Practical approaches for corporates seeking bank financing - Workshop 2018

My Offerings


When SME approach banks for financing, SME finds that key information could NOT be capped and some information are missing. Bad impression will be given to bankers. Also, there are a lot of papers to be prepared and obtained after meeting with bankers. Such preparations could take one or two months and might not even be suitable to bankers for assessment. In order to avoid the above scenario, SME should well prepare themselves in advance and present a series of useful and adequate information to the visiting bankers for assessments.

Key topics covered:

  • Prepare a Presentation Profile outlining corporate’s activities;
  • Gather useful and adequate financial data;
  • Know your Business; and
  • Prepare Competitive Advantages Report (highlighting corporate’s niche amongst its peer group)

Trainer profile:

S Chan is an experienced senior credit and marketing professional with over 40-year banking experience specialising in marketing and lending activities from structuring bilateral trade and loan facilities to arranging syndicated loans. He worked as different senior roles at front and back offices with leading international banks in HK, including but not limited to National Westminster Bank, ING Bank and China Construction Bank (Asia). His last bank job was a senior credit approver with a reputable bank. Mr Chan also worked in HK publicly-listed company, looking after corporate treasury management. Mr Chan graduated as Master Degree of Applied Finance in Macquarie University, Australia in 2000. He is also Member of HKSI, ACIB and AHKIB.


  • Corporates could present to bankers for bank financing in more effective ways
  • Well-prepared documentation and presentation will earn extra credits from visiting bankers
  • Approval processes by banks will be faster


Finance professionals, CFOs, accountants, and bank relationship managers.



3 hours