Europäische Struktur- und Investitionsfonds
Interactive Online Course |
09.12.2020 - 11.12.2020 |
Online |
Sprache: Englisch

Online Winter Course: Effective Usage and Modification of Financial Instruments

Lexxion’s three-day Interactive Winter Course „Effective Usage and Modification of Financial Instruments“ offers the perfect opportunity to discuss the current challenges for set-up and implementation of financial instruments in the current and next programming period. Participate in in-depth discussions and exchange good practices and lessons learned. 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 online course. This is your first online course with Lexxion? Don’t worry, here’s a quick guide.

Starting from € 1.280,- (excl. VAT)

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Overview

The current policy framework for ESI Funds emphasises the need for a significant use of financial instruments with multiplied amounts of ESIF resources delivered to SMEs and other final recipients. Managing authorities within all ESI Funds are currently establishing and implementing the new financial instruments in forms of loans, guarantees and equity.

The Commission also supports the use of Financial Instrument by providing off-the-shelf instruments and enabling the managing authorities to get involved in the centrally managed Financial Instrument such as Horizon 2020, COSME, InnvoFin and the SME Initiative. Additionally, synergies are possible with resources under the Juncker Plan or European Fund for Strategic Investments.

Learn about the regulatory framework of Financial Instruments, how to monitor, audit and control Financial Instruments, how to close the operational programme and about main changes for 2021-2027.

Methodology

The participants will be actively involved in the workshop. The sessions will combine presentations and discussions on practical problems. 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

  • Objectives, Rules and Regulatory Framework of Financial Instruments (FIs) and Main Changes for 2021-2027
  • Practical Aspects of Set-up of Financial Instruments in 2014-20 Perspective and Planned Changes for 2021-2027
  • Key Elements of Sound Financial Management of Financial Instruments
  • Ex-ante Assessment and Investment Strategy – Legal Framework for 2014-2020 and Planned Changes for 2021-2027
  • Combination Financial Instruments with Grants and with European Fund for Strategic Investments (EFSI)
  • Structuring and Implementation of Loan, Guarantee and Equity Instruments
  • Case Study / Workshop – Problem Solving and Identifying Areas to Use Financial Instruments
  • Re-use of Funds as Complementary to 2021-2027 Instruments

Benefits

  • Learn how to successfully and effectively use 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.

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 Anya Zuschke.

Tag 1: Mittwoch, 9. Dezember

09:00

Welcome by Lexxion and Introduction Round

09:15

Objectives, Rules and Regulatory Framework of Financial Instruments (FIs) and Main Changes for 2021-2027

  • Centralized and decentralized FIs
  • The legislative framework for decentralised financial instruments (Common Provision Regulation – CPR; Delegated and Implementing Regulations; European Commission Guidelines for the Member States; Omnibus Regulation)
  • Models for financial instruments under Article 38(4) CPR
  • Fund of Funds
  • Tailor-made and off-the-shelf FIs
  • Requirements on Funds of Funds/ financial intermediaries (from Delegated Act and CPR) and their liability
  • Planned changes for 2021-2027 period
Csaba Harsányi
Hungarian Development Bank, Brussels

(TBC)
10:30

Break

11:00

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
12:00

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
  • Planned changes for 2021-2027 period
Márk Bató National Coordinating Body of ESI Funds, Prime Minister’s Office, Budapest
(TBC)
13:00

Lunch Break

14:00

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 investments strategy
  • Practical observations on ex-ante assessment preparation and update
  • Recent Polish cases of update of investment strategy
Marek Szczepański Former Managing Director in BGK (National Development Bank), responsible for Financial Instruments; Owner of MWS Consulting, Warsaw
15:00

Break

15:15

Combination Financial Instruments with Grants and with European Fund for Strategic Investments (EFSI)

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
  • Planned changes for 2021-2027 period
Márk Bató National Coordinating Body of ESI Funds, Prime Minister’s Office, Budapest

European Fund for Strategic Investments (EFSI) and Invest EU:

  • Legal framework
  • Key features and benefits
  • Possibilities in use at project level or Financial Instruments
  • Risk analysis and management
  • Planned rules for Invest EU guarantee
Csaba Harsányi
Hungarian Development Bank, Brussels

