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Banking Course outline Module  I  Relationships Determining your financial/banking support needs Choosing your financial service provider Developing banker relationships Your banker as a part of your support team Module  II  Managing finances A banker’s perspective on loans Building an effective borrowing strategy  Managing Cash Flow Tracking for warning signs Understanding a line of credit Guaranteeing you business loan The investor alternative Module  III  Resources Protecting your credit Government guaranteed loans Working with your bookkeeper and accountant Module  IV  Thinking in the future tense Keeping harmony between your personal and your business accounts Periodic reviews
Course objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Determining your financial/banking support needs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Choosing your financial service provider ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Developing good bank relationships ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Your banker as part of your support team ,[object Object],[object Object],[object Object],[object Object]
Your banker’s perspective on loans ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Building an effective borrowing strategy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Cash flow ,[object Object],[object Object],[object Object]
Tracking for warning signs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Personal guarantees ,[object Object],[object Object],[object Object],[object Object]
The investor alternative ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The investor alternative II  what are you prepared to surrender? ,[object Object],[object Object],[object Object],[object Object],[object Object]
Protecting your credit ,[object Object],[object Object],[object Object],[object Object]
Protecting your credit II ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Working with your bookkeeper and accountant ,[object Object],[object Object],[object Object],[object Object],[object Object]
Personal versus business banking ,[object Object],[object Object],[object Object]

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Banking jan02

  • 1. Banking Course outline Module I Relationships Determining your financial/banking support needs Choosing your financial service provider Developing banker relationships Your banker as a part of your support team Module II Managing finances A banker’s perspective on loans Building an effective borrowing strategy Managing Cash Flow Tracking for warning signs Understanding a line of credit Guaranteeing you business loan The investor alternative Module III Resources Protecting your credit Government guaranteed loans Working with your bookkeeper and accountant Module IV Thinking in the future tense Keeping harmony between your personal and your business accounts Periodic reviews
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