FINANCIAL FLUENCY SEMINAR
One-day, onsite primarily for vendors and consultants

This seminar provides an overview of bank financials and the key ratios sales executives can use to assess prospects, plan sales strategies, and show financial value of their solution. The seminar is oriented towards sales professionals who need to more effectively sell at the C level and position their solution from a financial and ROI perspective.
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USING REGULATORY WEB SITES SEMINAR
Up to a half-Day, onsite or web, primarily for bankers

A unique seminar on how to use and maximize the value of regulatory web sites. These are excellent sources of information and data but can be difficult to use to their fullest potential. Included in the seminar is training on using the Financial Templates developed by Top Line Advisors that use downloaded data from these web sites for more in-depth analysis and presentation of financial performance. This seminar is primarily for bankers, but useful for anyone who wants to make full use of the extensive public information provided by regulators on their web sites.
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CONSULTING
Tailored to client needs with scope, schedule, and fees determined by project detail

Top Line Advisors provides tailored consulting to clients on topics related to using and understanding bank, thrift, and credit union financial data. Recent engagements have included: