Aug 222016
 

As a director how comfortable are you with company finance?

financial-documents1000

Are you confident in your ability to understand the three core elements of Management Accounts:

  • Cash Flow?
  • Profit and Loss (or Income and Expenditure)?
  • Balance Sheet?

Do you understand Forecast/Budget, Actuals and Variance reports?

Do you know how to use Key Ratios to evaluate your company’s performance?

Do you know if you are trading whilst insolvent?

This half-day course will provide the essential knowledge of those key financial issues and concepts that are needed by successful Executive and Non-Executive Directors in order to discharge their duties and responsibilities as a company director. The completion of this course will provide a good grasp of the key elements of Management Accounts and Statutory Financial Accounts. It will also provide a sound theoretical financial knowledge base upon which to build and acquire new and more advanced financial skills.

Who should attend?

Executive and Non-Executive Directors, senior executives or aspiring directors looking to understand more about company finance.

Course Content

  • The Three Key Financial Statements
    • Cash Flow Statements: Importance of cash flow and Impact of credit and credit control, Problems affecting cash flow, Dealing with Debtors and Creditors
    • Profit & Loss Account, Types of profit, and Layout & use of the profit & loss account
    • Balance Sheets: Assets; Liabilities; Net current assets, capital employed and how to interpret the information;
  • Revenue and Capital Expenditure
    • What are Capital and Revenue Expenditure
    • Phasing of capital spend and its Implications for budget holders
  • Depreciation; Assets and liabilities
    • What is Depreciation?
    • The Different types and uses
  • Forecasts and Budgets
    • The purpose of forecasts for the business
    • Budget objectives
    • Budgetary Control as a management tool
    • Variance analysis
  • Using Ratios to Support Investment Decisions
    • Return on Capital Employed (ROCE); Payback; Internal Rate of Return (IRR); Net Present Value of assets (NPV)
    • Investment decisions and Return on Investment (ROI); Cost of capital
    • Gearing, is the level of borrowing too risky?
    • Liquidity, could the company hit cash flow problems?
    • Profitability, how well is the company doing?

Learning Objectives

This half-day course enables participants to understand better, the key attributes and approaches that underpin a strategic and tactical financial approach to management and help to develop the key skills and styles that will allow participants to be more effective when adopting and applying a decision making approach to management.

By the end of this training course participants will be better able to:

  • Read, analyse and interpret any set of Financial Statements, including the Balance Sheet, the Profit & Loss Account and the Cash Flow statements
  • Understand and quantify the impact of the fundamental accounting concepts and the chosen policies upon any set of accounts
  • Recognise and understand the underlying impact of the generally accepted accounting principles and policies on any Balance Sheet and Profit & Loss Account
  • Understand the key differences between statutory published accounts and the internal monthly management accounts
  • Identify and discuss the key financial issues facing an organisation
  • Understand the wider commercial impact of any business decision and its interaction with non-financial aspects of the organisation, enabling you to make a better contribution to key discussions and decision making amongst managers and within the organisation
  • Understand the basics of budgets and the implementation of budgeting processes
  • Value any business using commonly used and widely accepted valuation techniques such as Net Asset Value, Enterprise Value and EBITDA
  • Communicate more effectively and easily with Finance Directors, and other Finance professionals; through an in depth understanding of financial terminology, management and evaluation techniques.

Course Leader:
David Doughty CDir FIoD

David Doughty - Chartered DirectorThe course is delivered by David Doughty, a Chartered Director and highly experienced Non-Executive, Chief Executive, Chair, Entrepreneur and Business Mentor. David has extensive executive and non-executive experience in small and medium enterprises in private and public sectors. He is also a board level consultant to multi-national organisations and a Chartered Director Ambassador for the Institute of Directors. See his LinkedIn profile here:

Key Details

Duration: 1/2 day
13:00 – 16:30
Location:
Orchard Street Business Centre
14 Orchard Street
Bristol BS1 5EH

Price
£170.00 (ex VAT)
Payment with Booking Price £160.00 (ex
VAT)
Partner Discount Price £150.00 (ex VAT)*

Book Now

To see course dates and to book your place now follow this link:
Course Registration

The fee includes refreshments and a copy of the course handbook

Attendance counts as 3 verifiable CPD hours of structured learning which count towards the requirements of most business focussed institutes, including the Institute of Directors, the Institute of Consulting, the Chartered Management Institute, the Institute of Chartered Accountants of England and Wales, the Chartered Institute of Personnel and Development and many others.  After successful completion of the course, you will receive an electronic Certificate confirming that you have successfully completed the course, detailing the outcomes and results.

*Discounts on Excellencia course fees are available for:

Director Essentials

Dec 062013
 

Understanding Corporate Finance: Financial Business Management Tools and Financial Business Concepts for executive and non-executive directors

Finance for Non-Finance Directors“Philip had an excellent wealth of experience & practical knowledge of a wide number of industries and was really warm & welcoming- An asset to the course!”

Alana Chalmers, Marketing Management & Business Development

“Knowledgeable presenter Good solid coverage of core financial concepts – P&L, balance sheet, ratios”

Greg Watson, Chief Executive at Bell

This course will provide essential knowledge of the key financial management issues and concepts needed by all Directors, Consultants or current or aspiring Non-Executive Directors in order to be effective members of the boards of private, public or not-for-profit organisations in today’s demanding financial environment.

The successful completion of this course will provide attendees with a sound financial understanding and the practical knowledge of how and when to apply those skills within their own businesses backed by a theoretical financial knowledge base

Who should attend?

Directors, Consultants or current or aspiring Non-Executive Directors needing to develop their financial understanding, skills and knowledge base within the areas of strategic financial management, corporate financial analysis, financial planning and business restructuring, to become more:

  • effective in Board financial discussions, business acquisitions and evaluations;
  • credible and comfortable with investors when discussing financial matters;
  • confident using financial terms and when explaining the financial implications of a chosen business strategy;
  • adept at discussing the financial implementation of management changes or consultant recommendations.

Course Content; this course will:

  • Explain how to read and understand the balance sheet and profit and loss account of any business, including amongst many others the use of EBITDA, Enterprise Value, Current Ratio, Liquidity Ratio, ROCE and NAV
  • Define and explain the key valuation techniques commonly used in valuing business acquisitions or disposals
  • Discuss and explain the use of the commonly accepted key ratios in the analysis of any set of accounts, with practical worked examples
  • Define and explain the main financial terms used in the discussion and analysis of financial statements in the evaluation of a potential business partner, acquisition or disposal
  • Explain the difference between statutory accounts and management accounts, and highlight the costs and benefits of producing those accounts
  • Clearly show the differences, in financial and business terms, between managing for profit and managing for cash and explain the main benefits and dangers of each approach by examining the implications of common practices within different sectors
  • Explain and discuss the benefits and dangers of high leverage versus low gearing and the consequential impact upon the financial performance of a business, providing insights into the key business drivers behind highly leveraged companies
  • Define and discuss the financial terms used by Banks, Venture Capitalists, Business Angels and other sources of finance.  This will encompass a consideration of the likely costs and benefits of the various capital sources.
  • Identify and explain the key factors involved in raising new Share Capital for SMEs and new companies
  • Discuss and explain Key Performance Indicators, including an introduction to the Balanced Scorecard, Activity Based Costing, ABC, and Zero Based Budgeting
  • Clearly identify and explain the key components of the Public Sector Budget, the budget deficit, the national debt and the overall state of the economy and its relationship to the Public Sector Budget.
  • Identify and discuss the key drivers behind the recent UK and Global banking crises
  • Give an overview and discussion of the fundamentals of the UK business taxation regime, through the interaction of corporation tax, income tax, national insurance and capital gains tax; including the primary grants and reliefs relevant to directors and likely to be considered at Board level