16:30

End of Day 1

Tag 2: Donnerstag, 10. Dezember

09:00

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
  • Best practices and lessons learned
Marek Szczepański Former Managing Director in BGK (National Development Bank), responsible for Financial Instruments; Owner of MWS Consulting, Warsaw
Csaba Harsányi
Hungarian Development Bank, Brussels

10:30

Break

11:00

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 funds (ERDF and EAGGF)
Marek Szczepański Former Managing Director in BGK (National Development Bank), responsible for Financial Instruments; Owner of MWS Consulting, Warsaw
12:00

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

(TBC)
13:00

Lunch Break

14:00

Monitoring, Audit and Control in Financial Instruments

  • Monitoring and evaluation system; monitoring requirements
  • Result orientation
  • Indicators and Milestones for FIs
  • Internal Control System
  • The regulatory requirements for the management and control of FIs (Art. 40, 41 CPR, Article 9 / Reg.480/2014)
  • Verification of the investment strategy
  • Management costs and fees
  • Cooperation with an Audit Authority
  • Audit requirements for verifications
Mechthild von Maydell Director Audit Authority, State Chancellery and Ministry of Culture, Magdeburg
(TBC)
15:00

Break

15:15

Irregularities in the Implementation of Financial Instruments

  • Definition and concept of irregularities and the risk of irregularities under Financial Instruments
  • Main areas and levels of irregularities in the programming and implementation of Financial Instruments
  • Proceeding in case of irregularities
  • Rules for determining the amount of financial corrections in case of irregularities
Mechthild von Maydell Director Audit Authority, State Chancellery and Ministry of Culture, Magdeburg
(TBC)
16:30

End of Day 2

Tag 3: Freitag, 11. Dezember

09:00

State aid Rules for Financial Instruments

  • Temporary Measures
Anita Gyürkés Head of Department, State Aid Monitoring Office, Budapest
(TBC)
10:00

Break

10:30

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
(TBC)
  • Polish cases (re-use of ERDF and ESF resources)
Marek Szczepański Former Managing Director in BGK (National Development Bank), responsible for Financial Instruments; Owner of MWS Consulting, Warsaw
11:30

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

Round Table of Practitioners:

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

Márk Bató National Coordinating Body of ESI Funds, Prime Minister’s Office, Budapest
12:00

Lunch Break

13:00

Case Study / Workshop – Problem Solving and Identifying Areas to Use Financial Instruments

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

Márk Bató National Coordinating Body of ESI Funds, Prime Minister’s Office, Budapest
15:00

End of Workshop

Referenten

Csaba Harsányi
Hungarian Development Bank, Brussels

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

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

Mehr Informationen
Mechthild von Maydell
Director Audit Authority, State Chancellery and Ministry of Culture, Magdeburg

Mehr Informationen
Anita Gyürkés
Head of Department, State Aid Monitoring Office, Budapest

Mehr Informationen

Tagungsort

Online

n/a
Online, Deutschland
Karte nicht verfügbar

Online-Anmeldung

Interactive Online Course | 09.12.2020 - 11.12.2020 | Online | Sprache: Englisch

Teilnahmegebühren
Reduzierte Teilnahmegebühr für Angehörige einer Hochschule/Behörde: € 1.280,- (exkl. USt)
Reguläre Teilnahmegebühr: € 1.480,- (exkl. USt)

16% USt (Deutschland) wird zusätzlich berechnet. Kunden aus dem EU-Ausland mit gültiger USt-IdNr. bekommen eine Rechnung ohne USt (Reverse-Charge).

Melden Sie sich bitte bei events@lexxion.eu, falls technische Probleme bei der Buchung auftreten.

Arbeiten Sie für eine Behörde?
Ticket-Typ Preis Plätze
Implementation and Modification of Financial Instruments
Regular Fee / Reguläre Teilnahmegebühr
€1.480,00
Implementation and Modification of Financial Instruments
Reduced fee for public authorities / Reduzierte Teilnahmegebühr für Angehörige einer Hochschule/Behörde
€1.280,00










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