t. +44 (0)1582 463465
e. contact@boardroomeffectiveness.co.uk
t. 01582 463465
e. contact@boardroomeffectiveness.co.uk

Finance for directors

A one-day workshop

This stimulating and challenging programme is designed to emphasise the need – no, duty – of every director to understand financial statements and practices to be able to communicate with their CFO, the finance team and auditors. And, when necessary, with their banks, strategic business partners and stakeholders.

Businesses thrive on sales, controlled costs, cash flowing, calculated investment and activity – making assets work. Financial statements track what the business is achieving – or not. You need to know what the numbers are telling you.

This session gives a Board the opportunity collectively to join up the dots, to question the way in which they use the financial statements and to review how they each contribute as individual directors in the best way to achieve sustainable results. It is an opportunity, in particular, to enhance understanding of how the finance team should help drive the business, not simply ‘keep score’.

learning objectives

Who should attend?

There is great value in the entire board taking part in this programme, even (or especially) the FD – their presence can help keep the focus of the day on the practical application of financial principles and best practice in your specific business. To get the most from the day, share your accounts with the trainer in advance so that the discussion on the day can be as relevant as possible.

Format

A thoroughly practical one-day session with exercises, formal input and facilitated discussion, but it can be run as an abbreviated half-day session if preferred, focused on key topics.

Special features

This workshop can be tailored to meet your specific requirements. You can choose to follow the agenda set out below or you can talk it through with the trainer and set a new one. The choice is yours.

Expert trainer

Ralph is a very popular and highly experienced trainer and author in this subject, running sessions in the UK and internationally for organisations on an in-house basis and also open programmes for accountants and auditors in practice.

Session outline

This is an indicative agenda – a starting point for a conversation with you. Ralph would be happy to tailor it to your precise requirements.

1. Introduction – the fundamentals

2. What’s your purpose – why be in business?

3. Cash flow

4. Budgets

5. Investment appraisal

6. Reviewing financial statements

Multiple delivery formats and options
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Face-to-face delivery

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Virtual delivery

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Tailored solutions