Banking the Medical, Legal & Accounting Professional Mandatory 2 Part Series 02/08 & 02/22
Gain a strong background in banking the medical, legal and accounting professional, including targeting products and services, effective credit underwriting and managing the relationships with these professionals and their staff.

The seminar will address the three most important issues in providing bank products and services to these customers including marketing to the practice, financing the practice and managing the relationship.

The marketing section will cover targeting the bank’s products/services to fulfill the banking needs of doctors (MDs, dentists, optometrists), attorneys and CPAs. The mind-set of these practitioners will also be reviewed. The financing section will include typical bank lending and deposit services and effective credit underwriting of the professional practice, including financial statement and cash flow analyses. The relationship management section will explore ways to more effectively work with the professional from a psychological standpoint and better interact with their office manager and staff.

Case studies will be utilized throughout the seminar to reinforce the concepts.


  • Provide attendees with a background in banking the medical, legal and accounting professional
  • Discuss the three most important issues in banking the professional-marketing, financing and management
  • Review target marketing to the practice, financial statement and cash flow analyses of the practice and building the relationship with these professionals and their teams.


Commercial lenders, business development officers, private bankers, branch managers, assistant branch managers and credit analysts.


David L. Osburn, CPA, CCRA, NACM, is the founder of Osburn & Associates, LLC, a business training and contract CFO firm that provides seminars, webinars and speeches for bankers, CPAs, attorneys, credit managers and business owners on banking/finance/credit, negotiation skills, marketing and management issues. His extensive professional background includes 14 years as a business trainer/contract CFO and 16 years as a commercial lender. His banking credentials include loan underwriting, work-out, management and business development. Mr. Osburn has been an adjunct college professor (MBA and undergraduate courses) for 29 years.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2 hours/session


Live Webinar:

Member price: $525.00 | Non member price $1050.00

On-Demand Webinar

Member price: $565.00 | Non member price $1130.00


Online: Visit the CBA Webinar Catalog

Mail: Click here and mail completed form with check payable to ConferenceEdge to: (Mail at least 10 days prior to event)

1516 Xavier St., Ste 500, Denver, CO 80204

Phone: Call ConferenceEdge at (877) 988-7526 (credit card payments only)

Please Note:

  • Preferred Payment Method: Online
  • Please register online or by phone when paying with a credit card
  • Payment Must Accompany Registration – Invoices are Not Provided

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.