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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.
Thorough financial analysis has always been critical to understanding the risk of lending to a customer. But 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.
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.
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.
Individual session tickets:
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 contacttraining@ukfinance.org.uk for an exclusive discount.
Managing Director, Jean Pousson and Associates Limited
Jean Pousson brings over 35 years of management consultancy, training, facilitation, and coaching experience to the table, having worked in well over ...
Jean Pousson brings over 35 years of management consultancy, training, facilitation, and coaching experience to the table, having worked in well over 35 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 (both Executive and non-executive) and has been involved in over 100 Board Effectiveness Reviews as an evaluator. The organisations have ranged from mid-sized businesses to larger entities.
Professional credentials and training experience
Jean holds a business degree from the University of the Witwatersrand (South Africa) and a business Diploma from the University of Warwick Business School, and is a Certified Associate of the South African Institute of Bankers. He also holds the Institute of Directors Certificate and Diploma in Company Direction. He was twice voted “Lecturer of the Year” by UK Finance. In a typical year, Jean will interface with approximately 500 company directors and about 8 to 10 Boards. He has written numerous articles and contributed to several books by writing specialised chapters. He also has a number of YouTube clips.
His banking career of assessing risks in businesses across a wide spectrum of different industries has made him well qualified to conduct many strategic reviews. He has also undertaken numerous strategy facilitation assignments with Boards and executive teams. He brings a practical feel to his lectures, born out of continuing experience, and has been known to make his courses fun and lively.
Past clients have included Daimler Financial Services, Lloyds Banking Group, PayPal, Mercedes Financial Services Group, The Banks Group, and many clients under the auspices of Euromoney Learning and The Institute of Directors. He is also a regular contributor to Vistage, the San Diego-based world’s largest network of Chief Executives.
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