Development Finance Training and Consulting Inc.

Development Finance Training and Consulting Inc. | p: 207 669 4257 | f: 516 539 3550 | info@devftc.com



“This was one of the best classes I've ever been to because the instructors were able to keep the class interested in the subject matter. The open forum discussions were also very intriguing.”

Madison
August 2007
Anonymous

“CUNA’s Business Lending Credit Analysis course contains a wealth of very practical information for attendees. Excellent, highly qualified instructors lead you though the entire analysis process and even the most experienced lenders would benefit from the information provided”
San Diego
December, 2006
Anonymous

“This class was very informative. Vincent was a very inspirational speaker. Great knowledge on this subject. Was willing to share all info and places to go to get useful information. Awesome- will come again!!”
Honolulu
February 2007
Anonymous

"We turned to DFTC to provide assistance with 3rd party reviews and to assist in dealing with two workout scenarios. The technical assistance and service that they brought to bear on these situations was of the highest caliber and greatly appreciated"
Virginia
July 2010
Anonymous

“This lending school was a great experience, a very intense program with great opportunities for networking”
San Diego
December, 2006
Anonymous

Credit Union Training

Since 2004, DFTC has  developed and delivered high quality training that addresses a variety of Member Business Lending (MBL) issues.  In collaboration with the Credit Union National Association, (CUNA), DFTC has developed two comprehensive Business Lending Schools which have been recognized as the best in the credit union industry.  These two week-long programs include training in various aspects of member business lending and are part of CUNA's comprehensive MBL curriculum and certification program for its member credit unions.  As a result of the partnership created between DFTC and CUNA, hundreds of credit union business lenders throughout the nation have been able to enhance their lending skills to benefit their credit unions and members.

In addition to its relationship with CUNA, DFTC also contracts with credit union leagues and individual credit unions that require training services.  Recent engagements have occurred with Credit Union Leagues in the states of Hawaii, South and North Carolina, Alabama, South and North Dakota, Texas and Maryland, as well as Credit Union Service Organizations (CUSO's) in New Hampshire and Minnesota and individual credit unions in Maine, Massachusetts, New York, and New Hampshire.  

DFTC has become recognized not only for the quality of its training programs, but also for its flexibility in customizing programs to the needs of specific clients.  This flexibility allows clients to receive better and more cost effective training to meet their specific needs. 

Training Programs
All of the programs listed below are one-day programs except for those specifically noted otherwise.  DFTC is also willing to consider combining any of its one-day programs to offer a two-day or longer program.  Not included in these series of programs are DFTC's two week-long lending schools that have been developed in cooperation with CUNA.

Credit Analysis Series


--> CALLING ON SMALL BUSINESS CUSTOMERS


--> UNDERSTANDING SMALL BUSINESS BORROWERS AND WHAT THEY NEED FROM THEIR LENDER


--> SMALL BUSINESS CUSTOMERS: SELLING THE RELATIONSHIP


--> REPAYING LOANS: CASHFLOW, COLLATERAL, AND PERSONAL GUARANTEES


--> DUE DILIGENCE: THE KEY TO EFFECTIVE LENDING


--> UNDERSTANDING AND ANALYZING BUSINESS PLANS


--> STRUCTURING COMMERCIAL LOAN PACKAGES


--> UNDERSTANDING AND ANALYZING FINANCIAL PROJECTIONS


--> ADVANCED BUSINESS CREDIT ANALYSIS (TWO DAYS)


--> FUNDAMENTALS OF CREDIT ANALYSIS AND BUSINESS FINANCING (TWO DAYS)


--> WORKING WITH NON-TRADITIONAL LENDERS


--> ANALYZING FINANCIAL STATEMENTS II


--> ANALYZING FINANCIAL STATEMENTS I


--> ADVANCED CASHFLOW ANALYSIS


--> ANALYZING PERSONAL INCOME TAX RETURNS AND PERSONAL FINANCIAL STATEMENTS


--> ANALYZING THE TAX RETURNS OF BUSINESSES


--> INTRODUCTION TO COMMERCIAL LENDING


--> SMALL BUSINESS LENDING ESSENTIALS: A GUIDE FOR BRANCH MANAGERS


Borrowers at Risk Series


--> PROBLEM LOANS AND WORKOUTS


--> WORKING WITH SMALL BUSINESSES AT RISK


Loan Administration Series


--> NEGOTIATING SKILLS FOR COMMERCIAL LENDERS:


--> LOAN PORTFOLIO MONITORING: THE IMPORTANCE OF VIGILANCE


--> INTRODUCTION TO COMMERCIAL LOAN DOCUMENTATION


For additional information about DFTC's training services, please contact Vin DiCara at vdicara@devftc.com or (207) 607-4129

DFTC has earned the reputation of being a leader in training and consulting services. Our primary customers are community lenders in the banking, credit union, and economic development sectors.

With our extensive experience in the financial services industry, DFTC knows what it takes to effectively develop and increase financial management skills. The real world experience of DFTC's financial experts provides an unsurpassed learning opportunity. With experience as commercial lenders, entrepreneurial business owners and business consultants, our perspective brings each subject matter alive by using real-life examples. Our teaching style also creates a relaxed environment that fosters interactive participation and empowers students to take control of their own learning.

Contact us to day for more information.