Course Objectives; this course will:

  • Enable you to communicate more effectively and easily with Finance Directors, other directors, accountants, advisors, consultants, bankers, venture capitalists, business angels and other providers of finance; through an in depth understanding of financial terminology and financial management and evaluation techniques
  • Allow you to read and instantly analyse and interpret any set of Financial Statements by using the techniques and knowledge gained on this course
  • Provide you with the knowledge and tools to assess the financial value and viability of a company or a project
  • Enable you to choose between the competing types of capital and operational funding, through a sound knowledge and understanding of their likely financial costs and benefits
  • Allow you to recognise and understand the underlying impact on any set of accounts of the generally accepted accounting principles
  • Enable you to identify and discuss the key financial issues facing most Boardrooms today
  • Provide you with the financial knowledge necessary to properly identify the roles and boundaries of financial professionals within an organisation
  • Enable you to apply accepted financial techniques and tools to any potential course of action including: capital investment; new products or projects; corporate acquisitions or disposals; or any form of business expansion
  • Provide the necessary contextual knowledge and understanding of the wider UK economic and commercial regime and its interaction with taxation, to enable a better contribution to key discussions and decision making amongst directors and within the Board
  • Support strategic decision making with sound financial understanding

Course Leader:

Philip Arnold FCA, FIC, CMC, BSc Hons, Chartered Director

Philip Arnold is the Senior Partner in Quantum Consulting Accountants and has been a Finance Director for several companies, including a Venture Capital backed start-up.  He is also an investor in a number of SMEs.

He holds the Institute of Directors’ Chartered Director qualification and is an FCA with over 18 years of Board level experience as a Finance Director and Chief Executive Officer, including 7 years with a PLC.

He has an entrepreneurial background combined with a solid blue chip experience base, having spent 13 years with blue chip organisations.  Philip has started companies, helped to raise £million plus Share Capital, and has also bought and sold businesses.

See his LinkedIn profile here: 

Key Details

Duration: 1 day
Location:

The Clare Charity Centre
Wycombe Road
Saunderton
High Wycombe
HP14 4HU

Price
£350.00 (ex VAT)
Payment with Booking Price
£315.00 (ex VAT)
Tier1 Member Price
£290.00 (ex VAT)

Book Now
To see course dates and to book your place now follow this link:
Course Registration
The fee includes lunch, refreshments and a copy of the course handbook

Attendance counts as 6.5 verifiable CPD hours of structured learning which count towards the requirements of most business focussed institutes, including the Institute of Directors, the Institute of Consulting, the Chartered Management Institute, the Institute of Chartered Accountants of England and Wales, the Chartered Institute of Personnel and Development and many others.  After successful completion of the course, you will receive an electronic Certificate confirming that you have successfully completed the course, detailing the outcomes and results.

Courses can be delivered ‘in-house’ to a group of Board Directors – to find out more contact courses@excellencia.co.uk or call 01173 827 820
Oct 232013
 

Understanding Corporate Finance: Financial Business Management Tools and Financial Business Concepts for executive and non-executive directors

Finance for Non-Finance Directors“Philip had an excellent wealth of experience & practical knowledge of a wide number of industries and was really warm & welcoming- An asset to the course!”

Alana Chalmers, Marketing Management & Business Development

“Knowledgeable presenter Good solid coverage of core financial concepts – P&L, balance sheet, ratios”

Greg Watson, Chief Executive at Bell

This course will provide essential knowledge of the key financial management issues and concepts needed by all Directors, Consultants or current or aspiring Non-Executive Directors in order to be effective members of the boards of private, public or not-for-profit organisations in today’s demanding financial environment.

The successful completion of this course will provide attendees with a sound financial understanding and the practical knowledge of how and when to apply those skills within their own businesses backed by a theoretical financial knowledge base

Who should attend?

Directors, Consultants or current or aspiring Non-Executive Directors needing to develop their financial understanding, skills and knowledge base within the areas of strategic financial management, corporate financial analysis, financial planning and business restructuring, to become more:

  • effective in Board financial discussions, business acquisitions and evaluations;
  • credible and comfortable with investors when discussing financial matters;
  • confident using financial terms and when explaining the financial implications of a chosen business strategy;
  • adept at discussing the financial implementation of management changes or consultant recommendations.

Course Content; this course will:

  • Explain how to read and understand the balance sheet and profit and loss account of any business, including amongst many others the use of EBITDA, Enterprise Value, Current Ratio, Liquidity Ratio, ROCE and NAV
  • Define and explain the key valuation techniques commonly used in valuing business acquisitions or disposals
  • Discuss and explain the use of the commonly accepted key ratios in the analysis of any set of accounts, with practical worked examples
  • Define and explain the main financial terms used in the discussion and analysis of financial statements in the evaluation of a potential business partner, acquisition or disposal
  • Explain the difference between statutory accounts and management accounts, and highlight the costs and benefits of producing those accounts
  • Clearly show the differences, in financial and business terms, between managing for profit and managing for cash and explain the main benefits and dangers of each approach by examining the implications of common practices within different sectors
  • Explain and discuss the benefits and dangers of high leverage versus low gearing and the consequential impact upon the financial performance of a business, providing insights into the key business drivers behind highly leveraged companies
  • Define and discuss the financial terms used by Banks, Venture Capitalists, Business Angels and other sources of finance.  This will encompass a consideration of the likely costs and benefits of the various capital sources.
  • Identify and explain the key factors involved in raising new Share Capital for SMEs and new companies
  • Discuss and explain Key Performance Indicators, including an introduction to the Balanced Scorecard, Activity Based Costing, ABC, and Zero Based Budgeting
  • Clearly identify and explain the key components of the Public Sector Budget, the budget deficit, the national debt and the overall state of the economy and its relationship to the Public Sector Budget.
  • Identify and discuss the key drivers behind the recent UK and Global banking crises
  • Give an overview and discussion of the fundamentals of the UK business taxation regime, through the interaction of corporation tax, income tax, national insurance and capital gains tax; including the primary grants and reliefs relevant to directors and likely to be considered at Board level

Course Objectives; this course will:

  • Enable you to communicate more effectively and easily with Finance Directors, other directors, accountants, advisors, consultants, bankers, venture capitalists, business angels and other providers of finance; through an in depth understanding of financial terminology and financial management and evaluation techniques
  • Allow you to read and instantly analyse and interpret any set of Financial Statements by using the techniques and knowledge gained on this course
  • Provide you with the knowledge and tools to assess the financial value and viability of a company or a project
  • Enable you to choose between the competing types of capital and operational funding, through a sound knowledge and understanding of their likely financial costs and benefits
  • Allow you to recognise and understand the underlying impact on any set of accounts of the generally accepted accounting principles
  • Enable you to identify and discuss the key financial issues facing most Boardrooms today
  • Provide you with the financial knowledge necessary to properly identify the roles and boundaries of financial professionals within an organisation
  • Enable you to apply accepted financial techniques and tools to any potential course of action including: capital investment; new products or projects; corporate acquisitions or disposals; or any form of business expansion
  • Provide the necessary contextual knowledge and understanding of the wider UK economic and commercial regime and its interaction with taxation, to enable a better contribution to key discussions and decision making amongst directors and within the Board
  • Support strategic decision making with sound financial understanding

Course Leader:

Philip Arnold FCA, FIC, CMC, BSc Hons, Chartered Director

Philip Arnold is the Senior Partner in Quantum Consulting Accountants and has been a Finance Director for several companies, including a Venture Capital backed start-up.  He is also an investor in a number of SMEs.

