Europäische Struktur- und Investitionsfonds
Workshop |
26.03.2020 - 27.03.2020 |
Málaga |
Sprache: englisch

Effective Programming and Implementation of Financial Instruments | Current and Next Programming Period

The workshop 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.

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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.

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.

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.

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 instituts.

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

Tag 1: Donnerstag, 26. März

08:30

Registration & Welcome Coffee

09:00

Welcome by Lexxion and Introduction Round

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 – potential implementation modes; role of funding agreement and main rules of selection of bodies implementing financial instruments.

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

10:30

Coffee Break & Networking

11:00

Main Types of Financial Instruments: Loan Instruments

  • Implementation modes
  • Target group (final recipients), eligible projects and expenditures
  • Potential financial intermediaries
  • Main parameters to be decided
  • Best practice and lessons learned
Marek Szczepański
Former Managing Director in BGK (National Development Bank), responsible for Financial Instruments; Owner of MWS Consulting, Warsaw

  • Hungarian cases of loan instruments
Csaba Harsányi
Hungarian Development Bank, Brussels

(TBC)
12:15

Lunch Break

13:15

Main types of Financial Instruments: Equity Instruments

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

(TBC)
14:30

Main Types of Financial Instruments: Guarantee Instruments

  • 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 to be decided
  • Best practice and lessons learned
Marek Szczepański
Former Managing Director in BGK (National Development Bank), responsible for Financial Instruments; Owner of MWS Consulting, Warsaw

15:45

Coffee Break & Networking

16:00

Ex-ante Assessment and Investment Strategy – Legal Framework for 2014-2020 and Planned Changes for 2021-2027

  • Role and structure of ex-ante assessment
  • Role and structure of investments strategy
  • Practical observations on ex-ante assessment preparation
  • Cases of update of ex-ante assessment and investments strategy
Marek Szczepański
Former Managing Director in BGK (National Development Bank), responsible for Financial Instruments; Owner of MWS Consulting, Warsaw

17:00

End of Day 1

Tag 2: Freitag, 27. März

09:00

Combination Financial Instruments with Grants

  • Set-up of the combined support scheme -loan and grant (basic rules defined on EU and national level)
  • Embedment in the national support system (co-existence with grants and independent financial instruments)
  • Application under different thematic objectives, so far experiences
  • Planed changes for 2021-2027 period
Márk Bató National Coordinating Body of ESI Funds, Prime Minister’s Office, Budapest
(TBC)
10:15

Coffee Break & Networking

10:45

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
(TBC)
  • Polish cases of re-use of funds
Marek Szczepański
Former Managing Director in BGK (National Development Bank), responsible for Financial Instruments; Owner of MWS Consulting, Warsaw

12:00

Lunch Break

13:00

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
(TBC)
14:00

Exit Strategy for Financial Instruments versus Closure of Operational Programme

Csaba Harsányi
Hungarian Development Bank, Brussels

(TBC)
15:00

End of Workshop & Distribution of Certificates

Referenten

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

Mehr Informationen
Csaba Harsányi
Hungarian Development Bank, Brussels

Mehr Informationen
Márk Bató
National Coordinating Body of ESI Funds, Prime Minister’s Office, Budapest

Mehr Informationen

Tagungsort

Exclusive Venue in the Centre of Málaga

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Málaga, Spanien
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Workshop | 26.03.2020 - 27.03.2020 | Málaga | Sprache: englisch

Teilnahmegebühren
Reduzierte Teilnahmegebühr für Angehörige einer Hochschule/Behörde: € 1.240,- (exkl. USt)
Reguläre Teilnahmegebühr: € 1.640,- (exkl. USt)

21% USt (Spanien) wird zusätzlich berechnet.

Teilnehmerbegrenzung
Die Anzahl der Teilnehmer ist begrenzt.

Arbeiten Sie für eine Behörde?
Ticket-Typ Preis Plätze
Effective Programming and Implementation of Financial Instruments | Current and Next Programming Period
Regular fee / Reguläre Teilnahmegebühr
€1.640,00
Effective Programming and Implementation of Financial Instruments | Current and Next Programming Period
Reduced fee for public authorities / Reduzierte Teilnahmegebühr für Angehörige einer Hochschule/Behörde
€1.240,00

Gesamtrechnung
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