Success in business is dependent on success in sales and marketing. In this episode we will tackle three key strategies successful businesses employ.   If you lend to businesses or business owners, understanding these keys to success will lead to more helpful relationship-building conversations and an improved ability to assess the likelihood of their continued success. Bonus, you can use these ideas in your sales activities, as well.   Resources: Winners take the Inside Track. Here's the Intel you need to join them... The Business Trend Report for 2021 Podcast: Profit From the Inside: Straight Talk on Business and Profits With Insiders in the Know   About Joel Block: Joel’s a futurist and longtime venture capitalist/hedge fund manager (gobbledygook for professional investor) who lives in a Shark Tank world like on TV. Since selling his publishing company to a Fortune 500 company, Joel’s cage-rattling keynotes expose Wall Street insights and the inside track on high- velocity innovation, empowering business executives and their teams to “Disrupt Their Competitors’ Future.” Savvy industry leaders come to Joel for the high-impact advisory services that drive our disruption- resistant success strategies. His unique approach to innovative business model development helps structure, implement, and enable sustained results. [email protected] www.JoelBlock.com   Find out more about Linda Keith at: www.LindaKeithCPA.com www.LendersOnlineTraining.com LinkedIn: https://www.linkedin.com/in/lindakeith/

As we get 'back to work', expectations for polish and impact in virtual meetings will go up. The casual, lowered expectations during the recession will be replaced by an assumption that you are back in a completely professional mode. You need to reach out to your borrowers, in tough times and in triumph. You need to present your ideas to your mentor lender, or the loan committee, in a way that accomplishes your goals and advances your career. You need to connect with a prospective borrower and pull them in to your client base. In this episode, Allison Shapira, will move you back into your most professional comfort zone when using the virtual format to make your point or make your case.   Resources: YouTube video: Five steps to prepare for virtual meetings and presentations Book: Speak with Impact: How to Command the Room and Influence Others Websites: www.allisonshapira.com www.globalpublicspeaking.com   About Allison Shapira: Allison Shapira is a former opera singer turned entrepreneur, keynote speaker, and expert in public speaking.  She is the Founder/CEO of Global Public Speaking LLC, a communication training firm and certified woman-owned small business that helps people speak clearly, concisely, and confidently - both virtually and in person. She teaches public speaking at the Harvard Kennedy School and has spent nearly 18 years developing leadership communication programs for Fortune 50 companies, government agencies, and non-profit organizations around the world.  She also travels around the world with the nonprofit Vital Voices Global Partnership, teaching leadership communication to help women leaders grow their business, run for office, or launch a nonprofit.  Allison is a Certified Virtual Presenter and a Certified Speaking Professional (CSP). She holds a master’s degree in public administration from the Harvard Kennedy School and is an internationally-renowned singer/songwriter who uses music as a way to help others find their voice and their courage to speak. Allison is the author of Speak with Impact: How to Command the Room and Influence Others (HarperCollins Leadership) which was a Washington Post best-seller. She has spoken at the Fortune Most Powerful Women Next Gen Summit, the Most Powerful Women in Banking LEAD Conference, and was a finalist for 2017 Woman Business Owner of the Year by the National Association of Women Business Owners, San Diego Chapter. She lives in Washington, DC.    Find out more about Linda Keith at: www.LindaKeithCPA.com www.LendersOnlineTraining.com LinkedIn: https://www.linkedin.com/in/lindakeith/

The economy is in freefall, or chugging right along, or recovering...depending on who you listen to, who you are and what business you are in. Perhaps today's news headlines have your stomach in knots. In this episode, we'll focus on how to decide what indicators should be in your snapshot to keep you centered on your borrower's needs.   Resources: Book: Who Comes Next? Leadership Succession Planning Made Easy Website: www.ProductiveLeaders.com/2021Success    About Mary C. Kelly: From her days as a naval intelligence officer to her role as one of today’s most influential economists, Commander/Dr. Mary C. Kelly has carved out an unforgettable career in leadership. Former chief of police, professor, realtor and HR Director – Mary has spent over 25 years teaching and training more than 40,000 military and civilian personnel. Mary is the author of 13 books on business growth, leadership, and today’s economy. She is a speaker, coach and trainer who has worked with hundreds of organizations and companies across the globe.    Find out more about Linda Keith at: www.LindaKeithCPA.com www.LendersOnlineTraining.com LinkedIn: https://www.linkedin.com/in/lindakeith/

