The course helps participants understand the similarities and differences inherent in the small business decision space including how to define small businesses for your financial institution, how to apply P&L metrics appropriately, how risk can best be identified, and how to leverage knowledge gained from other disciplines while adapting that knowledge to small business.
Industry best practices combine the best from the retail and commercial banking worlds to address this unique segment. Participants will be able to test their new knowledge in open discussions, activities and simulations in a team environment. Each team will address underwriting practices, construction of P&L, and pricing. The final simulation will bring all activities together in a “branch competition” with portfolio level data.