An Intensive 10-day Training Course

Budgeting, Planning & Financial Reporting Masterclass

Master the Tools for Planning and
Managing Organisational Excellence

Course Introduction

This Oxford Management Centre Budgeting, Planning & Financial Reporting Masterclass training course is focused on some of the most important elements key to attaining organizational excellence and creating real business value. Most companies recognize that the profitable growth that drives business value can only be consistently achieved and sustained when a competitive advantage can be employed in a compelling business strategy that can be put into action through a functional business model. But in the challenging and dynamic world of the 21st century it is also critically important to be able to use the right tools within an effective performance management framework in order to execute, control and adapt this strategy in response to the ever present threat of business model evolution and disruption.

This Budgeting, Planning & Financial Reporting Masterclass training course deals comprehensively with all of the important aspects of the strategic and tactical forecasting and planning processes that can provide an organizational “roadmap to success’; it identifies the most relevant cost analysis techniques to support cost management and strategic cost reduction; the training course also provides an in depth view of financial reporting under the IFRS framework and its application in providing powerful integrated management reports that can support the control and adaption of organizational strategy.

This Budgeting, Planning & Financial Reporting Masterclass training course will highlight:

  • Principles and techniques off strategic and budget planning
  • Planning, executing, controlling and adapting strategy
  • Essentials of cost analysis, control and reduction
  • Comprehensive guide to financial reporting
  • Designing management reports, dashboards and presentations

Modules

This training course is split into two modules:

MODULE I - Budgeting, Planning & Management Reporting

MODULE II - Financial Accounting & Reporting

Each module is structured and can be taken as a stand-alone training course; however, delegates will maximise their benefits by taking Module 1 and 2 back-to-back as a 2-week training course.

Objectives

This Oxford Management Centre training course has been designed to provide you with up to date knowledge and practical skills in strategic and tactical planning, and financial reporting.

At the end of this Budgeting, Planning & Financial Reporting Masterclass training course, you will have learned to:

  • Use budgets to manage strategic execution
  • Employ up-to-date techniques in cost analysis and control
  • Prepare and present effective financial reports
  • Combine non-financial KPIs in management dashboards
  • Apply planning and reporting to improve decision-making

Training Methodology

This training course will be structured as a highly participative workshop with formal presentations, case studies and interactive worked examples. Relevant examples and case studies are provided to illustrate the application of each of the topics covered, and opportunities are provided to learn and apply the key principles using practical examples and exercises

Organisational Impact

The organization will benefit from the development and practical application of advanced skills in forecasting, planning and reporting, within a framework to facilitate the execution, control and adaption of business strategy; specific benefits for the organization will include:

  • Improved planning and forecasting resources
  • Access to up-to-date cost analysis and control techniques
  • High quality management reports and dashboards
  • Effective integration of key financial and non-financial metrics
  • Improved organizational decision-making

Personal Impact

Delegates will benefit from updated knowledge and practical skills in planning, forecasting and reporting that will allow them to make a greater contribution to the development and improvement of corporate management whilst at the same time enhancing their own career development potential.

Specific benefits from this Budgeting, Planning & Financial Reporting Masterclass  training course will include:

  • Improved planning, budgeting and forecasting skills
  • Application of advanced cost analysis and control methods
  • Comprehensive update on IFRS reporting
  • Usable skills in designing reports and dashboards in Excel
  • Tips on designing and presenting effective reports

Who Should Attend?

This training course would be relevant to all of those involved in the preparation, presentation, and interpretation of corporate budgets and financial reports from both the private and public sector; both in commercial businesses, government, and not-for-profit organizations.

This Budgeting, Planning & Financial Reporting Masterclass training course is suitable to a wide range of professionals but will greatly benefit:

  •  Budgeting and Planning Team
  • Cost Analysts
  • Head Office Staff
  • Financial Forecasting Team
  • Those with reporting responsibility
  • Investment Analysts

Course Outline

Module 1: Budgeting, Planning & Management Reporting

Day One

DAY 1 : Planning Strategy and Corporate Governance 

  • What are planning strategies?
  • Strategy analysis, choice & implementation
  • The role of strategy maps in defining the business
  • Effective and less effective management reporting practice
  • The agency problem and corporate governance
  • Planning requirements and the importance of working capital
Day Two

DAY 2 : Forecasting Techniques for Budgeting 

  • Determine the purpose and objective of the forecast
  • Statistical analytical tools
  • Quantitative analysis and forecasting
  • Forecasting techniques
  • Agency problems in forecasting- solutions
  • Causal analysis models – regression analysis
  • Using Excel ® to analyse historical data
Day Three

Budgets, Costs and Budgetary Control 

  • Why do we budget? – the purposes of budgeting
  • Planning and control
  • Putting the budget together
  • Cost behaviour and classification
  • Cost / volume /profit (CVP) and ‘what-if’ analysis
  • Standard costing
  • Flexed budgets
  • Variance analysis and the reasons for variances
Day Four

Activity Based Costing & Activity Based Budgeting 

  • Activity based costing (ABC)
  • Refinement of the costing system
  • ABC and cost management
  • The cost hierarchy and cost drivers
  • Advantages and disadvantages of ABC systems
  • From traditional budgeting to activity based budgeting (ABB)
  • Time-based ABC for services organisations
  • Motivation and the behavioural aspect of budgeting
Day Five

Performance Management and Beyond Budgeting  

  • Broadening performance measurement systems
  • The Drive toward Shareholder Value (EVA®)
  • Beyond budgeting: integrating financial and non-financial issues
  • Introducing the Balanced Scorecard and the key perspective

