Mobile Edition


Negotiating with Your Banker: Getting the Best Deal (ACNWYB13)

 
Date:Friday, August 30, 2019
Time:12:00PM - 2:00 PM
(Registration at 11:30AM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Instructor: John L. Daly
Vendor:ACPEN
Course Level:Intermediate
Early Bird Price:$79.00 FICPA Members, $109.00 Non-Members

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.



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


Major Topics:
  • 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


Who Should Attend:
CEOs, CFOs, Controllers and those who aspire to an upper management role

Prerequisite:
None

Advanced Preparation:
Some negotiation experience is helpful

Session/Options

If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.