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
Dec 052013
 

The Excellencia Business Growth Academy

A series of six one-day workshops designed for business owners and directors of businesses with growth potential

business growthThe business will have been trading for a minimum of two years. There is no upper limit, and companies with more than 20 years of trading history have found these workshops very effective.

On completion of this set of six workshops attendees will be able to:

  • Create a Vision for the business and understand how important on-going business planning is to ensure that Vision becomes a reality
  • Clearly define the market in which they operate by understanding who the customers are, how to market to them and finally be able to measure key marketing strategies
  • Put in place the necessary sales techniques to enable the revenue growth required. Part of this will be the learning on how to break down a sale into its key stages and then determine which selling principle to use when
  • Unravel the mysteries of finance. Many business owners are bamboozled by finance jargon. This training will equip the business owners to not only understand the finances of their businesses but be better armed to ask key professionals such as accountants and bankers the right questions to get assistance as and when required.
  • Manage the growth of the business in terms of its people and the development of its teams
  • Use Social Media to create an on-line presence for your business, engage your customers and provide low-cost but highly effective marketing.

Workshop 1: Creating a Vision for you and Your Business

business growthDevelop a clear picture of where you and your business are going

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.

Workshop 2: Meeting Customer Needs Profitably

business growth

  • 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.

Workshop 3: Successful Selling

business growth

  • 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 4: Unravelling the mysteries of Finance and Cashflow

business growth

  • 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.

Workshop 5: Growing your People

People-Talking

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

Aim of the Course

Having a plan for the way an organisation grows will make that growth far less painful and ensure the organisation is in a fit state to deliver a higher volume of products to its market. This introductory workshop will help managers to think about the kind of issues they are likely to face as their organisation grows and will provide practical advice so those issues can be resolved.

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 how organisations grow in an effective way and the likely challenges.

Course Objectives

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

    • 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

The session will help delegates adapt the course material to their specific business and their business environment so they can identify the next steps they need to take to prepare their business for growth.

Workshop 6: Social Media for Business Growth

business growthLearn 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.

Course Leaders

Tony Field CDir

Tony Field - business growth

Tony Field is a successful business leader with more than 30 years’ experience building winning teams which deliver outstanding results. He is highly motivated, very enthusiastic and professional in all aspects of his life. A natural communicator who is able to build and lead teams, he has successfully executed turnaround and start-up as well as managed large functions within Corporate Businesses.

Tony has first-hand experience in both buying and selling companies and all the elements of TUPE that are entailed. He has raised venture capital and secured long term loans.

His initial business years at IBM gave him the solid grounding, education and training in all aspects of the business. He has helped businesses across most sectors and from one person businesses through to very large corporates and all in between.

David Doughty CDir FIoD

David Doughty - Chartered DirectorDavid Doughty is 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.

David is a registered and approved Growth Coach for GrowthAccelerator helping ambitious businesses achieve rapid and sustainable growth by providing tailored expert advice.

 

 

Glen Maxwell-Heron BA

Glen Maxwell-HeronGlen Maxwell-Heron spent 13 years as an Engineer Officer in the Royal Navy, serving both at sea and in shore jobs learning how to motivate teams and lead people in challenging operational and project environments. Since leaving the Navy, he spent 10 years delivering multi-million pound IT and business change projects for the Government and banking sectors that involved extensive team building and management experience. He has recently returned from nearly 4 years in Japan where he was working as a business consultant delivering organisational change for ex-patriot companies and preparing Japanese executives working for blue chip Japanese companies for doing business with other countries and cultures.

Since returning to the UK last year, Glen has gained accreditation from the British Psychological Society to psychometrically test for both personality and ability. He has also set up St Andrews Consulting to use these new tools, along with his previous business experience, to deliver transformational improvement in leadership ability and team performance. He has also built up a network of associates who are able to help him tackle a highly diverse range of problems and ensure that any project is a success

Book Now!

You can book a place on any of the Business Growth Academy workshops for yourself and your colleagues at the standard fee of £295.00 (ex VAT) per workshop

Discounts are available for multiple bookings as follows:

Number of Delegates/Workshops Price Discount
1 £295.00 (ex VAT)
2 £530.00 (ex VAT) £60.00
3 £765.00 (ex VAT) £120.00
4 £940.00 (ex VAT) £240.00
5 £995.00 (ex VAT) £480.00

For more information and to book places visit the web-site

If your business qualifies you could get up to 50% of the cost of the Business Growth Academy funded as part of the Growth Accelerator Scheme.

Under the government’s Leadership & Management training scheme you may be entitled to claim £2,000 back towards the cost of the Business Growth Academy for each senior director or manager that goes through the Grow your Business program.

If you are committed to driving your business forward each year, growing by as much as 20% (or more), and you have identified that you need to develop your people to reach your growth goals, there can be no better proposition than the Business Growth Academy series of workshops.

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
May 142013
 
excellencia Is your board

Fit for Business?

FootAnstey
0_392x260_images_stories_fotolia_15486542_lFind out how you can add value to your business with a corporate governance health check

Wednesday 22 May 2013, Foot Anstey, 100 Victoria Street, Bristol BS1 6HZ 5:30pm to 8:00pm

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.

Programme:

17:30 Registration and networking
18:00

Welcome from the Chair and introductions

Judith Levy150 Judith LevyGroup Chairman, Vistage
18:05

Good corporate governance makes good business sense

 BoD_steve-hill150 Steve HillChartered Director, Managing Director at Systems Engineering and Assessment Ltd. Bristol
18:25

Company Secretarial  compliance –the benefits

 SimonLevington150 Simon LevingstonConsultant – Foot Anstey. Chartered Secretary in Public practice providing advice & support to directors and companies
18:45

Having an independent Non-Executive Director on your board is essential for growth

 BFoss150 Bryan FossIndependent Non-Executive Director, Risk & Audit Chair, Board And Business Development Adviser, Visiting Professor Bristol Business School
19:05

A dysfunctional board means a dysfunctional business

 DD150 David DoughtyChartered Director, Chief Executive at Excellencia
19:25 Refreshments and networking
20:00 Close

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

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