He holds the Institute of Directors’ Chartered Director qualification and is an FCA with over 18 years of Board level experience as a Finance Director and Chief Executive Officer, including 7 years with a PLC.

He has an entrepreneurial background combined with a solid blue chip experience base, having spent 13 years with blue chip organisations.  Philip has started companies, helped to raise £million plus Share Capital, and has also bought and sold businesses.

See his LinkedIn profile here: 

Key Details

Duration: 1 day
Location:

The Clare Charity Centre
Wycombe Road
Saunderton
High Wycombe
HP14 4HU

Price
£350.00 (ex VAT)
Payment with Booking Price
£315.00 (ex VAT)
Tier1 Member Price
£290.00 (ex VAT)

Book Now
To see course dates and to book your place now follow this link:
Course Registration
The fee includes lunch, refreshments and a copy of the course handbook

Attendance counts as 6.5 verifiable CPD hours of structured learning which count towards the requirements of most business focussed institutes, including the Institute of Directors, the Institute of Consulting, the Chartered Management Institute, the Institute of Chartered Accountants of England and Wales, the Chartered Institute of Personnel and Development and many others.  After successful completion of the course, you will receive an electronic Certificate confirming that you have successfully completed the course, detailing the outcomes and results.

Courses can be delivered ‘in-house’ to a group of Board Directors – to find out more contact courses@excellencia.co.uk or call 01173 827 820
Oct 072013
 

Finance for Non Finance Directors: Financial Business Management Tools and Financial Business Concepts for non-finance executive and non-executive directors

Finance for Non-Finance Directors“Philip had an excellent wealth of experience & practical knowledge of a wide number of industries and was really warm & welcoming- An asset to the course!”

Alana Chalmers, Marketing Management & Business Development

“Knowledgeable presenter Good solid coverage of core financial concepts – P&L, balance sheet, ratios”

Greg Watson, Chief Executive at Bell

This course will provide essential knowledge of the key financial management issues and concepts needed by all Directors, Consultants or current or aspiring Non-Executive Directors in order to be effective members of the boards of private, public or not-for-profit organisations in today’s demanding financial environment.

The successful completion of this course will provide attendees with a sound financial understanding and the practical knowledge of how and when to apply those skills within their own businesses backed by a theoretical financial knowledge base

Who should attend?

Directors, Consultants or current or aspiring Non-Executive Directors needing to develop their financial understanding, skills and knowledge base within the areas of strategic financial management, corporate financial analysis, financial planning and business restructuring, to become more:

  • effective in Board financial discussions, business acquisitions and evaluations;
  • credible and comfortable with investors when discussing financial matters;
  • confident using financial terms and when explaining the financial implications of a chosen business strategy;
  • adept at discussing the financial implementation of management changes or consultant recommendations.

Course Content; this course will:

  • Explain how to read and understand the balance sheet and profit and loss account of any business, including amongst many others the use of EBITDA, Enterprise Value, Current Ratio, Liquidity Ratio, ROCE and NAV
  • Define and explain the key valuation techniques commonly used in valuing business acquisitions or disposals
  • Discuss and explain the use of the commonly accepted key ratios in the analysis of any set of accounts, with practical worked examples
  • Define and explain the main financial terms used in the discussion and analysis of financial statements in the evaluation of a potential business partner, acquisition or disposal
  • Explain the difference between statutory accounts and management accounts, and highlight the costs and benefits of producing those accounts
  • Clearly show the differences, in financial and business terms, between managing for profit and managing for cash and explain the main benefits and dangers of each approach by examining the implications of common practices within different sectors
  • Explain and discuss the benefits and dangers of high leverage versus low gearing and the consequential impact upon the financial performance of a business, providing insights into the key business drivers behind highly leveraged companies
  • Define and discuss the financial terms used by Banks, Venture Capitalists, Business Angels and other sources of finance.  This will encompass a consideration of the likely costs and benefits of the various capital sources.
  • Identify and explain the key factors involved in raising new Share Capital for SMEs and new companies
  • Discuss and explain Key Performance Indicators, including an introduction to the Balanced Scorecard, Activity Based Costing, ABC, and Zero Based Budgeting
  • Clearly identify and explain the key components of the Public Sector Budget, the budget deficit, the national debt and the overall state of the economy and its relationship to the Public Sector Budget.
  • Identify and discuss the key drivers behind the recent UK and Global banking crises
  • Give an overview and discussion of the fundamentals of the UK business taxation regime, through the interaction of corporation tax, income tax, national insurance and capital gains tax; including the primary grants and reliefs relevant to directors and likely to be considered at Board level

Course Objectives; this course will:

  • Enable you to communicate more effectively and easily with Finance Directors, other directors, accountants, advisors, consultants, bankers, venture capitalists, business angels and other providers of finance; through an in depth understanding of financial terminology and financial management and evaluation techniques
  • Allow you to read and instantly analyse and interpret any set of Financial Statements by using the techniques and knowledge gained on this course
  • Provide you with the knowledge and tools to assess the financial value and viability of a company or a project
  • Enable you to choose between the competing types of capital and operational funding, through a sound knowledge and understanding of their likely financial costs and benefits
  • Allow you to recognise and understand the underlying impact on any set of accounts of the generally accepted accounting principles
  • Enable you to identify and discuss the key financial issues facing most Boardrooms today
  • Provide you with the financial knowledge necessary to properly identify the roles and boundaries of financial professionals within an organisation
  • Enable you to apply accepted financial techniques and tools to any potential course of action including: capital investment; new products or projects; corporate acquisitions or disposals; or any form of business expansion
  • Provide the necessary contextual knowledge and understanding of the wider UK economic and commercial regime and its interaction with taxation, to enable a better contribution to key discussions and decision making amongst directors and within the Board
  • Support strategic decision making with sound financial understanding

Course Leader:

Philip Arnold FCA, FIC, CMC, BSc Hons, Chartered Director

Philip Arnold is the Senior Partner in Quantum Consulting Accountants and has been a Finance Director for several companies, including a Venture Capital backed start-up.  He is also an investor in a number of SMEs.

He holds the Institute of Directors’ Chartered Director qualification and is an FCA with over 18 years of Board level experience as a Finance Director and Chief Executive Officer, including 7 years with a PLC.

He has an entrepreneurial background combined with a solid blue chip experience base, having spent 13 years with blue chip organisations.  Philip has started companies, helped to raise £million plus Share Capital, and has also bought and sold businesses.

