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Finance & Budgeting

Finance & Budgeting



Aligning Budgeting with Strategy

Who Should Attend:

  • Directors and senior managers, who are planning their next strategic steps and want to maintain a balance and link with their budgets
  • Operational managers, middle managers, division heads and experienced functional managers who define and implement company or business unit objectives and influence the future direction of their team
  • Finance Departments and Managers working in department related to Strategic and Planning Decisions.

Course Objectives:

  • Explore the budgeting process, key planning and forecasting techniques used to build and manage reliable budgets
  • Forecasts, adjusting to reflect changing conditions and to improve performance
  • Apply modern budgeting techniques and support strategic cost management
  • Understand how business strategy links with activity-based management and budgets
  • Focus on key strategic control areas in business and finance
  • Use management tools and techniques to support strategic management.
Finance for Managers – Simulation Programme

Who Should Attend:

  • Managers who analyse, forecast and plan

Course Objectives:

  • Prepare budgets, targets and forecasts
  • Integrate planning of cash flow, sales, costs and profits
  • Partner with customers and suppliers
  • Optimise the way sales and purchases are structured
  • Prepare operating reports and financial reports
  • Target profit opportunities
  • Prioritize and control costs
  • Reduce inventories and working capital
  • Use bench-marking to improve the bottom line
  • Improve working relationships with others in the organisation.
Introduction to Bank Lending

Who Should Attend:

  • Fresh Credit Officers , Fresh Credit Risk Analysts
  • Newly Appointed Employees in the Finance, Credit and Lending Department
  • Retail Banking Staff & Relationship Managers
  • Compliance Officers
  • Trade Finance Department Staff
  • Staff transferred to Corporate Banking Department

Course Objectives:

  • To help participants gain the essential technical skills of tasks performance regarding Credit Department increasing their overall effectiveness.
  • An Overview of Credit Risk Measurement and Management
  • Understand the process, different forms and types of Lending by a Bank
  • Familiarity with the processes and principles of Credit Operations and the importance of loan and bank policies
  • Gain an in-depth knowledge of Credit Risk Analysis, the types of Risks and how to tackle different elements of risks
  • Learn about the different types of Credit and Lending Facilities
  • Provide an in-depth knowledge of Financial Analysis techniques – all about Income Statements, Financial Ratios, Balance Sheets.
Trade Finance Operations

Who Should Attend:

  • Staff working in the Corporate Department
  • Staff working in the Trade Finance Department (with less than 2 years of experience)
  • Credit/Risk Officers
  • Relationship Managers
  • Professionals working in Trade, Export and Commodity Finance

Course Objectives:

  • To get the staff from the Corporate and Trade Finance Department to learn all about the International Payment Methods, Document Collection, L/Cs, L/Gs
  • Give a comprehensive insight about the operations in the respective departments
  • A systematic approach to assess and manage the international trade.
Anti-Money Laundering & Terrorism

Who Should Attend:

  • Branch Managers
  • Relationship Managers
  • Bank Staff – Middle & Senior Management

Course Objectives:

  • Not allowing the Banking Sector in the country to be a channel for conducting Money Laundering Operations.
Budgeting Basics

Who Should Attend:

  • Managers, Supervisors and Team Leaders who analyse, forecast & budget
  • Accountants and professionals responsible for the budgeting process
  • Newly appointed staff keen on learning all about budgeting

Course Objectives:

  • Step by step processes to crafting a budget from the beginning
  • What are the different types of budgeting
  • Understand the basic difference between a budget and a forecast
  • Budgeting Sales and understand how to plan the current years sales
  • Clearly understand the process of budgeting under varying scenarios such as, budgeting for a new business, budgeting for a payroll, cash budgeting, capital budgets, production and raw material budgeting and project management budgeting
  • How does budgeting for fixed expenses vary from budgeting for variable expenses
  • Learn about monthly allocations.
Finance for Non-Finance Professionals

Who Should Attend:

  • Managers, Supervisors and Team Leaders who analyse, forecast and plan
  • Sales Managers who make decisions that impact sales and operations
  • Team Members

Course Objectives:

  • Team decision-making in each area
  • Generating financial statements
  • Preparing budgets and forecasting cash flow
  • Calculating basic ratios
  • Comparing operating income and ratios to that of competitors
  • Implementing change and measuring results
  • Using ratios and other measurements to identify the 'buttons' which drive company performance and behaviour
  • Taking initiative in everyday activities leading to reductions in costs, inventories and working capital
  • Working creatively with customers and suppliers
  • Interpreting operating reports and financial reports
  • Prioritising and controlling costs
  • Targeting profit opportunities
  • Using historical and competitive bench-marking to improve your bottom line
  • How to better serve internal and external customers
  • Seeing how actions impact other areas of the company.
Principles of Banking

Who Should Attend:

  • Newly Appointed staffNewly Appointed staff
  • Junior and Senior staff who needs to update their Technical Banking KnowledgeJunior and Senior staff who needs to update their Technical Banking Knowledge

Course Objectives:

  • To get participants involved about the technical performance procedures of different banking departments thereby increasing their effectiveness.