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How to negotiate with banks.
Anyone who works in the financial department of an SME and who has to have a direct relationship with the managers of their financial products in the current financial institutions.
By knowing the current rules of the game, you can stay a step ahead and plan successfully.
Specific goals of the activity:
- How many institutions do we need to work with?
- What your day-to-day relationship with the FI should be like.
- What risks do you have to request/maintain/renew in order for your financial plan to be viable?
- Quid Pro Quo: what they will request from you as "compensation" throughout the relationship.
Complete list of topics:
- Current map of financial institutions: From 55 to 5 in less than 10 years. 2. Explanation of what has happened to the map of Financial Institutions in recent years and how it affects you when you negotiate with the FIs.
- Increased European/National Banking Regulations: we will detail the basic documents to initiate/continue a banking relationship.
- What type of company you are: Company, SME, self-employed individual.
- Assets.
- Liabilities.
- Services
Calendar
Find out more
IMPORTANT: This activity is carried out in two different formats: an in-person session or a virtual session. Go to the calendar on the website to check the format of each session.
Virtual session: the virtual sessions of this activity are offered via streaming using the free Microsoft Teams platform. Registered participants will receive the link by e-mail with the invitation and login instructions before the start of the session.
For Virtual Classroom activities, anyone who has logged into the space within the first 30 minutes of the training will be considered to have "attended". Those joining later will be considered to have "not attended" the training, and the corresponding certificate will not be issued.
In-person session: information about the place where the in-person session will take place, i.e., the address and the classroom, can be found on the website.
With in-person activities, registered participants must sign the attendance form at the reception desk of the corresponding facility in order to demonstrate their attendance.