European Structural and Investment Funds
Intensive Online Course |
19.05.2021 - 21.05.2021 |
Online |
Language: English

How to Use Financial Instruments for ESI Funds Effectively – Key Features and Practical Advice

With the growing importance of Financial Instruments (FI), it is of major relevance that all officials involved in the set-up, implementation and control of FI – both the managing bodies and the beneficiaries – are aware of the applicable regulation and procedures. Join us during the upcoming intensive course and get prepared for the upcoming challenges!

Participate from wherever you are – high-quality content delivered to your (home) office. This is your first online course with Lexxion? Don’t worry, here’s a quick guide.

Participants receive a certificate upon participation.

Starting from € 1.490,- (online, excl. VAT)

Reservation: You are welcome to reserve your seat, which is financially non-binding. For this, please drop me an email.: zuschke@lexxion.eu

Cancellation: The cancellation of participation must be in writing and is possible free of charge up to 14 days before the start of the event. In case of no-show or cancellation later than two weeks before the date of the event, the entire event price plus VAT is due.

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Overview

The policy framework for European Structural and Investment Funds emphasises the need for a more significant use of Financial Instruments (FI) within ESI Funds in the new programming period 2021-2027. Managing Authorities and Responsible Authorities have to establish and implement FI in forms of loans, guarantees, equity and quasi equity. The overall goal is to improve the quality of projects supported with FI, as the financial support must be repaid. Another important topic when implementing FI is the proper monitoring, verification and control of FI. During these processes, ESIF experts need to be aware of the public procurement and State aid regulations. Irregularities at any stage can lead to repayments and financial corrections.

With the growing importance of FI, it is of major relevance that all officials involved in the set-up, implementation and control of FI – both the managing bodies and the beneficiaries – are aware of the applicable regulation and procedures.

Who should participate?

  • Employees responsible for set up, monitoring and auditing of Financial Instruments in:
    • ESIF Managing, Certifying and Audit Authorities and Intermediate Bodies
    • Holding Funds
    • Financial Intermediaries
  • Experts involved in the implementation of FI in public authorities such as:
    • National ministries
    • Regional and local governments
    • City councils
    • National and Regional Development Agencies
    • Research institutes
  • Lawyers and consultants specialised in public affairs
  • Public and National Promotional Banks
  • Private sector financial institutions and Stakeholders

Methodology

The three-day intensive course offers the possibility to meet with experts from EU institutions, Member States as well as the private sector. The different perspectives of our experienced trainers will support you in applying complex rules to your practical day-to-day work. To achieve the best results, a mix of learning methods will be applied in the course.

Our approach combines the three stages of learning to ensure that the participants obtain the best possible understanding of the applied rules:

1) Identification of the main rules and principles,
2) Appreciation of the complexities and limitation of the principles,
3) Application of the rules and principles.

The participants will be actively involved in the course. The sessions will combine presentations, case studies and discussion on practical problems. You will have ample opportunity to present your own issues and discuss them with the speakers and participants from other Member States.

Just send to us your cases and questions in advance! We will forward them to our speakers, who will include your issues in the programme and answer them during the course. All information concerning such problems and cases will be treated confidentially.

Course materials are available for download after the event.

Online Course

During the online course by Lexxion Publisher all speakers present live via video and audio. Participants are actively involved in the online courses. By offering our participants the possibility to use their microphones and cameras during the whole course, we aim to recreate the atmosphere of a face-to-face Lexxion course. We encourage our participants to ask questions in real time and to take part in live discussions with speakers and other participants. Additionally, we offer breakout sessions, as part of this format, where participants work in smaller groups on real-life cases and exercises. During these exercises, participants have the technical possibility to see other group members and talk to them (using microphone and camera). Moreover, we make use of different interactive features of the online platform, such as polls, multiple choice questions and quizzes. This way participants can test their knowledge on the topic, anonymously. There are ample opportunities for the participants to present their own problematic issues, discuss and solve them with the speakers and participants from other Member States.


Course Material – No need to miss anything!

If you are unable to attend the course you may want to order all the presentations shown during the event. The price is € 299,- (excl. of VAT). If interested, please contact Anya Zuschke.

How to Join the Course Online

Zoom is the platform for online participation in this course. In order to join the course online, please check your device compatibility first.

What do I need in order to join the course online?

  • Speakers, Microphone; Camera is possible, if you would like to be seen during the course
  • A wired connection is strongly recommended.
  • If your internet connection doesn´t work, you can join the course by telephone, using a dial-in number. In this case there might be additional telephone costs.

