Finance for Non-Finance Directors: Financial Business Management Tools and Financial Business Concepts for Executive and Non-Executive directors

The Director’s duties, roles and responsibilities course provides an essential overview of what is required of a company director together with practical steps that can be taken to ensure that the demands are complied with.

This half-day course is aimed at aspiring or newly appointed directors and covers key knowledge about legal duties, roles, responsibilities, strategy and corporate governance that are key foundations for an effective board appointment. It also considers up to date thinking on corporate governance and the responsibilities of owners, the board and employees.

Finance for Non-Finance Directors: Financial Business Management Tools and Financial Business Concepts for Executive and Non-Executive directors

A practical interactive video course for Chairs and Board members

If you are wondering how you can promote diversity and inclusion on your Board then the Diversity and Inclusion in the Boardroom 1-day interactive video course will provide you with an essential overview of what is involved together with practical steps that can be taken to help you to achieve a more diverse and inclusive board.

This course is aimed at Chairs and Board members in the private, public and voluntary sectors including NHS Trusts, Social Enterprises, Local Authorities, School and College Governors and Charity Trustees looking to reflect on the impact of current issues on racial equity and working in order to promote diversity and inclusion on their boards and in their organisations.

Who should attend?

Chairs and Board members in the private, public and voluntary sectors including NHS Trusts, Social Enterprises, Local Authorities, School and College Governors and Charity Trustees.

What to expect?

• An overview of the core principles and essential knowledge about the impact of diversity and inclusion in society and on organisations.
• Identification of the challenges faced by Boards in the area of Diversity and Inclusion and an exploration of the various ways in which Executive and Non-Executive Directors can contribute to these issues
• Practical guidance on how Board members can make positive contributions to a board’s work by embracing diversity and diversity of thought

Course objectives

Participants will gain the fundamental knowledge / terminology to interact at Board level whilst considering the key impact of these issues on Boards and within organisations. There will be opportunities to explore recruitment and selection processes, induction and how Boards can implement diversity and inclusion principles

Course Leaders:

Dr Shungu Hilda M'gadzah

Director & Lead Consultant Psychologist: Diversity & Inclusion expert and Educational Psychologist at Inclusion Psychologists Ltd with senior leadership experience and Board level leadership experience in the voluntary sector and public sector. Experience as senior leader in education at Head of Service level leading and managing multi-disciplinary teams. (linkedin.com/in/shunguhildamgadzah/)

Shirley Wardell

Thinking Environment Coach and Facilitator Trainer specialising in Leadership Development. A member of the Time to Think Faculty, qualified to deliver Nancy Kline's Thinking Environment courses. Experience in Higher Education, mostly for the Leadership Foundation for Higher Education (linkedin.com/in/shirley-wardell-47b2467/)

David Doughty CDir FIoD

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. . (linkedin.com/in/daviddoughty)

The Director’s duties, roles and responsibilities course provides an essential overview of what is required of a company director together with practical steps that can be taken to ensure that the demands are complied with.

This half-day course is aimed at aspiring or newly appointed directors and covers key knowledge about legal duties, roles, responsibilities, strategy and corporate governance that are key foundations for an effective board appointment. It also considers up to date thinking on corporate governance and the responsibilities of owners, the board and employees.

The Director’s duties, roles and responsibilities course provides an essential overview of what is required of a company director together with practical steps that can be taken to ensure that the demands are complied with.

This half-day course is aimed at aspiring or newly appointed directors and covers key knowledge about legal duties, roles, responsibilities, strategy and corporate governance that are key foundations for an effective board appointment. It also considers up to date thinking on corporate governance and the responsibilities of owners, the board and employees.

Finance for Non-Finance Directors: Financial Business Management Tools and Financial Business Concepts for Executive and Non-Executive directors

Finance for Non-Finance Directors: Financial Business Management Tools and Financial Business Concepts for Executive and Non-Executive directors

The Director’s duties, roles and responsibilities course provides an essential overview of what is required of a company director together with practical steps that can be taken to ensure that the demands are complied with.

This half-day course is aimed at aspiring or newly appointed directors and covers key knowledge about legal duties, roles, responsibilities, strategy and corporate governance that are key foundations for an effective board appointment. It also considers up to date thinking on corporate governance and the responsibilities of owners, the board and employees.