See his LinkedIn profile here: 

Key Details

Duration: 1 day
Location:

The Clare Charity Centre
Wycombe Road
Saunderton
High Wycombe
HP14 4HU

Price
£350.00 (ex VAT)
Payment with Booking Price
£315.00 (ex VAT)
Tier1 Member Price
£290.00 (ex VAT)

Book Now
To see course dates and to book your place now follow this link:
Course Registration
The fee includes lunch, refreshments and a copy of the course handbook

Attendance counts as 6.5 verifiable CPD hours of structured learning which count towards the requirements of most business focussed institutes, including the Institute of Directors, the Institute of Consulting, the Chartered Management Institute, the Institute of Chartered Accountants of England and Wales, the Chartered Institute of Personnel and Development and many others.  After successful completion of the course, you will receive an electronic Certificate confirming that you have successfully completed the course, detailing the outcomes and results.

Courses can be delivered ‘in-house’ to a group of Board Directors – to find out more contact courses@excellencia.co.uk or call 01173 827 820
Sep 262013
 

Finance for Non Finance Directors: Financial Business Management Tools and Financial Business Concepts for non-finance executive and non-executive directors

Finance for Non-Finance Directors“Philip had an excellent wealth of experience & practical knowledge of a wide number of industries and was really warm & welcoming- An asset to the course!”

Alana Chalmers, Marketing Management & Business Development

“Knowledgeable presenter Good solid coverage of core financial concepts – P&L, balance sheet, ratios”

Greg Watson, Chief Executive at Bell

This course will provide essential knowledge of the key financial management issues and concepts needed by all Directors, Consultants or current or aspiring Non-Executive Directors in order to be effective members of the boards of private, public or not-for-profit organisations in today’s demanding financial environment.

The successful completion of this course will provide attendees with a sound financial understanding and the practical knowledge of how and when to apply those skills within their own businesses backed by a theoretical financial knowledge base

Who should attend?

Directors, Consultants or current or aspiring Non-Executive Directors needing to develop their financial understanding, skills and knowledge base within the areas of strategic financial management, corporate financial analysis, financial planning and business restructuring, to become more:

  • effective in Board financial discussions, business acquisitions and evaluations;
  • credible and comfortable with investors when discussing financial matters;
  • confident using financial terms and when explaining the financial implications of a chosen business strategy;
  • adept at discussing the financial implementation of management changes or consultant recommendations.

Course Content; this course will:

  • Explain how to read and understand the balance sheet and profit and loss account of any business, including amongst many others the use of EBITDA, Enterprise Value, Current Ratio, Liquidity Ratio, ROCE and NAV
  • Define and explain the key valuation techniques commonly used in valuing business acquisitions or disposals
  • Discuss and explain the use of the commonly accepted key ratios in the analysis of any set of accounts, with practical worked examples
  • Define and explain the main financial terms used in the discussion and analysis of financial statements in the evaluation of a potential business partner, acquisition or disposal
  • Explain the difference between statutory accounts and management accounts, and highlight the costs and benefits of producing those accounts
  • Clearly show the differences, in financial and business terms, between managing for profit and managing for cash and explain the main benefits and dangers of each approach by examining the implications of common practices within different sectors
  • Explain and discuss the benefits and dangers of high leverage versus low gearing and the consequential impact upon the financial performance of a business, providing insights into the key business drivers behind highly leveraged companies
  • Define and discuss the financial terms used by Banks, Venture Capitalists, Business Angels and other sources of finance.  This will encompass a consideration of the likely costs and benefits of the various capital sources.
  • Identify and explain the key factors involved in raising new Share Capital for SMEs and new companies
  • Discuss and explain Key Performance Indicators, including an introduction to the Balanced Scorecard, Activity Based Costing, ABC, and Zero Based Budgeting
  • Clearly identify and explain the key components of the Public Sector Budget, the budget deficit, the national debt and the overall state of the economy and its relationship to the Public Sector Budget.
  • Identify and discuss the key drivers behind the recent UK and Global banking crises
  • Give an overview and discussion of the fundamentals of the UK business taxation regime, through the interaction of corporation tax, income tax, national insurance and capital gains tax; including the primary grants and reliefs relevant to directors and likely to be considered at Board level

Course Objectives; this course will:

  • Enable you to communicate more effectively and easily with Finance Directors, other directors, accountants, advisors, consultants, bankers, venture capitalists, business angels and other providers of finance; through an in depth understanding of financial terminology and financial management and evaluation techniques
  • Allow you to read and instantly analyse and interpret any set of Financial Statements by using the techniques and knowledge gained on this course
  • Provide you with the knowledge and tools to assess the financial value and viability of a company or a project
  • Enable you to choose between the competing types of capital and operational funding, through a sound knowledge and understanding of their likely financial costs and benefits
  • Allow you to recognise and understand the underlying impact on any set of accounts of the generally accepted accounting principles
  • Enable you to identify and discuss the key financial issues facing most Boardrooms today
  • Provide you with the financial knowledge necessary to properly identify the roles and boundaries of financial professionals within an organisation
  • Enable you to apply accepted financial techniques and tools to any potential course of action including: capital investment; new products or projects; corporate acquisitions or disposals; or any form of business expansion
  • Provide the necessary contextual knowledge and understanding of the wider UK economic and commercial regime and its interaction with taxation, to enable a better contribution to key discussions and decision making amongst directors and within the Board
  • Support strategic decision making with sound financial understanding

Course Leader:

Philip Arnold FCA, FIC, CMC, BSc Hons, Chartered Director

Philip Arnold is the Senior Partner in Quantum Consulting Accountants and has been a Finance Director for several companies, including a Venture Capital backed start-up.  He is also an investor in a number of SMEs.

He holds the Institute of Directors’ Chartered Director qualification and is an FCA with over 18 years of Board level experience as a Finance Director and Chief Executive Officer, including 7 years with a PLC.

He has an entrepreneurial background combined with a solid blue chip experience base, having spent 13 years with blue chip organisations.  Philip has started companies, helped to raise £million plus Share Capital, and has also bought and sold businesses.

See his LinkedIn profile here: 

Key Details

Duration: 1 day
Location:

The Clare Charity Centre
Wycombe Road
Saunderton
High Wycombe
HP14 4HU

Price
£350.00 (ex VAT)
Payment with Booking Price
£315.00 (ex VAT)
Tier1 Member Price
£290.00 (ex VAT)

Book Now
To see course dates and to book your place now follow this link:
Course Registration
The fee includes lunch, refreshments and a copy of the course handbook

Attendance counts as 6.5 verifiable CPD hours of structured learning which count towards the requirements of most business focussed institutes, including the Institute of Directors, the Institute of Consulting, the Chartered Management Institute, the Institute of Chartered Accountants of England and Wales, the Chartered Institute of Personnel and Development and many others.  After successful completion of the course, you will receive an electronic Certificate confirming that you have successfully completed the course, detailing the outcomes and results.

Courses can be delivered ‘in-house’ to a group of Board Directors – to find out more contact courses@excellencia.co.uk or call 01173 827 820
Jul 112013
 

Finance for Non Finance Directors: Financial Business Management Tools and Financial Business Concepts for non-finance executive and non-executive directors

Finance for Non-Finance Directors“Philip had an excellent wealth of experience & practical knowledge of a wide number of industries and was really warm & welcoming- An asset to the course!”

