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Small Business Lending Training Program

The Small Business Lending Program’s main goal is to provide the core skills necessary to review and analyze small business lending requests by giving participants the financial skills and confidence to ask appropriate questions to uncover financing needs.
Upcoming
DATE

Tuesday, September 8, 2026
Thursday, September 24, 2026

INSTRUCTOR

Tom Carlin

FORMAT

Training Program

$1,850.00 or 10 Tokens

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Accounting/Reporting
  • Commercial/Business Lending
  • Lending
  • Board Member
  • Branch Manager
  • Commercial Lender
  • Consumer Lender/Retail Banker
  • Credit Analyst
  • Customer Service Representative
  • Small Business Lender

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The webinar is 2 sessions each lasting 2.5 hours. It covers the 8 modules from the small business e-learning course.

It enhances bankers’ skills and competencies to acquire, expand and add value to their current and future business relationships by discovering cash management and financing opportunities. Bankers will improve their skills to plan and conduct sales calls with customers and prospects and offer value added solutions within a framework of effective sales conversations.

Included Webinars

  • Small Business Lending Training Program - Part 1
  • Small Business Lending Training Program - Part 2

Series Details

Small Business Lending Training Program - Part 1

The Small Business Lending Program’s main goal is to provide the core skills necessary to review and analyze small business lending requests by giving participants the financial skills and confidence to ask appropriate questions to uncover financing needs.
  • How to Understand your Small Business Customer
  • Accounting Basics
  • Tax Returns and Legal Structure
  • The Balance Sheet and Income Statement
  • Ratios
  • Understanding Small Business Borrowing Needs
  • The Personal Financial Statement

Small Business Lending Training Program - Part 2

The Small Business Lending Program’s main goal is to provide the core skills necessary to review and analyze small business lending requests by giving participants the financial skills and confidence to ask appropriate questions to uncover financing needs.
  • How to Understand your Small Business Customer
  • Accounting Basics
  • Tax Returns and Legal Structure
  • The Balance Sheet and Income Statement
  • Ratios
  • Understanding Small Business Borrowing Needs
  • The Personal Financial Statement

What You'll Learn

  • How to Understand your Small Business Customer
  • Accounting Basics
  • Tax Returns and Legal Structure
  • The Balance Sheet and Income Statement
  • Ratios
  • Understanding Small Business Borrowing Needs
  • The Personal Financial Statement

Who Should Attend

Relationship managers, Portfolio managers, Customer contact personnel, branch bankers
Tom Carlin

Instructor Bio


An authority on financial and credit risk, Mr. Carlin is a Managing Partner at Eensight. He has worked with major banks, insurance companies and regulatory agencies over the last twenty years, designing and teaching financial topics including: basic, intermediate and advanced credit and financial statement analysis, business lending for branch bankers, accounting for bankers, basic intermediate and advanced cash flow analysis, loan structuring, consumer lending and trade finance. His audiences include business bankers, recent graduates going through the organizations basic credit training program, senior management personnel who need to know the basics of accounting and financial statement analysis, middle market lenders with many years of experience and regulatory agency personnel. Each program he designs and teaches is tailored to the individual customer with the products, procedures and culture of the organization incorporated into the course design. The complexity and intensity of the programs are adjusted to reflect the needs of the participants and the logistical training issues faced by the organization.

He is the author of Financial Statement Analysis published by the American Bankers Association in 1994. He is also the author of Consumer Lending, published by The Center for Financial Training in 2015.

He has designed and taught programs in risk analysis for Citibank, Wells Fargo, American International Group, Capital One, Chase Manhattan Bank, First Tennessee, M & T, Union Bank, and The Bank of China. He has also taught the Credit Risk Analysis Program at the Federal Reserve Bank.

Prior to Eensight, Mr. Carlin was a Regional Director for Omega Performance Corporation. He was also a Vice President with Bankers Trust in New York. He was responsible for marketing credit and trade finance products to corporate clients and correspondent banks worldwide.

Mr. Carlin has a Master of International Management degree from Thunderbird School of Global Management and a Bachelor of Arts degree from Villanova University.


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