Commercial Customer Risk: Workshop 3 - Advanced Financial Analysis (Part 2)

Workshop overview:

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.

Interested in taking any of our workshops in-house?

Whether you are seeking to upskill your team, enhance productivity or foster a culture of continuous learning, we can deliver customised training programmes designed to meet your specific needs. If you have an enquiry, you can complete the in-house form and our training team will be in touch with next steps.

IN-HOUSE TRAINING

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.

Interested in attending all four sessions or registering multiple delegates? Please contact
training@ukfinance.org.uk for an exclusive discount.

Commercial Customer Risk: Workshop 1 - Introduction to Financial Analysis

Commercial Customer Risk: Workshop 2 - Advanced Financial Analysis (Part 1)

Commercial Customer Risk: Workshop 4 - Understanding Customer Risk

Area of expertise:

Commercial finance Invoice finance & asset-based lending

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.

Underwriters
Portfolio Manager
Business Administrative Assistant
Director of Credit
Loans Officer
Client Manager
Loans Officer
Financial Controller
Business Development Manager

UK Finance search

Search form