Training – Accountants
Getting Finance – What the Bank Manager Needs
Leeds – 27 April 2009 – ACCA – 8 CPD Units
You know that the marketplace is getting more difficult and the banks are well aware of this, what you need to know is how this may affect your ability to finance your business. You probably have a good relationship with your bank manager but how do you ensure that you provide the right information to ensure that this will continue despite nervousness across the financial community. Through a series of interactive sessions we will provide you with an insight into the types of financial and non-financial analysis that the banks will use to assess your business. Understanding the tools and frameworks used by the banks will help you to present your business plans and financial forecasts in a more credible and compelling way.
WHAT WILL I GET OUT OF IT?
Ability to identify the financial and non-financial drivers of business success
Explanation of lending processes used by banks including tools and techniques of financial analysis and non-financial evaluation
Identification of “Critical Success Factors” for your business and how these link to the evaluation of business plans and financial forecasts
Explanation of key frameworks used in connection with “Access to Finance” – both equity and debt
Highly interactive, based on a series of short presentations and group exercises
Identification of non-financial drivers of value and a framework for selection of critical success factors
The complementary nature of financial and non financial information
Evaluation of business plans and forecasts including tools and frameworks used by bankers
How to present your case in ways that make it easier for the banks to lend
WHO SHOULD ATTEND?
Those responsible for managing relationships with the banking community; those involved in the preparation, evaluation or delivery of business plans and forecasts; those accountable for the quality of investment and capital allocation decisions within the organisation and those seeking improved access to finance and investment.
Tim Hoad MBA FCIB
Director, IntangAbility Ltd
Duration: 1 Day
Location: Leeds – TBA