Strat business analysis EIF1882


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Strat business analysis EIF1882

  1. 1. Please circulate to: ■ Head of Corporate Banking EUROMONEY TRAINING ■ Head of Investment Banking A division of Euromoney Institutional Investor Plc ■ Head of Strategic Planning ■ Head of Training ■ Managing Director ■ Finance Director Strategic Business Analysis A 3-day course providing a comprehensive framework for strategic business analysis. This course will teach you how to analyse profitability and risk, and make effective strategic planning and implementation decisions within the current competitive environment. ■ Appraise the cash flow performance of businesses and have the skills to carry out thorough financial analysis. ■ Evaluate financial statement information to capture the critical factors of a firms risk and success ■ Use non-financial analytical tools to assess the effect of external influences on today’s businesses ■ Perform structured cashflow forecasting analysis to determine future funding needs ■ Understand how to use techniques and tools for strategic planning and implementation Teaching methods: Includes formal instruction, practical exercises, and case studies Date: 2 - 4 August 2005 Venue: Cumberland Hotel, Park Lane, London Course Director: Tom Lawton, International Trainer on Banking, Management & Strategy INFORMATION HOTLINE tel: +44-(0)20-7779-8780 e-mail: fax: +44-(0)20-7779-8693 web:
  2. 2. Strategic Business Analysis WHY A STRATEGIC BUSINESS ANALYSIS COURSE? EXPERT COURSE DIRECTOR: TOM LAWTON The changing world of business driven by world events and globalization is at a TOM LAWTON started his career with Barclays Bank where he worked for 12 pace never seen before. In an increasingly competitive market place effective years in corporate lending and marketing. His initial experience was in the business and strategic analysis skills are becoming more and more important. personal and small business sector, subsequently spending 5 years involved 21st century finance and banking requires practitioners to not only consider the in lending to medium and large corporates. He later joined Standard validity of traditional analytical models but also consider how to adapt them to Chartered as a Credit Controller covering the Middle East, South Asia and today’s business environment. Asia Pacific. He was also responsible for the design and delivery of the bank's lending programmes on a global basis. An Associate of the BENEFITS OF ATTENDING: Chartered Institute of Bankers and a Visiting Fellow at Manchester Business School, Tom is now involved in full-time training for financial This course will provide you with practical tools and techniques to analyze and institutions around the world. He has recently undertaken assignments on make use of information in corporate financial statements. You will learn how to bank strategic management for major banking / finance groups in the UK, use this analysis in the context of today’s global competitive environment and Ireland, South Africa, Turkey, Central Africa, Kenya and Sri Lanka. determine the factors of risk and success in the strategy of firms. Tom has run programmes all over the world, tutoring more than seven COURSE TOPICS: thousand participants, from over one hundred different nationalities on four I. Strategic Business Analysis: continents. In May last year he completed his one hundredth course Enhance your understanding of the 21st century global business environment. in Africa. In January of this year Tom completed the re-engineering of credit Analyze the effects of the external environment on a particular business. Learn for a fourth client, with a redesign of both systems and the training process how to use and apply tools and techniques to assess non-financial information. involved. Currently he is involved with the Strategic Planning for four banks in UK, Ireland and Africa. II. Strategic Financial Analysis: Learn how to assess business performance through the analysis of financial statements. Use practical analytical tools to obtain vital information from financial NETWORKING AND SOCIAL ACTIVITIES statements, and evaluate a firm’s profitability and risk. Understand the key drivers of businesses and the impact upon future cash flows and profitability. Euromoney will host a course dinner on the first evening, so delegates will be given the opportunity to network with their peers outside of the training III. Strategic Planning: room. On the second evening delegates will be invited to experience London Use financial and non-financial analysis to assess a firm’s current position within from the beautiful vantage point offered by the London Eye their marketplace and perform crucial competitive analysis. Employ strategic ( planning tools to develop short, medium and long term strategies. ON-SITE COURSE ASSISTANCE IV. Strategic Implementation: To enable you to make the most of your course experience, on-site course Understand the effects of strategic implementation on an organization. Learn assistance is provided throughout the course. So, whilst you concentrate on techniques for managing change. Evaluate the effectiveness of the strategy and developing your professional skills we will provide help with taking messages