European Structural and Investment Funds
Interactive Online Course |
27.10.2020 - 28.10.2020 |
Online |
Language: English

Successful Implementation and Modification of Financial Instruments

The interactive online course covers all topics that you need to programme and implement EU Financial Instrument (FI) now and in the upcoming programming period 2021-2027. It will give you a comprehensive overview on the best practices and lessons learned during the past and current programming period. In addition participants receive information on planned changes for the period 2021-2027 in each session.

Join from wherever you are – high-quality content delivered to your (home) office. Please check your device compatibility to be ready to attend the interactive online course. This is your first interactive online course with Lexxion? Don’t worry, here’s a quick guide.

Participants receive a certificate upon participation.

Starting from € 790,- (excl. VAT)

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Overview

The target of this practical two-day workshop is to offer space for staff from managing authorities, intermediate bodies and the financial institutions involved in the implementation of ESIF-funded Financial Instruments where they can exchange and discuss their experience and good practice and find guidance for future cooperation.

What are the practical aspects of set-up of Financial Instruments in the 2014 perspective and planned changes for 2021-2027? What is the legal framework for updating the ex-ante assessment and investment strategy? How can Financial Instruments combined with grants? How to re-use resources allocated of Financial Instruments? And how to come up with an exit strategy versus successful closure of the operational programme?

All these questions will be answered in the tailor-made workshop.

Methodology

You will be actively involved in the workshop. The sessions will combine presentations, cases and discussions on practical problems. And you will have ample opportunities to present your own problematic 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 training. All information concerning such problems and cases will be treated confidentially.

Programme

  • Practical Aspects of Set-up of Financial Instruments in 2014-20 Perspective and Planned Changes for 2021-2027
  • Best Practices and Lessons Learned: Loan, Guarantee and Equity Instruments
  • Ex-ante Assessment and Investment Strategy – Legal Framework for 2014-2020 and Planned Changes for 2021-2027
  • Combination Financial Instruments with Grants
  • Re-use of Funds as Complementary to 2021-2027 Instruments
  • Key Elements of Sound Financial Management of Financial Instruments
  • Exit Strategy for Financial Instruments versus Closure of Operational Programme

Benefits

  • Learn how to successfully and effectively programme and implement Financial Instruments in the current and next programming period.
  • Have a clear understanding of EU regulations apply.
  • Benefit from another Member State’s experience and learn good practices.
  • Have a platform to exchange ideas and challenges within your organisation and receive practical advice on current cases.

Course Material – No need to miss anything!

If you were unable to attend the online course you may want to order a copy of the printed material including the access data to all presentations shown during the event. The price is € 199,- (excl. of VAT). If interested, please contact Hanne Goldbeck.

Who should participate?

The workshop is tailored to those bodies who have already performed their ex-ante assessment, decided to design financial instruments and struggle with the next steps.

Experts responsible for:

  • design of Financial Instruments;
  • legal environment for the development of seed fund and financial flows;
  • business finance; and
  • risk management.

in:

  • ERDF and ESF Managing, Audit and Certifying Authorities and Intermediate Bodies;
  • Holding and Development Funds; and
  • Financial Intermediaries.

ESI Funds experts involved in the design and implementation of FI in public authorities such as:

  • national ministries for finance and the economy;
  • national and regional development banks;
  • regional and local governments;
  • city councils;
  • national and regional development agencies for economic growth;
  • private banks and other financial institutions; and
  • research institutes.

Lawyers and consultants specialised in public affairs advising the above institutions.

Bigmarker is our interactive online course platform. In order to join our online course, please check your device compatibility first.

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

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

How to join the online course?

  • Choose the computer from which you would like to follow the online course.
  • Please check your device compatibility.
  • As soon as you get the invitation link: Please register for the online course by clicking the invitation link.
  • 15 minutes before the online course: Bring your headphones, click the invitation link, enter and enjoy the online course!

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.

FAQ

Why do I need to register before the online 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 online course participants.

Will the online 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 online course, yes.

Do I need to install anything?
No. We expect you to have a browser.

Can I ask questions during the online 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 online course I’m attending?
15 minutes before the start. You only can enter if you have passed the system check.

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

May I access via Phone?
Yes, you can. Participating via phone means you can listen only. Please keep in mind that you will be dialling a US number which would result in higher telephone costs.

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.

I failed the Firewall System Check – what can I do?
Please contact your IT department and have them open the necessary ports, which can be found here.

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 online course?
Sure. Please message online@lexxion.eu. We need to have a separate testing before the start of the online course.

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 online course?
Please contact Hanne Goldbeck.

Day 1: Tuesday, 27 October

09:00

Welcome by Lexxion & Introduction to the Interactive Online Course

09:15

Practical Aspects of Set-up of Financial Instruments in 2014-20 Perspective and Planned Changes for 2021-2027

Here participants learn how to set up and implement FIs with hands-on practical examples and cases. The cases will cover – among others – role of funding agreement and main rules of selection of bodies implementing financial instruments. Main changes planned for 2021-2027 period in area of FIs set-up will be also presented.

