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Live Webcast Replay

Negotiating with Your Banker: Getting the Best Deal

Total Credits: 2 including 2 Business Management & Organization - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry |  Practice Management
John L. Daly
Course Levels:
2 Hours
Product Type:
Live Webcast Replay
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Some CFOs think that your banker’s proposal is a “take it or leave it” proposition. Banking relationships are negotiated, just like any other business relationship. This session will discuss how to tell your organization’s story, why you should regularly communicate with multiple banks, and how to put yourself in the strongest possible bargaining position. Issues discussed included loan terms, interest rates, covenants, and owner guarantees. If your organization needs bank financing, this session is for you.

Basic Course Information

Learning Objectives
  • Learn how to get the best financing deal from your bank

Major Subjects
  • How to be your bank's best customer
  • Understand your debt capacity
  • Know what terms are negotiable
  • Why you should communicate with multiple banks
  • Evaluate the strength of your negotiating position
  • Negotiate covenants

Course Materials


John L. Daly's Profile

John L. Daly Related seminars and products: 61


John L. Daly, MBA, CPA, CMA, CPIM, is a Chelsea, Michigan-based management consultant specializing in costing, pricing strategy and pricing model development.  He has taught continuing professional education courses since 1995 and began doing ethics seminars two weeks before the Enron scandal.  John has been CFO for a Tier 1 automotive parts supplier and a large restaurant chain and COO for a window treatments manufacturer and retailer.  He is the author of "Pricing for Profitability", published by Wiley and Sons.


Fri, Aug 30, 2019 - 11:00a to 01:00p CDT
Tue, Sep 10, 2019 - 05:00p to 07:00p CDT
Fri, Sep 20, 2019 - 10:00a to 12:00p CDT
Thu, Oct 03, 2019 - 07:00p to 09:00p CDT
Fri, Oct 11, 2019 - 01:00p to 03:00p CDT
Fri, Nov 01, 2019 - 09:00a to 11:00a CDT
Tue, Nov 19, 2019 - 03:00p to 05:00p CST
Fri, Nov 22, 2019 - 11:00a to 01:00p CST
Fri, Dec 13, 2019 - 12:00p to 02:00p CST
Sat, Dec 14, 2019 - 09:00a to 11:00a CST
Fri, May 29, 2020 - 09:00a to 11:00a CDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation Some negotiation experience is helpful
Course Developer Executive Education, Inc.
Designed For CEOs, CFOs, Controllers and those who aspire to an upper management role
Yellow Book No
Original Recording Date 03/13/2019
Date Added to Catalog 11/02/2018

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration

Promo Video



Overall:      4.5

Total Reviews: 22

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