Learn a range of bank and financial institution negotiation tips, by working through an in-depth, realistic bank offer letter to a business, full of practical tips and examples The session was created and is presented by an experienced, active CFO, with extensive real-life insight and is delivered with humour and real-life illustrations. This course is interest to anyone who negotiates with banks or financial institutions, at any level, and those who advise clients on this topic. It will help you with new negotiations, and even to improve your existing loan agreements at renewal time. AGENDA • Analyzing and responding to a realistic bank offer letter • Negotiating security, interest rates, guarantees, covenants, margining, fees and costs • Dealing with bank outs and veto rights, financial reporting & more • Negotiation principles and points are applicable across banks, industries and type of financing offers PAST FEEDBACK • We just had our yearly review with our bank and I applied several of the items from your course with great success • I was a 30 plus year Corporate/Commercial Banker and was impressed by the practicality of dealing with a financial institution. There were numerous suggestions throughout the presentation that would aid in getting a more beneficial arrangement with your Bank • The banking offer case was most informative • I also enjoyed learning some of the things that we can ask for from Banks, some of this can be helpful in negotiations with other banks. The main lesson is that most people don’t think that almost all aspects of a contract can be negotiated • Bank agreement case was fun