PROFESSIONAL CREDIT PRESENTATION SKILLS FOR BANKERS 27-28 FEBRUARY 2017 www.cibfmbrunei.com
INTRODUCTION Gain a higher degree of prociency and self-condence when making credit presentations OBJECTIVES Demonstrate a broader appreciation of the essential concepts of credit presentation based on context. Understand the key strategic issues and practical challenges confronting Risk Management and Credit Approving Authorities in banks Raise their level of everyday work performance and professionalism Apply a structured approach in making proper credit presentations Appreciate the key components that are important in terms of credit presentation based on different scenarios and context. Ask the right quantitative and qualitative questions from a banker's perspective. Interpret, Integrate and Synthesise relevant analyses and information for enhanced credit decision - making and credit presentation Credit presentation skills represents a crucial part of the credit process since it can either integrating and synthesising relevant quantitative and qualitative information including risk hinder or support a sound credit decision. By learning how business credit appraisals and decisions are made in practice from a risk management or credit approving authority standpoint, banking professionals can now adopt these insights towards improving the quality of their credit presentations for approval. This will inevitably raise their level of performance, productivity and professionalism. Participants will also learn how to effectively use a structured approach in interpreting, considerations, when presenting business recommendations or making business decisions. Understand and have worked through examples of the following: The knowledge and skills from this course would greatly enhance the evolving role and capability of bankers in becoming true banking professionals for the benet of both internal and external stakeholders. 02 | www.cibfmbrunei.com LEARNING OUTCOME
Decisions 5) Hands-on Real World Application - Case Studies 4) Which Specic Items Go Into Appendices & Why Presentation Memo & Why 3) Which Specic Items Go Into The Body Of The Credit & Why 2) Which Specic Items Go Into The Executive Summary Framework 1) Components of a Standardised Credit Presentation DAY 1 4. Executives 3. Managers 2. Senior Managers 1. Heads of Departments WHO SHOULD ATTEND 8) Tools and Techniques Used in Synthesizing Credit | 03 3) Understanding The Types and Purposes of Credit www.cibfmbrunei.com COURSE OUTLINES DAY 1 1) Welcome and Introduction 2) From Credit Appraisal and Credit Decision - Making To Credit Presentation Presentations - Worthiness 4) Key Issues / Risks in the Minds of Bankers / Entrepreneurs / CEOs 5) Key Issues / Risks in the Mind of Bankers / Financiers 6) Interpretation and Integration In Determining Financial Health 7) Interpretation and Integration In Determining Credit 6) Overall Wrap-Up
04 | www.cibfmbrunei.com performance improvement company. Global Management Accountant [CGMA] as well as a member of the Asian Institute of Chartered The Chartered Institute of Management Accountants, United Kingdom [FCMA,UK], a Chartered Manoharan is a Chartered Accountant with Malaysian Institute of Accountants [CA(M)], a Fellow of organizational levels, by delivering a positive impact that is long lasting. boosting work productivity, business performance and professionalism, both at the employees’ and implementing easy to use business tools that corporate employees simply love. These tools are aimed at countries. He is a passionate learning facilitator who has gone beyond just training by introducing and To-date, he has conducted several highly successful training programmes for bankers from various to speak at various forums including at international conferences. functional skills, positive mindset acceleration and knowledge based training. He has also been invited Malaysia, he has been an In-house Trainer for many years covering a number of technical skills, training company as well as a Certified Trainer by Pembangunan Sumber Manusia Berhad (HRDF) in Apart from being a Certified Trainer on Professional Selling Skills from a leading US based global He is currently the Managing Director of Manzett Management Sdn Bhd, a boutique business TRAINER'S PROFILE three senior banking industry representatives in the Corporate Debt Restructuring Steering Committee During the aftermath of the 1997/98 Asian Financial Crisis, he was called upon to serve as one of only various economic sectors. Commercial Banking roles covering consumers, SMEs to larger corporations and multinationals in Corporate Debt Restructuring, Asset Quality Management, Regional Business Management as well as Branch Banking, Credit Risk Management, Compliance & Controls, Sales & Business Development, and 3 economic recessions. This includes portfolios ranging from Corporate Banking, Retail Banking, banking organization in a number of key areas, successfully navigating through 4 large scale mergers Over the years, he has had responsibility for leading the high performance of people, projects and the regional universal banking group. He was previously the Executive Vice President and Advisor to Commercial Banking in a leading is an experienced senior banker with over 30 years of proven leadership and management experience. .Manoharan Mr.P Bankers.
05 | www.cibfmbrunei.com upon receiving registrations from organisations. registration@cibfmbrunei.com Fax: 2461224 Tel: 2461221 / 2461223 BRUNEI DARUSSALAM CIBFM, ILIA BUILDING, UBD CAMPUS, UBD, TUNGKU-LINK HIGHWAY, VENUE OF TRAINING: PLEASE SUBMIT YOUR REGISTRATION BY 3 FEBRUARY 2017 should the minimum of 10 participants are not met. CIBFM reserves the right to postpone/cancel the programme CIBFM operates a strict NO CANCELLATION POLICY PARTICIPATION FEE Cancellation: Payment must be made prior to the commencement of the programme. refreshments and certificate of attendance (for full participation). Your fee includes a workshop manual, practical sessions, (Stakeholders are AMBD and all domestic banks in Brunei Darussalam) (For Non-Stakeholders and Public) B$1,500.00per participant (For Stakeholders only)* B$1,200.00per participant Email:
PLEASE REGISTER THE FOLLOWING NAMES: FOR BANKERS PROFESSIONAL CREDIT PRESENTATION SKILLS (Tel / Fax): Contact Numbers Email: Organization: Designation: Name: APPROVING OFFICER www.cibfmbrunei.com | 06 3 1 2 Contact No.: Email: Position: Name: Contact No.: Email: Position: Name: Contact No.: Email: Position: Name: 27-28 FEBRUARY 2017
| 07 www.cibfmbrunei.com ABOUT CIBFM Centre For Islamic Banking, Finance And Management (CIBFM) is the learning arm under Autoriti Monetari Brunei Darussalam (AMBD). Established in 2010 as the Centre of Excellence for Brunei Darussalam’s nance industry, CIBFM has been accredited by Brunei Darussalam National Accreditation Council (BDNAC) as a Training Institution in the eld of Banking, Finance and Management; and henceforth, all training programmes organised by CIBFM are recognised as Value Added Qualications. In addition to providing executive education, CIBFM also organises high prole local and international events in partnership with renowned institutions.
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