Director Download: The Bank and You - Managing Your Financial Link

Mon 9 Oct 2017
5.45pm to 7.00pm

(Arrival time: 5.15pm)
5 This event will earn you 5 DPD units

Location

AICD WA Division
Level 1, Allendale Square
77 St Georges Terrace
Perth WA
MAP

Cost

Single Members: A$40.00 Non-members: A$50.00

Paul O’Farrell GAICD

Managing Director, Quadrant Advisory

Paul O'Farrell is the managing director of Quadrant Advisory, a debt advisory, banking and risk management services firm established by Lavan, a leading Western Australian legal firm, and Paul to provide independent and insightful advice to middle market clients. Paul is an experienced banking professional and chartered accountant with over 25 years of international banking and risk management knowledge with PricewaterhouseCoopers, National Australia Bank and Bankwest.

Quadrant Advisory is a fee for service advisory business with 100% of its income earned from its clients. It is not a brokerage firm and does not earn trail, commission or brokerage from any financiers therefore is truly independent.

Paul has an in-depth understanding of the issues facing businesses when applying for or reviewing finance facilities and has a strong network of relationships throughout the Western Australian banking industry. His banking and credit risk knowledge delivers commercial value to clients in a number of situations including applying for finance, resolving relationship issues, dealing with financier asset management departments and succession planning.

Paul’s unique blend of corporate banking, credit risk, and business assessment skills across a range of industries, combined with an independent director’s perspective, are of significant value to a company looking to improve their financial position and banking options.

His qualifications include a Bachelor of Business Studies, Fellow of Chartered Accountants Ireland, member of Chartered Accountants Australia and New Zealand and Graduate of Australian Institute of Company Directors.

Get information and expert opinions on topical, current issues facing today's Director with our new Director Download Series.

Do you know how banks assess your company and its resultant credit risk? What questions should you be asking management to gauge the strength of your banking relationship in order to properly fund your operations?

Join Quadrant Advisory’s managing director, Paul O'Farrell, who will explain some of the art and “human” aspects of corporate banking. Paul will provide you with his insights on how you can improve and maximise your relationship with a key stakeholder, namely your bank.

At this event, Paul will provide insight on some questions directors should be asking of management, some suggested frameworks to implement and discuss:

  • “The First C of Credit – Character – the fundamental building block of credit risk;
  • An overview of the process that banks follow in assessing your company’s ability to borrow money; and
  • The importance of your risk management processes and practices for your company and your bank.

Director Downloads will occur on the second Monday of each month (March - November). Upcoming downloads include:

  • 13 November | Directing start-ups - a changing business model