Building Strategies to Support Entrepreneurs with Concessional Finance

Develop the judgement and the documentation needed to run concessional entrepreneur finance properly.

📍 Abu Dhabi🗓️ 5 training days📚 4 modules🎓 Accredited certificate
5intensive training days
4scientific modules
8training sessions
32detailed points

Course Overview

Growth built on poorly controlled concessional entrepreneur finance reverses faster than it accumulated. Capital, liquidity and reputation are all exposed by weak handling of this area of financial and banking practice. Plans for the practice within financial and banking practice often fail at the handover point between functions. The programme works equally well for those formalising concessional entrepreneur finance for the first time and those improving an existing approach. The course leaves participants able to diagnose weaknesses in this part of financial and banking practice before they become incidents. Content is organised around the decisions practitioners actually face in the financial and banking practice capability, not around theory headings. Applied research in financial and banking practice consistently shows that early structure around concessional entrepreneur finance reduces downstream rework. The teaching approach is deliberately practical: participants build a control framework for the practice within financial and banking practice as they go. The course ends by identifying what the participant will stop doing to make this aspect of financial and banking practice sustainable.

Expected Learning Outcomes

01

Design the reporting on concessional entrepreneur finance that reaches decision makers in time to act.

02

Prepare a short, evidence-based briefing on concessional entrepreneur finance for senior management.

03

Document the approval chain for exceptions to policy on concessional entrepreneur finance.

04

Apply the relevant accounting and disclosure treatment to concessional entrepreneur finance.

05

Establish escalation routes for concessional entrepreneur finance that work outside normal hours.

06

Assess the capital and liquidity implications of concessional entrepreneur finance.

07

Design a practical operating method for concessional entrepreneur finance that fits the organisation's size and maturity.

Who Should Attend

01

Planning staff whose forecasts and budgets are affected by concessional entrepreneur finance.

02

Treasury and asset-liability staff managing concessional entrepreneur finance.

03

Team leaders and supervisors who put concessional entrepreneur finance into practice day to day.

04

Internal auditors reviewing the controls around concessional entrepreneur finance.

05

Finance managers reporting on concessional entrepreneur finance.

06

Credit and underwriting officers assessing concessional entrepreneur finance.

Course Modules

01

Concessional entrepreneur finance: pricing, profitability and risk-adjusted return

2 sessions · 8 points

Session 1The control on concessional entrepreneur finance that looks strong and is not

  • Confirm segregation of duties across initiation, approval and settlement of concessional entrepreneur finance.
  • Agree what will be standardised in concessional entrepreneur finance and what will not.
  • Record what was learned when concessional entrepreneur finance did not go as planned.
  • Identify the data already collected that bears on concessional entrepreneur finance.

Session 2Reporting concessional entrepreneur finance so the reader can act on it

  • Design the exception process for concessional entrepreneur finance and require a documented rationale.
  • Review the pricing of concessional entrepreneur finance against the risk being assumed.
  • Check the legal and contractual exposure created by concessional entrepreneur finance.
  • Arrange the handover of concessional entrepreneur finance so capability survives staff changes.
02

Concessional entrepreneur finance: reporting that supports a decision

2 sessions · 8 points

Session 1Making concessional entrepreneur finance work when resources are constrained

  • List the assumptions in any model supporting concessional entrepreneur finance and when each was last challenged.
  • Set early warning indicators for concessional entrepreneur finance with defined action thresholds.
  • Agree the smallest change to concessional entrepreneur finance that would be visibly useful.
  • Test concessional entrepreneur finance against a scenario the organisation would rather not model.

Session 2Reading the current state of concessional entrepreneur finance honestly

  • Prepare the evidence pack demonstrating concessional entrepreneur finance operated as designed.
  • Write down the assumptions underpinning the approach to concessional entrepreneur finance.
  • Confirm regulatory reporting on concessional entrepreneur finance is complete, timely and reconciled.
  • Distinguish symptoms from causes when concessional entrepreneur finance underperforms.
03

Concessional entrepreneur finance: the control framework and segregation of duties

2 sessions · 8 points

Session 1The early warning on concessional entrepreneur finance that arrives in time

  • Confirm that contractual obligations around concessional entrepreneur finance are understood.
  • Confirm reporting on concessional entrepreneur finance reaches the committee that can act on it.
  • Remove steps in concessional entrepreneur finance that add effort without adding assurance.
  • Collect evidence on the present handling of concessional entrepreneur finance before proposing changes.

Session 2Evidencing that concessional entrepreneur finance worked as designed

  • Agree who signs off concessional entrepreneur finance and record that they did.
  • State the risk appetite for concessional entrepreneur finance as a number, not an adjective.
  • Establish what evidence demonstrates concessional entrepreneur finance is under control.
  • Review concentration by counterparty, sector and geography inside concessional entrepreneur finance.
04

Concessional entrepreneur finance: audit evidence and examiner readiness

2 sessions · 8 points

Session 1Escalation and decision rights in concessional entrepreneur finance

  • Assess the capital consumed by concessional entrepreneur finance under current and stressed conditions.
  • Translate the appetite for concessional entrepreneur finance into limits someone monitors daily.
  • Set the review interval for concessional entrepreneur finance and who attends.
  • Verify reconciliation and settlement controls covering concessional entrepreneur finance.

Session 2Pricing concessional entrepreneur finance for the risk actually taken

  • Establish the boundary of concessional entrepreneur finance and record what sits outside it.
  • Close out actions on concessional entrepreneur finance rather than leaving them open indefinitely.
  • Plan the sequence in which improvements to concessional entrepreneur finance will be introduced.
  • Record the rationale for each significant choice made about concessional entrepreneur finance.

Choose the package that suits you

Silver Package

At least 3 people

USD1,250
  • Workshop or Program Participation
  • Airport Transfers
  • Customized Badge
  • Expert Mentorship (Private Sessions)
  • Supervision & Secretarial Services
  • Accredited Certificate of Participation
  • Complete Training Kit
  • Coffee Break
  • Closing Ceremony

Gold Package

At least 3 people

USD1,850
  • 5-night stay in a 5-star hotel
  • Workshop or Program Participation
  • Airport Transfers
  • Customized Badge
  • Expert Mentorship (Private Sessions)
  • Supervision & Secretarial Services
  • Accredited Certificate of Participation
  • Complete Training Kit
  • Coffee Break
  • Closing Ceremony

Complete your registration

We will contact you within one business day to confirm.