At the Commercial Loan Broker Association, we believe continuing education is essential to building a successful, sustainable business. That’s why we created our workshop series—designed to deliver actionable insights, real-world strategies, and practical tools you can apply immediately to your business.
We’re excited to continue the Mastering Client Success series. Below, you’ll find the titles, descriptions, and dates for each upcoming workshop.
All workshops are free for CLBA members and $99 for non-members. Non-members who attend and join CLBA within one week will have the $99 applied toward their membership dues.
Q1 Workshop – Mastering Client Success: From Intake to Impact: Structuring Bankable Deals from Day One
February 11th | 1:00 PM – 2:00 PM Est.
Description:
This workshop equips commercial loan brokers with a repeatable, tech-powered process to structure deals for success before submission. From Intake to Impact covers LOI readiness, deal storyboarding, coaching clients through complex credit narratives, and using AI and automation to assess lender fit—so brokers walk away with a stronger pipeline and higher-quality submissions.
Q2 Workshop – Mastering Client Success: Beyond the Broker: Becoming a Client’s Capital Strategist
June 17th | 1:00 PM – 2:00 PM Est.
Description:
Beyond the Broker: Becoming a Client’s Capital Strategist is a strategic workshop for commercial loan brokers ready to move beyond transactions and into long-term advisory roles. Learn how to guide clients through multiple capital events, navigate complex stakeholder dynamics, and position deals for institutional and specialty lenders—so you become a trusted growth partner, not just a deal source.
Q3 Workshop – Mastering Client Success: Reputation Capital: Elevating Your Brand, Relationships, and Referral Network
August 12th | 1:00 PM – 2:00 PM Est.
Description:
This workshop shows commercial loan brokers how to intentionally build reputation capital—the trust and credibility that drives referrals and repeat business. Reputation Capital covers personal branding through publishing and presence, mastering lender relationships, and integrating industry associations and tech platforms to stay top-of-mind and respected across the market.
Q4 Workshop – Mastering Client Success: Scaling Success: Building a High-Impact, Tech-Enabled Brokerage Practice
October 14th | 1:00 PM – 2:00 PM Est.
Description:
Scaling Success equips commercial loan brokers with the systems, technology, and strategies to grow intentionally. Attendees will learn how to streamline operations, leverage AI and automation, and build a data-driven business designed for efficiency, repeatable value, and long-term scalability.
Our first workshop of the series is just a few days away. Space is limited, so save your seat and register today!