LFI Overview 2016

Level Four International (LFI) is a risk management training firm that delivers measurable benefits to banks and financial institutions worldwide.

LFI takes its name from the four levels of training effectiveness. Company founder Rod Jahner has provided training and executive development services to thousands of middle and senior managers around the globe for over 20 years.

Customer BaseFinancial institutions and companies with domestic and international presence who would benefit from executive development, train the trainer programs, training material development, management simulations and high volume back office processing training.

- Why LFI? Four reasons. Focus Customization Efficiency Sustainability -

ServicesWe make managers better through training courses, case studies and simulations. LFI has countless success stories from consistently high quality and relevant training programs.

Proven techniques in training and staff development• Assessment of staffing practices and adequacy of training• Training course materials, case studies and management simulations• Leveraging the expertise of internal subject matter experts• Comprehensive materials providing a back to basics approach• Auditable guidelines for the future of management education

Executive Coaching to maximize delivery of effective messages

Train-The-Trainer program to develop presentation and interactive teaching skills

Simulation facilitation and training course administration.

Level Four International www.levelfourinternational.com Email: [email protected] 1-919-435-7580

mailto:[email protected]

http://www.levelfourinternational.com/

The LFI AdvantageLFI Founder and President Rod Jahner’s passion for executive development and coaching was honed in financial services. His career with Citibank and Standard Chartered gave him a global perspective. Rod was based in Singapore for 10 years and worked in 20+ countries in Europe, Asia, the Middle East and Africa. His 90+% satisfaction standard is routinely met in courses attended by thousands of participants.

Jahner is a US Patent holder for “Education Through The Employment Of Gaming.” He is also a Master Coach, Certified Personnel Consultant (CPC) and Certified Professional Résumé Writer (CPRW).

Having established LFI in early 2009, his unique blend of experience includes:• 27 years in consumer bank risk management• Contracts with global institutions• Insight into how lenders fail when losing sight of risk management• 17 years of management, design and delivery of risk management training

o Managed best in class training in Asia Pacific for 10 years covering 11 countrieso Expertise in course design, case studies and simulations

• Working relationships with multiple subject matter experts who have:o Managed risk through full economic cycleso Developed many management simulations including crisis management

• 5 years executive recruiting, career counseling, and candidate positioning• Co-authored successful Basel Waiver Application for Standard Chartered.

Jahner’s community service included seven years as commissioner of the Singapore American Football League (SAFL), an all-volunteer program providing playing opportunity for 150+ student athletes in three age based leagues. He also served on the board and as treasurer of the Singapore American Community Action Council (SACAC). He currently volunteers for The First Tee, an organization that teaches youth life lessons, healthy habits and leadership skills through the game of golf.

The Right QuestionsWe know what they are and will help you answer them:

• Are your needs covered by your Training Roadmap?

• Do you have the right benefits in your own training development?

• Is your training protocol working for you?

• Do you have professionals who understand how to deliver training?

• Do you know how to measure effectiveness of training?

• Once you have success, do you maintain it over time?




BenefitsUtilizing LFI services leverages significant experience in risk management training with positive results over an extended period of time.

Focus Development of training materials is time consuming and expensive.And internal development of training materials oftentimes carries a low priority.

Customization We start with the base course, then work with subject matter experts to make the offering your offering. There will be no other like it.

EfficiencyBase course materials and simulations are already developed. Related case studies and internal materials that customize a program to a particular institution can quickly be incorporated into an effective program.

Sustainability We teach the institution how to be self-sufficient in the effective delivery of programs for the education of ever-changing managers. And LFI is a phone call away for assistance with delivery, simulation facilitation, materials updates, training new trainers, whatever is necessary for your ongoing success.

Testimonials

“Rod is a world class trainer…. leveraged his detailed experiences in the US mortgage crisis….. Rod can be relied upon to deliver interactive training with real examples, case studies and simulations. He attracts senior subject matter experts to join the faculty thus ensuring excellent results. I can thoroughly recommend his work.”

– Nic Couldrey, Head of Credit Operations, Barclays Bank

“I’ve known Rod for some 15 years having worked with him in 2 different organizations. In both organizations, he was in charge of Risk Training and I was a trainer for several of the courses run by him. Clearly well versed in his field - he not only put together the course material but also organized the courses very well indeed. The courses included those for senior staff and got very high approval ratings from participants. Rod is a pleasure to interact with and his sense of humour is legendary for many of us who were fortunate to work with him.”

