Master Financial Analysis. Make Better Loans.
Many Lenders Were Never Trained to Read Financials
Confident in your Financial analysis—or missing something?
Many lenders struggle to read financial statements in a way that clearly tells the story of a business’s cash flow—and how consistent or predictable that cash flow really is. This determines how bankable a borrower actually is. Whether you’re new to lending or have years of experience, chances are you’ve never had formal training in this area. You might kind of know what you’re looking at… but still feel unsure. You might not be asking the right questions—or worse, not even know what you don’t know. That uncertainty can lead to hesitation, missed red flags, recommending bad loans—or worse—making them.
What You Really Want Is Clarity and Confidence
You Want to Be a Better Trusted Advisor
You want to confidently read any financial statement, understand the full picture of a borrower’s cash flow, know what questions to ask and what red flags to look for, make better lending decisions, support clients more effectively, guide unbankable businesses on how to become bankable. You want to feel confident, credible, and capable every time you evaluate a deal.
We Built This Program to Fill the Gap
Built from 15+ Years of Experience Working with Lenders
We created this program to help you master financial analysis using real-world tools—not textbook theory. We’ve helped brand-new lenders gain confidence fast, and supported experienced bankers in sharpening their analysis. You won’t just learn the numbers—you’ll understand how to apply them in actual lending decisions.
Learn | Apply | Lend Better
3 Steps to Get Started
We’ll learn about your bank, your team, and what kind of training or support you’re looking for.
Take your lending skills to the next level with a proven training path. Learn how to interpret financials, lead better client conversations, and evaluate deals more confidently.
Support clients who aren’t yet bankable, ask better questions, and make stronger, more informed lending decisions.
What’s at Stake If You Don’t Master This?
Missed Opportunities. Wrong Recommendations. Bad Loans
- You’ll keep second-guessing your decisions
- You’ll miss the full story the numbers are telling
- You may overlook early warning signs or red flags
- You might misguide clients who are trying to become bankable
- You’ll evaluate deal with clarity
- You’ll confidently know who to lend to – and who isn’t ready
- You’ll ask better questions, make better decisions and recommendations
- You’ll support your team and clients with more authority and insight
Your Path to Mastery
This year-long program combines expert-led sessions with practical applications to give you mastery over DISC and Motivators. You’ll learn to:
Understand how and why people do what they do
Impactful Debriefs, Coaching and leadership conversations
Elevate your leadership and team dynamics
Key Details
Duration:
11 sessions over 5.5 months, followed by monthly support calls
Format:
Online, with live Q&A and a dedicated portal for assessments.
What You Really Want Is Clarity and Confidence
You Want to Be a Better Trusted Advisor
You want to:
- Confidently read any financial statement
- Understand the full picture of a borrower’s cash flow
- Know what questions to ask and what red flags to look for
- Make better lending decisions
- Support clients more effectively
- Guide unbankable businesses on how to become bankable
You want to feel confident, credible, and capable every time you evaluate a deal.
Our Three Critical Focus Areas
As you begin to explore our offerings, you’ll see that most of our small business courses, assessments, and coaching programs center around three key areas of business. Master these and you can do anything!
Popular Small Business Courses & Trainings
Practical Solutions in a Variety of Formats
Business Essentials Series
Enter scared. Leave prepared. The Business Essentials Series helps the less experienced gain the baseline tools and knowledge they need to lay a successful foundation. In this series, we’ll cover topics such as:
- Basics of cash flow
- Leadership training
- Understanding tax essentials
- Preparing for growth
- Team tools and development
Small Business Mastery Series
Managing a small business can be overwhelming. Our Mastery Program takes your knowledge further, helping you regain control to continue improving key areas that a growth-oriented organization faces:
- Advanced cash flow management
- Strategic planning and budgeting
- Personal finance
- Sales and culture development
- Personal development plans
Business Coaching
This system works best when learning is supported by ongoing action. As your coach, we can help you carry out your plans and overcome obstacles that might get in your way, while providing much-needed:
- Insight into processes, strategies, and opportunities
- Accountability to take action and sustain momentum
- Advice for challenging situations
- Ideas to break free from day-to-day thinking
- Guidance through personal development
Team Building Tools
Empathy. It can make or break a team. By understanding more about each other, we can form stronger teams, set people up to win in their roles, leverage motivators, and do better work. Help implement better communication, customer service, sales, and hiring practices through:
- DISC | Motivators
- Competencies | Team Reports
- Work Environment | Spiral Dynamics
- Emotional Intelligence
- Group training and speaking
Professional Services Training
Knowing the language of business is one thing while translating it to clients is another. Our training focuses on helping finance brains better communicate with non-finance brains. Engage clients and prospects and bring greater value to your work through:
- Lender and banking professional training
- CPA and bookkeeper training
- Team or individual training sessions
- Retreats and bootcamp
- Keynote speaking and events
Enjoy a complimentary strategy session when you sign up for one of our courses!
EWH University’s coaches and consultants help tailor solutions based on your unique situation. Strategy Sessions help us all think out of the box while uncovering insights and motivators that truly support growth and change. Let’s explore the opportunities together!
