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Karen Davies Shares Thoughts on What Should Be Part of the Business Plan

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Total Case Duration :

  • Date Added : 11/8/2002
  • Clip Duration : 1 min. 34 sec.

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Karen Davies

  • Commercial Loan Officer, SunTrust
  • female
  • Caucasian
  • Not Available
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • Video 1 of 28 in this Case
  • View All Available Videos

Biography

Karen Davies is a Commercial Loan Officer with Crestar (which was acquired by SunTrust right before the interview).

We would prefer that they have a written business plan in hand. Not always. A lot of them do and a lot of them will go through the business plans with us when we sit down at the initial meeting. Q: So what do those plans look like? A: I would say on average there's some form of executive summary ...(Full transcript available to logged in subscribers.).

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Karen Davies videos

Video 1 of 28 Karen Davies Shares Information About Current Position as a Commercial Loan Officer
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 1 min. 0 sec.
Video 2 of 28 Karen Davies Discusses Professional Background in Banking
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 0 min. 30 sec.
Video 3 of 28 Karen Davies Discusses Process of Applying for a Small Business Loan
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 1 min. 22 sec.
Video 4 of 28 Karen Davies Discusses What Business Owners Bring to First Meeting
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/02
  • Karen Davies
  • 0 min. 53 sec.
Video 5 of 28 Karen Davies Discusses Conversation Topics During First Loan Meeting
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 0 min. 46 sec.
Video 6 of 28 Karen Davies Shares Importance of Selling Idea During First Meeting
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 0 min. 53 sec.
Video 7 of 28 Karen Davies States Meetings Are More Productive When Materials Are Delivered Ahead of Time
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 0 min. 45 sec.
Video 8 of 28 Karen Davies Discusses Feedback That Borrower Might Receive
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 1 min. 29 sec.
Video 9 of 28 Karen Davies Shares Examples of High Risk Business Ventures That Would Be Unlikely to Receive Bank Funding
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 2 min. 46 sec.
Video 10 of 28 Karen Davies Discusses Why Banks Play a Conservative Role in Lending
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 1 min. 42 sec.
Video 11 of 28 Karen Davies Shares Details About Bank's Typical Loan Evaluation Process
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/02
  • Karen Davies
  • 3 min. 3 sec.
Video 12 of 28 Karen Davies Shares Thoughts on What Should Be Part of the Business Plan
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 1 min. 34 sec.
Video 13 of 28 Karen Davies States Bad Business Plans Have Pie In The Sky Mentality
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 1 min. 58 sec.
Video 14 of 28 Karen Davies Shares Pitfalls Seen in Bad Business Plans(duplicate)
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 1 min. 58 sec.
Video 15 of 28 Karen Davies States Strong Business Plans Have Thorough Projections
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 2 min. 13 sec.
Video 16 of 28 Karen Davies Discusses How Bank Performs Financial Projections From Top-Down
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 0 min. 58 sec.
Video 17 of 28 Karen Davies Stresses Importance of Outlining Assumptions that Support Projections
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 0 min. 34 sec.
Video 18 of 28 Karen Davies Shares Ideas on How To Establish A Strong Relationship With a Bank Before Seeking Funding
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/02
  • Karen Davies
  • 2 min. 10 sec.
Video 19 of 28 Karen Davies Discusses Reality of Employee Turnover in Bank Branches
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 1 min. 44 sec.
Video 20 of 28 Karen Davies Shares Some Common Mistakes Made By Small Business Owners Looking For Loans
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 1 min. 57 sec.
Video 21 of 28 Karen Davies Discusses Bank's Position in Overall Lending Environment
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 3 min. 24 sec.
Video 22 of 28 Karen Davies Discusses Personal Guarantees on Loans
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 1 min. 0 sec.
Video 23 of 28 Karen Davies Stresses Importance of Developing Strong Network of Businesspeople
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 0 min. 58 sec.
Video 24 of 28 Karen Davies States Entrepreneurs Should Identify and Address Weaknesses
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 1 min. 41 sec.
Video 25 of 28 Karen Davies Stresses Importance of Cash Flow
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 0 min. 46 sec.
Video 26 of 28 Karen Davies Shares Typical Cash Flow Problems
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 1 min. 29 sec.
Video 27 of 28 Karen Davies Shares Personal Challenges in Lending to Small Businesses Versus Large Corporations
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 1 min. 57 sec.
Video 28 of 28 Karen Davies Stresses Importance Getting to Know Your Banker
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 1 min. 5 sec.

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Karen Davies Shares Thoughts on What Should Be Part of the Business Plan
  • Karen Davies - Interview on Lending - Crestar/SunTrust
  • 11/18/2002
  • Karen Davies
  • 1 min. 34 sec.
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Deborah Streeter Discusses The Correct Length For A Business Plan
  • Deborah Streeter - Lecture - Art of the Business Plan
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Deborah Streeter States Financial Requests Should Be Made Up Front In The Business Plan
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Deborah Streeter States Importance of Balancing Passion With Commitment
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