Alana Chalmers, Marketing Management & Business Development

This course will provide essential knowledge of the key financial management issues and concepts needed by all Directors, Consultants or current or aspiring Non-Executive Directors in order to be effective members of the boards of private, public or not-for-profit organisations in today’s demanding financial environment.

The successful completion of this course will provide attendees with a sound financial understanding and the practical knowledge of how and when to apply those skills within their own businesses backed by a theoretical financial knowledge base

Who should attend?

Directors, Consultants or current or aspiring Non-Executive Directors needing to develop their financial understanding, skills and knowledge base within the areas of strategic financial management, corporate financial analysis, financial planning and business restructuring, to become more:

  • effective in Board financial discussions, business acquisitions and evaluations;
  • credible and comfortable with investors when discussing financial matters;
  • confident using financial terms and when explaining the financial implications of a chosen business strategy;
  • adept at discussing the financial implementation of management changes or consultant recommendations.

Course Content; this course will:

  • Explain how to read and understand the balance sheet and profit and loss account of any business, including amongst many others the use of EBITDA, Enterprise Value, Current Ratio, Liquidity Ratio, ROCE and NAV
  • Define and explain the key valuation techniques commonly used in valuing business acquisitions or disposals
  • Discuss and explain the use of the commonly accepted key ratios in the analysis of any set of accounts, with practical worked examples
  • Define and explain the main financial terms used in the discussion and analysis of financial statements in the evaluation of a potential business partner, acquisition or disposal
  • Explain the difference between statutory accounts and management accounts, and highlight the costs and benefits of producing those accounts
  • Clearly show the differences, in financial and business terms, between managing for profit and managing for cash and explain the main benefits and dangers of each approach by examining the implications of common practices within different sectors
  • Explain and discuss the benefits and dangers of high leverage versus low gearing and the consequential impact upon the financial performance of a business, providing insights into the key business drivers behind highly leveraged companies
  • Define and discuss the financial terms used by Banks, Venture Capitalists, Business Angels and other sources of finance.  This will encompass a consideration of the likely costs and benefits of the various capital sources.
  • Identify and explain the key factors involved in raising new Share Capital for SMEs and new companies
  • Discuss and explain Key Performance Indicators, including an introduction to the Balanced Scorecard, Activity Based Costing, ABC, and Zero Based Budgeting
  • Clearly identify and explain the key components of the Public Sector Budget, the budget deficit, the national debt and the overall state of the economy and its relationship to the Public Sector Budget.
  • Identify and discuss the key drivers behind the recent UK and Global banking crises
  • Give an overview and discussion of the fundamentals of the UK business taxation regime, through the interaction of corporation tax, income tax, national insurance and capital gains tax; including the primary grants and reliefs relevant to directors and likely to be considered at Board level

Course Objectives; this course will:

  • Enable you to communicate more effectively and easily with Finance Directors, other directors, accountants, advisors, consultants, bankers, venture capitalists, business angels and other providers of finance; through an in depth understanding of financial terminology and financial management and evaluation techniques
  • Allow you to read and instantly analyse and interpret any set of Financial Statements by using the techniques and knowledge gained on this course
  • Provide you with the knowledge and tools to assess the financial value and viability of a company or a project
  • Enable you to choose between the competing types of capital and operational funding, through a sound knowledge and understanding of their likely financial costs and benefits
  • Allow you to recognise and understand the underlying impact on any set of accounts of the generally accepted accounting principles
  • Enable you to identify and discuss the key financial issues facing most Boardrooms today
  • Provide you with the financial knowledge necessary to properly identify the roles and boundaries of financial professionals within an organisation
  • Enable you to apply accepted financial techniques and tools to any potential course of action including: capital investment; new products or projects; corporate acquisitions or disposals; or any form of business expansion
  • Provide the necessary contextual knowledge and understanding of the wider UK economic and commercial regime and its interaction with taxation, to enable a better contribution to key discussions and decision making amongst directors and within the Board
  • Support strategic decision making with sound financial understanding

Course Leader:

Philip Arnold FCA, FIC, CMC, BSc Hons, Chartered Director

Philip Arnold is the Senior Partner in Quantum Consulting Accountants and has been a Finance Director for several companies, including a Venture Capital backed start-up.  He is also an investor in a number of SMEs.

He holds the Institute of Directors’ Chartered Director qualification and is an FCA with over 18 years of Board level experience as a Finance Director and Chief Executive Officer, including 7 years with a PLC.

He has an entrepreneurial background combined with a solid blue chip experience base, having spent 13 years with blue chip organisations.  Philip has started companies, helped to raise £million plus Share Capital, and has also bought and sold businesses.. See his LinkedIn profile here: (https://uk.linkedin.com/pub/philip-arnold/20/981/b36)

Key Details

Duration: 1 day
Location:

The Clare Charity Centre
Wycombe Road
Saunderton
High Wycombe
HP14 4HU

Price
£350.00 (ex VAT)
Payment with Booking Price
£315.00 (ex VAT)
Tier1 Member Price
£290.00 (ex VAT)

Book Now
To see course dates and to book your place now follow this link:
Course Registration
The fee includes lunch, refreshments and a copy of the course handbook

Attendance counts as 6.5 verifiable CPD hours of structured learning which count towards the requirements of most business focussed institutes, including the Institute of Directors, the Institute of Consulting, the Chartered Management Institute, the Institute of Chartered Accountants of England and Wales, the Chartered Institute of Personnel and Development and many others.  After successful completion of the course, you will receive an electronic Certificate confirming that you have successfully completed the course, detailing the outcomes and results.

Courses can be delivered ‘in-house’ to a group of Board Directors – to find out more contact courses@excellencia.co.uk or call 01173 827 820
Jun 142013
 

Finance for Non Finance Directors: Financial Business Management Tools and Financial Business Concepts for non-finance executive and non-executive directors

Finance for Non-Finance Directors“Philip had an excellent wealth of experience & practical knowledge of a wide number of industries and was really warm & welcoming- An asset to the course!”

Alana Chalmers, Marketing Management & Business Development

This course will provide essential knowledge of the key financial management issues and concepts needed by all Directors, Consultants or current or aspiring Non-Executive Directors in order to be effective members of the boards of private, public or not-for-profit organisations in today’s demanding financial environment.

The successful completion of this course will provide attendees with a sound financial understanding and the practical knowledge of how and when to apply those skills within their own businesses backed by a theoretical financial knowledge base

Who should attend?

Directors, Consultants or current or aspiring Non-Executive Directors needing to develop their financial understanding, skills and knowledge base within the areas of strategic financial management, corporate financial analysis, financial planning and business restructuring, to become more:

  • effective in Board financial discussions, business acquisitions and evaluations;
  • credible and comfortable with investors when discussing financial matters;
  • confident using financial terms and when explaining the financial implications of a chosen business strategy;
  • adept at discussing the financial implementation of management changes or consultant recommendations.

