Credit Analysis Beyond the Numbers
AnalytiQ equips commercial credit analysts and lenders with critical beyond-the-numbers skills.
While most training programs focus on numbers and ratios (which are important!), AnalytiQ focuses on effective communication in credit analysis.
We believe that:
The numbers alone cannot tell the story. The credit presentation seeks to tell a story supported by the numbers.
Understanding the perspectives and roles of everyone across the commercial lending process is critical.
Credit analysts should clearly understand an approver’s needs when assembling a credit presentation.
The credit analyst and the lender are on the same team, but they use different information sources to assess a borrower. Learning to navigate those different perspectives results in stronger credit analysis.
Credit analysts should be able to attend engaging, high-quality training regardless of where they’re located.
AnalytiQ™:
Applied Training and Career Growth for Credit Analysts
AnalytiQ™ is a cohort-based program designed for experienced commercial credit analysts and emerging leaders who want concise, high-impact learning, without adding to an already demanding workload.
Six virtual sessions, each about 60 minutes, include focused instruction, real-world case application, and facilitated peer discussion. The format is designed to fit a full work schedule without sacrificing depth. There's no travel and no homework, just concepts you can put to work the same week you learn them.
What to Expect
Every session covers a specific credit topic through a combination of instruction, casework, and facilitated peer discussion. The cohort format is intentionally small and collaborative, so participants learn as much from each other's experiences as from the material itself.
After each session, participants receive a newsletter with key concepts, examples, and prompts designed to help them apply what they've learned to their current work. Managers also receive weekly newsletters, making it easy to reinforce concepts in everyday conversations.
Cohorts are capped at eight participants to keep the discussion meaningful and the experience personal.
What's Covered
The six sessions move from foundational context to advanced application:
The Big Picture of Credit Analysis — Understanding the full commercial loan cycle, how roles fit together, and how to approach the credit presentation as a story supported by the numbers
From Observation to Insight — Using data to ask better questions, and strengthening the flow of information between borrowers, lenders, and analysts so that nothing important gets lost in translation
Assembling the Story — Understanding what approvers actually need from a credit presentation, and building the narrative and content that meets those needs clearly and completely
From Analysis to Influence — Writing for readability, advocating confidently for your conclusions, and navigating differences of opinion with professionalism and credibility
Putting It All Together — Applying AnalytiQ™ skills across guarantor analysis, collateral, and other key sections of the credit presentation, with an emphasis on maintaining the narrative thread throughout
Cohort Learning, Review, and Application — Reinforcing course concepts through peer discussion, and understanding how a strong professional network continues to sharpen your instincts long after the program ends. For managers, this session also addresses how to use these frameworks to coach and develop your team going forward.
Who Should Attend?
AnalytiQ™ is designed for:
Credit analysts who are:
Managing a high volume of time-sensitive work
Producing solid analysis but want to strengthen their impact
Ready to move beyond “getting it done” to influencing decisions
Looking for practical ways to build judgment and confidence
Emerging leaders who are:
Preparing for expanded responsibility
Starting to guide conversations, not just complete analysis
Expected to communicate more clearly with lenders and approvers
Managers who are:
Supporting strong analysts who are ready for the next step
Looking for a clear, structured way to develop their team
Frustrated that “what good looks like” is hard to define or teach
Why this group benefits most
Many analysts already have the technical foundation.
What’s often missing is the ability to:
Communicate analysis clearly and confidently
Collaborate effectively across roles
Present conclusions in a way that moves decisions forward
That is the gap AnalytiQ™ is built to address—and it’s rarely the focus of traditional credit training.
Want to Learn More?
Whether you are a leader looking to strengthen your credit team, an analyst ready to sharpen your skills and accelerate your career, or an organization exploring what Laurel Peak Consulting can do for you, the next step is simple.
Most of the credit professionals I work with already know something is missing. They just haven't had a clear path to address it. That's what this conversation is for.
Click below to schedule a free, no-obligation introductory meeting. No pitch, no pressure — just a straightforward conversation about where you are and whether I can help.
Contact Us
Interested in learning more about AnalytiQTM for yourself, your team, or your organization?
Want to talk about customizing the content or other training offerings?
Want to learn more about Laurel Peak Consulting’s work with commercial lending teams?
Drop us a message!