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WEDNESDAY & THURSDAY, 27 & 28 NOVEMBER 2019 * 9:00AM to 5:00PM

While financial analysis makes sense, it is not enough to afford the management and the board of directors of any organization the value-adding attributes that are required to strategically position a business and take advantage of the opportunities for growth.

This two-day seminar goes beyond the technical and routine financial analytical ratios that can be easily derived at using the data in the financial statements. It provides the participants an opportunity to think more strategically and focus on the significant aspects of managing the financial performance of a business. It covers the tools and techniques in using financial data to set the business strategic goals, plan for relevant business activities, and come up with short-term and long-term financial decisions.

 Limited Seats Only, Pre-Registration Required
Avail of the Group DISCOUNT

   Contact Person: Kyra Villanueva
   Manila lines (+632) 8556-8968 or 69
 Manila Telefax (+632) 8842-7148 or 59
   Cebu lines (+63 32) 512-3106 or 07
   Baguio line (+63 74) 423-2914
   Legazpi line (+63 52) 736-0148
    Check:    ____________________________
   Training Investment is P16,580
   inclusive of Meals, Resource Kit, &
   Certificate of Attendance

Course Director & Lecturer: Rufo R. Mendoza, PhD, CPA
He was the Chairman of Finance and Accounting Department and Program Director of the Master in Development Management in Public Finance at the Asian Institute of Management. He was the Vice Chair of the Professional Regulatory Board of Accountancy and the Chair of Continuing Professional Development Council for Accountancy.

His consulting experiences include engagements with The World Bank, Australian Agency for International Development, United States Agency for International Development, United Nations Development Programme, and European Commission.

He has written 4 books and 21 research and technical papers. He was a national awardee as Outstanding CPA in Professional Development (2008) and in Government Service (2010) of the Philippine Institute of Certified Public Accountants. He has also received the Distinguished Alumnus Award from the University of the Philippine Los Baños. He is a member of three international honor societies: Pi Kappa Pi, Pi Gamma Mu International Honor Society in Social Sciences, and Gamma Sigma Delta Honor Society of Agriculture.

Who Should Attend:

         • Business Owners
         • Board Directors
         • President / CEO / COO
         • Treasurer / CFO
         • Senior Management
         • Accountants
         • Everyone interested in
           improving the
           performance of their

Get 5% discount
when you register as a group
of 3 or more!

This training is open to the
General Public

Best Practices in Managing Financial Performance
Going Beyond Financial Analysis

Marriott Grand Ballroom, Resorts World Complex, Pasay City, Philippines
9:00am to 5:00pm, Wednesday & Thursday, November 27 & 28, 2019

Course Outline

1. Understanding Financial Management in Business Organizations

         a. Role of Finance in Business
         b. Finance Function Transformation
         c. Finance Function Migration
         d. Four Faces of the CFOs
         e. Financial Performance Management


2. Business Value Chain and Competitive Advantage

         a. The Nature of Value Chain and Competitive Advantage
         b. Value Chain Analysis
         c. Strategic Positioning
         d. Value Chain and Business Transactions


3. Financial Statements: An Abundant Source of Meaningful Data for Management

         a. Accounting Information System as the Vehicle for Generating Financial Data
         b. The Structure of the Financial Statements
         c. The Contents of the Financial Statements
         d. Dissecting Business Risks in the Financial Statements


4. Financial Analytical Ratios: A Means to an End

         a. Horizontal Analysis and Vertical Analysis
         b. Measures of Financial Performance
         c. Making Sense of Financial Analysis
         d. Limitations of Financial Analysis


5. Tools for Integrative Financial Analysis

         a. Du Pont Method of Financial Analysis
         b. A Closer Look at ROA and ROE
         c. Operating and Financial Leverage
         d. Customer Profitability Analysis
         e. Other Integrative Financial Analytical Tools


6. Short-Term Financial Planning

         a. Working Capital Management
         b. Cash Budgeting and Management
         c. Receivable and Inventory Management


7. Long-Term Financial Planning

         a. Capital expenditures versus operating expenditures
         b. Methods of evaluating capital expenditures decisions


8. Use of Financial Information in Strategic Planning and Budgeting

         a. Overview of Strategic Financial Management Plan
         b. Financial Forecasting
         c. Budgeting Tools and Techniques

This seminar is highly recommended for Business Owners, Board Chairman and Directors, President, CEOs, COOs, Treasurers, CFOs and Finance Officers, Senior Management and Middle Managers, Financial Analysts, Planning Officers, Budget Officers, Internal Auditors, Risk Management Officers, Accountants, Economists, Credit Analysts and Officers, Investment Analysts and Officers, and everyone interested to achieve optimum growth for their organizations.

Requirement: Each participant must bring one’s own Individual laptop

TRAINING FEE PER PERSON: P 16,580 (Fee covers Meals, Resource Kit, Certificate of Attendance)


Less 5% for early registrants (on registrations made on or before October 27, 2019)
Less 5% for early payment (if made on or before November 17, 2019)
Less 5% for group registration (minimum of 3 participants)

Share |
Download: Flyer - Black&White (.PDF 406kb)
                         Course Outline (.PDF 366kb)