Welcome to BlackFin University. Our management and leadership training programs, workshops, and coaches are dedicated to the professional development of business leaders world-wide. Our broad set of courses are designed for both developing and advancing the core skills needed to be successful in today's banking and mortgage banking business climate.
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What makes our training programs and workshops different? We don't teach theory. Each of our instructors are not only 'subject matter experts' but they are actively consulting clients on these very subjects. Their strategies, insights, methodologies, and frameworks are both practical and successfully proven - applied in the real-world of business today.

CORPORATE PROGRAMS

SUCCESSION PLANNING PROGRAM
Executive and HR Teams: is your firm prepared to pass today’s leadership roles down to another employee or group of employees to fulfill tomorrow’s leadership needs? According to an SHRM only 21% of HR professionals said their organization had a formal succession plan in place. BlackFin’s succession plan program ensures that businesses continue to run smoothly and without interruption, after important people move on to new opportunities, retire, or pass away. Our succession planning program also assists in preparing for a liquidity event, which enables the transfer of ownership in a going concern to rising employees. Learn more by emailing us at info@blackfin-group.com

LEADERSHIP DEVELOPMENT COACHING PROGRAM
Companies know that long-term success requires a pipeline of visionary leaders who can help build and secure a competitive edge. And since companies don’t stay the same, especially at the pace of change in business today, firms need to develop leaders who can effectively lead people, manage change, and communicate. BlackFin’s leadership and development program will help your firm improve the bottom line, attract, and retain talent, drive strategy execution, increase change management success, and improve manager effectiveness. By developing and preparing emerging executive leaders to become more effective influencers will ensure the firm of future success. Learn more by emailing us at info@blackfin-group.com

SKILLS ASSESSMENT & BENCHMARKING PROGRAM
In today’s world the skills required to be a successful ‘business’ will vary greatly from one organization to the next. When also considering that employees are the most valuable assets of any firm, it’s increasingly critical that your firm understands the gaps between a firm’s skills benchmarks and that of their employee’s current performance level. BlackFin’s horizontal and vertical Skills Assessment and Benchmarking program defines your firm’s skill success benchmarks and the path for each new or existing employee to achieve and exceed your firms’ targeted benchmarks. Ultimately increasing overall employee productivity and revenue. Learn more by emailing us at info@blackfin-group.com
Individual & Team Training Courses



Program Management
Project Management is 'output' while Program Management is about 'outcome' - ensuring the ROI of each initiative is achieved. Learn strategies, methodologies, and frameworks that will drive user adoption. When considering over 70% of all projects fail, this course will put your team on track to be in the 30% that succeed. See Details
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On-Site Workshop
5 Hours $5,500. (max 15 attendees)
Webinar Training:
2 Hours $500. (per attendee)
Secondary Optimization
Secondary, one of the most comprehensive, sophisticated, and critical teams inside a mortgage team. A team that generally speaks its own language and has their own approach toward managing competitive rates, risk, and profits. This workshop can help your team discover ½ to 1M in new revenues. See Details
On-Site Workshop
5 Hours $5,500. (max 15 attendees)
Webinar Training
2 Hours $500. (per attendee)
The Collaboration Lab
Your project teams are provided the keys to successful project execution. Learn our best practices, models, and techniques from a top tier consultant who has made a career out of successfully delivering projects and orchestrating successful team collaboration. See Details
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On-Site Workshop
5 Hours $5,500. (max 15 attendees)
Webinar Training
2 Hours $500. (per attendee)



Change Management
Change is hard for any individual or team. Learn proven strategies, methodologies and frameworks for training, leading, and managing change in your organization. When considering over 70% of projects, this class ensures you are in the 30% that succeed. See Details
On-Site Workshop
5 Hours $5,500. (max 15 attendees)
Webinar Training
2 Hours $500. (per attendee)
Soft Skills
Soft skills is the new, hard skill. In a post-covid, multi-generational world; communication skills have never been more important than they are today. This training help you thrive and drive increased productivity in the workplace. Equipping the team with critical communication strategies. See Details
On-Site Workshop
5 Hours $5,500. (max 15 attendees)
Webinar Training
2 Hours $500. (per attendee)
Mortgage 101
A class they don’t teach us in high school – but should. This class is available to consumers or new hires in the mortgage banking industry. We cover everything from loan application to post-closing. An education that will provide benefits for a lifetime. See Details
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On-Site Workshop
5 Hours $5,500. (max 15 attendees)
Webinar Training
2 Hours $500. (per attendee)



Consulting
101 Workshop
Regardless if you are preparing to enter the workforce, at the end of your career, or somewhere in the middle - a career in consulting can be very lucrative, fun, exciting, and 1000% fulfilling. During this training we'll teach you everything you need to know to be successful. See Details
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5 Hours $4,500.
Contact Us For More Details
Leading Multi Generations
Learn critical insight into the Gen Z and Millennial generations. Become better equipped for hiring, leading, managing, and communicating with these two generations. Attending will potentially reshape your business to better integrate the generations that define todays workplace. See Details
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On-Site Workshop
5 Hours $5,500. (max 15 attendees)
Webinar Training
2 Hours $500. (per attendee)
Keys to LO Success
in 2023 Workshop
To be a successful loan officer requires grit, stamina, and great perseverance. Yet, time changes everything. Yesterdays strategies won't necessarily work in 2023. This class provides you the critical strategies required to achieve success in today's mortgage markets. Coming Soon.
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On-Site: 5,500. (max 15 attendees)
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Webinar: 3 Hour Training $1,200.


Secondary 101
Between maintaining competitive loan programs, interest rates, managing risk, and profitability - Secondary Marketing teams seem to speak their own language. BlackFin Groups Secondary 101 class is geared to make sense and easy to follow for all audiences. See Details
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On-Site Workshop
5 Hours $5,500. (max 15 attendees)
Webinar Training
2 Hours $500. (per attendee)