Course details

Dates are currently being finalised. Get in touch to find out more
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VAT on Virtual and Online Programmes

VAT is applicable on virtual programmes to delegates attending from the UK*. If participating from the EU, a valid VAT number is required to ensure VAT will not be charged under the reverse charge mechanism. VAT is not applicable to attendees from all other countries.
*For virtual courses ran through our Asia office, VAT may be applicable to HK and Singapore residents only. Find out more by contacting learning@euromoney.com

 

Claiming Back Your VAT

All attendees of a London based course incur VAT as a part of the cost of attendance.

Euromoney Learning have partnered with VAT IT to allow you the unique opportunity to recoup the VAT incurred.

Using VAT IT's extensive experience and simple sign-up and refund process, every invoice can be turned into cash for your business.


Claim the VAT that's rightfully yours in four simple steps:

1. Register your interest

2. Sign a few simple documents

3. VAT IT processes your claim

4. Receive your refund




Why choose VAT IT 

VAT IT have spent two decades identifying, researching and perfecting the foreign VAT Reclaim process and built the best back end technology in the industry. By partnering with Euromoney Learning, we can provide you with a fast and effective way to reclaim your VAT which helps reduce the cost of your training.

VAT IT will charge a percentage of the VAT refund if/when it is successful. 


Can I claim back the VAT myself?

You can claim back VAT directly from the UK Tax Authority (HMRC) by completing the following form. 
For European clients, please refer to form VAT 65
All other clients, please refer to form VAT 65A.

 

You may also be able to claim back your VAT against courses taking place outside of the UK, and we would recommend contacting VAT IT, our specialist partner, to discuss how to do this.

Advanced Loan Documentation

The course studies the structural and commercial side of the loan agreement
  • IMPORTANT: We strongly advise that delegates first attend the Loan Documentation course unless they are already very familiar with, or experienced in dealing with the loan agreement.


    Our new, 1-day Advanced Loan Documentation virtual course is module 1 of our Loan Documentation School taking place this July and will be delivered via video conferencing rooms technology.

    Module 1: Loan Documentation (Days 1-2)
    Module 2: Advanced Loan Documentation (Day 3)
    Our Advanced Loan Documentation the follow on to our ever popular loan documentation training programme that has run for more than ten years. The course will deal with the more structural and commercial side of the loan agreement and will give delegates more opportunities to practice making and responding to comments on the documents.

    In three days the course will cover a substantial range of topics including structural issues, contractual support arrangements, key clauses in the loan agreement, the loan agreement in different commercial contexts and legal issues that arise in financing transactions.

    The course will consist of a series of lectures and workshops that will provide you with a practical insight into dealing with the documentation of loans. By the end of the course you will be thoroughly familiar with the most important aspects of loan documentation.

    This course will help you 

    • Understand the essential elements of various loan transactions
    • Appreciate how to avoid the conflict between representations, conditions precedent, undertakings and events of default
    • Gain a thorough understanding of different forms of contractual support and their advantages and disadvantages as compared with claims in debt
    • Discuss a variety of issues and comments on the loan agreement which are commonly raised by borrowers
    • Improve your knowledge of other common financing documents including a contract assignment and a subordination agreement
    • Be able to negotiate key clauses in a financing package
    • Master the important legal issues which commonly arise in a financing transaction including trusts and fiduciary duties

     

    All participants on our Loan Documentation training courses will receive a complimentary copy of “The Handbook of International Loan Documentation”, written by our expert faculty, Sue Wright. ISBN 978-1-137-46758-4

     

    Who should attend
    • In-house lawyers in banks and financial institutions
    • Bankers concerned with the negotiation of loans
    • Bank executive involved in the documentation of loans
    • Lawyers in private practice who advise clients on loan agreements
    • Corporate counsel
    • Credit control officers
    • Credit administration officers

    Note  - A good level of spoken and written English is required to attend this course. Delegates should be of an intermediate standard in English at a minimum. Please refer to the Common European Framework of Reference for Languages - as a guide the level required is B2. 

  • Corporate Governance

    A series of 12 interactive and immersive sessions

    Day 1 - 29th JuneSession One
    8am BST (British Summer Time)

    Introduction to Corporate Governance

    Corporate Governance
    Definitions and scope
    Cultural aspect
    Governance vs management
    Hard Prescriptive(USA Sarbanes Oxley)or
    Voluntary “soft” UK approach
    The Agency dilemma
    The overall Regulatory Framework including Bribery and Corruption
    Case Study:The UK LIBOR Rigging Scandal
    11am BST (British Summer Time)
    Session Two
    Corporate Governance for non listed companies,Charities,Public Sector and Emerging markets

    Governance of non listed companies
    Eg Private companies,family companies,
    Charities and not for profit
    Case Study:FIFA:Values,accountability and ethics
    Governance in the Public Sector
    The UK Nolan Principles

    Governance in Emerging Markets
    Why it is essential
    Patterns of ownership
    Protection of minority investors
    Convergence of OECD Norms
    Case Study: Goldman Sachs and 1mbd

     

    2pm BST (British Summer Time) Session Three
    Corporate Governance in Banks

    Agency issues
    Culture
    Rogue Traders
    Regulatory Environment
    Systemic crises and poor Governance
    Case Studies:Anglo Irish Bank,Westpac,National Australia Bank,Northern Rock,Lehman Brothers.

