Polson Higgs

Business Banking Essentials

This workshop provides a solid practical foundation in business banking and the tools to build a strong relationship with your bank, through good communication of quality information
Only by understanding the issues that are important to your bank can you develop your best business case and present successful proposals that will save your business time and money

This course will give you insight into:

  • The current lending environment; why the "new normal" is not just a fad and is here to stay
  • Bank assessment processes; what your banker is actually focusing on when making a decision
  • Bank lending criteria; how far will a bank go before the "punch bowl" is taken away?
  • Information requirements; how the information you present and how you present it influences the bank's decision
  • Business Management and governance; what the bank will expect of your day-to-day financial control and decision making
  • Property finance; why "business" lending principles (not just the "valuation"!) apply too

Benefits for attending this course:

  • Understand the recent changes in the bank finance market
  • Review the issues important to both banks and businesses
  • Find out how to present the right information in the best way possible
  • Be better prepared to deal with the unexpected and avoid potential pitfalls before they happen
  • Consider real-life case examples in a "case study"
  • Have your specific questions answered in a follow-up webinar

LOCATION

PRICING

  • Early Bird Price - $265 (incl GST)
    includes a one hour follow up webinar

  • Full Price - $305 (incl GST)

PAYMENT OPTIONS: Direct Credit or Credit Card

REGISTRATION INFORMATION

  • You will receive venue details and an invoice after your registration confirmation.

For further information, please contact Alisha Ross in our Dunedin Office:

Registration Form

Surname

First Name

Company / Organisation:

Mailing Address:

Phone:

Email:

Location:

Course:

Payment Method:

Direct Credit
Credit Card - (Visa, Mastercard and American Express only)

Loyalty Programme

By registering for this course you will automatically be enrolled in our Loyalty
Programme. If you do not wish to join our Loyalty Programme please
tick this box.

 

Last updated:                    Monday, 27 February 2012   |      10:38:37 a.m.

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