Finance for Non-Finance Directors: Financial Business Management Tools and Financial Business Concepts for Executive and Non-Executive directors

The Director’s duties, roles and responsibilities course provides an essential overview of what is required of a company director together with practical steps that can be taken to ensure that the demands are complied with.

This half-day course is aimed at aspiring or newly appointed directors and covers key knowledge about legal duties, roles, responsibilities, strategy and corporate governance that are key foundations for an effective board appointment. It also considers up to date thinking on corporate governance and the responsibilities of owners, the board and employees.

Finance for Non-Finance Directors: Financial Business Management Tools and Financial Business Concepts for Executive and Non-Executive directors

The Director’s duties, roles and responsibilities course provides an essential overview of what is required of a company director together with practical steps that can be taken to ensure that the demands are complied with.

This half-day course is aimed at aspiring or newly appointed directors and covers key knowledge about legal duties, roles, responsibilities, strategy and corporate governance that are key foundations for an effective board appointment. It also considers up to date thinking on corporate governance and the responsibilities of owners, the board and employees.

Finance for Non-Finance Directors: Financial Business Management Tools and Financial Business Concepts for Executive and Non-Executive directors

The Director’s duties, roles and responsibilities course provides an essential overview of what is required of a company director together with practical steps that can be taken to ensure that the demands are complied with.

This half-day course is aimed at aspiring or newly appointed directors and covers key knowledge about legal duties, roles, responsibilities, strategy and corporate governance that are key foundations for an effective board appointment. It also considers up to date thinking on corporate governance and the responsibilities of owners, the board and employees.

• Gain a greater understanding of how Social Media can be used to win business.
• Learn useful tips and techniques that you can use in your own business to boost sales and increase growth

• Choose your channels – how do you know which social media channels to use and how should you use them?
• Build relationships – just like face-to-face networking, how do you build successful business relationships using social media?
• “It’s Marketing”, Jim, “but not as we know it” – or is it? What’s different about social media marketing and what’s the same
• 10 Myths about Social Media for Business – don’t believe everything you read about Social Media
• Putting it all together – how to develop a Social Media Marketing strategy that works for you

"I came away with 2 pages of things to do, which I got started on when I got home." Inge Dowden Business Growth & Happiness Coach

The Director’s duties, roles and responsibilities course provides an essential overview of what is required of a company director together with practical steps that can be taken to ensure that the demands are complied with.

This half-day course is aimed at aspiring or newly appointed directors and covers key knowledge about legal duties, roles, responsibilities, strategy and corporate governance that are key foundations for an effective board appointment. It also considers up to date thinking on corporate governance and the responsibilities of owners, the board and employees.

Finance for Non-Finance Directors: Financial Business Management Tools and Financial Business Concepts for Executive and Non-Executive directors

Managing business risks – how to avoid the icebergs

“Hindsight is 20/20 vision” and “history repeats itself” are well-known mantras but they do not stop business leaders, boards and managers  making decisions which prove to be disastrous for the business.

In this thought provoking, interactive and practically-based half-day workshop, Andy Farrall explores how company directors and senior managers can take a proactive rather than reactive approach to critical management systems such as health & safety and avoid some common “management icebergs” that can otherwise result in commercial disaster.

Finance for Non-Finance Directors: Financial Business Management Tools and Financial Business Concepts for Executive and Non-Executive directors

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

Coaching and mentoring skillsets are different from those which are typically sought for the NED role. Bringing these skillsets into the boardroom as being valuable in themselves, provides considerable scope for increasing the diversity, well-being and effectiveness of organisations in the current volatile, complex and uncertain economic climate. HR professionals and recruiters seeking to appoint NED’s from a wider selection pool will also find this course valuable in providing what they need to support their clients in making informed decisions.

The Director’s duties, roles and responsibilities course provides an essential overview of what is required of a company director together with practical steps that can be taken to ensure that the demands are complied with.

This half-day course is aimed at aspiring or newly appointed directors and covers key knowledge about legal duties, roles, responsibilities, strategy and corporate governance that are key foundations for an effective board appointment. It also considers up to date thinking on corporate governance and the responsibilities of owners, the board and employees.

Coaching and mentoring skillsets are different from those which are typically sought for the NED role. Bringing these skillsets into the boardroom as being valuable in themselves, provides considerable scope for increasing the diversity, well-being and effectiveness of organisations in the current volatile, complex and uncertain economic climate. HR professionals and recruiters seeking to appoint NED’s from a wider selection pool will also find this course valuable in providing what they need to support their clients in making informed decisions.

