Negotiate with preparation, not pressure
Negotiation is not a performance—it is a disciplined process for turning competing priorities into a workable agreement. Learn how to prepare with intent, ask better questions, test assumptions, and move a conversation toward commitments that stand up after the meeting.
The session at a glance
Format · Live instructor-led webinar or in-person
Learning objectives · Prepare a negotiation strategy, clarify interests and constraints, manage the discussion constructively, and translate agreement into next actions.
Duration · 2 Hours
Live instruction. Practical negotiation skills.
What to expect
- Two hours of instructor-led practice built around the conversations finance professionals actually have.
- A practical structure for preparation, discussion, clarification, proposal, and agreement.
- Techniques for listening, reframing, and keeping a difficult conversation productive.
The goal is not simply to get to “yes.” It is to reach a clear agreement that works in practice.
Preparation that makes the conversation easier
Come prepared to think about a negotiation you expect to face—an internal conversation, client discussion, or transaction-related issue. No advance materials are required.
Who this is for
This session is designed for analysts, associates, managers, and other professionals who need to influence outcomes without sacrificing trust, clarity, or sound judgment.
Course agenda
- We begin by defining what effective negotiation looks like and why preparation changes the quality of the conversation.
- We map the interests, constraints, alternatives, and decision-makers that shape a credible negotiating position.
- We practice opening a discussion with clear objectives and questions that uncover what matters to the other side.
- We work through how to frame proposals, respond to objections, and create options without making premature concessions.
- We close by translating a tentative agreement into specific commitments, owners, and next steps.
A certificate you can share
Upon completion, you will receive a certificate signifying your completion. Add it to your LinkedIn profile, résumé, or professional-development record.
Common questions
The practical details, in one place.
Is this live or on demand?
This is a live course that may be delivered via webinar or in-person.
What does the session cover?
This session develops practical negotiation skills: preparation, questioning, clarification of interests, proposal framing, and a clear path to agreement.
Are recordings, materials, or certificates included?
Materials are included with the course as well as a certificate indicating completion. Recordings availability is subject to contract.
I am a CPA, can this course offer CPE credit?
Yes! Pillars is licensed to provide CPE credit hours for this course.
Discuss training for your team
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