determine future direction. from your offices, arranging evening social activities, and assisting with travel arrangements. COURSE LEVEL Delegates should have a basic understanding of financial statements, and some VENUE relevant professional experience in finance, economics, or business administration. The Cumberland Hotel, Park Lane, London WHO SHOULD ATTEND THIS PROGRAMME? The Cumberland is London's newest world-class hotel. A place where breathtaking style and design, exceptional comfort and personal service This course will prove invaluable to any finance or business oriented professional combine to form a truly unique and intimate experience. The Cumberland is seeking to expand their understanding of business, financial statements and situated at the top of Park Lane, one of London's most up market districts. improve their analytical skills. Including: • Commercial bankers The hotel is within walking distance of London's renowned Hyde Park and • Investment bankers Regent's Park. It is ideally situated to visit famous London landmarks such • Corporate financiers as Buckingham Palace, The Houses of Parliament, Big Ben, Piccadilly Circus • Analysts and Trafalgar Square. It is also perfectly placed for your visit to the world • Portfolio managers famous and vibrant shopping areas of Oxford Street, Regent Street and • Corporate financial managers Knightsbridge. • Project analysts • Investment Fund and Venture Capital Managers Please contact for further information • Professional Advisers such as Accountants and Lawyers • Economists • Accountants, lawyers, management and business consultants www INFORMATION HOTLINE tel: +44-(0)20-7779-8780 e-mail: fax: +44-(0)20-7779-8693 web:
  3. 3. Strategic Business Analysis Agenda Delegates should arrive from 8.30 am on day one. The course will begin at 9.00 am. DAY ONE • Term Assets - Make up, utilisation & Where are you today? strategic options • Situation analysis STRATEGIC BUSINESS ANALYSIS The majority of businesses have the need • External analysis for an infrastructure – under investment • Internal analysis 21st Century Global Environment and over investment can create major • Competitive analysis • Political cash flow problems. The correct financing • Economic structure is also imperative. Competitive Analysis versus • Social • Cash Flow Benchmarking • Technological Success or failure will depend on Understanding how others perform and what • Authority managing cash – which happens to be can be learnt from the “best”. • Terrorism where the lender will be repaid from! • Economic cycles Benchmarking Competitive Position Examining the influences cross industries to Exercise: Structured Financial Analysis • Product / service try and identify winners and losers International Case Study • Customer loyalty • Capacity utilisation Evaluating Business Risk DAY THREE • Technological know how Traditional models for assessing non- • Staff financial information – review and assess FUTURE CASH FLOW ANALYSIS • Location applicability today: • Porter’s 5 forces • Key drivers - The future needs of the STRATEGIC IMPLEMENTATION • Generic strategies business are what future borrowing • Industry / product lifecycle requirements are linked to – therefore we Strategic Implementation • BCG matrices must examine the fundamentals of cause • Organisational structures • SWOT analysis and effect of future trading. • Transformation • Managing change Structured Non-Financial Analysis • Options - How could the business • Implementation • Industry manage its cash flow more effectively? • Market The Balanced Scorecard • People • Funding needs - What will the future • Making strategy work • Business needs be for borrowing and how will the • Enabling control facilities be structured? • Assisting change Exercise: Structured Non-Financial • Implementation strategies Analysis • Repayment capacity - Can the business International Case Study afford to borrow what it wants to or needs Building A Customer Centric Culture to? • Customer focus DAY TWO • Cross-sales Exercise: Structured Cash Flow • Internal change STRATEGIC FINANCIAL ANALYSIS Forecasting • External change International Case Study Financial Analysis Leadership What the numbers reveal and what they STRATEGIC PLANNING • Core skills hide? • Values • Working Capital - Dynamics, problems Strategic Management • Assets & opportunities • Strategic plan linked to operational • Versus management The lifeblood of any business is affected decision-making by the working capital performance – • Strategic planning framework Strategic Position And Action Evaluation collection of debts, payment of suppliers • Strategic thinking capability Using the key drivers of strategy to and saleability of stock. • Negotiating objectives determine future direction • Profit and Loss - Key cost areas • Review system • Competitive advantage The ability of a business to make a profit • Motivational system • Industry attractiveness is the ultimate judgement. Understanding • Environmental stability where the profit is made and where the Values of Strategic Management • Financial strength threats are gives the lender a stronger • Develops short and long term objectives understanding of the viability of the • Increases competitive awareness Exercise: Strategic Position And