CPA - medium firm
Other
Discover the top five complaints bankers have about small business clients. During this course you will understand how to help your clients work with their banker to secure the funding they need to grow their business. Learn from the small business expert, who teaches bankers at the top Graduate Schools of Banking in the country. He will share his personal experience working with bankers, and give you actionable advice to help your clients.
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Learn the goals of the banker within the client relationship and how to help him achieve them.
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Know the answer to your client’s lending request before you make an application.
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Help your client to not be a D.U.M.B. type of business owner.
George, CA
"The presenter was very knowledgeable and his presentation was great. Enjoyed the stories that accompanied the subject contents. I will definitely attend more webinars hosted by this presenter and will also share my experience with others and strongly encourage their participation in other webinars hosted by presenter and offered by this firm."
Dana, MD
"I loved Mike's enthusiasm and delivery of the valuable content! He has a way to make financial information interesting! He offers great tips on creating successful business relationships as well as tips on how to understand your small business!"
Sherry, TX
"I liked that he was secure enough to say he wasn't a banker or accountant but was a business owner who gave very practical and useful advice."
Brian, DC
"Never thought about the relationship with the banker other than borrowing money. Your seminar was very informative."
Gerald, FL
"Very refreshing input - most CPAs don't get much input from Bankers (especially in the current banking climate)"
Glen, CA
"Loved this webinar! Informative and entertaining. Stories used by presenter made things real."
Gregory, HI
"loved the webinar. instructors were knowledgable and interesting. very effective seminar"
Robert, CO
"Great Primer on the subject, especially given the brief period in which to present it."
Mike Milan
Elevate Financial Training
Executive Vice President
mike@finagraph.com
(206) 922-4502 X705
Mike Milan is Executive Vice President, Training Solutions at Finagraph, with over 20 years of entrepreneurship and senior business experience. Prior to joining Finagraph, Mike was President of J&M Investments, owning and operating various companies in the hospitality staffing, real estate management, and consulting industries. Mike sold his company to focus on training and consulting. In addition to leading Small Business Seminars across the US, Mike’s a faculty member at the Graduate School of Banking at LSU. A former Missouri State Trooper, Mike earned his MBA from Baylor University.
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