Financial Intelligence for Leader

2 days’ workshop

INTRODUCTION

Almost everything we do in today's business or public world invokes heavy competitive pressure: customer habits change, new competitors appear, and factors outside your control could delay your project. Nevertheless, we cannot allow ourselves to be paralyzed; we need to think strategically, plan in ways, which are execution able, and make decision as to what actions to take to minimize disruptions to our plans. In the final analysis, company vision is only good when we are able to converge and execute respective units’ efforts and achievements toward the organizational goals.

COURSE OBJECTIVES                                                                                                                                    

 On completing the programmer, participants will be able to:

  • Art of thinking big outside the current capability of the organization

  • Stepping on the threshold of financing organization projects above the limiting factors

  • Competing with rival companies by instituting sound cost reduction strategies

  • Identify the Company strengths and weaknesses and take advantage to match internal capability with external opportunity 

  • Formulate possible strategies and align organizational directions 

  • Measure and Deliver superior operational and financial results 

  • Use tools to Implement and execute effectively 

METHODOLOGY

Highly engaging approach drawing the best minds, fusion, and integration with the aim of practical application using the solution matrix. Case Study & Group Discussion. Real-current financial & business cases will be analyzed and scenario solutions will be discussed within the workshop.

WHO SHOULD ATTEND

CEO, CFO, COO, Department Head, Managers & Entrepreneurs

Special Feature: NOTE: Please bring laptop along

PROGRAMME OUTLINE

Day 1

Module 1: Understanding Financial Intelligence  

  • The Nuts & Bolts of Financial Statements 

  • Balance Sheet Statement 

  • Income Statement 

  • Cash Flow Statement 

  • Profit ≠ Cash 

Module 2: Converting Business Plan & Key Performance Indicators into Budgets

  • Understanding CEO Vision & Mission

  • Review KPI for Department & Individual

Module 3: Financial Statements Analysis: Predicting Business Failure (case study)

  • Liquidity 

  • Solvency 

  • Efficiency 

  • Profitability 

  • Asset Management 

  • Sensitivity Analysis

  • Peer Comparison

  • Altman Z’ Score-Insolvency Predictor 

Module 4: Formulation of Business Strategies (Case Study) 

  • Asset conversion (conversion of assets to cash or profit)

  • Collection (Focus on collection & debt recovery) 

  • Cost reduction (review all aspects of costs drivers)

  • Revenues (review all aspect of revenue drivers)

  • Purchasing policy (focus on top 5 key suppliers; focus on fast moving items, etc)


Day 2:

Module 5: Risk Modelling Skills (Case study) 

  • Analyzing the potential risks facing an organization

  • Mitigating controls 

  • Weight the financial impact 

  • Cost/benefit decision analysis

  • Risk Model software

Module 6: Financial risk SWOT Analysis

  • SO, Strategies: use a firm’s internal strengths to take advantage of external opportunities

  • ST Strategies: use a firm’s strengths to avoid or reduce the impact of external threats

  • WO Strategies: aim at improving internal weaknesses by taking advantage of external opportunities

  • WT Strategies: defensive tactics directed at reducing internal weakness and avoiding external threats

Module 7: Linking KPI to Performance Management

  • Design Scoring Mechanism

  • Design Weighting & Measures

  • Tracking KPI

Module 8: Company Success Story (Case Study)

  • Processes (Planning & Forecasting, Cash Management 

  • Technology (Integration & IT operation & application)

  • Operating Model (Share services, Combination into one area & Centre of excellence)

Advanced Business Acumen Management

Financial Impact Analysis (Case Study Approach)

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