The Connective Core: A Lean-In Social Learning Circle for Bankers
Mastering Internal Communication – Vertical, Horizontal & Cross-Functional Program Overview A sustainable, peer-driven, tech-enabled communication skills program designed for bankers
Private Banking Relationship Manager Training Program
This comprehensive training program is designed to equip Relationship Managers (RMs) with the skills, knowledge, and mindset required to excel
Mastering the 27 Flavors of ROE: How Global Industry Giants Unlock Shareholder Value
Introduction: Beyond the Simple ROE Return on Equity (ROE) is often treated as the ultimate scorecard for corporate performance. But
Deconstructing Return on Equity: The DuPont Analysis Framework
Introduction Return on Equity (ROE) is widely considered the single most important performance metric for assessing a company’s ability to
Simplified Framework as a Trusted Advisor
This is a more accessible tool that maintains the strategic value while being much easier to use. To make this
Simplified Banking Solutions Framework
Quick Reference Guide: Cash Flow Signals & Solutions Startup Companies Key Cash Flow Signals: Primary Banking Solutions: Growth Companies Key
10 Simple Practical Communication Exercises
Here are 10 practical, multi-format exercises designed to build communication skills through self-assessment, peer feedback, and facilitator coaching. Each targets
Banking Solutions Across Corporate Life Cycle and Cash Flow Components
This is a comprehensive framework that maps banking solutions to the six cash flow components across the five corporate life
Banker’s Pocket Guide: Match & Win
1. IDENTIFY THE STAGE (60-Second Assessment) Look for These Quick Signals: STARTUP = Venture-backed OR less than 3 years old
The Six Dimensions of Cash Flow Analysis: A Comprehensive Framework
Introduction While financial accounting traditionally categorizes cash flows into three primary streams—Operating, Investing, and Financing—this high-level framework often masks critical
