PRACTICAL PD
Courses for Accountants

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Learn a range of bank and financial institution negotiation tips, by working through and negotiating an in-depth, realistic bank offer letter to a business, full of practical tips and examples.

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AGENDA

 

•    Analyzing and responding to a realistic bank offer letter
•    Negotiating security, interest rates, guarantees, covenants, margining, fees and costs
•    Dealing with bank outs and veto rights, financial reporting & more
•    Negotiation principles and points are applicable across banks, industries and type of financing offers

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This course is a 2 hour  topical extract from the course Practical Tips for Controllers & CFOs - The Case Course

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This session was created and is presented by a veteran CFO Stephen Priddle who has created courses that nearly 28,000 accountants have attended and are known for practicality, examples, and humour, who is prolific writer of published cases.  

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About 80% of the course content applies outside Canada, so it is of interest to accountants from anywhere in the world.

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Who will benefit

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This course is interest to anyone who negotiates with banks or financial institutions, at any level, and those who advise clients on this topic.

It will help you with new negotiations, and even to improve your existing loan agreements at renewal time.

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PAST FEEDBACK

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• I just took the course tonight. Found it quite captivating and very relevant.  I am in the middle of a multi-million $ bank loan negotiation and can certainly apply many principles discussed in this course as soon as tomorrow!,

• We just had our yearly review with our bank and I applied several of the items from your course with great success

• I was a 30 plus year Corporate/Commercial Banker and was impressed by the practicality of dealing with a financial institution.  There were numerous suggestions throughout the presentation that would aid in getting a more beneficial arrangement with your Bank

• The course content is excellent, with great advice and tips on how to negotiate the loans

• the course tries to cover almost everything a small to mid size organization would encounter when negotiating financing with its lenders

• The banking offer case was most informative

• I also enjoyed learning some of the things that we can ask for from Banks, some of this can be helpful in negotiations with other banks.  The main lesson is that most people don’t think that almost all aspects of a contract can be negotiated

• Bank agreement case was fun

• I liked all the suggestions on negotiating different terms depending on your situation

• Thanks for another great course

• Your course content was fantastic - it gave me some excellent practical tips for bank negotiation

• Thank you for such an informative session

• Very good information

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