Course details

    1. Presentation

    2. Recording

About this course

  • $127.00
  • 2.5 CPD hours
  • May 24, 2023

Course description

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. 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 applicable across industries and borders

WHO SHOULD ATTEND

This course is interest to anyone who negotiates with banks or financial institutions, at any level, and those who advise clients on this topic.

Instructor(s)

Stephen Priddle

Stephen Priddle, CPA, CA, CMA is the President and Founder of Practical PD and also the Vice-President, Finance, Chief Financial Officer of Fidus Analytics Inc. He is also a Board member and Corporate Secretary of the SureWx Inc. SureWx is a global aviation business, an industry leader in the area of assisting airlines optimizing winter operations. He was CFO of SureWx from 2012-2024.