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The pandemic has pushed businesses to their limits and as the recovery begins, assessing the financial health of clients and suppliers has never been so important. UK Finance is running a series of online workshops which will provide practical support for staff members working closely with clients in analytical roles, increasing their ability to understand both financial and non-financial commercial customer risk issues. All the modules will take cognisance of the impact of Covid-19.
There are four workshops in total, each is standalone so can be attended independently, but our recommendation is for your organisation to send colleagues to all four - the most appropriate colleague can attend each one.
Workshop One: Introduction To Financial Analysis
Newly appointed credit analysts need to get to grips very quickly with the skills and capabilities required to perform a financial analysis to assess the credit risk of a business. Reliance on external agencies is simply not sufficient.
This interactive and very practical briefing will walk delegates through the introductory phases and will be a highly practical and interactive session. Some pre-webinar work will be expected of the attendees.
Workshops Two & Three: Advanced Financial Analysis:
For credit analysts who are happy with the fundamentals of accounting statements these two practical workshops will provide you with new tools to quickly go through a set of accounts and assess the risks. This includes; a framework for analysis, debt rating agencies, linking non financials with financial analysis and typical ratios. For the more experienced analysts this should prove to be a practical and useful refresher.
Due to the detailed technical content the agenda will be spread over two sessions with some work expected of attendees before the first workshop and in between the two sessions.
Agenda - Workshop Two
Agenda - Workshop Three
Workshop Four: Understanding Customer Risk
Thorough financial analysis has always been critical to understanding the risk of lending to a customer. However, this is only half the story. Full understanding of the customer risk is key before any financials get looked at, otherwise numbers will just be numbers. Many investment analysts make the point that if they don't understand the source of competitive advantage of a business there is no point looking at the numbers.
This workshop will walk participants through a rigorous framework to assess these so called 'non financial' risks. It will be very interactive with a few plenary discussions.
Agenda
Director & Founding Shareholder, Board Evaluation Limited
Jean Pousson is a Director and founding shareholder of Board Evaluation Limited, a specialised consultancy practice set up in 2011 which provides...
Jean Pousson is a Director and founding shareholder of Board Evaluation Limited, a specialised consultancy practice set up in 2011 which provides board evaluation, strategic health checks, and various training and consultancy services to an international client base. He is a regular contributor to strategy and finance programmes run by The Institute of Directors, where he is one of their senior consultants.
Jean previously held the position of Director of Studies at the TSB Group Management College where he was responsible for overall academic leadership, but with direct responsibility for finance and strategy programmes and consultancy activities.
For the last 32 years, Jean has lectured and consulted on issues of strategic planning and implementation, credit risk and finance to an international client base consisting of financial services organisations, SME's, multinationals, charities, housing associations, professional firms and public sector bodies. Some examples of past and present clients include: UK Finance, Credit Suisse AG, Lloyds Bank plc, MBNA Europe Limited, Paypal Europe, RBS plc, and Worldpay. He has lectured in over 34 countries.
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