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 and Corporate Secretary of the SureWx Inc. group of companies. SureWx is a global aviation business, an industry leader in the area of assisting airlines optimizing winter operations.

​An engaging and experienced teacher, Stephen Priddle weaves practical tips together with stories from his business experience and input from participants. Seasoning the mix with a dose of accounting humour, he serves up useful and dynamic courses. Someone said: “humans are hard-wired to learn from stories” – Stephen is in part a business/accounting story teller, who draws out the lessons from the stories. This is a refreshing change from the usual dull technical courses for accountants and business people. Through his courses, he has interacted with over 23,000 financial leaders and thus stays on the leading edge in terms of best practices and hot topics.

Stephen’s teaching experience includes presenting courses for over 70 accounting bodies and organizations in Canada and abroad. He is a Session Leader in the new CPA Professional Education Program, and has taught at the University of Toronto and Carleton University. He has moderated in the legacy Canadian CMA Strategic Leadership Program, and taught in the CA program and the CGA program. Stephen is a prolific author. His published business, accounting and finance cases are used by many organizations.

Stephen has over 35 years of varied business experience. After working with KPMG for five years, he moved into industry, where he has worked for public and private companies. He has gained a wide range of experience in financial reporting, treasury management, merger & acquisition and other business matters.

Stephen obtained his CPA, CA and CMA designations following graduation from Carleton University with an Honours Bachelor of Commerce degree, accounting major.