As we emerge from the Global Pandemic Recession, the Board and Management have critical indicators to watch closely. Some of them are the usual, some of them are specific to recovery from a recession. Some of them will worry the regulators. In this episode, we'll discuss what to keep an eye on as we emerge from the recession. Resources: Book: A Credit Union Guide to Strategic Governance:  https://forteamresources.com/products/books/   Book: Eisenhower on Enlighted Leadership:  https://forteamresources.com/products/books/   Blog: https://forteamresources.com/tims-blog/ Lenders’ Tax Analyzer Software: https://forteamresources.com/products/lenders-tax-analyzer/   About Tim Harrington: Author, consultant and international speaker, Tim Harrington has worked with credit unions in all 50 states, Canada, Mexico, Jamaica, the Dominican Republic, The US Virgin Islands and Puerto Rico. His progressive ideas and broad knowledge of credit union issues has made Tim a valuable resource for credit unions nationwide. Tim has spoken to tens of thousands of credit union volunteers and staff and continues to inspire them to improve their credit unions. Since 1996, Tim has been President of TEAM Resources, a firm providing consulting, strategic planning, and training to credit unions from coast-to-coast. TEAM Resources’ clients range from a few million to the billions in assets. Tim is the author of several books including Eisenhower on Enlightened Leadership and co-author of A Credit Union Guide to Strategic Governance. His books inspire boards and leadership teams to lead effectively with high integrity. From 2001 to 2006, Tim was the chairman of the board of a $150 million credit union in Tucson, Arizona. He was appointed to the board of this troubled credit union in 2001 and served until 2006. During his tenure on the board the credit union evolved from losing over $2 million per year to earning a profit of nearly $2 million by 2006. Tim was formerly a partner with the nation’s 3rd largest auditor of credit unions, known today as CliftonLarsonAllen. He has been working with credit unions since 1989 when he directed the internal audit of a large credit union in Tucson, Arizona. Prior to that, he was with a national accounting firm and has been practicing accounting and consulting since 1980. Because of his knowledge, wit and unpretentious delivery, Tim is a much sought after speaker in the credit union movement. Tim has made presentations at conferences for CEOs, Directors, Supervisory Committees, lenders, marketers, and many more. Tim is on the faculty of the CUNA Finance for Non-Financial Managers and Volunteers School, CUNA Volunteer Certification School and CUNA Management School. Tucson, Arizona has been home for Tim since 1980, but he is a native of Montana. He holds a BBA in Accounting from Gonzaga University in Spokane, Washington. He has also attended universities in Morelia, Michoacan, Mexico and Florence, Italy and speaks several languages. Contact Information Timothy Harrington, CPA President, TEAM Resources Phone: 520-290-5721 Cell: 520-906-7501 Fax: 520-290-8378, Address: 7049 Tanque Verde, PMB 136 Tucson, AZ 85715 [email protected]   Find out more about Linda Keith at: www.LindaKeithCPA.com www.LendersOnlineTraining.com LinkedIn: https://www.linkedin.com/in/lindakeith/

Learn what our most successful business clients are (or should be) considering now to solidify their successful transition ...or to recover ... from the challenges of the pandemic recession. We focus on what our guest calls 'invisible capital', how we think about, innovate and align our business. Here are the three we have time for today: Consider (and reward) contrarian thinking Test your ideas in the marketplace to get feedback Specialize, and then partner with others who specialize in other areas   Resources: Winners take the Inside Track. Here's the Intel you need to join them... The Business Trend Report for 2021 Podcast: Profit From the Inside: Straight Talk on Business and Profits With Insiders in the Know   About Joel Block: Joel’s a futurist and longtime venture capitalist/hedge fund manager (gobbledygook for professional investor) who lives in a Shark Tank world like on TV. Since selling his publishing company to a Fortune 500 company, Joel’s cage-rattling keynotes expose Wall Street insights and the inside track on high- velocity innovation, empowering business executives and their teams to “Disrupt Their Competitors’ Future.” Savvy industry leaders come to Joel for the high-impact advisory services that drive our disruption- resistant success strategies. His unique approach to innovative business model development helps structure, implement, and enable sustained results. [email protected] www.JoelBlock.com   Find out more about Linda Keith at: www.LindaKeithCPA.com www.LendersOnlineTraining.com LinkedIn: https://www.linkedin.com/in/lindakeith/

How does the lender recognize that a business is (or should be) in leadership succession mode? How long before the owner plans to exit should they start this process? What are the steps? How has the pandemic recession upended their plans?   Resources: Book: Who Comes Next? Leadership Succession Planning Made Easy Website: www.ProductiveLeaders.com/2021Success    About Mary C. Kelly: From her days as a naval intelligence officer to her role as one of today’s most influential economists, Commander/Dr. Mary C. Kelly has carved out an unforgettable career in leadership. Former chief of police, professor, realtor and HR Director – Mary has spent over 25 years teaching and training more than 40,000 military and civilian personnel. Mary is the author of 13 books on business growth, leadership, and today’s economy. She is a speaker, coach and trainer who has worked with hundreds of organizations and companies across the globe.    Find out more about Linda Keith at: www.LindaKeithCPA.com www.LendersOnlineTraining.com LinkedIn: https://www.linkedin.com/in/lindakeith/

