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Self study cpe
Practical Financial Negotiation Tips

PRACTICAL FINANCIAL NEGOTIATION TIPS

CPE Processing Fee$135.00
Webinar TranscriptionN/A
Presentation Length Hour(s)4.5 hours
CPE Credits 4.5 hours
Subject Area 4.5 - Personal Development
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateFebruary 16, 2022
Date OfferedFebruary 20, 2024
Expiration DateFebruary 20, 2025
Course Description

This 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 session 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 parties.
 
The tips provided are also useful for internal negotiations and for non-accountants. This session was created and is presented by an experienced CFO with extensive real-life insight.

Learning Objectives:


  • Identify how to overcome the fear to negotiate

  • Determine what works in different industries and contexts

  • Select general financial negotiation tips to use

  • Classify creative options for financing negotiations 

  • Calculate 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    

  • Evaluate how to deal with bureaucracy

  • Match purchasing negotiation tips with situations 

  • Assemble ethical approaches to negotiations  

  • State how to negotiate complex sales deals

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Ss stephenpriddle practicalfinnegotiationtips
Handout Materials
Presentation Slides
Additional Materials
Outline/Agenda
Webinar Technical FAQs
Review Questions
Review Questions
QUESTION 1: 00:17:10 minutes
QUESTION 2: 02:22:56 minutes
QUESTION 3: 02:38:35 minutes
QUESTION 4: 02:52:00 minutes
QUESTION 5: 03:00:01 minutes
QUESTION 6: 03:20:17 minutes
QUESTION 7: 03:42:48 minutes
QUESTION 8: 00:26:44 minutes
QUESTION 9: 00:31:16 minutes
QUESTION 10: 00:51:46 minutes
QUESTION 11: 01:05:36 minutes
QUESTION 12: 1:21:54 minutes
QUESTION 13: 01:37:12 minutes
QUESTION 14: 01:54:30 minutes
QUESTION 15: 02:09:37 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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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 humor, 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 storyteller, 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 the 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.

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CPAacademy.org (Sponsor Id#: 111889) 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.

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About Our Presenter

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Practical PD offers popular courses as self-study videos, webinars, and in-person seminars and conference sessions that over 16,000 have taken. The sessions are offered directly as well as through partners, usually professional accounting bodies. They are geared toward all types of accountants, 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.