Action business. • Improves understanding of environmental Evaluation • Sales - Key drivers factors International Case Study The ultimate source of repayment of any • Explores more alternative courses of debt should be from sales. The key action COURSE REVIEW AND SUMMARY influences on historic sales and, more • Allows decisions to be made faster and importantly future sales, as this is where better the bank will be repaid from. • Allows proactive behaviour instead of • Gearing - Levels, sources and potential reactive What monies have been borrowed, where • Ensures actions are consistent with from, what for and on what terms. resources and external constraints • Measures long-run progress and ensures rewards based on long-term performance © copyright Euromoney Training 2005 INFORMATION HOTLINE tel: +44-(0)20-7779-8780 e-mail: fax: +44-(0)20-7779-8693 web:
  4. 4. Registration/Information: Strategic Business Analysis PLEASE SEND ME FURTHER INFORMATION ON THE FORTHCOMING COURSES ■ Client Relationship Management Skills 3 EASY WAYS TO REGISTER ■ Senior Management Development Progamme Complete and Return Application Form to: ■ Financial Negotiation Masterclass ■ Integrated Financial Management Progamme Registrations Department UK and Ireland, ■ International Financial Markets Euromoney Training, ■ Please send me the Euromoney Training Calendar Nestor House,Playhouse Yard, London EC4V 5EX, UK FAX +44 20 7779 8693 µ E-mail PLEASE QUOTE THE 12-DIGIT REF. NUMBER THAT STARTS WITH 205.... PERSONAL DETAILS Please print clearly or attach business card Family Name (Mr/Mrs/Ms) First Name Please Quote Ref: 205 GE3 Position Department (EIF1882) I wish to register for Strategic Business Analysis Company ■ 2 – 4 August 2005 Address In order to guarantee a place on the course delegates are kindly requested to register at least 3 weeks prior to the course start. COURSE FEES: Postcode Country Standard Course Fees Tel £2,855 (+VAT @ 17.5%) Total: £3,354.63 Fax SAVE MONEY E-mail Discounts are available for group bookings. Please call the Euromoney I have read and understood the booking terms and conditions Training Hotline for further details Signature Date Course fees include tuition documentation, lunch and refreshments. Delegates are responsible for their own accommodation. Hotel details and rates are available on registration. PAYMENT DETAILS An invoice will be sent upon receipt of registration form. Please note that payment must ■ Please Invoice me/ my institution. Purchase order no be received prior to the course start. ■ CHEQUE enclosed with order for £ CANCELLATION POLICY made payable to Euromoney Training. A full refund less an administration fee of £100 will be given for cancellation requests ■ CREDIT CARD. Please debit my: received up to 20 working days before the event. Cancellations must be made in writing (letter or fax) and reach this office before the 20 working days deadline. ■ MasterCard/Access ■ Visa ■ Amex ■ Diners Club Delegates who cancel less than 20 days before the event, or who don't attend, are liable to pay the full course fee and no refunds can be given. However, if you wish to Card number: attend the next course, and you have paid your course fee in full, you will only be invoiced for 25% of that course fee. Please note that the next course must take Card expiry date: place within 6 months of the initial application. Of course, a replacement is always welcome. Card holder name: Signature: Date: DISCLAIMER Euromoney Training reserves the right to change or cancel any part of its published Cardholder address: programme due to unforeseen circumstances. Company VAT Registration Number (EU Only): INCORRECT MAILING ADDRESS/ ADDRESSEE? Please accept our apologies for mail which is incorrectly addressed. Should you wish to amend the address/ addressee details, please send or fax us a copy of the relevant mailing label (on the envelope or brochure) and we will update our records SPONSOR accordingly. We wish to register this delegate for the course indicated above. We undertake to pay his/her fee and release him/her from all company responsibilities for the period of the programme. VAT Under UK Excise regulations delegates from all countries are required to pay VAT @ (Please print clearly) 17.5% on all courses taking place in the UK. In many cases UK VAT is reclaimable, Name upon registration. Position The information you provide will be safeguarded by the Euromoney Institutional Investor PLC group whose subsidiaries may use it to keep you informed of relevant Signature Date products and services. We occasionally allow reputable companies outside the Euromoney Institutional Investor PLC group to contact you with details of products Please find enclosed a cheque for £ that may be of interest to you. As an international group we may transfer your data on made payable to Euromoney Training. a global basis for the purposes indicated above. If you object to contact by telephone ■ fax ■ or email ■ please tick the relevant box. If you do not want us to share your An invoice will be sent upon receipt of registration form. information with other reputable companies please tick this box. ■ Payment is due within 30 days of invoice issue date. INFORMATION HOTLINE tel: +44-(0)20-7779-8780 e-mail: fax: +44-(0)20-7779-8693 web: