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Live Webcast Replay

Negotiating with Your Banker: Getting the Best Deal

Total Credits: 2 including 2 Business Management & Organization - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry |  Practice Management
John L. Daly, MBA, CPA, CMA, CPIM
Course Levels:
2 Hours
Access for 30 day(s) after program date.



Some CFOs think that your banker’s proposal is a “take it or leave it” proposition. Banking relationships are negotiated, just like any other business relationship. This session will discuss how to tell your organization’s story, why you should regularly communicate with multiple banks, and how to put yourself in the strongest possible bargaining position. Issues discussed included loan terms, interest rates, covenants, and owner guarantees. If your organization needs bank financing, this session is for you.

Basic Course Information

Learning Objectives
  • Learn how to get the best financing deal from your bank

Major Subjects
  • How to be your bank's best customer
  • Understand your debt capacity
  • Know what terms are negotiable
  • Why you should communicate with multiple banks
  • Evaluate the strength of your negotiating position
  • Negotiate covenants

Course Materials


John L. Daly, MBA, CPA, CMA, CPIM's Profile

John L. Daly, MBA, CPA, CMA, CPIM Related seminars and products

John L. Daly, MBA, CPA, CMA, CPIM, is a Chelsea, Michigan-based management consultant specializing in costing, pricing strategy and pricing model development.  He has taught continuing professional education courses since 1995 and began doing ethics seminars two weeks before the Enron scandal.  John has been CFO for a Tier 1 automotive parts supplier and a large restaurant chain and COO for a window treatments manufacturer and retailer.  He is the author of "Pricing for Profitability", published by Wiley and Sons and a novel, "Tool & Die".


Fri, Dec 10, 2021 - 06:00am to 07:48am MST
Thu, Dec 23, 2021 - 06:00am to 07:48am MST
Tue, Jan 11, 2022 - 12:00pm to 01:48pm MST
Fri, Jan 28, 2022 - 08:00am to 09:48am MST
Mon, Feb 07, 2022 - 10:00am to 11:48am MST
Thu, Feb 24, 2022 - 12:00pm to 01:48pm MST
Mon, Mar 07, 2022 - 08:00am to 09:48am MST
Fri, Mar 18, 2022 - 10:00am to 11:48am MDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation Some negotiation experience is helpful
Designed For CEOs, CFOs, Controllers and those who aspire to an upper management role
Original Recording Date 03/13/2019
Yellow Book No
Course Developer Executive Education, Inc.
Date Added to Catalog 11/02/2018

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Promo Video



Overall:      4.7

Total Reviews: 82


Hailey C

"Thoroughly enjoyed this webinar. Gave a great insight to how the bank thinks, which helps when needing to negotiate with the bank. "

Darlene V

"I will be sure to enroll in additional courses with John Daly."

Williams C

"Don Minges, Moderator, did excellent job."

Ronald R

"Good job from a former bank auditor!"

Lori A

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