May 2, 2007
Seminar on Cultivating Small Business Clients Held
Member company representatives enjoying free education benefit
Dana Sumner, Workshop Facilitator
35 representatives from 17 financial institutions were in attendance at the one day seminar held at The Federal Reserve Bank in Boston.
The seminar, lead by Dana Sumner of Development Finance Training and Consulting, was received well by participants.
As the participant comments below indicate, the NECF seminars are not only a great way to hear from an expert, but also to share in the business practices and experiences of other member companies. Here’s what some attendees had to say about the seminar:
“We hope to utilize this material to create a comprehensive business account plan of action to train our branches on.”
“Through this program we are currently looking at developing a training curriculum for a small community bank.”
“This topic is new to me and I have to make only 2 calls per month. It was good to hear from those in the group that do it full time.”
The next NECF seminar is scheduled for September 10th. Topics currently under consideration are:
- Fundamentals in Residential Mortgage Underwriting
- Financial Projections
- Understanding & Analyzing Business Plans
To learn more, contact:
Pamela DellaPorta, Director of Membership Enrollment
617.951.2350 ext. 235
Pamela.DellaPorta@finance.edu