Finance Essentials

The Fundamentals

 

Building on from the basics, this course looks aims to enhance your evaluation skills through an understanding and application of market and entity trends, variances and risk. We explore, explain and develop KPI’s relevant for your business and apply the techniques and methods for effective budgeting, forecasting and capital decision-making. Participants are also taught the basics of financial risk identification and management.

REGISTER INTEREST

COURSE BENEFITS

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ENHANCE

your assessment and evaluation skills

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UNDERSTAND

and interpret key trends

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RECOGNISE

key risks and opportunities

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IMPROVE

your financial relevance within your team

COURSE
OUTLINE

Following the foundations built from Finance Demystified this course is aimed at those with a basic understanding of financial management but wish to build on the fundamentals to improve their financial decision making capability and add to their overall ‘toolkit’.

 

Topics covered:

  • The planning process > strategic plan > business plan > financial plan
  • Budgets and forecasts – What is the difference?
  • Performance management tools, tips and tricks: –
    – KPI’s, ratio’s, benchmarking, trend analysis
  • The Financial Management Report – What’s important and what to look for?
  • Financial risk and financial risk management
  • Investment analysis – project and capital investment evaluation.

DATES &
LOCATIONS

Dates and locations to be confirmed shortly. In the meantime, register your interest.

 

WHAT PEOPLE ARE SAYING

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David Thomas brings clarity and simplicity to financial and accounting concepts. His coaching has given me the skills and confidence to do the same in project based work and in communications with CEOs and Boards.

KYLIE MANSON

Project Director

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I am a medium sized business owner who always seems to be working long hours but not showing any money in the bank. David provided a clear picture of how to price my services profitably, improve cash flow and ensure that my business is ready to expand. Thanks, so much David you are fantastic at what you do.

AARON KEMP

Owner – AOK Property Services

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David is a disciplined thinker and an expert facilitator in strategy, problem solving and decision making. He is a skilled diplomat in a team and is able to draw out people’s views to reach sound, credible solutions.

CHERYL WALMSLEY

Chair of Lifeline Northern Beaches

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I enjoyed using Figure Eight Finance. David was very good at understanding my learning needs and supported me through an important finance project. The assisted learning that he provided enabled me to feel confident when applying key financial management concepts.

ELIZABETH ADENIJI

Head of Platform Sales – Brightroll

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