Forthcoming Courses

I’m regularly in the classroom teaching management accounting. My teaching style is to pass on practical skills and methods that I’ve learned over the years.

While we might cover some theory, my courses are generally designed to allow you to return to your own organisation with something practical you can implement.

I work in partnership with IASeminars to ensure the courses all carry CPE accreditation 

21st Century Finance Business Partner (1 day)

Are you stuck in the back office crunching the numbers?

Perhaps you are feeling marginalised by new technology?

You present the business with a view of the past, while they are much more interested in the future. You feel you need to be at the centre of the decision-making process, but you are just the numbers person and you don’t feel like a valued member of the business team

There seems to be a whole lot more to be a trusted business advisor than you ever learned to pass your exams. This interactive one-day programme takes the lid off those skills you need to acquire and sets you on the right path!

This one day course provides a broad overview of skills you need to support your business team through the challenges the business faces in the 21st century. We look at why financial statements and the underlying accounting systems don’t provide the most useful information for decision making and consider what you need in addition. We consider why an economic rather than an accounting model of the business can provide the financial information the management team really needs. We look at the role of the finance professional in setting strategy and business plans and consider why a clear strategy and business plan is vital to just about everything you do. Continued business growth is vital these days and we look at the levers at your disposal to influence the bottom line and not just report it.

At the end of this seminar participants will:

  • Have an overview of the challenges facing the business partner in 21st century
  • Gained an understanding of your own preparedness to meet those challenges
  • Identified the priorities for your own development
  • Identified the areas where your business could benefit most
  • Understood the conversations that need to take place between you and the business team

21st Century Business Strategy & Reporting (2 days)

How do you help your business team build a business strategy? 

Can you give them the right insights into the economics of the business?

Can you convert the strategy into effective measures and targets that will help your team deliver on it?

This two-day course comprises two full-day interactive workshops designed to give you practical business planning and reporting approaches you can implement directly in your own organisation. The workshops allow you the opportunity to try out techniques in a safe environment so that you can adapt and use them for the specific circumstances in your own organisation.

One day rapid development of a business strategy and business plan

  • Identifies the most important issues that the business needs to address
  • Highlights the opportunities available
  • Gives a clear set of priorities

One day rapid development of a scorecard or dashboard to report against the business plan

  • Practical end to end methodology to go from strategic objectives to a working scorecard
  • Portfolio of balanced indicators (Leading & lagging; financial & non-financial)
  • Part of a management system focussed on taking action
  • Identifies key measurement points, things that make the biggest impact on the business result, and that the team can exert greatest influence on
  • How to turn the measurement points into working practical metrics with targets and owners

21st Century Zero Based Budgeting and Cost Management (2 Days)

Do you need to take cost out of your business? 

Can you take cost out without damaging profitability?

Knowing the right costs to cut is critical. Cut the wrong things and you can easily damage sales and profitability

This two-day course comprises two full-day interactive workshops designed to give you practical skills in zero based budgeting, forecasting, and cost management you can implement directly in your own organisation. The workshops allow you the opportunity to try out techniques in a safe environment so that you can adapt and use them for the specific circumstances in your own organisation.

We consider how to move beyond budgets to provide an agile financial management system that is focussed on delivering the business strategy. When it comes to cost management no one tool is ever right for all circumstances so we look at a variety of tools to you can use to maintain a financially efficient and effective organisation, and a guide to when it is most appropriate to use each one. We also look at what happens when a business has a challenge to make a step change in its cost base and give a range of ways the finance business partner can help his team to take cost out of the organisation.