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Practical Financial Negotiation Tips

  • CPA (CA)
  • CMA
  • CPA (US)
Practical Financial Negotiation Tips

4 Credits


Subject Area

Business Management and Organization

Webinar Qualifies For

4 CPE credit of Business Management & Organization for all CPAs

4 CPE credit for Certified Management Accountants (CMA)

4 CPD credit (Verifiable) for Canadian CPAs

4 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

This 4.0 credit Online Video course covers many useful financial negotiation tips, illustrated by real-life examples that will get you thinking.  Participants will work through mini-cases, to apply principles and increase their financial and business creativity, and help their organization to be financially successful in negotiations.  This seminar 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.  This seminar was created and is presented by an experienced CFO, with extensive real-life insight. 

Following are the Major Topics of this CPE webinar:

  • Gaining the encouragement to negotiate – some accountants need this.
  • 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 – don’t take no for an answer.

Learning Objectives

  • To identify why you may be afraid to negotiate.
  • To analyze what works in different industries & contexts.
  • To select general financial negotiation tips to use.
  • To choose creative options for financing negotiations.
  • To identify how to work the numbers to your advantage.
  • To recall unusual tactics that can be used.
  • To recognize ways to get more angles in negotiations.
  • To discuss options to share success with the other party.
  • To identify how to deal with bureaucracy.
  • To analyze how to match purchasing negotiation tips with topics.
  • To discuss ethical approaches to negotiations.
  • To state how to negotiate complex sales deals.

Who Should Attend?

  • Business Owner
  • CEO
  • Certified Management Accountant
  • Certified Public Accountant
  • CFO/Controller
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA