Commercial Customer Risk: Workshop 4 - Understanding Customer Risk

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.

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.

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 3 - Advanced Financial Analysis (Part 2)

Area of expertise:

Commercial finance Invoice finance & asset-based lending

Jean Pousson

Director & Founding Shareholder, Board Evaluation Limited

Jean Pousson is Director and founding shareholder of Board Evaluation Limited, a specialised consultancy practice set up in 2011 that provides board e...

Jean Pousson is Director and founding shareholder of Board Evaluation Limited, a specialised consultancy practice set up in 2011 that 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, SMEs, 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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