Negotiating with Your Banker: Getting the Best Deal WEBCAST

Friday, November 13 8:00am - 10:00am PST

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2 Credits

Member Price $79.00

Non-Member Price $109.00

Overview

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.

Highlights

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

Prerequisites

Some negotiation experience is helpful

Objectives

Learn how to get the best financing deal from your bank

Preparation

None

Notice

None

Leader(s):

Leaders

John Daly

John L. Daly 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. Earlier in his career, John was Chief Financial Officer for a Tier 1 automotive parts supplier. He also has been CFO for a large restaurant chain and COO for a window treatments manufacturer and retailing chain. He is the author of Pricing for Profitability published by Wiley & Sons.

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Non-Member Price $109.00

Member Price $79.00