Institute for Banking and Finance

June-July 2004 Seminars

Banking and Finance in a Global Economy

Meeting the Challenges, Helping Your Customers Succeed!

June 28-29, 2004

Seminar Leader: Vincent Petrini-Poli

Most financial institutions are very skilled at assisting their customers with local and domestic business advice. As the world economy evolves, opportunities are becoming increasingly available. Bankers need the latest information and tested techniques to help both their existing international clients and their local customers who decide to launch global businesses.

This two-day series will give bankers the tools and information they need to become a strategic partner with their customers.

Day One:
Global Business: Challenges and the Practical Strategies

A must-know for today’s banker!

In order to gain a competitive advantage over the competition, today's banker must understand and communicate business from a global perspective. This seminar explores current and forthcoming challenges in the global market. Acknowledged concepts will be dealt with through interactive discussion and practical examples. Relevant statistics will reinforce the points and help define a new vision and mission for the large corporation, the small company, and government administration.

Topics to be covered:

Open Forum:

Along with the opportunity to ask questions throughout the seminar, the leader will stop three times to formally address your specific questions, observations and insights — after the morning break, after lunch and after the afternoon break.

Day Two:
How Global Business Works: The New Concepts for Successful Global Logistics and Finance

Today's banker must understand how business is conducted in a global marketplace. The purpose of this seminar is to unveil upcoming concepts in the efficient movement of goods and services in the global environment. With increasing freedom from government regulations and fast becoming a single financial market, your customers need help understanding the global market of tomorrow — today! Your business customers will appreciate your ability to discuss how business works worldwide and how their firms can participate and prosper.

Topics to be covered:

Open Forum:

Along with the opportunity to ask questions throughout the seminar, the leader will stop three times to formally address your specific questions, observations and insights — after the morning break, after lunch and after the afternoon break.



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