Course Content; this course will:

  • Explain how to read and understand the balance sheet and profit and loss account of any business, including amongst many others the use of EBITDA, Enterprise Value, Current Ratio, Liquidity Ratio, ROCE and NAV
  • Define and explain the key valuation techniques commonly used in valuing business acquisitions or disposals
  • Discuss and explain the use of the commonly accepted key ratios in the analysis of any set of accounts, with practical worked examples
  • Define and explain the main financial terms used in the discussion and analysis of financial statements in the evaluation of a potential business partner, acquisition or disposal
  • Explain the difference between statutory accounts and management accounts, and highlight the costs and benefits of producing those accounts
  • Clearly show the differences, in financial and business terms, between managing for profit and managing for cash and explain the main benefits and dangers of each approach by examining the implications of common practices within different sectors
  • Explain and discuss the benefits and dangers of high leverage versus low gearing and the consequential impact upon the financial performance of a business, providing insights into the key business drivers behind highly leveraged companies
  • Define and discuss the financial terms used by Banks, Venture Capitalists, Business Angels and other sources of finance.  This will encompass a consideration of the likely costs and benefits of the various capital sources.
  • Identify and explain the key factors involved in raising new Share Capital for SMEs and new companies
  • Discuss and explain Key Performance Indicators, including an introduction to the Balanced Scorecard, Activity Based Costing, ABC, and Zero Based Budgeting
  • Clearly identify and explain the key components of the Public Sector Budget, the budget deficit, the national debt and the overall state of the economy and its relationship to the Public Sector Budget.
  • Identify and discuss the key drivers behind the recent UK and Global banking crises
  • Give an overview and discussion of the fundamentals of the UK business taxation regime, through the interaction of corporation tax, income tax, national insurance and capital gains tax; including the primary grants and reliefs relevant to directors and likely to be considered at Board level

Course Objectives; this course will:

  • Enable you to communicate more effectively and easily with Finance Directors, other directors, accountants, advisors, consultants, bankers, venture capitalists, business angels and other providers of finance; through an in depth understanding of financial terminology and financial management and evaluation techniques
  • Allow you to read and instantly analyse and interpret any set of Financial Statements by using the techniques and knowledge gained on this course
  • Provide you with the knowledge and tools to assess the financial value and viability of a company or a project
  • Enable you to choose between the competing types of capital and operational funding, through a sound knowledge and understanding of their likely financial costs and benefits
  • Allow you to recognise and understand the underlying impact on any set of accounts of the generally accepted accounting principles
  • Enable you to identify and discuss the key financial issues facing most Boardrooms today
  • Provide you with the financial knowledge necessary to properly identify the roles and boundaries of financial professionals within an organisation
  • Enable you to apply accepted financial techniques and tools to any potential course of action including: capital investment; new products or projects; corporate acquisitions or disposals; or any form of business expansion
  • Provide the necessary contextual knowledge and understanding of the wider UK economic and commercial regime and its interaction with taxation, to enable a better contribution to key discussions and decision making amongst directors and within the Board
  • Support strategic decision making with sound financial understanding

Course Leader:

Philip Arnold FCA, FIC, CMC, BSc Hons, Chartered Director

Philip Arnold is the Senior Partner in Quantum Consulting Accountants and has been a Finance Director for several companies, including a Venture Capital backed start-up.  He is also an investor in a number of SMEs.

He holds the Institute of Directors’ Chartered Director qualification and is an FCA with over 18 years of Board level experience as a Finance Director and Chief Executive Officer, including 7 years with a PLC.

He has an entrepreneurial background combined with a solid blue chip experience base, having spent 13 years with blue chip organisations.  Philip has started companies, helped to raise £million plus Share Capital, and has also bought and sold businesses.. See his LinkedIn profile here: (https://uk.linkedin.com/pub/philip-arnold/20/981/b36)

Key Details

Duration: 1 day
Location:

The Clare Charity Centre
Wycombe Road
Saunderton
High Wycombe
HP14 4HU

Price
£350.00 (ex VAT)
Payment with Booking Price
£315.00 (ex VAT)
Tier1 Member Price
£290.00 (ex VAT)

Book Now
To see course dates and to book your place now follow this link:
Course Registration
The fee includes lunch, refreshments and a copy of the course handbook

Attendance counts as 6.5 verifiable CPD hours of structured learning which count towards the requirements of most business focussed institutes, including the Institute of Directors, the Institute of Consulting, the Chartered Management Institute, the Institute of Chartered Accountants of England and Wales, the Chartered Institute of Personnel and Development and many others.  After successful completion of the course, you will receive an electronic Certificate confirming that you have successfully completed the course, detailing the outcomes and results.

Courses can be delivered ‘in-house’ to a group of Board Directors – to find out more contact courses@excellencia.co.uk or call 01173 827 820
Apr 172013
 

Finance for Non Finance Directors: Financial Business Management Tools and Financial Business Concepts for non-finance executive and non-executive directors

Finance for Non-Finance DirectorsThis course will provide essential knowledge of the key financial management issues and concepts needed by all Directors, Consultants or current or aspiring Non-Executive Directors in order to be effective members of the boards of private, public or not-for-profit organisations in today’s demanding financial environment.

The successful completion of this course will provide attendees with a sound financial understanding and the practical knowledge of how and when to apply those skills within their own businesses backed by a theoretical financial knowledge base

Who should attend?

Directors, Consultants or current or aspiring Non-Executive Directors needing to develop their financial understanding, skills and knowledge base within the areas of strategic financial management, corporate financial analysis, financial planning and business restructuring, to become more:

  • effective in Board financial discussions, business acquisitions and evaluations;
  • credible and comfortable with investors when discussing financial matters;
  • confident using financial terms and when explaining the financial implications of a chosen business strategy;
  • adept at discussing the financial implementation of management changes or consultant recommendations.

Course Content; this course will:

  • Explain how to read and understand the balance sheet and profit and loss account of any business, including amongst many others the use of EBITDA, Enterprise Value, Current Ratio, Liquidity Ratio, ROCE and NAV
  • Define and explain the key valuation techniques commonly used in valuing business acquisitions or disposals
  • Discuss and explain the use of the commonly accepted key ratios in the analysis of any set of accounts, with practical worked examples
  • Define and explain the main financial terms used in the discussion and analysis of financial statements in the evaluation of a potential business partner, acquisition or disposal
  • Explain the difference between statutory accounts and management accounts, and highlight the costs and benefits of producing those accounts
  • Clearly show the differences, in financial and business terms, between managing for profit and managing for cash and explain the main benefits and dangers of each approach by examining the implications of common practices within different sectors
  • Explain and discuss the benefits and dangers of high leverage versus low gearing and the consequential impact upon the financial performance of a business, providing insights into the key business drivers behind highly leveraged companies
  • Define and discuss the financial terms used by Banks, Venture Capitalists, Business Angels and other sources of finance.  This will encompass a consideration of the likely costs and benefits of the various capital sources.
  • Identify and explain the key factors involved in raising new Share Capital for SMEs and new companies
  • Discuss and explain Key Performance Indicators, including an introduction to the Balanced Scorecard, Activity Based Costing, ABC, and Zero Based Budgeting
  • Clearly identify and explain the key components of the Public Sector Budget, the budget deficit, the national debt and the overall state of the economy and its relationship to the Public Sector Budget.
  • Identify and discuss the key drivers behind the recent UK and Global banking crises
  • Give an overview and discussion of the fundamentals of the UK business taxation regime, through the interaction of corporation tax, income tax, national insurance and capital gains tax; including the primary grants and reliefs relevant to directors and likely to be considered at Board level