Risk appetite is a responsibility of both the Board of Directors and of Management. How exactly does it get decided, defined and communicated? How do Directors and Management insure they are in sync? And how do they decide it is time to intelligently adjust the 'diet'?   Resources: Book: A Credit Union Guide to Strategic Governance:  https://forteamresources.com/products/books/   Book: Eisenhower on Enlighted Leadership:  https://forteamresources.com/products/books/   Blog: https://forteamresources.com/tims-blog/ Lenders’ Tax Analyzer Software: https://forteamresources.com/products/lenders-tax-analyzer/   About Tim Harrington: Author, consultant and international speaker, Tim Harrington has worked with credit unions in all 50 states, Canada, Mexico, Jamaica, the Dominican Republic, The US Virgin Islands and Puerto Rico. His progressive ideas and broad knowledge of credit union issues has made Tim a valuable resource for credit unions nationwide. Tim has spoken to tens of thousands of credit union volunteers and staff and continues to inspire them to improve their credit unions. Since 1996, Tim has been President of TEAM Resources, a firm providing consulting, strategic planning, and training to credit unions from coast-to-coast. TEAM Resources’ clients range from a few million to the billions in assets. Tim is the author of several books including Eisenhower on Enlightened Leadership and co-author of A Credit Union Guide to Strategic Governance. His books inspire boards and leadership teams to lead effectively with high integrity. From 2001 to 2006, Tim was the chairman of the board of a $150 million credit union in Tucson, Arizona. He was appointed to the board of this troubled credit union in 2001 and served until 2006. During his tenure on the board the credit union evolved from losing over $2 million per year to earning a profit of nearly $2 million by 2006. Tim was formerly a partner with the nation’s 3rd largest auditor of credit unions, known today as CliftonLarsonAllen. He has been working with credit unions since 1989 when he directed the internal audit of a large credit union in Tucson, Arizona. Prior to that, he was with a national accounting firm and has been practicing accounting and consulting since 1980. Because of his knowledge, wit and unpretentious delivery, Tim is a much sought after speaker in the credit union movement. Tim has made presentations at conferences for CEOs, Directors, Supervisory Committees, lenders, marketers, and many more. Tim is on the faculty of the CUNA Finance for Non-Financial Managers and Volunteers School, CUNA Volunteer Certification School and CUNA Management School. Tucson, Arizona has been home for Tim since 1980, but he is a native of Montana. He holds a BBA in Accounting from Gonzaga University in Spokane, Washington. He has also attended universities in Morelia, Michoacan, Mexico and Florence, Italy and speaks several languages. Contact Information Timothy Harrington, CPA President, TEAM Resources Phone: 520-290-5721 Cell: 520-906-7501 Fax: 520-290-8378, Address: 7049 Tanque Verde, PMB 136 Tucson, AZ 85715 [email protected]   Find out more about Linda Keith at: www.LindaKeithCPA.com www.LendersOnlineTraining.com LinkedIn: https://www.linkedin.com/in/lindakeith/

In this episode, we are going to learn what our most successful business clients are (or should be) considering now to solidify their successful transition — or to recover — from the challenges of the pandemic recession. We'll provide you the Key Strategy Questions that will unlock the insights to 'getting it right' in this ever-changing and increasingly complex business environment.   Resources: Winners take the Inside Track. Here's the Intel you need to join them... The Business Trend Report for 2021 Podcast: Profit From the Inside: Straight Talk on Business and Profits With Insiders in the Know   About Joel Block: Joel’s a futurist and longtime venture capitalist/hedge fund manager (gobbledygook for professional investor) who lives in a Shark Tank world like on TV. Since selling his publishing company to a Fortune 500 company, Joel’s cage-rattling keynotes expose Wall Street insights and the inside track on high- velocity innovation, empowering business executives and their teams to “Disrupt Their Competitors’ Future.” Savvy industry leaders come to Joel for the high-impact advisory services that drive our disruption- resistant success strategies. His unique approach to innovative business model development helps structure, implement, and enable sustained results. [email protected] www.JoelBlock.com   Find out more about Linda Keith at: www.LindaKeithCPA.com www.LendersOnlineTraining.com LinkedIn: https://www.linkedin.com/in/lindakeith/

In this episode, we will help you identify a borrower in crisis. Do they know they are in crisis? What stage are they in? Where are they stuck? How can you help them get unstuck? You can use this diagnostic approach for loan prospects as well. And if a prospect is stuck in Stage 1 or 2, perhaps this is not the best time to bring them into your bank or credit union.

What are (or should) our most successful business clients be considering now to solidify their successful transition...or to recover... from the challenges of the pandemic recession. In this episode, we provide you three Key Strategy Questions that will unlock insights to 'getting it right' when it comes to financial opportunities in this recession.