Banking and Finance – what everyone should know but ………..


14 July, 2021

12:30 pm - 1:30 pm BST


Banking and Finance – what everyone should know but ………..

Speaker: Ian Priest

Location: Virtual

  • Format


  • Type


  • Duration

    1 hour

Based on over 40 years experience, Ian Priest from Independent Banking Consultants will share some insights into why customers don’t always get the response that they should from lenders and the flaws in the system that mitigate against the client.

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Product information


Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Duration:1 hour
Access:This is a live event. You will receive information about the location, materials, and attendance after purchasing.

Return and refund policy

Programme outline

Ian will explain what typically happens in the banker client journey, how this can go wrong and how to mitigate against the chances of being let down.

Learning outcomes:

  • Why banks turn down deals that you expected them to approve
  • Why the incumbent bank is not always the best solution
  • Why banks appear to favour one “product” over another


  • Ian Priest

    alt text

    Ian Priest is a qualified banker (ACIB) with over 30 years experience as a commercial banker and 11 years as a commercial finance specialist helping businesses find the right finance at the best possible rates

    Ian can share first hand experience of how the banking system works (or often fails to work) and how that this can be mitigated. He will share real insights and examples about how understanding the banker changes the client outcome.

    Ian is chair of the Institute of Directors for the Black Country and staffs. He has been a judge on the Director of the year awards regionally and nationally for over 10 years. Ian is on the Regional Advisory Board of the Midlands Engine Investment fund, Worcester Growth Hub board and is a non exec director / trustee of Groundwork West Midlands