A Lender’s Guide to Corporate Financial Strategies

How do you better assess your borrower’s financial and operating expertise? By gaining a strong understanding of key corporate finance concepts that executives use in decision making every day.

Why A Lender’s Guide to Corporate Financial Strategies?

A Lender’s Guide to Corporate Financial Strategies helps your commercial bankers gain a thorough understanding of corporate customers’ financial decision making to position your organisation as a trusted advisor and help you rise above the competition. The program focuses on what commercial bankers need most: a practical understanding of the corporate finance tools and practices that CEOs, CFOs, and accountants use everyday in the strategic management of their companies.

Who Should be Trained?

A Lender’s Guide to Corporate Financial Strategies is for commercial bankers, including credit officers, relationship managers, credit underwriters, portfolio managers, and credit analysts, with at least 3–5 years experience and with regular customer contact.

Delivery Method

A Lender’s Guide to Corporate Financial Strategies is a two-day, highly-interactive workshop facilitated by Omega Performance senior corporate finance specialists, involving hands-on case examples and tools for on-the-job use, and culminating in a capstone case. Supplemental training to enhance the learning experience is available via a one-day workshop, live seminars, or 90-minute webinars.

Results

A Lender’s Guide to Corporate Financial Strategies helps you:

• Better manage your institution’s risk
• Expand your existing commercial relationships by capitalising on opportunities to deliver additional products and services
• Enhance customer loyalty and increase new business opportunities by positioning yourself as a trusted advisor
• Differentiate yourself in the marketplace with an in-depth understanding of your clients’ challenges and opportunities
• Facilitate the creation of value-added relationships with key high-level contacts within client organisations

What is Included?

Participants will dive into case examples and hands-on exercises that emphasise key issues. They will take away tools for on-the-job use--including a financial calculator for determining present values, internal rates of return, and other computations--and the ability to:

• Qualify, prioritise, and value projects in capital budgeting and assess customers’ expertise
• Understand the basis for financial and operating decisions from the client’s perspective
• Understand how to value securities and the business itself
• Understand the impact of performance and transactions on “value”
• Identify and qualify additional income or relationship opportunities for your financial institution

Omega Key Differentiators

• Builds on key commercial credit analysis principles; not taught in a vacuum
• Covers the most typical concepts for public and private companies
• Focuses only on what commercial bankers need to know and will use regularly, saving time and money over traditional courses
• Part of a comprehensive curriculum for commercial bankers

Learning Method: