Role of Chief Financial Officer

2 days’ workshop

Introduction:

As an accountant or finance manager or Financial Controller, your strategic Financial Management & accounting skills is very crucial for Organisations stability, liquidity and growth. You will move from being the business support role to engaging actively with senior management in driving your organization!! If you are serious, this is the seminar for YOU.

Course Objectives      

  • Impact of investment decision on your Financial statements (income statements, cash flow, balance sheet & statement of equity)

  • Linking financial ratios to swot analysis for strategic decision making process via problem solving framework 

  • Using Financial risk management model to identify & mitigate risks

  • Using excel tools for investment decision making

  • Applying Cost-Volume-Profit Analysis & goal seek for breakeven analysis

  • Using relevant costing for decision making (eg, add or drop; replacement decision, pricing decision)

  • Understand the Impact of operational & financial budgets on your organization

Methodology

  • Case Study & Group Discussion. Real-current financial & business cases will be analysed and scenario solutions will be discussed within the workshop.

Who Should Attend

  • Entrepreneurs, Bankers, Accountants, Finance managers, CFO, CEO & Business Managers and those who are serious in strategic financial Management & accounting skill development

Special Feature: NOTE: Please bring laptop along

Course Outline

Day 1

Module 1: Fulfilling Strategic Objective of An Organisation

Formulation of Business Turnaround Strategies (Case Study) 

  • Asset conversion

  • Fees & Collection 

  • Cost reduction

  • Manpower review 

  • Stock management

  • Exercises  

Module 2: Analysis of Financial Statements including Z scores

  • Linking financial ratios to swot analysis

  • Applying strategic decision making process via problem solving framework 

  • Key ratios (Profitability Ratios, Efficiency Ratios, Liquidity Ratios & Gearing Ratios)

Module 3: Project Evaluation 

  • Importance of investment decision making

  • Forecasting Relevant Project Cash Flows 

  • Project evaluation Techniques – Payback, NPV, IRR 

  • Excel applications – using the payback, NPV and IRR functions 

  • Accepting or Rejecting Projects 

  • Exercise

Module 4: Cost Management and Decision Making  

  • Use relevant costs to make decisions 

  • Outsourcing or Make-or-Buy Decision

  • Decision to Add or Drop a Product, Service, or Business Unit

  • Relevant Costs of Replacing Equipment

  • Pricing Decisions

  • Exercise


Day 2:

Module 5: Financial Risk Management

  • Analysing the potential risks facing an organization

  • Initiate mitigating controls to manage identified risks (eg, competitive & operational risks)

  • To weight the financial impact and probability of specified risks versus the cost of controls

  • Facilitate a cost & benefit decision analysis

  • Exercise

Module 6: Converting Budgeting Into KPI Using Dashboard

  • Key metric driver

  • Weightage

  • Measurement Unit

  • Design scoring standards

  • Link performance to rewards

  • Exercise

Module 7: Cost-Volume-Profit Analysis

  • Relationship between components and assumptions of CVP 

  • Break-even point determination 

  • Marginal analysis for making short-term decisions 

  • Exercise

Module 8: Burning Issues of CFO

Business Investment Analysis

Strategic Planning for Senior & Top Management

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