It is never too soon to think about

Extracting value from your Business

Find out how you can get the most value out of your business with a business exit health check

Thursday 14 May 2015, Clarke Wilmott, 1 Georges Square Bath Street Bristol BS1 6BA 5:00pm to 8:00pm

Come along to this Free event hosted by leading law firm Clarke Wilmott with corporate governance experts Excellencia, financial planning specialists LP Wealth Management and innovative investment company Octopus Investments to find out how you can secure your future when you leave your business.

If you are the owner of a growing business then this event will help you to understand how you can take steps now to ensure that you get the most out of your business when it is time to step down and what to do with your money once you have left.

17:00	Registration and networking
17:30	Welcome from the Chair and introductions Adding value to your business		David Doughty Chartered Director, Chief Executive at Excellencia
17:50	Estate Planning for Business Owners		Jane Halton Partner Clarke Willmott LLP
18:10	Auto Enrolment and what it means for your Business		Chris Lawson Director, LP Auto Enrolment Solutions Ltd
18:30	Retirement Planning for Business Owners		Andrew King and Damon Fox LP Wealth Management
18:50	Extracting surplus profits from your company tax efficiently		Dominique Butters Business Development, Octopus Investments
19:10	Refreshments and networking
20:00	Close

Although the event is free, places are limited – to book your place on-line now click here

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

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

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

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

Workshop 6: Social Media for Business Growth

Learn how to use LinkedIn, Facebook and Twitter to promote your business growth

Aim of the Course

• Are you making the most of Social Media?
• Do you have a LinkedIn company page?
• Are you using Facebook and Twitter to position your business on-line?

Social Media has dramatically changed the face of business marketing - used correctly it can provide a low-cost but very effective means to promote your goods or services on-line. If you are a business owner, director or manager Social Media tools should be at the heart of your marketing strategy.

Packed with powerful practical tips and techniques this workshop will unveil the mysteries of Social Media and equip you with all you need to enable you to establish an on-line presence for your business.

Who should attend

This course is aimed at owners and managing directors of SMEs that have been trading for a minimum of 2 years, who wish to gain a practical working knowledge of using Social Media to grow their business.

Course Objectives

At the end of this session delegates will be able to:

• Understand how Social Media is an essential marketing resource for business growth
• Use LinkedIn for recruiting, selling and customer engagement
• Co-ordinate Facebook and Twitter messaging to build an on-line brand
• Use automation tools to increase effectiveness of Social Media
• Use analytics to measure progress, optimise campaigns and target customers

Course Content

• What is Social Media?
• LinkedIn essentials
• Facebook fundamentals
• Effective use of Twitter
• Other Social Media platforms
• Automation Tools
• Analytics

Benefits

The interactive workshop will help delegates adapt the course material to their specific business, their trading circumstances, their industry demands and their competitors so that it can be put to work delivering an immediate and measurable boost in performance.

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

Workshop 5: Growing your People

• Managing the organisation as it gets bigger
• Growing a leadership team

Aim of the Course

Who should attend

Course Objectives

• Quantify how big the organisation will need to be on the journey to achieve their vision
• Be able to identify the pinch points in their organisation and how they could be dealt with
• Identify what additional functions are needed to enable growth
• Consider what kind of structure and culture you want to implement
• Put a plan in place to get the organisation fit for on-going expansion

Course Content

• Introduction/objectives
• Understanding the impact of your vision on your organisation
• Examining the stages of organisational growth you may experience
• Understanding your organisation - capacity
• What do larger organisations look like and how do they function
• Your on-going impact on the organisation
• What next?

Benefits

Workshop 4: Unravelling the mysteries of Finance and Cashflow

• Understanding the elements of Finance
• Managing Cash Flow

Aim of the Course

Managers who understand the financial side of their business are much more effective than those who don't. This introductory financial workshop will demystify the language of finance to enable them to contribute more effectively to business success.

Who should attend

This course is aimed at owners and managing directors of SMEs that have been trading for a minimum of 2 years, who wish to gain a practical working knowledge of understanding and managing money effectively.

