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PRESENTING TO CREDIT COMMITTEES
 
     
  Summary Description  
  The workshop seeks to improve the ability of Credit Analysts to effectively present and communicate proposals to Credit Committees. It employs practical analysis and presentation tools.  
     
  Methodology  
  Instructor Presentation, Team case studies and class discussion  
     
  Target Audience  
  Credit analysts working in client segments ranging from middle market to large corporate  
     
  Main Topics  
 
Credit Committee: role and types
- Role: purpose, nature, and expectations
- Committee types: profile and communication process demands
- Process elements: sender, receiver, message
- Language: verbal, non-verbal, tone
- Media
Interpersonal communication styles
- DISC tools - concept and self-assessment
- Four styles: definition, effectiveness in communication, negotiation, and sales
Highlighting the message: slide design criteria
The presentation
- Planning / development
- Objective / target audience / content
  Presentation delivery
- Adequate use of voice, emotional control, speaking with confidence
- Knowing participants and dealing with them - positions and styles
- Reading participant non-verbal signals, dealing with questions
The presenter
- Preparation/Focus
- How to gain confidence
- Positive thinking
- Personal appearance
- Eliminating tension
How to conclude the presentation well
 
       
 
  Duration  
  2 to 3 days  
     
   
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