Two colleagues discussing papers across a meeting table

Engagement

Board & Lender Readiness Briefing

A facilitated session that prepares directors or senior managers to explain the application’s financial claims under questioning.

From NT$18,000 per session

Who this is for

Boards and management teams who will sit across from credit officers or grant panels after the pack is lodged.

What you receive

A one-page talking map, practised answers to likely financial questions, and notes on claims that still feel thin.

Scope of work

Briefings assume the pack already exists. We rehearse explanation, not rewrite the entire filing unless you combine this with an audit engagement.

Included

  • Pre-read of the lodged or near-final pack
  • Ninety-minute facilitated session (remote or on-site)
  • Talking map of key financial claims and evidence
  • Follow-up note of weak spots still worth strengthening

Outside this engagement

  • Media training or investor pitch coaching beyond the application
  • Attendance at the live bank meeting unless contracted separately

How the work proceeds

  1. Pack pre-read

    We identify the claims most likely to draw questions.

  2. Live briefing

    Your team practises concise answers with push-back on soft spots.

  3. Debrief note

    You leave with a talking map and residual risk notes.

Typical duration
Preparation plus a 90-minute session, usually within one week.
Delivery
Changhua office or video conference.
Preparation
Confirm attendees and share the pack at least three business days ahead.
Pricing basis
Session fee; travel outside Changhua quoted separately.

Briefings work best when the finance lead who built the schedules sits in the room with the spokesperson who will face the panel.