Course Objectives

At the end of this session delegates will be able to:

• Feel comfortable about discussing finance
• Be able to relate the business plan with the key financial goals
• How to interpret accounts
• Know what impacts profitability
• Be able to set different business goals to effect the strategy and vision

Course Content

• Introduction/objectives
• The Five levers of profitability
• What is a balance sheet
• Understanding the importance of Break Even
• What are financial Ratios and how are they used?
• Simple measure to improve your profitability
• Cash flow management

Benefits

The session will help delegates adapt the course material to their specific business, their trading circumstances, their industry demands and their competitors so that it can be put to work delivering an immediate and measurable boost in performance.

Finance for Non-Finance Managers: Financial Business Management Tools and Financial Business Concepts for managers and executives

Being successful within an increasingly complex and fast moving world, with flatter management structures, requires a firm grasp and an in depth understanding of a range of financial concepts and skills.

This course will provide the essential knowledge of those key financial management issues and concepts that are needed by successful Managers, Executives and Consultants in order to remain ahead of their competition. 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 management skills.

Attendees will become highly skilled at reading and understanding Balance Sheets and Profit & Loss Accounts. You will become more involved with all types of financial discussions within your organisation. You will be more confident and comfortable when communicating with financial managers, directors, investors, suppliers and key clients.

Workshop 3: Successful Selling

• The Seven Stages to a Successful Sale
• 21 Successful Selling Principles

Aim of the Course

To ensure that you understand the stages involved in continuous and sustainable successful selling. To break down the principles of selling into real life examples that you can use in your business. To give you a competitive advantage!

Who should attend

This course is aimed at owners, directors and managers within an SME. They need not  have had formal training in selling.  Many middle managers have also greatly benefited from this course since sales skills are relevant to all levels of the organisation.  The course is also useful for those wishing to update/refresh their skills.

Course Objectives

At the end of this workshop delegates will be able to:

• Understand your current sales behaviour and how this impacts on your performance
• Learn how to adapt given others behaviour
• Discover how to gain a competitive edge
• How to align your value proposition with what your customer requiremenst are
• Gain competitive advantage by building better customer relationships.

Course Content

• How to align your products and service to customers' buying processes and needs
• How to improve customer relationships
• How to gain significant competitor advantage
• How to adapt selling styles to your customers' individual needs
• How to create a robust value proposition
• How to close more sales

Benefits

The workshop will help delegates adapt the course material to their specific business, their trading circumstances, their industry demands and their competitors so that it can be put to work delivering an immediate and measurable boost in performance.

Workshop 2: Meeting Customer Needs Profitably

• How to understand your market and customers
• How to create a marketing story
• Measuring Marketing Success

Aim of the Course

To develop, hone and improve professional marketing skills in order to identify and attract the right people who want your product or service in preference to your competitor.

Who should attend

This course is aimed at owners, directors or managers within an SME. They need not  have had formal training in marketing.  Many middle managers have also greatly benefited from this course since marketing skills are relevant to all levels of the organisation.  The course is also useful for those wishing to update/refresh their skills.

Course Objectives

At the end of this workshop delegates will be able to:

• Identify the central role of the customer and how to build their marketing around that concept
• Recognise the importance of knowing where they are now, the status of their competitors and how to differentiate to deliver margin
• Use the principle of The Marketing Mix/SWOT/PEST to deliver sales at the highest margin
• Recognise the critical importance of trust in customer relationships
• Identify key communication channels and how to manage them to deliver performance
• Recognise the importance of segmentation and differentiation
• Design and deliver a marketing plan that meets the business plan
• Adapt to the pace of change in the marketplace today and stay ahead of the competition
• Manage sales as the cutting edge of the marketing plan.

Course Content

• Introduction/objectives
• Marketing: The myths, the theories and the reality in the 2012 trading environment
• The models that adapt to deliver customers whatever your business
• Practical exercise: Importance of the most powerful Brand builder of all – trust
• Case study – marketing that works and the times it has gone wrong
• Why the approach which worked in the 70s, 80s, 90s is outdated today!
• Practice session: Analysis of who is out there competing with you, right now
• How to build a practical, relevant and effective marketing plan.

Benefits

The workshop will help delegates adapt the course material to their specific business, their trading circumstances, their industry demands and their competitors so that it can be put to work delivering an immediate and measurable boost in performance.

