders
  • Underwriters
  • Loan Processors
  • Relationship Managers
  • Business Bankers
  • Commercial Lenders
  • Business Development Officers
  • Private Banking Lenders
  • Wealth Management Officers
  • Training Managers
Instructor Profile:
David L Osburn

David L Osburn
Owner, Osburn and Associates, LLC

David L. Osburn is the founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm that provides seminars, webinars, and keynote speeches for CPAs, bankers, attorneys, credit managers, and business owners on topics such as Banking/Finance/Credit, Negotiation Skills, Marketing, and Management Issues. His banking credentials include loan underwriting, loan “work-out”, management, and business development. Additionally, Mr. Osburn holds the professional designation of Certified Credit & Risk Analyst as granted by the National Association of Credit Management.

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Refund Policy

Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange.

Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time.

If you have any concern about the content of the webinar and not satisfied please contact us at below email or by call mentioning your feedback for resolution of the matter.

We respect feedback/opinions of our customers which enables us to improve our products and services. To contact us please email customercare@complianceonline.com call +1-888-717-2436 (Toll Free).

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