Practical Financial Negotiation Tips

Course Details

Date

Self-Study

Location

Online

Field of Study

Accounting & Audit

CPE Credit

4 hours CPE credit

Level of Knowledge

Beginning

Vendor

CalCPA

Prerequisites

None.

Description

This course covers many useful financial negotiation tips, illustrated by real-life examples that will get you thinking. Participants will wo rk through mini-cases, to apply principles and increase their financial and business creativity, and help their organization to be financially successful in negotiations. This is different from and complements tactical/strategic negotiation seminars, by being more financial-oriented, with lots of specific examples. It is partly about how to persuade, but also about creating different financial options that would be attractive to other party. The tips provided are also useful for internal negotiations and for non-accountants.

Highlights

  • Gaining the encourage to negotiate
  • General financial negotiation tips
  • Complex sales deals with multiple elements
  • Working the numbers to your advantage
  • Risk financing negotiations
  • Finding new angles and dimensions to negotiate
  • Sharing success with the other party
  • Purchasing negotiations - service and goods
  • Examples in various industries and contexts
  • Key watch outs and lessons learned
  • Some unusual tactics that you can use
  • Ethics in negotiations
  • Bureaucracy

Objectives

  • Identify why you may be afraid to negotiate
  • Determine what works in different industries & contexts
  • Select general financial negotiation tips to use

Designed For

Anybody involved directly or indirectly in or advising with respect to financial negotiations. Because of the wide range of topic coverage, most accountants would benefit from this seminar. It is aimed at accountants in leadership positions, such as Controllers, CFOs and directors of finance, as well as those in public practice or consulting, who advise clients. Accountants from large companies, government and not-for-profits also find the course useful. It is also helpful for analysts and accountants moving toward these roles, as well as non-accountants with business roles.

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