Building Senior-Level Creativity
Business clients require innovative financial solutions that complement their business goals. To meet that demand, finance professionals must keep abreast of current financing tactics and their applications. By initially testing these new ideas in the seminar "laboratory", participants build the competence necessary to present creative and timely solutions to clients, or senior management, with confidence.

Senior-level seminars address product, business and industry knowledge development. Typical seminar topics include:
  • Corporate Finance
  • Equity and Fixed-Income Capital
  • Financial Engineering
  • Corporate Risk Management
  • Capital and Corporate Restructuring
  • Ownership Transition and Estate Planning
  • Client Relationship Enhancement

Our custom-tailored senior-level seminars are intended for financial advisors, product specialists, relationship managers and other finance professionals and are designed to achieve immediate results. The goal is to build a broad understanding of current financing tactics as well as the tools used to select the best solution from among competing alternatives. The intent is for finance professionals to master a broader range of skills so that they can enhance their contributions to their bank or corporation.

Inspiring an active learning environment specifically oriented to adult learners, these seminars can be best described as a hands-on experiences:
  • Active participation and discussion
  • Teamwork
  • Interactive solution-generating casework

Moreover, the facilitated, rather than lecture, approach, promotes the exchange of unique experiences and networking among the participants and facilitator. We see participants motivated after gaining an understanding of a difficult subject matter. Gaining this type of new confidence empowers people to create comprehensive solutions. As a result, employees take a more active role as financial professionals, thus making them more valuable assets to their firm.
 
Increasing the Productivity of Relationship Managers with Client-Focused Seminars
Our clients often ask: What can we do to reinforce the financial concepts developed in seminars or online? Our client-focused seminars are brainstorming sessions that are an ideal resource for reinforcing financial concepts because they bring together small groups of corporate bankers who have been assigned to analyze a specific client. At the seminar, our facilitators apply the concepts and techniques they explored during previous learning experiences and develop precise recommendations that can be presented at the next client visit.

Since the financial marketplace is constantly changing, these focused sessions enable participants to continually hone their skills so they can serve their clients’ changing needs with optimum proficiency.

Client-focused seminars stimulate the disciplined discussion and creativity necessary for our clients to win mandates.

These seminars set objectives that drive participants to:
  • Develop in-depth analyses of their clients’ needs, alternatives and decision-making;
  • Discuss and assess the bank’s capabilities to best meet client needs;
  • Analyze current market trends and recent transactions; and
  • Generate new ideas and propose viable alternatives that can be used to generate new business opportunities.

These seminars accomplish these objectives by having enrolled groups meet periodically for a half- or full-day session to discuss the details of client situations. During these sessions, participants will solve case studies involving real corporate clients through group presentations and role-playing exercises. The environment generated promotes teamwork and consensus-building and underscores the emotional knowledge of how recommendations should be presented to clients and colleagues.

For these seminars, we take a strict facilitation role, allowing seminar participants to take a more active role in presenting and analyzing the seminar material. The ultimate goal of the client-focused seminars is to endow participants with the skills to create value-added proposals, which lead to more business opportunities and enhanced relationships.

 
 
 
 
Contact Us

610-408-0519 or 610-408-0523 fax
655 Augusta Court • Berwyn, PA 19312 USA