Master Financial Analysis. Make Better Loans.
Confident in your Financial analysis—or missing something?
Many Lenders Were Never Trained to Read Financials
Ready to become the lender who sees what others miss?
Most lenders were never trained to read financials or to fully understand a borrower’s cash flow—and whether it’s consistent, predictable, or bankable. That’s why we built this program: to give you real-world tools—backed by 15+ years of experience training lenders. You’ll master reading financials, ask smarter questions, and be a more trusted advisor. Because when you misread the numbers, you risk the wrong call—costing credibility and exposing your client and bank to unnecessary risk. But when you get it right, you build trust, reduce risk, and make better 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 deals 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
Learn | Apply | Lend Better
3 Steps to Get Started
We’ll learn about your bank, your team, and the training or support you’re looking for.
Take your lending skills to the next level with a proven training path.
Ask better questions, support your clients better, and make better lending decisions.
Curious about getting started?
Schedule a Discovery call or claim Free Financing Essentials Online Course
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!
Small Business Courses in the Milwaukee Area
Register for Our Upcoming Live Event Business Courses!
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:
Online Program
Live Virtual Sessions
Real Life Examples
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.
