Leanus for Confidi: Business Analysis, Forward Looking, Consultancy and Business Plan
The trust system of our country is in strong evolution due to the growing need for SMEs di obtain consultancy services and financing also directed by these operators. The recent regulatory pushes coming (e.g. EBA LOM) and the "void" left, in some cases, by local banking operators, are in fact changing the role of Confidi and the market's demand for services.
Let's think of one small business requesting a guarantee or loan and the increasingly complex documentation requested to accompany the assessment. This includes, for example, the Business Plan business which can no longer be limited to a generic projection of the economic results expected by the entrepreneur but will have to represent the economic, patrimonial and financial implications of the project (Forward Looking Analysis) and highlight, through the metrics used by the banking system, its sustainability even in adverse scenarios.
Many small businesses are not able to carry out this type of analysis independently, which they nevertheless become necessary and for the internal assessment of the financial feasibility of the projects both for a correct and rapid setting of the practice. It is therefore essential for the entrepreneurial fabric to have new assistance and consultancy services available to support the increasingly complex relationship with financial intermediaries.
The impact for the Confidi of these new dynamics takes the form of an exogenous push towards an adaptation of their own organizational models which will have to add, to the traditional guarantee activity, also new lines of business capable of intercepting new needs of small businesses: finance and services.
During the webinar Leanus, Fintech platform for Business Analysis and Evaluation and Galileo, leading operator in the world of Confidi, will discuss, also making use of real examples, how the technology, is a key enabling factor, capable of allowing the Confidi to rapidly evolve towards new customer requests. In particular, the following topics will be explored:
- How to create a business plan using data from PEF Galileo
- What additional services to provide to SMEs and how to do it efficiently (e.g. benchmarking, risk analysis, consulting)
- How to support Confidi in search for new customers
Speaker:
Stefano CARRARA - Leanus Administrator
Guest:
Andrea GELFI - CEO @GalileoNetwork
20 Settembre 2023 
14.30-16.00
Analysis of accounting situations
Leanus allows you to associate the financial statement analysis based on public data with the corresponding analysis based on the accounting situations of the period. Whatever the format, origin or structure of the file, you can upload and get processed.
During the meeting we will see the different cases:
- Accounting situations in PDF (Zucchetti, Teamsystem, Business Information Suppliers, various other formats)
- Accounting statements in format XBR extension, XML, CSV (Infocamere, Galileo, CeBi, various other formats)
- Accounting situations other formats (through the alternative procedure provided for in the Form + Upload financial statements)
- Accounting situations not processed automatically
Speaker:
Alessandro WHISTLES - Leanus Administrator
3 October 2023 14.15-16.00
To verify the possibility of managing your accounting situation in real time:
∙ access Leanus in the Reserved Area and load using the function + Upload Balances, or:
∙ send sample files to marketing@leanus.it indicating in the subject: Verification of accounting situation management
Master in Operational Finance – 2023 Edition
What are the differences compared to previous editions of the Master Leanus?
The 2023 edition includes 10 sessions in which the following processes will be analyzed in detail:
- The Credit Process - How to optimize the Bank-Business-Professional relationship
- Credit monitoring
- Portfolio analysis NPE. From receiving the "data tape" to evaluating recovery strategies
When does the 2023 Master start and how many sessions does it include?
The 2023 Master Edition start date is March 7 2023. Are provided 3 recap sessions the fundamentals of financial statement analysis, benchmarking and business planning e 10 sessions dedicated to the 3 main processes that characterize the credit life cycle. Download the complete program here
All sessions will be held on Tuesday from 14.15pm to 15.30pm.
To whom will the certificate be issued?
The certificate of Expert in Operational Finance will only be released to those who participate in the final assessment test and that they will answer correctly at least 70% some questions.
The certificate of participation will be issued upon request to those who have actively participated in at least 10 of the 13 sessions provided.
Are there interim and final evaluation sessions?
Yes, at the end of each analysis module of the main credit processes one is planned intermediate evaluation. Al first place in the evaluations will be assigned 1.000 CR Leanus (value €1.000)
After the last session, one will be performed final evaluation related to the topics of the entire program. To the first 3 classified of this evaluation will be assigned respectively (also in case of ex-equo) 3.000 CR Leanus – 2.000 CR Leanus – 1.000 CR Leanus
For more information, download the information sheet here
March – October 2023
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Leanus – TRAINING su ANALYSIS di BALANCE BASE
Leanus training programs they set themselves the goal of raising the skills and knowledge of Professionals engaged daily in the management of professional relationships with companies using the analysis of financial statements and the information available on the system. The theoretical-practical approach, it allows you to experiment on real cases, even proposed by the participants themselves, the concepts learned during the various sessions.
Leanus programs (in Operational Finance) are defined on the basis of specific needs of the participants. It is expected self-assessment test initial and final.
The course of Training BASE aims to provide a series of knowledge and assessment tools that are quick and easy to use.
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Master (11 sessions): MANAGEMENT OF PROCESS OF CREDIT
Leanus in collaboration with inFinance presents a Training Program aimed at credit experts and all professional categories involved in the credit process.
Training goal:
- Analyze all the phases of the credit process, from targeting to the first commercial contact, to the assessment of creditworthiness up to the monitoring and analysis of portfolios.
- Contribute to professional growth of experts operating in the credit supply chain with a training program based on real cases.
- Offer the opportunity for dialogue with professionals of equal experience.
- Create a Community and facilitate discussion on issues that impact on one's work on a daily basis.
- The program includes various insights relating to the problems of credit assessment and monitoring and to the impacts deriving from the directives EBA.
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Master (10 sessions): CONSULTANCY ANY SMEs for Accountants
Leanus in collaboration with inFinance presents a Training Program aimed at commercial Doctors but also open to other professional categories.
Training goal:
- Analyze all stages of the Client-Professional relationship.
- Contribute to professional growth strengthening the ability to customer advice.
- Offer the opportunity for dialogue with professionals of equal experience.
- Create a Community and facilitate discussion on issues that impact on one's work on a daily basis.
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Master in Credit Process Management and Master in Consulting at SMEs - TESTS FINAL
All the sessions of the Master in Management of the Credit Process and of the Master in Consulting concluded at SMEs. To obtain the certificate, all participants must take the relative final test.
Click here to answer the questionnaire
Download the Lavazza Spa Consolidated Financial Statements here
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You want to know more about Leanus (Liin-us)
Leanus is one Financial Statements Database and an innovative platform for business analysis and evaluation. Leanus supports and optimizes the work processes of Corporate Banks and Business Professionals _ (Target search | Reliability assessment | Market analysis | Portfolio monitoring | Benchmark processing | Business Plan | Calculation DSCR extension | Crisis indicators and much more
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