Financial Strategy

Essential Finance Management Skills

INTRODUCTION

This LAKESHORE ISL Financial Strategy training seminar provides delegates with the essential skills and tools of financial strategy and corporate finance – skills that are vital in today’s global consumer and capital markets where competition is fierce for both investors and customers. This leading edge LAKESHORE ISL Finance & Budgeting training course combines up to date theory with hands-on experience of developing powerful financial models and tools to equip delegates to take an active role the development and execution of financial and business strategy.

This LAKESHORE ISL training seminar will highlight:

• The Vital Link between Competitive Strategy and Financial Strategy
• Designing a Funding Strategy and Optimum Capital Structure
• Using Effective Tools for Capital Investment Decision-making
• Applying an Integrated Approach to Financial Risk Management
• Key Strategies for the Long-term Growth and Defense of the Firm

OBJECTIVES

This LAKESHORE ISL Financial Strategy training seminar is designed to provide delegates with an understanding of the relevant financial strategy and corporate finance principles and equip them with the practical skills to effectively apply these principles in a real business context in their own organization.

At the end of this LAKESHORE ISL training seminar, you will learn to:

• Actively participate in strategic analysis and formulation
• Develop vital measures of financial performance and strength
• Design funding and capital structure strategies
• Build financial models to manage cash flow, risk and investment decisions
• Advise on capital investment decision-making
• Provide insights in to long-term business growth strategies

TRAINING METHODOLOGY

This is a highly participative workshop style-training seminar focused on developing practical skills that delegates can apply in real life business situations on return to their own organization. Each module includes a thorough review of the relevant theory before focusing on life-like business case studies with which delegates can apply the key principles of financial strategy and corporate finance.

ORGANIZATIONAL IMPACT

The organization will benefit from the knowledge and application of up to date principles and practices in financial strategy and corporate finance that may contribute to the organization potential has to generate profit, cash flow and shareholder wealth. Main benefits will include:

• Improved knowledge of strategic analysis and strategy formulation
• Techniques for applying measures of financial performance
• Raised skill levels for capital investment decision-making
• Application of tools to manage business and financial risk
• High developed skills for managing cash flow and liquidity
• Greater awareness of business growth and defensive strategies

PERSONAL IMPACT

Delegates will benefit from this hands-on LAKESHORE ISL Finance & Budgeting training seminar that has been designed to provide them with both the essential theory of financial strategy and financial management, whilst focusing heavily on building the practical skills to effectively apply real skills in their own work roles. This LAKESHORE ISL Financial Strategy training course will greatly enhance their contribution to organizational performance and improve their career prospects by:

• Skills in applying strategic analysis and developing effective business strategies
• The ability to use powerful tools to measure and analyse financial performance
• Raised skill levels in building financial models in Excel
• Working knowledge of tools and financial instruments to manage risk
• Using fully developed skills to manage cash flow and liquidity
• Awareness of advanced theories in innovation and business disruption

WHO SHOULD ATTEND?

This LAKESHORE ISL Financial Strategy training course is designed to introduce useful theories and practical skills to professionals from a range of disciplines and industry sectors, but particularly those involved in management, planning, finance and business decision-making roles.

This LAKESHORE ISL training course is suitable to a wide range of professionals but will greatly benefit: 

• Head Office Team Members
• Strategy, Budgeting and Planning Managers
• Finance and Treasury Professionals
• Capital Investment Managers and Analysts
• Investment Analysts and Advisers

SEMINAR OUTLINE

Day 1 

Business and Financial Strategy – The Vital Link 

• The Purpose and Goals of the Firm
• The Aims and Principles of Competitive Strategy
• The Role of Financial Strategy in Business Success
• Tools for Strategic Analysis and Strategy Development
• Building a Winning Business Model
• Implementing an Effective Performance Management System
• Financial Planning: Budgeting and Beyond 

Day 2

Financial Performance Management 

• Understanding, Analyzing and Interpreting Financial Statements
• Agency Theory and its Impact on the Firm’s Goals
• Investor and Stock Market Behavior: Share Price Drivers
• Key Concepts in Measuring Shareholder Value
• Understanding Cost Behavior and Profit
• Measuring and Improving Return On Investment
• A Strategic Approach to Cost Reduction
• Managing and Improving Shareholder Value 

Day 3

Funding Strategy and Liquidity Management 

• Sources of Business Finance: Equity and Debt
• Financial Gearing – Risk and Impact on Profitability
• Calculating Company Cost of Capital and its Implications
• Optimum Capital Structure: Theory and Practice
• Cash Flow and Liquidity Management
• Designing and Building Financial Models in Excel
• Financial Model Application: Cash Flow Forecasting
• Predicting Corporate Distress and Failure 

Day 4

Capital Investment Strategy 

• Capital Investment Management
• Using the Discounted Cash Flow (DCF) tools in Excel
• Tools for Capital Investment Appraisal and Decision-making
• Financial Model Application: Capital Investment Appraisal Analysis

Risk Management Strategy  

• An Integrated Approach to Risk Management
• Tools for Identifying and Analyzing Business Risk
• Using Financial Instruments to Manage Financial Risk
• Decision-making under conditions of Risk 

Day 5

Corporate Governance: Defending and Growing the Business 

• Purpose and Principles of Corporate Governance
• Long-term Business Growth Strategies
• Why even great companies can fail?
• Understanding Business Model Disruption
• Innovation Killers
• Mergers and Acquisitions
• Business Restructuring and Re-organization