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Live Webcast Replay

Negotiating with Your Banker: Getting the Best Deal

Total Credits: 2 including 2 Business Management & Organization - Non-technical

Average Rating:
   4.6
Category:
ACPEN Industry Institute |  Industry |  Practice Management
Faculty:
John L. Daly, MBA, CPA, CMA, CPIM
Course Levels:
Intermediate
Duration:
2 Hours
License:
Access for 30 day(s) after program date.
Dates
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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.

Basic Course Information

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

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

Course Materials

Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (0.47 MB) Available after Purchase
Negotiating_With_Your_Banker_Slides (253.9 KB) Available after Purchase

Faculty

John L. Daly, MBA, CPA, CMA, CPIM's Profile

John L. Daly, MBA, CPA, CMA, CPIM Related seminars and products: 19

John L. Daly, MBA, CPA, CMA, CPIM, is a Chelsea, Michigan-based management consultant specializing in costing, pricing strategy and pricing model development.  He has taught continuing professional education courses since 1995 and began doing ethics seminars two weeks before the Enron scandal.  John has been CFO for a Tier 1 automotive parts supplier and a large restaurant chain and COO for a window treatments manufacturer and retailer.  He is the author of "Pricing for Profitability", published by Wiley and Sons.

Dates

Fri, Feb 12, 2021 - 09:00am to 10:48am EST
Tue, Mar 16, 2021 - 10:00am to 11:48am EDT
Fri, Apr 16, 2021 - 09:00am to 10:48am EDT
Fri, May 14, 2021 - 10:00am to 11:48am EDT
Wed, Jun 16, 2021 - 10:00am to 11:48am EDT
Wed, Jul 14, 2021 - 10:00am to 11:48am EDT
Fri, Jul 23, 2021 - 10:00am to 11:48am EDT
Wed, Aug 11, 2021 - 09:00am to 10:48am EDT
Fri, Aug 20, 2021 - 09:00am to 10:48am EDT
Fri, Sep 10, 2021 - 09:00am to 10:48am EDT
Tue, Sep 21, 2021 - 09:00am to 10:48am EDT
Wed, Oct 13, 2021 - 08:00am to 09:48am EDT
Mon, Oct 25, 2021 - 09:00am to 10:48am EDT
Thu, Nov 11, 2021 - 10:00am to 11:48am EST
Fri, Nov 19, 2021 - 10:00am to 11:48am EST
Fri, Dec 10, 2021 - 08:00am to 09:48am EST
Thu, Dec 23, 2021 - 08:00am to 09:48am EST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation Some negotiation experience is helpful
Designed For CEOs, CFOs, Controllers and those who aspire to an upper management role
Original Recording Date 03/13/2019
Yellow Book No
Course Developer Executive Education, Inc.
Date Added to Catalog 11/02/2018

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Promo Video

Reviews

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Overall:      4.6

Total Reviews: 58

Comments

Hailey C

"Thoroughly enjoyed this webinar. Gave a great insight to how the bank thinks, which helps when needing to negotiate with the bank. "

Darlene V

"I will be sure to enroll in additional courses with John Daly."

Williams C

"Don Minges, Moderator, did excellent job."

Ronald R

"Good job from a former bank auditor!"

Lori A

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