     

     

    Day 2 - 30th June
    Session Four
    8am BST (British Summer Time)
    Corporate Governance of Listed Companies
    Ownership
    Shareholders Rights
    Investor Relations
    Insider Trading
    Shareholder Activism
    Listing Rules
    The Annual General Meeting/General Assembly
    Case Studies:Carillion,Enron,Sports Direct,Galleon

    11am BST (British Summer Time) Session Five
    The Role of the Board
    What do Boards do?
    Different types of Boards
    Performance vs Conformance
    Delegated matters
    Boards and management
    The Effective Board
    Constitution
    Mix and diversity
    Protection of shareholder rights
    Managing agendas,meetings and minutes
    Communication with shareholders

    2pm BST (British Summer Time)
    Session Six

    The Board’s role in setting the tone and duties and responsibilities of directors
    Values and Ethics
    Overseeing whistleblowing process
    Corporate Social Responsibility
    Sustainable Reporting
    Integrated Reporting
    Case Studies:Wells Fargo,UBS.How the mighty get affected.

    Directors
    Appointment
    Hard and soft capabilities
    Induction and training
    Roles and responsibilities
    Termination



    Day 3 - 1st July
    Session Seven8am BST (British Summer Time)
    The effective Chairman and how to be a good Non Executive Director
    Non Executive Directors
    How different
    Objectives
    The right appointment(s)
    Getting value from them
    Their roles
    Ensuring independence

    The Role of the Chairman
    What makes a good Chairman
    Qualities and capabilities
    Beyond the Board meeting
    Relationship with the CEO
    Who appraises him/her
    Different styles
    Case Study:qbe,Berkshire Hathaway.Difficult decisions from the Chairman.

     

    11am BST (British Summer Time)
    Session Eight
    Boards and making strategy work

    Boards and Strategy Setting
    Setting the direction
    Overseeing the process
    Use of Professional Advisers
    Reviews and value creation
    Is the Board having the right conversation?
    Mergers and Acquisitions:Creating or destroying value?
    Case Study:RBS acquisition strategy.Where was the Board?

     

    2pm BST (British Summer Time)
    Session Nine
    Risk Management and Crisis Management for Boards

    Boards and Risk
    Appreciating Risk
    Framework for Risk Management
    Boards’ Responsibilities
    Best Practice for the Board
    Risks facing the Board
    Case Study:HBOS.Understanding risks
    When a crisis happens
    Boards’ Responsibilities
    Re assessing stakeholders
    Who and how to deal
    Preserving reputation and value
    Case Studies:Abraaj(Dubai),Boeing,Malaysia Airlines MH370,VW Emissions Scandal

     

     

    Day 4 - 2nd July Session Ten
    8am BST (British Summer Time) About Board Committees
    Audit Committee
    Roles and responsibilities
    Membership
    Terms of Reference
    Relationship with Internal Auditors
    Relationship with External Auditors
    Since the Financial Crisis
    Increased role of Audit Committees
    Case Studies:HBOS,Carillion


    Nominations Committee
    Who to appoint
    Roles and responsibilities
    Succession Planning
    Talent Management

    Remuneration Committee
    Membership
    Main role
    Executive Pay.The issues
    Pay and Performance
    Equity Ownership
    Disclosures
    Dividend issues

    Session Eleven11am BST (British Summer Time)Why do Boards Fail
    Board Malfunction
    Why do Boards malfunction
    Games and Power play
    Importance of Chairman
    Groupthink
    Tone at the top
    Role of non executive directors
    Case Study:Credit Suisse


    Session Twelve
    2pm BST (British Summer Time)
    Board Evaluation

    Why
    Process.From questionnaire to full process
    The Regulatory environment
    Who should do it
    Working on feedback
    Conflict issues
    Working towards improvement


  • Our Tailored Learning Offering

    Do you have five or more people interested in attending this course? Do you want to tailor it to meet your company’s exact requirements? If you’d like to do either of these, we can bring this course to your company’s office. You could even save up to 50% on the cost of sending delegates to a public course and dramatically increase your ROI.

    If you want to run this course at a location convenient to you or if you want a completely customised learning solution, we can help.

    We produce learning solutions that are completely unique to your business. We’ll guide you through the whole process, from the initial consultancy to evaluating the success of the full learning experience. Our learning specialists ensure you get the maximum return on your training investment.

  • We have a combined experience of over 60 years providing learning solutions to the world’s major organisations and are privileged to have contributed to their success. We view our clients as partners and focus on understanding the needs of each organisation we work with to tailor learning solutions to specific requirements.

    We are proud of our record of customer satisfaction. Here is why you should choose us to help you achieve your goals and accelerate your career:

    • Quality – our clients consistently rate our performance ‘excellent’ or ‘outstanding’. Our average overall score awarded to us by our clients is nine out of ten.
    • Track record – 10/10 of the world’s largest banks have chosen us as there training provider and we have delivered training across the largest banks and have trained over 25,000 professionals.
    • Knowledge – our 100+ strong team of industry specialist trainers are world leading financial leaders and commentators, ensuring our knowledge base is second to none.
    • Reliability – if we promise it, we deliver it. We have delivered over 25,000 events both in person and online, using simultaneous translation to delegates from over 99 countries.
    • Recognition – we are accredited by the British Accreditation Council and the CPD Certification Service. In an independent review by Feefo we scored 4.2/5 on service and 4.7/5 on Coursecheck
This course can be run virtually online or as an in-house, tailored learning solution

Instructor

  • Sue Wright

    Biography

    Sue Wright is a solicitor with over 18 years experience in international banking transactions, including syndicated loans, subordinated debt, structured finance and tax driven transactions. She was a partner in the banking department at Norton Rose for 8 years and was responsible for training assistants at Norton Rose for 2 years. Sue has been highly recommended as one of the leading experts in her field by the Legal 500 and by Chambers.She was the Head of Professional Development at Herbert Smith and is now running an independent training consultancy, specialising in international banking.