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BusinessManager 

Is your bank new to BusinessManager? Has your bank assigned new staff to its BusinessManager team? Or do you just want to learn more about your program responsibilities? Goldleaf offers client banks numerous opportunities for the ongoing training and development of your BusinessManager staff.

BusinessManager Training Seminars are just one of many ways that Goldleaf provides ongoing support to its clients. Classes are led by Goldleaf personnel who are experts in banking, marketing, technology - and especially in the BusinessManager program.

Seminars

BusinessManager Basics

BusinessManager Basics is a two-day, beginning-level seminar for your bank's key Credit Officer and Process Coordinator.

• Credit Officers explore business development and credit issues such as prospecting, presentations, pricing, underwriting, documentation, monitoring and insurance.
• Process Coordinators learn how to perform the operational tasks of the program and gain hands-on knowledge of the BusinessManager software and Wired Internet site. Topics include accounting, daily operations, monthly procedures, and monitoring.

BusinessManager Coffee Break

Learn and earn from your own desk! BusinessManager Coffee Break is a series of FREE monthly BusinessManager operations webinars. Attend 8 of the 12 webinars in 2008 and earn a $100 Visa gift card from the Goldleaf Training Department. These 30-minute webinars focus on operational topics to help you improve processing efficiencies and learn more about the BusinessManager program. For more information, view the Coffee Break Details. You can view the webinar schedule and register at https://goldleaf.on.intercall.com.

BusinessManager Advanced Operations

Designed for the experienced Process Coordinator, advanced operations seminars are scheduled periodically to further explore BusinessManager operational issues. Topics include preparing closing documents, insurance, reporting and risk management.

BusinessManager for Loan Officers

If you are a loan officer and want to learn more about how BusinessManager can benefit both your bank and your business customers, this seminar is for you. You'll learn:

• How to identify business characteristics and industries that fit well with the program
• How to effectively market the program to existing and new prospects
• How BusinessManager compares to other types of financing
• Risk mitigation techniques - including underwriting the merchant, analysis of the accounts receivable documentation, BusinessManager insurance, and effective monitoring procedures

Registration and Seminar Details

To register or find out more about a seminar, click one of the scheduled seminar titles.

No BusinessManager Basics Credit and Marketing Session Sept. 18-19, 2008

*Click seminar titles for more information

Contact Us

If you have questions, please contact the Goldleaf training department at 800-365-4091, option #7 or e-mail us at .