Project Description

Learning Objectives

  • Understand the sales and operational life cycle of the SCF product
  • Prepare for pilot clients, using lessons learned and best practices from the industry
  • Specific focus on new solutions that have been introduced by the SCF provider

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Capital Chains accelerates the provision and adoption of SCF solutions

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Training Outline

  • Provide a description of the topic and the main points to be covered

  • Introduction of participants and trainer(s)

  • Provide relevance to what the participants are doing in the workplace

  • Provide a session outline and what they will be learning

  • Provide assessment details

  • Establish what the participants already know

  • Creating the link between Supply Chain and Finance
  • Describing the SCF types and individual solutions

  • Generic (financial) benefits and associated risks of SCF solutions

  • High-level description of individual solution: Payables Finance

  • High-level description of individual solution: Dynamic Discounting

  • High-level description of individual solution: upon demand

  • Understand the rationale for corporates to engage in SCF products

  • Identification of SCF opportunities within the specified target segment

  • Looking at the SCF opportunity from multiple perspectives

  • Quantification of the SCF deal potential for an individual corporate
  • Describing the typical tooling required when prospecting

  • Understanding the requirements on a corporate for a successful implementation of an SCF program

  • Supply Chain partner (suppliers and/or distributors) segmentation is crucial for the roll-out planning

  • Identification of low-hanging fruit (supply chain partners) to the SCF provider

  • Identification of critical parties (supply chain partners) to the corporate

  • Interactive segmentation using a large (fictitious) data set

  • Using a segmentation template for initial grouping and prioritisation

  • Requirements for data enrichment

  • Legal aspects of SCF: types of contracts in a typical SCF structure

  • Deal perfection / assignment of receivables

  • KYC requirements for clients and supply chain partners (suppliers/distributors)

  • Best practices in legal documentation from industry leaders

  • How to setup the corporate on the platform, what needs to be considered
  • Detailing the on-boarding process flow for supply chain partners

  • How to ensure the KYC requirements are met in a sophisticated manner

  • Best practices in the on-boarding journey, how technology can help

  • Detailing the end-to-end process workflow
  • Describing the business as usual after go-live

  • Reporting requirements and opportunities for lead generation

  • Working with a live case throughout the day
  • Participants bring their own client data to work with

  • Optionally: a mock-up data set is provided

  • Evaluation of the training content
  • Discussing perceived impact on knowledge
  • Elicit summary points from participants

  • Enable participants to exchange views in small groups to build their own action plan

  • Discussion of next steps and determine and manage follow up needs

Download Training Brochure

Capital Chains accelerates the provision and adoption of SCF solutions

Let us turn theoretical knowledge into practical insights for your learners
Download Training Brochure

TRAINERS

Steven van der Hooft MSc.
Steven van der Hooft MSc.Trainer