Surgent's Bank Relationships in the COVID Era

Overview

Almost everything changed due to COVID-19, but we don’t see some of the most important changes. The relationship between the bank and the organization is of key importance to the finance professional; however, many haven’t realized the significant changes occurring at banks and how those changes have affected the borrowing relationships. This program will take a hard look at how banks make loan decisions and how many of those decisions have been altered due to the pandemic. In addition, we will explore some of the anticipated changes due to changes in the political landscape.

Highlights

• How banks make loan decisions, the old and the new ways
• Predicting bank rates and other changes
• Bank legislation and the effects on banks
• Bank portfolio quality
• Changing in bank operations due to COVID-19

Prerequisites

None

Designed For

CFOs, controllers, and finance professionals

Objectives

• Understand how to better negotiate bank rates and charges
• Know how banks make loan decisions and how to increase your chances of success
• Learn key skills in bank loan negotiation
• Better predict interest rates at banks and other lenders
• Understand the digital trends in banks and how they will affect your organization

Preparation

None

Notice

This on-demand webcast can be taken at any time of your choosing and is valid for one year from the date of purchase. No live instructor is present, and an exam is required to earn credit. You must score 70% or higher to earn the certificate.

How do I access my Self-Study Package?

Visit https://www.surgentcpe.com/login and enter your username (your LCPA email address) and password. If you do not remember your password, press the "Forgot?" button to receive a password reset email. Once logged in, the page will refresh to display your account menu on the left side.