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
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
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
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FREQUENTLY ASKED QUESTIONS
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
- Telephone: +971 50 985 0174
- E-mail: [email protected]
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:
- Telephone: +971 50 985 0174
- E-mail: [email protected]
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.
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.
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]
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.
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.
The Oxford Management Centre Certificate of Completion with corresponding CPE credits shall be awarded to delegates who has successfully completed the training course.
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.
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.