Course Objectives; this course will:

  • Enable you to communicate more effectively and easily with Finance Directors, other directors, accountants, advisors, consultants, bankers, venture capitalists, business angels and other providers of finance; through an in depth understanding of financial terminology and financial management and evaluation techniques
  • Allow you to read and instantly analyse and interpret any set of Financial Statements by using the techniques and knowledge gained on this course
  • Provide you with the knowledge and tools to assess the financial value and viability of a company or a project
  • Enable you to choose between the competing types of capital and operational funding, through a sound knowledge and understanding of their likely financial costs and benefits
  • Allow you to recognise and understand the underlying impact on any set of accounts of the generally accepted accounting principles
  • Enable you to identify and discuss the key financial issues facing most Boardrooms today
  • Provide you with the financial knowledge necessary to properly identify the roles and boundaries of financial professionals within an organisation
  • Enable you to apply accepted financial techniques and tools to any potential course of action including: capital investment; new products or projects; corporate acquisitions or disposals; or any form of business expansion
  • Provide the necessary contextual knowledge and understanding of the wider UK economic and commercial regime and its interaction with taxation, to enable a better contribution to key discussions and decision making amongst directors and within the Board
  • Support strategic decision making with sound financial understanding

Course Leader:

Philip Arnold FCA, FIC, CMC, BSc Hons, Chartered Director

Philip Arnold is the Senior Partner in Quantum Consulting Accountants and has been a Finance Director for several companies, including a Venture Capital backed start-up.  He is also an investor in a number of SMEs.

He holds the Institute of Directors’ Chartered Director qualification and is an FCA with over 18 years of Board level experience as a Finance Director and Chief Executive Officer, including 7 years with a PLC.

He has an entrepreneurial background combined with a solid blue chip experience base, having spent 13 years with blue chip organisations.  Philip has started companies, helped to raise £million plus Share Capital, and has also bought and sold businesses.. See his LinkedIn profile here: (https://uk.linkedin.com/pub/philip-arnold/20/981/b36)

Key Details

Duration: 1 day
Location:

Milton Park Innovation Centre
99 Milton Park
Abingdon, Oxon
OX14 4RY

Price
£350.00 (ex VAT)
Payment with Booking Price
£315.00 (ex VAT)
NEDworks Tier1 Member Price
£290.00 (ex VAT)

Book Now
To see course dates and to book your place now follow this link:
Course Registration
The fee includes lunch, refreshments and a copy of the course handbook

Attendance counts as 6.5 verifiable CPD hours of structured learning which count towards the requirements of most business focussed institutes, including the Institute of Directors, the Institute of Consulting, the Chartered Management Institute, the Institute of Chartered Accountants of England and Wales, the Chartered Institute of Personnel and Development and many others.  After successful completion of the course, you will receive an electronic Certificate confirming that you have successfully completed the course, detailing the outcomes and results.

Courses can be delivered ‘in-house’ to a group of Board Directors – to find out more contact courses@excellencia.co.uk or call 01173 827 820
Apr 092013
 

Finance for Non Finance Directors: Financial Business Management Tools and Financial Business Concepts for non-finance executive and non-executive directors

Finance for Non-Finance DirectorsThis course will provide essential knowledge of the key financial management issues and concepts needed by all Directors, Consultants or current or aspiring Non-Executive Directors in order to be effective members of the boards of private, public or not-for-profit organisations in today’s demanding financial environment.

The successful completion of this course will provide attendees with a sound financial understanding and the practical knowledge of how and when to apply those skills within their own businesses backed by a theoretical financial knowledge base

Who should attend?

Directors, Consultants or current or aspiring Non-Executive Directors needing to develop their financial understanding, skills and knowledge base within the areas of strategic financial management, corporate financial analysis, financial planning and business restructuring, to become more:

  • effective in Board financial discussions, business acquisitions and evaluations;
  • credible and comfortable with investors when discussing financial matters;
  • confident using financial terms and when explaining the financial implications of a chosen business strategy;
  • adept at discussing the financial implementation of management changes or consultant recommendations.

Course Content; this course will:

  • Explain how to read and understand the balance sheet and profit and loss account of any business, including amongst many others the use of EBITDA, Enterprise Value, Current Ratio, Liquidity Ratio, ROCE and NAV
  • Define and explain the key valuation techniques commonly used in valuing business acquisitions or disposals
  • Discuss and explain the use of the commonly accepted key ratios in the analysis of any set of accounts, with practical worked examples
  • Define and explain the main financial terms used in the discussion and analysis of financial statements in the evaluation of a potential business partner, acquisition or disposal
  • Explain the difference between statutory accounts and management accounts, and highlight the costs and benefits of producing those accounts
  • Clearly show the differences, in financial and business terms, between managing for profit and managing for cash and explain the main benefits and dangers of each approach by examining the implications of common practices within different sectors
  • Explain and discuss the benefits and dangers of high leverage versus low gearing and the consequential impact upon the financial performance of a business, providing insights into the key business drivers behind highly leveraged companies
  • Define and discuss the financial terms used by Banks, Venture Capitalists, Business Angels and other sources of finance.  This will encompass a consideration of the likely costs and benefits of the various capital sources.
  • Identify and explain the key factors involved in raising new Share Capital for SMEs and new companies
  • Discuss and explain Key Performance Indicators, including an introduction to the Balanced Scorecard, Activity Based Costing, ABC, and Zero Based Budgeting
  • Clearly identify and explain the key components of the Public Sector Budget, the budget deficit, the national debt and the overall state of the economy and its relationship to the Public Sector Budget.
  • Identify and discuss the key drivers behind the recent UK and Global banking crises
  • Give an overview and discussion of the fundamentals of the UK business taxation regime, through the interaction of corporation tax, income tax, national insurance and capital gains tax; including the primary grants and reliefs relevant to directors and likely to be considered at Board level

Course Objectives; this course will:

  • Enable you to communicate more effectively and easily with Finance Directors, other directors, accountants, advisors, consultants, bankers, venture capitalists, business angels and other providers of finance; through an in depth understanding of financial terminology and financial management and evaluation techniques
  • Allow you to read and instantly analyse and interpret any set of Financial Statements by using the techniques and knowledge gained on this course
  • Provide you with the knowledge and tools to assess the financial value and viability of a company or a project
  • Enable you to choose between the competing types of capital and operational funding, through a sound knowledge and understanding of their likely financial costs and benefits
  • Allow you to recognise and understand the underlying impact on any set of accounts of the generally accepted accounting principles
  • Enable you to identify and discuss the key financial issues facing most Boardrooms today
  • Provide you with the financial knowledge necessary to properly identify the roles and boundaries of financial professionals within an organisation
  • Enable you to apply accepted financial techniques and tools to any potential course of action including: capital investment; new products or projects; corporate acquisitions or disposals; or any form of business expansion
  • Provide the necessary contextual knowledge and understanding of the wider UK economic and commercial regime and its interaction with taxation, to enable a better contribution to key discussions and decision making amongst directors and within the Board
  • Support strategic decision making with sound financial understanding

Course Leader:

Philip Arnold FCA, FIC, CMC, BSc Hons, Chartered Director

Philip Arnold is the Senior Partner in Quantum Consulting Accountants and has been a Finance Director for several companies, including a Venture Capital backed start-up.  He is also an investor in a number of SMEs.

