Finance Map

I often teach US lawyers over Zoom and one of my US clients succeeded in getting CLE accreditation for the sessions – they booked two in the same week. Feedback was described as “overwhelmingly positive”, and this looks to become an increasingly important side of the business.

“Excellent explanations with real life examples to keep it engaging” – “I found it useful to have everything broken down simply and concisely. Loved the branded cards/map” – “Pitched at great level / v relevant to lawyers and to practice area / v useful forum to ask questions”.

My classes are now including discussion of Silicon Valley Bank and Credit Suisse, and how in March they were both brought down by deposit withdrawals – precipitated by different concerns in each instance.

“Would love another session – very helpful and useful for my practice” – “Answered all of our questions well and helped us to work out answers (not just tell us the answer)” – “Great content, delivered really well” – “It was perfect”.

I returned to this executive search firm to give my Finance Map class, which allows their younger employees to gather more detail on the different activities of their different bank and asset management clients.

In December and February, I taught my Finance Map and Investing Unravelled classes to a family group of three, and I was delighted that one of the sons used the knowledge gained to help to secure a job with a major bank.