2020 AGENDA

The trail of disruption and devastation wreaked by COVID-19 has spurred a lending solution boom for smart brokers. SMEs across the country are rebuilding and regenerating, now is the time to lean in close and build lasting relationships on a foundation of funding cash flow and growth. There has never before been a greater need for SMEs to be supported by brokers that are across the market, understand the impact of stimulus and engage swiftly with solutions.

• How has COVID affected business, what impact will the shape of recovery have, is conventional planning relevant, and how do we factor in the profound changes to how people and businesses now operate?
• Financially model the possibilities to put you in the driver’s seat in helping your clients project their short-term funding needs
• Gain insights into ‘real and actual’ success stories of businesses that survived and prospered through broker and lender support when it was most needed. These same businesses may otherwise have failed!
• Participants will be provided a workbook to build out an action plan to target SMEs within their own portfolio, armed with the confidence to make a difference.

An analysis case study of a SME client finances/cash flow during COVID

Know your options when it comes to financial products and solutions and how they can work for your individual clients’ needs. This interactive session is designed to equip brokers with key information on a range of products and services that cover both the home loan journey and complementary services. It will help you to quickly and efficiently identify where you need to spend your time. You will walk away with one easy-to-use forecast spreadsheet to reference with clients.

Don’t miss how CAFBA can help you become a successful commercial broker by having the right skills to succeed.

We will look at the key findings and lessons learnt from day one and find out how today's sessions will build on your action plan.

There has been a huge need for short-term action by SMEs to navigate through 2020. But what about the long term, how should SMEs adapt to trading in a recessionary environment, what action can they take to protect the business value and maintain or improve profitability? SMEs and brokers need to collaborate on the growth prospects of the business now through forward planning and challenging the norms.

• Lift the veil on SME financials, identify the one-percenters that significantly boost profitability, and leverage this as your point of difference with your clients to lock in the relationship and lock out the competition.
• Gain insight into the numbers as a source of relationship defining opportunities and walk away with the tools and the ‘language’ to put this into action and make a profound impression on your clients.
• Start with the end in mind! SMEs rarely focus on the value of their enterprise as they are consumed by the day to day. What if there was a simple way to illustrate this, could this influence their growth plans?
• Are you ‘match fit’ and able to tap into commercial lending? We work through a blueprint of how to position proposals with lenders by sharing the story of the business to gain approval for funding facilities.

Know your options when it comes to financial products and solutions and how they can work for your individual clients’ needs. This interactive session is designed to equip brokers with key information on a range of products and services that cover both the home loan journey and complementary services. It will help you to quickly and efficiently identify where you need to spend your time. You will walk away with one easy-to-use forecast spreadsheet to reference with clients.

During this session, Beau will talk about the emerging and significant trends affecting SMEs that brokers should be aware, of as many of these trends will drive more demand for SME credit. As a co-founder of a listed business, Beau will also provide examples of how Prospa has adapted to these trends.