Module 2: Financial Accounting & Reporting

Day Six

Financial Accounting and Reporting – Business Context and Key Principles

  • Purpose of financial accounting and reporting
  • Key principles in corporate governance
  • Building a winning business model
  • Key concepts in financial accounting
  • Structure of financial accounting systems
  • Fundamentals of financial reporting
  • Creative accounting, scandals, and fraud
Day Seven

The Statement of Financial Position and Income Statement

  • The IASB Conceptual Framework
  • Statement of Financial Position: purpose structure and presentation
  • Tangible and intangible assets
  • Financial assets and liabilities
  • Inventories
  • Statement of Changes in Equity: purpose structure and presentation
  • Income Statement: purpose structure and presentation
  • Revenue recognition principles
Day Eight

The Statement of Cash Flows and Group Reporting

  • Statement of Cash Flows: Purpose Structure and Presentation
  • Understanding business cash flow drivers
  • Equity capital and debt capital
  • Leases
  • Optimising working capital
  • Cash flow forecasting techniques
  • Group Accounts: Purpose Structure and Presentation
Day Nine

Analysis and Interpretation of Financial Reports

  • Fundamentals of analysing financial reports
  • The shareholder value concept
  • Measuring and managing profitability
  • Measuring and managing liquidity
  • The effect of gearing on risk and shareholder value
  • Predicting corporate distress and failure
  • Forecasting financial performance and financial position
Day Ten

Designing and Presenting Effective Financial Reports

  • The limitations of financial reports
  • Designing effective internal business reports
  • Incorporating Excel graphics in internal reports
  • Developing and using business dashboards
  • Making effective financial presentations
  • Developments in Integrated Reporting (IR)
  • Integrated Reports: Purpose, Structure, and Presentation

Certificate

Oxford Management Centre Certificate will be provided to delegates who successfully completed the training course.

In association with

GLOMACS Training & Consultancy

GLOMACS Training & Consultancy

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PetroKnowledge

PetroKnowledge

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The Energy Training Centre

The Energy Training Centre

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Budgeting, Planning & Financial Reporting Masterclass
Duration
10 days
Format
Classroom
Language
English
Choose the date and location that suits you:
Classroom Sessions
London
12-23 May 2025
Fee: $11,900
Book your place
Dubai
19-30 May 2025
Fee: $11,900
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Amsterdam
14-25 Jul 2025
Fee: $11,900
Book your place
London
18-29 Aug 2025
Fee: $11,900
Book your place
London
27 Oct-07 Nov 2025
Fee: $11,900
Book your place
Dubai
08-19 Dec 2025
Fee: $11,900
Book your place
London
29 Dec 2025-09 Jan 2026
Fee: $11,900
Book your place
Dubai
26 Jan-06 Feb 2026
Fee: $11,900
Book your place
Enquire for this course Request for In-House Training
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FREQUENTLY ASKED QUESTIONS

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ARE THERE ANY PLACES LEFT ON AN EVENT?

Category: FAQ page

To check on availability please call Registrar’s Office at +971 50 985 0174. If you have any questions or enquiries please feel free to contact us

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CAN YOU HELP ME OBTAIN HOTEL ACCOMMODATION & VISA?

Category: FAQ page

Yes, we provide assistance in securing both hotel reservations & entry visa on all our international training venues, for delegates attending our training courses. For further information / assistance, please contact our Customer Service at:

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DO YOU OFFER PROFESSIONAL ACCREDITATION?

Category: FAQ page

Yes, Oxford Management Centre is accredited by the following professional bodies;

National Association of State Board of Accountancy (NASBA)
The Oxford Management Centre is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit.

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IS THERE A DISCOUNT FOR MORE THAN ONE REGISTRANT/COURSE?

Category: FAQ page

Yes, discounts are available. For further information please call +971 50 985 0174 or email, [email protected]

Note: Discounts are not applicable with any other special offer that may be available.

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WAYS TO REGISTER FOR A TRAINING COURSE

Category: FAQ page

There are 2 easy ways to register:

  • Online: Select the training course you want to register for, Click the “Book Your Place” button on the course page, complete the form and click submit.
  • E-mail: Send your details to [email protected]
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WHAT IF I CANCEL THE BOOKING?

Category: FAQ page

We request that all cancellations be made at least one week before the class start date. You may reschedule this class without any penalty. If not, a $250 fee will be charged for cancellations received less than one week before a class begins and for no-shows. Cancellation penalties and any fees incurred by Oxford Management Centre will be deducted from refunds.

For more information request, email [email protected] or call +971 50 985 0174.

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WHAT IS INCLUDED IN THE TRAINING COURSES FEES?

Category: FAQ page

The classroom training fees include course presentation, relevant materials, physical & digital documentation, lunch and refreshments served during entire training. Accommodation and transportation are not included in the training course fees.

While, online training fees cover the course presentation and digital documentation and relevant materials.

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WHAT KIND OF CERTIFICATES DO I GET?

Category: FAQ page

The Oxford Management Centre Certificate of Completion with corresponding CPE credits shall be awarded to delegates who has successfully completed the training course.

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WHEN AND HOW DO I ARRANGE PAYMENT?

Category: FAQ page

Payment must be received before the training course commences. You can make payment by bank draft, cash, credit card or wire transfer.

Note: If the payment is not received, Oxford Management Centre has the right to refuse admission.

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WHEN SHOULD I EXPECT TO RECEIVE CONFIRMATION OF REGISTRATION?

Category: FAQ page

Upon receipt of your registration form, we will send you the following by e-mail:

  • Registration Confirmation
  • Invoice/Receipt (where appropriate)

If you register online you will receive an e-mail within 24 hours confirming your registration.


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