- Shantanu Mitra, CEO, Fullerton India


ProtocolWe have all of the elements for comprehensive, effective training programs.

• Quality training materials covering sound risk management principles• Case studies teaching skills and lessons learned through experience• Management simulations for gaming toward profitability• Internal subject matter expertise which brings credibility to the offering.

We also help clients to become more self-sufficient in course delivery, through an instructor base of knowledgeable internal subject matter experts. Instructors complete a one day Train-The-Trainer including:

• Presentation skills and more importantly, the art of interactive learning• Video sessions & immediate coaching in a non-threatening atmosphere• Skills certification useful in other forms of professional communication.

It all adds up to a trio of compatible tools for a robust learning experience:

1. Certified trainers generate participant interaction in the classroom by drawing participants into discussions on lecture materials

2. Case studies created from past experiences within the company bring real life examples that are compatible with the lectures

3. Simulation moves participants toward a numbers based discipline to maximize results.

And they have fun in the process.

Should the client desire external expertise, LFI can draw from a global network of lifetime risk management professionals who serve as freelance trainers.

The results?Participants leave with a sound understanding of risk and a network of contacts.

Senior management sees the value and becomes key to the process.

Becoming a subject matter expert (SME) trainer places managers in an elite category of mentorship in

the organization.


ProductsAll LFI products can be customized to your individual needs, and…All include a personalized approach, with full access to LFI President Rod Jahner.

Topics include:• Consumer Credit, basic and advanced with stress testing• Collections Management• New Hire Collector Training• Small & Medium Enterprise, with stress testing• Fraud Management• Specific product training as necessary, for Credit Cards, Mortgages, Autos• Management Associate programs to develop future leaders cognoscente of risk• Back office processing for high volume environments• Train the Trainer sessions to improve presentation and interactive teaching skills of internal

subject matter experts.

LFI can also provide:• Executive coaching in the development and effective delivery of a message• Career reviews and establishment of realistic objectives• Resume and related writing services to display personal ‘brand’• Outplacement services including career counseling, job search and interview preparation.

Countries worked in for Training Delivery

United States Australia Indonesia Singapore

Malaysia Thailand India Philippines

Hong Kong Taiwan China Korea

Japan UAE United Kingdom Spain

Portugal Belgium Greece Switzerland

Kenya South Africa

LFI Average Course Satisfaction Ratings To-Date: 96%

ContactRod JahnerFounder and President, Level Four International411 31st Street, Suite 210 Sunset Beach, NC 28468 USAPhone: +1 (919) 435-7580Email: [email protected]: http://www.linkedin.com/in/rjahner Website: www.levelfourinternational.comTwitter: @trainthem



http://www.linkedin.com/in/rjahner


ProductsAll LFI products can be customized to your individual needs, and…All include a personalized approach, with full access to LFI President Rod Jahner.

Topics include:• Consumer Credit, basic and advanced with stress testing• Collections Management• New Hire Collector Training• Small & Medium Enterprise, with stress testing• Fraud Management• Specific product training as necessary, for Credit Cards, Mortgages, Autos• Management Associate programs to develop future leaders cognoscente of risk• Back office processing for high volume environments• Train the Trainer sessions to improve presentation and interactive teaching skills of internal

subject matter experts.

LFI can also provide:• Executive coaching in the development and effective delivery of a message• Career reviews and establishment of realistic objectives• Resume and related writing services to display personal ‘brand’• Outplacement services including career counseling, job search and interview preparation.

Countries worked in for Training Delivery

United States Australia Indonesia Singapore

Malaysia Thailand India Philippines

Hong Kong Taiwan China Korea

Japan UAE United Kingdom Spain

Portugal Belgium Greece Switzerland

Kenya South Africa

LFI Average Course Satisfaction Ratings To-Date: 96%

ContactRod JahnerFounder and President, Level Four International411 31st Street, Suite 210 Sunset Beach, NC 28468 USAPhone: +1 (919) 435-7580Email: [email protected]: http://www.linkedin.com/in/rjahner Website: www.levelfourinternational.comTwitter: @trainthem

Level Four International www.levelfourinternational.com Email: [email protected] 1-919-435-7580 Page 5


http://www.linkedin.com/in/rjahner


LFI Overview 2016

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