COURSES

JOHN STRETCH CUSTOMISED FINANCIAL MANAGEMENT COURSES

1.1. Financial Management

FINANCIAL SKILLS FOR OPERATING MANAGERS (FINANCE FOR NON-FINANCIAL MANAGERS)

Who should attend?

This course is aimed at all managers who use financial information in the course of their work and donot have any specialised training in working with financial information. Prior knowledge of accounting or finance is not required to benefit significantly from this workshop.

Objective

This two-day finance workshop will radically improve delegates’ financial awareness and enable them to usefinancial information to make more effective decisions in managing their businesses.

Course Outline:

Day One
  • The financial goals of business
  • Accounting basics
  • Reading financial statements and management reports
  • New trends in financial reporting
  • Business analysis
  • Financial ratios
  • Working Capital management
Day Two
  • Liquidity and the Cash Operating Cycle
  • Performance management and scorecards
  • Costing
  • Return on investment
  • Economic value added and the cost of capital
  • Capital projects and discounted cash flow
  • Creating shareholder value
  • Company acquisitions and valuation techniques
  • Financial planning and budgeting
Case Study

A “big 4” banking group commissioned John Stretch to develop a training program for commercial lending officers on the assessment of business and financial risk. After researching the needs and running a pilot workshop for senior management, John presented the course over a period of 2 years, to more than 1000 staff members.

This programme is now being rolled into the bank’s operations in the rest of Africa.

John Stretch

1.2. New topic : Advanced financial analysis with Excel 2010


Who should attend?

Accountants, analysts, financial managers. All managers who use financial information in the course of their work and do not have any specialised training in working with financial information. Prior knowledge of accounting or finance is not required to benefit significantly from this workshop.

Objective

This two-day finance workshop will radically improve delegates’ financial awareness and enable them to use financial information to make more effective decisions in managing their businesses.

Course Outline:

Day One
  • Financial analysis:
    • Profitability,
    • Liquidity,
    • Activity,
    • Efficiency,
    • Borrowing risk and
    • Potential insolvency.
  • Shareholder value analysis and productivity.
  • Du Pont scenario analysis.
Day Two
  • Advanced graphics,
  • Hyperlinks,
  • Costing,
  • Conditional formatting,
  • Macros,
  • Logical and statistical functions,
  • Practical applications in company acquisitions and valuation techniques,
  • Case study in financial planning, forecasting and budgeting.