The pandemic aftershocks coupled with high inflation, skills shortages, energy prices spike and other geopolitical events have reinforced the necessity to assess the risk of clients and suppliers alike.

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 including; 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.

Because of 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.

UK Finance is running this workshop as part of 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. 

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, see below for details of the entire series.

Take this training in-house:

This training is also available as an in-house programme, which means you can tailor it to exactly what you and your colleagues require. Pricing for in-house will depend on what is required. Enquire about this option by contacting our training team.

Pricing:

Individual session tickets:

  • £169 (+VAT) - Members and Associate Members
  • £255 (+VAT) - Non-members

This course is part of the Commercial Customer Risk Programme, which includes four workshops in total, see below for information on each:

Jean Pousson

Jean Pousson

Director & Founding Shareholder, Board Evaluation Limited

Originally from Mauritius, Jean Pousson brings over 34 years of management consultancy, training, facilitation, and coaching experience to the table, ...

Originally from Mauritius, Jean Pousson brings over 34 years of management consultancy, training, facilitation, and coaching experience to the table, having worked in well over 30 countries. His formative years were in banking with Barclays Bank(15 years in Retail and Corporate Banking)where he spent many years assessing risks of small to medium sized businesses and Corporates. 

He was also with the UK TSB Banking Group for a few years where his last appointment was Group Director of Studies responsible for providing academic leadership to the Group. 

He has Board experience(Executive and non-executive )and has been involved in well over 100 Board Effectiveness Reviews as an evaluator and/or providing oversight to the assignments. The organisations have ranged from mid-sized businesses to larger entities.

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