He holds the Institute of Directors’ Chartered Director qualification and is an FCA with over 18 years of Board level experience as a Finance Director and Chief Executive Officer, including 7 years with a PLC.

He has an entrepreneurial background combined with a solid blue chip experience base, having spent 13 years with blue chip organisations.  Philip has started companies, helped to raise £million plus Share Capital, and has also bought and sold businesses.. See his LinkedIn profile here: (https://uk.linkedin.com/pub/philip-arnold/20/981/b36)

Key Details

Duration: 1 day
Location:

ICAEW
1 Moorgate Place London EC2R 6EA

Price
£350.00 (ex VAT)
Payment with Booking Price
£315.00 (ex VAT)
Tier1 Member Price
£290.00 (ex VAT)

Book Now
To see course dates and to book your place now follow this link:
Course Registration
The fee includes lunch, refreshments and a copy of the course handbook

Attendance counts as 6 verifiable CPD hours of structured learning which count towards the requirements of most business focussed institutes, including the Institute of Directors, the Institute of Consulting, the Chartered Management Institute, the Institute of Chartered Accountants of England and Wales, the Chartered Institute of Personnel and Development and many others.  After successful completion of the course, you will receive an electronic Certificate confirming that you have successfully completed the course, detailing the outcomes and results.

Courses can be delivered ‘in-house’ to a group of Board Directors – to find out more contact courses@excellencia.co.uk or call 01173 827 820
Mar 162013
 

Finance for Non-Finance DirectorsFinance for Non Finance Directors: Financial Business Management Tools and Financial Business Concepts for non-finance executive and non-executive directors

This course will provide essential knowledge of the key financial management issues and concepts needed by all Directors, Consultants or current or aspiring Non-Executive Directors in order to be effective members of the boards of private, public or not-for-profit organisations in today’s demanding financial environment.

The successful completion of this course will provide attendees with a sound financial understanding and the practical knowledge of how and when to apply those skills within their own businesses backed by a theoretical financial knowledge base

Who should attend?

Directors, Consultants or current or aspiring Non-Executive Directors needing to develop their financial understanding, skills and knowledge base within the areas of strategic financial management, corporate financial analysis, financial planning and business restructuring, to become more:

  • effective in Board financial discussions, business acquisitions and evaluations;
  • credible and comfortable with investors when discussing financial matters;
  • confident using financial terms and when explaining the financial implications of a chosen business strategy;
  • adept at discussing the financial implementation of management changes or consultant recommendations.

Course Content; this course will:

  • Explain how to read and understand the balance sheet and profit and loss account of any business, including amongst many others the use of EBITDA, Enterprise Value, Current Ratio, Liquidity Ratio, ROCE and NAV
  • Define and explain the key valuation techniques commonly used in valuing business acquisitions or disposals
  • Discuss and explain the use of the commonly accepted key ratios in the analysis of any set of accounts, with practical worked examples
  • Define and explain the main financial terms used in the discussion and analysis of financial statements in the evaluation of a potential business partner, acquisition or disposal
  • Explain the difference between statutory accounts and management accounts, and highlight the costs and benefits of producing those accounts
  • Clearly show the differences, in financial and business terms, between managing for profit and managing for cash and explain the main benefits and dangers of each approach by examining the implications of common practices within different sectors
  • Explain and discuss the benefits and dangers of high leverage versus low gearing and the consequential impact upon the financial performance of a business, providing insights into the key business drivers behind highly leveraged companies
  • Define and discuss the financial terms used by Banks, Venture Capitalists, Business Angels and other sources of finance.  This will encompass a consideration of the likely costs and benefits of the various capital sources.
  • Identify and explain the key factors involved in raising new Share Capital for SMEs and new companies
  • Discuss and explain Key Performance Indicators, including an introduction to the Balanced Scorecard, Activity Based Costing, ABC, and Zero Based Budgeting
  • Clearly identify and explain the key components of the Public Sector Budget, the budget deficit, the national debt and the overall state of the economy and its relationship to the Public Sector Budget.
  • Identify and discuss the key drivers behind the recent UK and Global banking crises
  • Give an overview and discussion of the fundamentals of the UK business taxation regime, through the interaction of corporation tax, income tax, national insurance and capital gains tax; including the primary grants and reliefs relevant to directors and likely to be considered at Board level

Course Objectives; this course will:

  • Enable you to communicate more effectively and easily with Finance Directors, other directors, accountants, advisors, consultants, bankers, venture capitalists, business angels and other providers of finance; through an in depth understanding of financial terminology and financial management and evaluation techniques
  • Allow you to read and instantly analyse and interpret any set of Financial Statements by using the techniques and knowledge gained on this course
  • Provide you with the knowledge and tools to assess the financial value and viability of a company or a project
  • Enable you to choose between the competing types of capital and operational funding, through a sound knowledge and understanding of their likely financial costs and benefits
  • Allow you to recognise and understand the underlying impact on any set of accounts of the generally accepted accounting principles
  • Enable you to identify and discuss the key financial issues facing most Boardrooms today
  • Provide you with the financial knowledge necessary to properly identify the roles and boundaries of financial professionals within an organisation
  • Enable you to apply accepted financial techniques and tools to any potential course of action including: capital investment; new products or projects; corporate acquisitions or disposals; or any form of business expansion
  • Provide the necessary contextual knowledge and understanding of the wider UK economic and commercial regime and its interaction with taxation, to enable a better contribution to key discussions and decision making amongst directors and within the Board
  • Support strategic decision making with sound financial understanding

Course Leader:

Philip Arnold FCA, FIC, CMC, BSc Hons, Chartered Director

Philip Arnold is the Senior Partner in Quantum Consulting Accountants and has been a Finance Director for several companies, including a Venture Capital backed start-up.  He is also an investor in a number of SMEs.

He holds the Institute of Directors’ Chartered Director qualification and is an FCA with over 18 years of Board level experience as a Finance Director and Chief Executive Officer, including 7 years with a PLC.

He has an entrepreneurial background combined with a solid blue chip experience base, having spent 13 years with blue chip organisations.  Philip has started companies, helped to raise £million plus Share Capital, and has also bought and sold businesses.. See his LinkedIn profile here: (https://uk.linkedin.com/pub/philip-arnold/20/981/b36)

Key Details

Duration: 1 day
Location:

Advanced Business Solutions
5G Milton Park
Abingdon, Oxon
OX14 4RY

Price
£350.00 (ex VAT)
Payment with Booking Price
£315.00 (ex VAT)
NEDworks Tier1 Member Price
£290.00 (ex VAT)

Book Now
To see course dates and to book your place now follow this link:
Course Registration
The fee includes lunch, refreshments and a copy of the course handbook

Attendance counts as 6.5 verifiable CPD hours of structured learning which count towards the requirements of most business focussed institutes, including the Institute of Directors, the Institute of Consulting, the Chartered Management Institute, the Institute of Chartered Accountants of England and Wales, the Chartered Institute of Personnel and Development and many others.  After successful completion of the course, you will receive an electronic Certificate confirming that you have successfully completed the course, detailing the outcomes and results.

Courses can be delivered ‘in-house’ to a group of Board Directors – to find out more contact courses@excellencia.co.uk or call 01173 827 820