Minimum system requirements are as follows:

  • Operating System: Windows 7 or later; Mac OS X 10.12 or later, Linux.
  • Browser: The most recently-published versions of Chrome, Firefox, Microsoft Edge, Safari, or Opera.
  • High-speed internet: A consistent, high-speed connection is required. Mobile tethering, hotspots, slow or inconsistent public Wi-Fi networks may create latency when using video conferencing

 

How do I join the course online?

  • Choose the computer from which you would like to follow the course.
  • Please install the zoom, if not done yet. Install here.
  • Please test your microphone and camera in advance. For this, follow these instructions.
  • Open the Zoom App, click on “Join a Meeeting”, enter your full name, so that we could recognise you, enter the ID and the Passcode, which we sent you, and wait in the waiting room, until our host will let you in.
  • Alternatively, it is possible to use Zoom through browser or through skype for business. BUT! Some functions are not available in these versions, therefore we highly recommend using the downloaded App.
  • Use your headset and camera.

FAQ for Online Participation

Why do I need to register before the course starts?
Thank you for registering! This not only helps us to communicate with you in regard to technical issues but it
helps you to network with your fellow course participants.

Will the course be recorded?
Please ask the responsible event manager.

Do I need a camera?
It is recommended to have a camera for more comfortable communication with the speakers and other participants.

Do I need a microphone?
Since this is an interactive course, yes.

Do I need to install anything?
Yes, you should install Zoom app here.

Can I ask questions during the course?
Yes, you can ask your questions live by using your microphone. You can speak to all participants at the same time as you may have experienced in Skype.

When can I enter the course I’m attending?
Please enter Zoom 10 minutes before start. Our host will let you in in due time.

May I leave the course and come back later?
Yes, just log in at a later time during the course.

May I access via Phone?
Yes, you can. Participating via phone means you can listen only.

Can’t find invitation?
Please check your spam-folder. You should also ask your colleague from the IT department to ‘whitelist’ us. For more details please ask the corresponding event manager, who will be happy to help you.

What are the detailed System requirements?
All requirements can be found here.

I failed the Audio Output System Test – what can I do?
If you are using headphones or external speakers, try unplugging them. Please unmute your device. Test your speakers here to find out if they work.

I would like to participate but I’m waiting for an approval. Can I order a ticket on the day of the course?
Sure. Please message events@lexxion.eu.

My email address has changed – can I still participate?
Sure. Please provide us with your updated email adress, you will then receive a new invitation.

How do I contact the host of the course?
events@lexxion.eu is happy to help you

Here you can find the preliminary programme:

Day 1: Regulations Applicable for Financial Instruments

  • Financial Instruments and their Regulation in 2014-2020 and 2021-2027
  • Types and Structure of FI
  • Combination of in Financial Instruments with Grants and with European Fund for Strategic Investments (EFSI)
  • Selection of Financial Intermediaries

Day 2: Practical Implementation of Financial Instruments

  • Set-Up and Implementation of FI
  • Structuring and Implementation of Loan Instruments
  • Structuring and Implementation of Guarantee Instruments
  • Equity and Quasi Equity Instruments

Day 3: Monitoring, Control and Audit of Financial Instruments

  • Monitoring Requirements for a Managing Authority
  • Financial Control and Verification of FI
  • Audit of FI
  • Ensuring Compliance with Public Procurement and State Aid Rules
  • Irregularities in the Implementation of Financial Instruments

The detailed programme will be published here soon!

Speakers

Venue

Online

n/a
Online, Germany
Map Unavailable

Online-Registration

Intensive Online Course | 19.05.2021 - 21.05.2021 | Online | Language: English

Participation fees for online participation:
Reduced fee for public authorities and full-time academics: € 1.490,- (excl. VAT)
Regular fee: € 1.890,- (excl. VAT)

19% VAT (Germany) will be added. For online participation the following applies additionally: Customers from other EU countries with a valid VAT ID number will receive an invoice without VAT (reverse charge).

Please contact events@lexxion.eu if technical problems occur during the booking process.

Are you a public authority?
Ticket Type Price Spaces
How to Use Financial Instruments for ESI Funds Effectively | Online Participation
Reduced fee for public authorities / Reduzierte Teilnahmegebühr für Angehörige einer Hochschule/Behörde
€1.490,00
How to Use Financial Instruments for ESI Funds Effectively | Online Participation
Regular fee / Reguläre Teilnahmegebühr
€1.890,00










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