Use this guide to sharpen your credit and risk write-ups.Replace cognitive shortcuts with structured thinking using 1st- and 2nd-order risk
Category: EL tools
Anticipating Risks: Before-and-After Reframes for Bankers
Use this guide to sharpen your credit and risk write-ups.Replace cognitive shortcuts with structured thinking using 1st- and 2nd-order risk
50 Practical Financial Ratios for Investors: A Comprehensive Guide with Examples
Financial ratios are indispensable tools for investors, analysts, and business owners to evaluate a company’s performance, financial health, and market
How Porter’s Five Forces Shape Corporate Cash Flow: The Banker’s Essential Guide
The truth about corporate cash flow is simpler than the consultants would have you believe. Six streams determine whether money
COMPASS: Client Opportunity Mapping for Profitable Advisory and Strategic Solutions
Program Overview COMPASS equips bankers with the analytical tools and consultative skills to identify where clients are in their corporate
55 Essential Mental Models for Bankers and Investors: The Ultimate Decision-Making Toolkit
Introduction In the high-stakes world of banking and investing, your thinking quality directly impacts your bottom line. The difference between
Forward-Looking Frameworks to Assess Industry & Business Change
To assess forward-looking industry and business changes, here are several complementary frameworks and tools that help anticipate disruption, evolution, or transformation, critical
Porter’s Five Forces as a Forward-Looking Risk Framework
First Principles Risk Thinking: Before-and-After Reframes for Bankers Use this guide to sharpen your credit and risk write-ups.Replace cognitive shortcuts
🔁 Change Management Framework: Embedding Sustainable Risk Thinking Habits
The reflex to jump from “risk” to “mitigation” is deeply embedded in banking culture, especially in credit and deal teams, and reinforced
Reclassifying Risks Using Porter’s 5 Forces & Competitive Advantage
We align risks with each of Porter’s five forces and add internal business capabilities and external uncontrollables to reflect the full landscape. Each risk
