ADVANCED FINANCIAL ANALYSIS, PLANNING, IMPLEMENTATION AND CONTROL

Advanced financial analysis, planning, implementation and control course provides an understanding of the various financial aspects and practices in an organization. The course will dwell on practical application of financial models and analysis, which are used to assess strategic and operational positions of the organization.

The course covers financial and economic conceptual dimensions of systematic business management and development. In this course some case studies will be studied and analyzed to provide a clear insight of decision-making process, various valuations methods, planning and interpreting financial information.

Course Objective

At the end of this course, participants will be able to:

• Develop techniques of budgetary control to improve operational performance
• Expand an understanding of the use of financial statements, tools and techniques of financial analysis to support and make more informed financial decisions.
• Estimate the valuation of a business or to compare businesses to their peers in the industry.
• Define the links between long and short-term planning
• Prepare and develop financial models, operating budgets and financial growth planning models
• Improve your ability to support the effective analysis of capital investment projects in the organization

COURSE OUTLINE

DAY 1 – FINANCIAL ECONOMIC DECISION-MAKING CHALLENGES

• Introduction to Financial and Economic Analysis
• Value Creation – Corporate & Shareholder Value
• Different Perspective of Business
• Corporate Governance and Agency Issues
• Financial Statements and Important Data to use
• Financial Analysis and Decision-making

DAY 2 –BUSINESS PERFORMANCE ASSESSMENT

• Pyramids of Ratios
• Business Performance and Ratio Analysis
  • Owners’ View
  • Lenders’ View
  • Management’s View
• Financial Performance Analysis
• Financial Distress Prediction & Assessment
• Economic Value Added (EVA)
• Z-score Model

DAY 3 –INVESTMENT DECISIONS MAKING

• Perceptions Of Investment Analysis
• Strategic Perspective
• Time-Adjusted Measures & Application
• Net Present Value (NPV) & Internal Rate Of Return (IRR)
• Modified Internal Rate Of Return (MIRR)
• EVA And NPV
• Equivalent Annual Cost (EAC)
• Sensitivity Analysis & Scenario Analysis
• Simulation & NPV Break-Even
• Risk Management

DAY 4 – FINANCIAL REQUIREMENTS PROJECTION

• Understanding Cash Forecasts and Budgets
• The Interrelationship of Financial Projections
• Standard Costing and Variance Analysis
• The Dynamics of the Business System
• The Operating Leverage
• Determining Financial Growth Plans
• The Financial Modelling

DAY 5 – BUSINESS PERFORMANCE AND VALUATION

• The Value-based Methodologies
• Value Creation Perspective
  • Value in Restructuring and Combinations
  • Shareholder Value Creation
• Financial Strategy in Acquisitions
• Understanding Business Valuation
• Business Restructuring and Reorganisations
• Management Buy Outs (MBOs) & Management Buy Ins (MBIs)

Who Should Attend?

Financial officers, controllers, accountants, Treasurers, corporate planning and business development professionals, Sales and marketing professionals

Delivery Method: This will include combine lectures, discussions, group exercises, case studies and illustrations. Participants will also understand the theoretical and practical knowledge of the topic.

Venue: Dubai

Fee: $5000

Duration: 1 week

Course Date: May 15th – 19th 2023