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21WA-3762: Negotiating with Your Banker: Getting the Best Deal (Webinar)

Date Thursday, December 23, 2021
Time 7:00am - 8:50am
Central Time
Location Online
CPE credits CPE 2.0
Field(s)
of study
Business Management & Organization - Non-Technical (2.0)
Instructor John Daly, MBA, CPA, CMA, CPIM
Executive Education, Inc.
Fees
Standard Member Fee $79.00
Standard Nonmember Fee $79.00
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Description

Some CFOs think that your banker's proposal is a "take it or leave it" proposition. Banking relationships are negotiated, just like any other business relationship. This session will discuss how to tell your organization's story, why you should regularly communicate with multiple banks, and how to put yourself in the strongest possible bargaining position. Issues discussed included loan terms, interest rates, covenants, and owner guarantees. If your organization needs bank financing, this session is for you.

Who should take this program?

CEOs, CFOs, Controllers and those who aspire to an upper management role

Major subjects

  • How to be your bank's best customer
  • Understand your debt capacity
  • Know what terms are negotiable
  • Why you should communicate with multiple banks
  • Evaluate the strength of your negotiating position
  • Negotiate covenants

Learning objective(s)

  • Learn how to get the best financing deal from your bank

Notes:

Course code Code 21WA-3762
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Level Intermediate
Format Group Internet Based
Prerequisites Prereq. None
Advance
prep
None
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