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Financial Analysis Evaluation, Budgeting and Decision Making

Financial Analysis Evaluation, Budgeting and Decision Making

ACCOUNTING, FINANCE AND BANKING


Financial Analysis Evaluation, Budgeting and Decision Making

Outline:

This programme will challenge delegates to:

  • Learn how to use financial statements to evaluate the financial / strategic performance of an organisation
  • Understand discounted cash flow (DCF) techniques and their application to financial decision-making
  • Use ratios to quickly pinpoint areas of concern
  • Identify key success factors, weak financial signals, and strong financial signals in your own industry sector
  • Learn the metrics used by the world’ leading companies, how to use them, & why
  • Confidently project your firm’s future performance through real-world budgeting

Objectives:

  • Statements (income statement, balance sheet, and statement of cash flows)
  • Learn how to use financial statements to evaluate the financial / strategic performance of an organisation
  • Understand discounted cash flow (DCF) techniques and their application to financial decision-making
  • Identify key success factors, weak financial signals, and strong financial signals in your own industry sector
  • Understand how EVA® (Economic Value Added), SVA (Shareholder Value Added), RONA (Return On Net Assets), and more
  • Define the value creation/destruction process in mergers and acquisitions from the market perspective and signals to management from the market
  • Learn how to build a budget that’s works and the variations
  • Identify sources of financial and business data that provide insights into business and financial strategies
  • Use and build EXCEL spreadsheets for financial analysis: from the basics through complex models
  • Enhance personal networks of similarly minded high potential managers

Contents:

Getting started with Financial Analysis

  • The role & responsibilities of financial management
  • The relationship between accounting & finance in analysis
  • A review of the basic financial statements and their roles
  • Why ROI is still a good place to start
  • Identifying key success factors in your industry sector
  • Ratios: what they are, which ones to use, & why
  • Financial review compared to targets and expectations
  • Financial performance measurement systems
  • Key accounting assumptions
  • Case study – Beginning to analyse example

Moving beyond the basics in financial analysis

  • The two kinds of Free cash flow (FCF)
  • Altman’s Z-Score and what it really means
  • Du Pont analysis and what it tells us
  • Scenario analysis: how to calculate it & what it tells us
  • Sensitivity analysis: how to calculate it & what it tells us
  • Trend analysis: when is a trend a trend? What to do?
  • Improving Return on Equity (ROE)
  • Case study – Continue the example analysis

Evaluation of the information

  • How do I interpret these details?
  • What are the important metrics & why?
  • Annual reports, footnotes and beyond; what can they signal?
  • Short-term success evaluations process and measures
  • Industry data, sources, & uses
  • Benchmarking for evaluation purposes
  • EVA, RONA, EBITDA, etc.: what do they mean & how to use them?
  • Calculating the results of analysis
  • Case study – Complete the example analysis

Budgeting and the Management Process

  • Strategy - direction and vision
  • Implementing strategy - the operational planning process
  • Budgets - the financial expression of the operating plan
  • The purpose of budgets - control
  • The human side of budgeting
  • Elements of the budget framework
  • Advantages and limitations of budgets
  • Reporting - the key to control
  • Case study – Beginning to prepare the budget

Who should attend?

  • • Financial professionals who wish to test their high performance and high potential knowledge, skills, and attitudes with other similar individuals will find they need, and can use Financial Analysis, Evaluation, and Budgeting
  • • Functional managers who have recognized their need for a bigger picture and a more integrative financial view will benefit from Financial Analysis. Professionals who wish to refresh their financial knowledge base will find added value in Financial Analysis and beyond

 

Kuala Lumpur

# Price ($) From
d-m-Y
To Action
1 2,750 12-02-2018 16-02-2018 Enquire
Course Code:2535
2 2,750 09-04-2018 13-04-2018 Enquire
Course Code:2536
3 2,750 11-06-2018 15-06-2018 Enquire
Course Code:2537
4 2,750 13-08-2018 17-08-2018 Enquire
Course Code:2538
5 2,750 08-10-2018 12-10-2018 Enquire
Course Code:2539
6 2,750 10-12-2018 14-12-2018 Enquire
Course Code:2540

Istanbul

# Price ($) From
d-m-Y
To Action
1 3,250 23-12-2018 27-12-2018 Enquire
Course Code:2691
2 3,250 04-03-2018 08-03-2018 Enquire
Course Code:2692
3 3,250 06-05-2018 10-05-2018 Enquire
Course Code:2693
4 3,250 01-07-2018 05-07-2018 Enquire
Course Code:2694
5 3,250 02-09-2018 06-09-2018 Enquire
Course Code:2695
6 3,250 04-11-2018 08-11-2018 Enquire
Course Code:2696

London

# Price ($) From
d-m-Y
To Action
1 4,250 01-01-2018 05-01-2018 Enquire
Course Code:4390
2 4,250 05-03-2018 09-03-2018 Enquire
Course Code:4391
3 4,250 07-05-2018 11-05-2018 Enquire
Course Code:4392
4 4,250 02-07-2018 06-07-2018 Enquire
Course Code:4393
5 4,250 03-09-2018 07-09-2018 Enquire
Course Code:4394
6 4,250 05-11-2018 09-11-2018 Enquire
Course Code:4395