Trusted by Credit Unions & Community Banks Nationwide
Your Team. Your Timeline.
The team training is flexible with opportunities to a single teammate to an offsite or host the training for your entire team in one of your branches.
Who Is the Training For?
- Branch Managers
- Relationship Managers
- Treasury Officers
- Business Development Officers
Where Is the Training?
- In-Person: A 2-day classroom training hosted at your location or a designated site.
When Is the Training?
- We schedule sessions based on your team’s availability
- Whether you’re training a small team or a full department dates that work for you
What’s Included in the Training
This training goes beyond a classroom with tangible take aways and accountability meetings weeks afterwards to make sure the training is successful.

More confident, business-savvy conversations from your team
Increased trust and credibility with business clients
Better discovery leading to stronger pipeline opportunities
Measurable growth in business deposit and loan acquisition
Shorter sales cycles and higher close rates
Ongoing support through post-session discussions
Talking Business with Small Business®
In Partnership with Clarity Advantage
During the two-day classroom session, participants complete a series of small group learning activities and discussions:
• Pre-Test. A 20-minute quiz covering accounting definitions, cash flow concepts, and products.
• Business Simulation. A table-top cash flow simulation covering two years of a growing, seasonal custom cabinet business, demonstrating cash flow circulation and the cash flow challenges of seasonality and growth.
• Cash Flow Management Challenges. An interactive small group exercise based on the simulation. Participants focus on the typical cash flow management challenges bank customers and prospects face day to day and which bank products and services address those challenges, reducing customer costs or risks, increasing their revenues, or accelerating cash flow.
• Recommending the Right Loans. A combination of lecture, small group work, and discussion in which participants learn to distinguish between “short-term” and “long-term” cash flow timing differences, determine when a line of credit is likely to be the best fit, and ask questions concerning cash flow that help them determine which loan products might be best and assess whether requested loan amounts are roughly appropriate.
• Review Exercise and Post-Test. A competitive small group exercise to review course content and concepts, followed by a second quiz and discussion of quiz.
• Conversation Guide. Paired role plays through which participants learn to use a call agenda called the “Conversation Guide” that integrates course concepts about cash flow and financing into a sales conversation.
• Call Preparation. Paired or small group activity in which participants complete preparation for and practice (role-play) calls on one or more of the customers with whom they made appointments prior to the classroom training.
frequently asked questions
Have more questions? Explore our FAQs below or contact us for further assistance.