The effective NHS Non-Executive Director is an interactive one-day course specifically designed for aspiring, newly appointed and serving Non-Executive Directors of NHS Trusts and NHS provider organisations including Social Enterprises

The course provides an essential grounding in corporate governance in the context of the NHS and wider healthcare provision during a period of great change.

In order to be effective members of an NHS or healthcare provider board, Non-Executive Directors need to fully understand their roles and responsibilities particularly with respect to the identification and management of risk, accountability, oversight, assurance and governance.

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

Workshop 1: Creating a Vision for you and Your Business

Aim of the Course

The course will provide delegates with exposure to a variety of effective tools and techniques that can be used to create a clear business vision and strategy.

Delegates will gain an understanding of the processes that are currently used within SME’s to identify barriers to growth and the routes to overcome these barriers.

Who should attend

This workshop is suitable for Business Owners and Managing Directors of businesses which have been trading for a minimum of 2 years.

Course Objectives

At the end of the session delegates will be able to:

• Understand the importance of a company having a clear and concise vision
• Understand the tools and techniques used to create a clear and concise vision
• Understand the current thinking and methodologies used to create a SMART Strategy
• Produce a strategic business plan using a formalised process

Course Content

• What is a vision?
• How to create a vision?
• Understanding Strategy and the Vision for innovation
• Barriers to growth
• Critical Success Factors to overcoming the barriers
• Creating the strategy
• Identifying the’ Key Success Actions’ to address the barriers
• Key success actions – Action Plan
• Monitoring the progress of a strategic plan
• Measures of Performance
• Case Studies: illustrations of vision and strategy

Benefits

Delegates will leave the course equipped with the knowledge of the tools and techniques that are used to create a clear and concise vision and the tools and techniques that are used to create a strategy.

Strategic Risk Governance - A one-day workshop for company directors

The effective NHS Non-Executive Director is an interactive one-day course specifically designed for aspiring, newly appointed and serving Non-Executive Directors of NHS Trusts and NHS provider organisations including Social Enterprises

The course provides an essential grounding in corporate governance in the context of the NHS and wider healthcare provision during a period of great change.

In order to be effective members of an NHS or healthcare provider board, Non-Executive Directors need to fully understand their roles and responsibilities particularly with respect to the identification and management of risk, accountability, oversight, assurance and governance.

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

It instils a real sense of what is expected of a Chair, and how you can meet the challenge.

This one-day interactive course is aimed at aspiring, recently appointed or currently serving Chairs and covers essential knowledge about roles, responsibilities, strategy and corporate governance that are key foundations for a Non-Executive Chair board role. It also considers up to date thinking on corporate governance and the responsibilities of owners, the board and employees.

Using case studies and practical examples, the course also considers the key relationships of an effective Chair, particularly with the Chief Executive, the Non-Executive Directors and key stakeholders.

Who should attend? Individuals who are aspiring, recently appointed or currently serving Chairs on the boards of private, public or voluntary sector organisations. What to expect?

• Clarifies roles and responsibilities of a Non-Executive Chair
• Provides practical guidance on how to be an effective Chair, both inside and outside the boardroom

Course objectives Participation on this course will provide you with the knowledge to:

• Clarify the Chair's role, purpose and key tasks
• Manage the board effectively
• Build and develop an effective team of directors - both Executive and Non-Executive
• Effectively manage your relationships with the Chief Executive, Non-Executive Directors and key stakeholders

Course Leader: David Doughty CDir FIoD The 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: (https://uk.linkedin.com/in/daviddoughty)

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

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

The effective NHS Non-Executive Director is an interactive one-day course specifically designed for aspiring, newly appointed and serving Non-Executive Directors of NHS Trusts and NHS provider organisations including Social Enterprises

The course provides an essential grounding in corporate governance in the context of the NHS and wider healthcare provision during a period of great change.

In order to be effective members of an NHS or healthcare provider board, Non-Executive Directors need to fully understand their roles and responsibilities particularly with respect to the identification and management of risk, accountability, oversight, assurance and governance.

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

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

	Is your board Fit for Business?
Find out how you can add value to your business with a corporate governance health check

Come along to this Free event organised by leading law firm Foot Anstey and leadership development company Excellencia to find out how good corporate governance can add value to your business.

If you are the Chair, Chief Executive, Finance Director or Company Secretary of a growing business then this event will help you to understand how you can assess the effectiveness of your company's board and the value that qualified independent non-executive directors can add.

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

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