Marek Szczepański Former Managing Director in BGK (National Development Bank), responsible for Financial Instruments; Owner of MWS Consulting, Warsaw
10:15

Short Break

10:30

Key Elements of Sound Financial Management of Financial Instruments

  • Management Costs and Fees – legal framework, calculation, eligibility of expenditures
  • Eligibility of expenditures in case of loans, guarantees and equity
  • Transferring the programme contribution to FI
  • Winding-up procedures
  • Planed changes for 2021-2027 period
Márk Bató National Coordinating Body of ESI Funds, Prime Minister’s Office, Budapest
11:30

Short Break

11:45

Ex-ante Assessment and Investment Strategy – Legal Framework for 2014-2020 and Planned Changes for 2021-2027 and Rules and Methods in Covid-19 Times

  • Role and structure of ex-ante assessment
  • Role and structure of investment strategyPractical observations on ex-ante assessment preparation and update
  • Recent Polish cases of investment strategy update
Marek Szczepański Former Managing Director in BGK (National Development Bank), responsible for Financial Instruments; Owner of MWS Consulting, Warsaw
12:45

Virtual Lunch Break

13:15

Structuring, Implementation and Modification of Existing Financial Instruments and Development of New Ones – LOANS

  • Implementation modes
  • Target group (final recipients), eligible projects and expenditures
  • Potential financial intermediaries
  • Main parameters of loans to be decided
  • Polish cases (ERDF and ESF loans)
Marek Szczepański Former Managing Director in BGK (National Development Bank), responsible for Financial Instruments; Owner of MWS Consulting, Warsaw
  • Hungarian cases
Csaba Harsányi
Hungarian Development Bank, Brussels

14:30

Short Break

14:45

Structuring, Implementation and Modification of Existing Financial Instruments and Development of New Ones – GUARANTEES

  • Implementation modes
  • Leverage effect / multiplier
  • Target group (final recipients), eligible projects and expenditures
  • Potential financial intermediaries / financial institutions participating in portfolio guarantee schemes
  • Main parameters of guarantees to be decided
  • Polish cases – portfolio guarantee fund (ERDF)
Marek Szczepański Former Managing Director in BGK (National Development Bank), responsible for Financial Instruments; Owner of MWS Consulting, Warsaw
15:30

End of Day 1

Day 2: Wednesday, 28 October

09:00

Structuring and Implementation of Equity Instruments

  • Implementation modes
  • Target group (final recipients) and eligible sectors / investments
  • Potential financial intermediaries
  • Main parameters to be decided
  • Best practices and lessons learned
Csaba Harsányi
Hungarian Development Bank, Brussels

10:00

Introduction: How situation caused by Covid-19 can influence implementation of financial instruments

  • Supply and demand side
Marek Szczepański Former Managing Director in BGK (National Development Bank), responsible for Financial Instruments; Owner of MWS Consulting, Warsaw
10:30

Short Break

10:45

State aid Rules for Financial Instruments

  • Temporary Measures
Anita Gyürkés Head of Department, State Aid Monitoring Office, Budapest
11:45

Virtual Lunch Break

12:30

Re-use of Funds as Complementary to 2021-2027 Instruments

  • Legal framework (2007-13, 2014-20)
  • Limitations and room for manoeuvre
  • A Member State’s approach
  • Perspectives for 2020+
Márk Bató National Coordinating Body of ESI Funds, Prime Minister’s Office, Budapest
  • Polish cases
Marek Szczepański Former Managing Director in BGK (National Development Bank), responsible for Financial Instruments; Owner of MWS Consulting, Warsaw
14:00

First Lessons Learned for Programming Financial Instruments for Period 2021-2027

Marek Szczepański Former Managing Director in BGK (National Development Bank), responsible for Financial Instruments; Owner of MWS Consulting, Warsaw
Márk Bató National Coordinating Body of ESI Funds, Prime Minister’s Office, Budapest
Csaba Harsányi
Hungarian Development Bank, Brussels

15:00

End of Interactive Online Course


*Programme may be subject to change.

Speakers

Marek Szczepański
Former Managing Director in BGK (National Development Bank), responsible for Financial Instruments; Owner of MWS Consulting, Warsaw

More info
Márk Bató
National Coordinating Body of ESI Funds, Prime Minister’s Office, Budapest

More info
Csaba Harsányi
Hungarian Development Bank, Brussels

More info
Anita Gyürkés
Head of Department, State Aid Monitoring Office, Budapest

More info

Venue

Online

n/a
Online, Germany
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Online-Registration

Interactive Online Course | 27.10.2020 - 28.10.2020 | Online | Language: English

Participation Fees
Reduced fee for public authorities: € 790,- (excl. VAT)
Regular fee: € 990,- (excl. VAT)

The German VAT of 16% will be added. Customers from other EU countries with a valid VAT ID number receive an invoice without VAT (reverse charge). Without VAT ID number, the country-specific VAT will be charged.

Are you a public authority?
Ticket Type Price Spaces
Successful Implementation and Modification of Financial Instruments
Reduced fee for public authorities / Reduzierte Teilnahmegebühr für Angehörige einer Hochschule/Behörde
€790,00
Successful Implementation and Modification of Financial Instruments
Regular fee / Reguläre Teilnahmegebühr
€990,00

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