30% Off on Unlimited Access, Unlimited courses and credits for just $199. Hurry! (offer expires on May 24th) Click here to start.

Practical Financial Negotiation Tips

  • ACCT/BK
  • CPA (CA)
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • CPFA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: December, 2021

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Practical Financial Negotiation Tips Introduction and the courage to negotiate
    1 mins
  • Lawyers and negotiations and ethics
    35 mins
  • Being informed/know the other side and various tactics
    55 mins
  • Seeking more dimensions to negotiate & more
    68 mins
  • Financing unusual assets & the business case
    89 mins
  • Service business payment alternatives
    93 mins
  • Bonus personal life tips and use of royalties
    108 mins
  • More tactics
    124 mins
  • M&A and collections
    134 mins
  • Don’t take no for an answer – bureaucracy negotiations
    148 mins
  • Risky financing creativity
    159 mins
  • Comprehensive negotiation case
    181 mins

Course Description

This 4.5 credit Online Self-Study 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 webinar 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 webinar was created and is presented by an experienced CFO, with extensive real-life insight.

Major Subjects:

  • 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

  • Identify why you may be afraid to negotiate
  • Determine what works in different industries & contexts
  • Select general financial negotiation tips to use
  • Choose creative options for financing negotiations
  • Identify how to work the numbers to your advantage
  • Recall unusual tactics that can be used
  • Recognize ways to get more angles in negotiations
  • Outline options to share success with the other party
  • Identify how to deal with bureaucracy
  • Match purchasing negotiation tips with topics
  • Show ethical approaches to negotiations
  • State how to negotiate complex sales deals

Recommended For

  • This Online CPE webinar is recommended for CPAs, CMAs, CEOs, CFOs, Business Owners, Business Managers, Entrepreneurs, and Other Individuals involved directly or indirectly in or advising concerning financial negotiations.
  • This CPE course 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.  
  • This CPE webinar is also for accountants from large companies, government, and not-for-profits.
  • This Webinar is also helpful for analysts and accountants moving toward these roles, as well as non-accountants with business roles.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Certified Management Accountant (CMA)
  • Chief Accounting Officer
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Management Consultant
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 4.5 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 4.5 CPE Credit of Personal Development for Certified Public Accountants (CPA-US)
  • 4.5 CPE Credit for Certified Management Accountants (CMA)
  • 4.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 4.5 CE Credit for Certified Wealth Strategist (CWS)
  • 4.5 General Credit for Accountant/Bookkeeper (ACCT./BK)
  • 4.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 4.5 CPD Credit for Chartered Accountants - Scotland
  • 4.5 CPD Credit for CPA - Ireland
  • 4.5 CPD Credit for Chartered Certified Accountants (ACCA)
  • 4.5 CPD Credit for Chartered Accountants - ICAEW
  • 4.5 CE Credit for Certified Plan Fiduciary Advisor (CPFA)

Additional details

  • Course Level :
    Basic
  • Credits :
    4.5
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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: www.NASBARegistry.org.

Presenter

About Presenter

Stephen Priddle

Founder, Practical PD

Stephen Priddle, CPA, CA, CMA is the President and Founder of Practical PD. He has created all of Practical PD's seminars and also presents them. 

Stephen's primary occupation is the Vice-President, Finance, Chief Financial Officer and Corporate Secretary of the SureWx Inc. group of companies (Canada, USA, UK, Netherlands)  SureWx is a global aviation business, an industry leader in the area of assisting airlines optimizing winter operations.  Although he enjoys speaking, he only wants to do it on the side, he likes his real world job.

An engaging and experienced seminar leader, Stephen Priddle weaves practical tips together with stories from his business experience and input from participants. Seasoning the mix with a dose of accounting humour, he serves up useful and dynamic seminars.  When speaking, he is candid about errors he has made in his career and the lessons that can be learned from them. Someone said: “humans are hard-wired to learn from stories” – Stephen is in part a business/accounting story teller, who draws out the lessons from the stories.

Stephen’s teaching experience includes presenting accounting seminars for over 40 accounting bodies and organizations in Canada and abroad. He is a Session Leader in the new CPA Professional Education Program, and has taught at the University of Toronto and Carleton University. He has moderated in the legacy Canadian CMA Strategic Leadership Program, and taught in the CA program and the CGA program. Stephen is a prolific author. His published business, accounting and finance cases are used by many organizations.

Stephen has over 35 years of varied business experience. After working with KPMG for five years, he moved into industry, where he has worked for public and private companies. He has gained a wide range of experience in financial reporting, treasury management, merger & acquisition and other business matters. Through his seminars, he interacts with hundreds of financial leaders a year and thus stays on the leading edge in terms of best practices and hot topics.

He advises a number of businesses and not-for-profit organizations and sits on the Board of SureWx Inc. He sat on the  Advisory Board of Valydate Corporation until its 2017 acquisition by Mentor Graphics, a Siemens company.

Stephen obtained his CPA, CA and CMA designations following graduation from Carleton University with an Honours Bachelor of Commerce degree, accounting major.

Stephen Priddle is sometimes asked if he is available for consulting.  He does not have time for any major consulting assignments.  However, he does have a limited amount of time for work of the following nature.  Many accountants would like to pick the brain of a corporate veteran from time to time, on issues or for mentoring. If you are interested, reach out to him at contact@practicapd.com 

About Company

Practical PD

www.practicalpd.com

Practical PD offers popular courses as self-study videos, webinars, and in-person seminars and conference sessions that nearly 15,000 have taken. The sessions are offered directly as well as through partners, usually professional accounting bodies. They are geared toward all types of accountants, but particularly controllers, CFOs, directors of finance, treasurers and accounting managers, as well as accountants in public practice who advise clients. The tips and topics are also useful for financial leaders from large corporations, owner-managed businesses, Not-For-Profit organizations, public accountants and those in the public sector.

Practical PD offers popular courses as self-study videos, webinars, and in-person seminars and conference sessions that nearly 15,000 have taken. The sessions are offered directly as well as through partners, usually professional accounting bodies. They are geared toward all types of accountants, but particularly controllers, CFOs, directors of finance, treasurers and accounting managers, as well as accountants in public practice who advise clients. The tips and topics are also useful for financial leaders from large corporations, owner-managed businesses, Not-For-Profit organizations, public accountants and those in the public sector.

In Practical PD courses you will learn practical, relevant tips you’ll apply directly in your job. Practical PD provides nitty-gritty tips that a veteran accountant has learned from experience. They will help you report key business indicators, get the most from your bank, minimize costs, navigate ethical dilemmas, manage staff, relate to colleagues and more. Attendees appreciate our innovative approach. We steer away from generalities, instead, we emphasize useful, specific tips. Accountants are interested in payback.  We believe all our courses should eventually pay back much more than the course cost, with real cash savings, in addition to many less measurable benefits.  Expect the unexpected in our courses: tips, slide surprises, jokes and prizes, awarded in unusual ways.

Our courses qualify for professional development (CPD or CPE) hours or credits for professional accounting designations. You’ll find our real-world approach engaging, thought-provoking and fun.  All courses were created and are presented by Stephen Priddle, CPA, CMA, CA, who is an active CFO.  

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

3.8

16 Ratings

Excellent

5

Very Good

6

Average

3

Poor

1

Terrible

1

JL

Jason Lapierre, CPA (US)

Nov 23rd, 2021

N/A

We use cookies to improve your experience on our website. Cookies store information about how a user interacts with Website. By clicking "Accept Cookies", you agree that MY-CPE LLC can store cookies on your device. All your data is anonymised and cannot be used to identify you.