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  1. Courses
  2. /Communication
  3. /Negotiation And Influencing

Practical Financial Negotiation Tips

This different course on negotiating contains numerous useful financial negotiation tips, illustrated by real-life examples that will get you thinking.

Created byStephen Priddle
IntermediateUpdated Dec 24, 2021

What You'll Learn

  • check_circleHear about all kinds of general financial and business negotiation tips, illustrated with examples
  • check_circleWork the numbers to your advantage
  • check_circleFind new angles and dimensions to negotiate and share success with the other party
  • check_circleLearn some unusual tactics that you can use
  • check_circleDon’t take no for answer when the bureaucracy holds you up and get some bonus personal life tips
  • check_circleGain the courage to negotiate – some accountants need this

About This Course

This video course covers many useful financial negotiation tips, illustrated by real-life examples that will get you thinking. You will work through mini-cases, to apply principles and increase your financial and business creativity, and help your organization to be financially successful in negotiations. This course is different from and complements tactical/strategic negotiation courses, by being more financial deal-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. Even if you don’t negotiate directly, you can give colleagues strong advice on negotiating. It contains 0.25 verifiable ethics hours.

This course is aimed at accountants but is of interest to anyone in the business world at all, who negotiates or is around others who negotiate.

TOPICS

• Gaining the encouragement to negotiate – some accountants need this • You can be more persuasive than you realize • General financial negotiation tips • Complex sales deals with multiple elements • Working the numbers to your advantage • Risky 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 • Some bonus personal life tips

PAST FEEDBACK ON THE VIDEO

• I really liked the course. I am a typical CPA... not always good at negotiating. • I enjoyed your course. It reminded me of how great my parents (Italian immigrants) were at negotiating. • Good course. Multiple real-life examples • Pretty interesting and applicable tips. • I have to say that you were entertaining (that's a compliment for an accountant). • I enjoyed your method and the way you approached the subject. I agree with a lot of what you say and learn additional tips that I can put to good use. • Very dynamic speaker; enjoyed the flow of content during the presentation as it kept me alert and interested; interesting cases and anecdotes. • topic, broad list of related topics covered, good pace, good use of humor • Excellent course, tons of practical tips and creative out-of-the-box solutions. Very useful! • It's great that we can apply what we learned not only at work but also in our personal life

Course Content

7 activities • 7 videos • duration: 4h 1m

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Lesson 1 - Introduction and the courage to negotiate, you are more persuasive than you realize (course slide handout)-Part11 videos • 34 min
  • videocamLesson 1
    Duration 34:45
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Lesson 2 – Some successes and failures, sales people, lawyers and negotiations & staying ethical-Part11 videos • 29 min
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Lesson 3 - Being informed/know the other side, various tactical approaches, seeking more dimensions to negotiate, the very useful MFN clause-Part11 videos • 36 min
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Lesson 4 - Foreign exchange angles, an IP ownership trick, financing unusual assets, the business case, real estate creativity, service business payment alternatives, personal life tips-Part11 videos • 36 min
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Lesson 5 – Royalty negotiations with some extra lessons, more tactics, M&A, don’t take no for an answer, the use of options, risky financing creativity-Part11 videos • 39 min
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Lesson 6 – More risky financing creativity, union negotiations, some more tactics ideas, tax auditor negotiations, comprehensive case scenario-Part11 videos • 32 min
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Lesson 7 - Comprehensive case response & negotiating your own salary-Part11 videos • 32 min

Your Instructor

Stephen Priddle

menu_book32 courses
star6,727 reviews

Stephen Priddle, CPA, CA, CMA is the President and Founder of Practical PD, Courses for Accountants. Stephen is also the Vice-President, Finance & CFO of Fidus Analytics Inc.  In addition, he is a Board member, co-owner and Corporate Secretary of the SureWx group of companies, a global aviation business, which he was the CFO for 12 years previously. An engaging and experienced instructor, 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 courses which have been attended by nearly 38,000. 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 courses for over 70 accounting bodies and organizations in Canada and abroad. He has been a Session Leader in the CPA Professional Education Program, and has taught at the University of Toronto and Carleton University. He has moderated in the legacy CA, CMA and CGA program. Stephen is a prolific author. His published business, accounting and finance cases are used by many organizations. Stephen has nearly 40 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 courses, he interacts with hundreds of financial leaders a year and thus stays on the leading edge in terms of best practices and hot topics. Stephen obtained his CPA, CA and CMA designations following graduation from Carleton University with an Honours Bachelor of Commerce degree, accounting major.

Credit Information

What Students Are Saying

4.6 out of 5
Student's Choice
89 reviews
  • TD
    Ted D.
    starstarstarstarstar

    Excellent course

  • AA
    Alan A.
    starstarstarstarstar

    I love Stephen's approach in focusing on the practical, rather than merely the theoretical. His real world experience comes through and makes this time well spent

  • MD
    Mark D.
    starstarstarstarstar

    Very practical and useful information that cannot be found in text books.

  • SW
    Scott W.
    starstarstarstarstar

    Very interesting

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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