FM13  - Financial Management

Manage Your Firms Relationship with Your Banker

Saturday, August 24, 2013, 8:45 AM - 10:00 AM

Learn what questions to expect and what documents you'll need to establish a solid credit relationship with your firm's banker. Discover what you should expect from your bank, the various services they should be providing to your firm and how to maximize the value of the relationship you build with your banker.


  • Discuss how credit agreements are structured
  • Identify the services your firm should receive
  • Learn how to maximize your banking relationship

Audience: Attendees should have a working knowledge of banking agreements and services.

75 Minutes * CPE Field of Study: Finance * Audience: I

Speaker: Dennis F. Regan



CPE: Finance