Executive Education
Seminars. Workshops. Master Classes.
Corporate Finance and Investment Best Practices
| Training Model: | Executive Action-Learning Seminar and Workshop |
| Program Venue: | USA West: Las Vegas, NV. Los Angeles, CA. San Francisco, CA. Seattle, WA. USA East: Chicago, IL. Houston, TX. New York (NYC), NY. Washington, DC. Miami, FL. |
| Program Duration: | 2 weeks (1-week seminar + 1-week project) |
| Program Times: | 9:30 AM - 2:30 PM |
| Program Dates: | Executive Education Courses Calendar |
| Program Fees: | $29,999 |
| Group Discounts: | 5% for 2 delegates. 10% for 3 or more delegates. Government and non-profit delegates receive up to 15% discount for 4 or more delegates. Valid only for Las Vegas venue. |
| Program Options: | Available on client site for a group of 5 or more delegates.
The delivery method of this seminar is in classroom (in-person). If you have a special customization request (topics, duration, location, or delivery methods, including one-to-one coaching, blended learning [hybrid in-person and online learning]), please indicate that in the registration form. |
| Program Advantage: | Client Testimonials. Education Excellence. CEO Club |
Program Audience
Candidates for the Chief Finance Officer (CFO) team, including finance managers, treasurers, investor relations managers, and accounting managers
Candidates for Chief Investment Officer (CIO) team, including investment banking and private equity fund managers, fund managers, and investment advisors, hedge fund managers, investment analysts, portfolio managers and investor relations managers
Senior managers including CEOs, entrepreneurs, general managers, business unit managers, operations managers, enterprise project managers, and management consultants
Note: This experiential program is designed for managers and professionals. We do not accept students seeking initial employment, postsecondary education, or initial licensing programs
Program Modules
Management Accounting and Financial Statement Refresher Module
Corporate Finance Management Module
Corporate Investment Management Module
Program Objectives
Provide an understanding of the modern corporate finance and investment management frameworks
Offer experiential analysis of the challenges of CFOs, finance and investment managers in managing corporate financial information and investments
Focus on best practices, tools, and decision-models to implement an effective finance and investment management system
Program Focus
Develop the core corporate finance and investment management skills and competencies. The core competencies include finance management, corporate investment analysis, portfolio strategies, asset allocation. planning, risk management
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Management Accounting Module
Top Concepts
Top CFO questions. CFO challenges. Managerial decision-making using accounting reports and financial statements including the balance sheet, income statement, and cash flow statement
Capital and operational budgeting principles
Key accounting concepts and formulas: Accounting costs. Expenses. Revenues. Profits and loss. Breakeven analysis (BEA). Assets and liabilities. Stocks. Shares. Bonds. Earnings. Dividends. Shareholder's Equity. Cash flow. Debt. Earnings per Share (EPS). EBITDA
Financial analysis, business performance, and ratio analysis
Generally Accepted Accounting Principles (GAAP) framework. International Accounting Standards (IAS) and International Financial Reporting Standards (IFRS)
Analysis of annual reports of public companies
Module Customization Subjects (Optional)
Quick overview of accounting principles, processes, and procedures
The functions and practices of accountants, including the maintenance of bank accounts, developing financial statements, cash flow and financial performance analysis
Accounting systems, types of costs, and cost allocation, budgeting, performance measurement and reporting
Development of internal accounting data, and use of this information to assist internal decision making
Revenue recognition and cost allocation
Assets, liabilities, and shareholders' equity issues
The interpretation of information contained in accounts prepared by public companies
Understanding the sources of information contained in accounting statements
An overview of modern capital and operational budgeting techniques
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Managerial Finance Module
Top Concepts
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Top CFO Questions. CFO Challenges. Finance. Sources of Funding. Solving Cash Flow Problems. Working Capital Cycle. Financial Instruments. Concepts of Value Creation. Risk and Required Rates of Return. Capital Budgeting. Capital Structure and Dividend Policies. Foreign Exchange. Currency and Derivative Markets. Currency Risk Management. Corporate Financial Decisions. Benchmarking. Break-Even Point. Capital Asset Pricing Model (CAPM). Cash Flow. Return on Investment (ROI). Cost-Benefits Analysis (CBA). Current Ratio. Debt to Equity Ratio (D/E). Internal Rate of Return (IRR). Time Value of Money (TVM). Net Present Value (NPV). Price Earning (P/E) Ratio. Beta. Stock. Bonds. Options. Futures. Treasury Bills. Financial Markets. Leverage. Hedging. Diversification.
Module Customization Subjects (Optional)
CFO's executive role, top questions and challenges
Basic concepts in finance, including time value of money, financial statements quick overview, financial performance analysis (ratio analysis), and asset pricing (security valuation)
Corporate financial decisions areas, including capital budgeting, choice of capital structure, and working capital management.
Capital structure and capital raising essentials, including the investment banking process and stock exchange listing
Investments management concepts, including types of investment securities; security market operations; investment policies; security analysis and valuation principles: risk, return, and portfolio analysis
Financial risk management, including diversification, credit risk management, bankruptcy, hedging risk, and insurance
International finance including foreign exchange, currency and derivative markets, currency risk management, international investment and financing decisions, and multinational corporate financial decisions
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Investment Management Module
Top Concepts
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Top Investment questions. CIO challenges. Financial markets and instruments. Alternative investments. Key investment criteria. Investment risk management. Investment valuations and investment ratios
Program Topics
CIO's top challenges
Investments management essentials, including types of investment securities, security market operations, investment policies, security analysis and valuation, risk and return, and portfolio analysis
- Designing, planning, monitoring and rebalancing an investment portfolio
- Investment goals, objectives, strategy and policy statements
- Investment portfolio goals and costs
- Choice of risk / reward level: aggressive vs. balanced vs. conservative investment goals and styles
- Conflicting goals leading to suboptimal performance
- Asset allocation mix
- Core vs. non-core investments
- When to buy, hold or sell an asset
- Portfolio diversification best practices
- Comparing short-term, intermediate-term, and long-term investment strategies
Training Model
Experiential action learning
30% seminar and 70% experiential project work
The development of management skills is based on KASAC executive education and management training model
Courseware Content (Customized)
The Corporate Finance Management training courseware includes the following:
Participant's training guide
Subject matter handbook and lecture notes
Executive summary of the subject matter:
Summary of essential concepts and finance management best practices
Examples and case studies
Corporate Finance management toolkit (management frameworks, decision-models, and checklists)
Experiential work-based assessment project
Online resources for the completion of the experiential assessment project
Performance Evaluation (Optional)
Performance evaluation is optional and can be evaluated on the basis of individual or team project deliverables
There are no Q&A exams or tests. Candidates can choose to complete customized experiential work-based projects such as developing a relevant analysis document, management strategy, action plan or a senior management presentation
The course advisor will review the deliverables and provide improvement feedback. The evaluation is a form of management consulting and experiential coaching for performance improvement
USA, Canada, and Europe Seasonal Programs and Venues:
This executive education program is offered during the following months:
- Winter & Spring Seminars & Programs: December, January, February, March, April, and May in USA
- Spring & Summer Seminars & Programs: May, June, July, August, September, and October in the USA, Canada, and Europe
- Autumn & Winter Seminars & Programs: September, October, November, and December in USA
- Group training seminars are available all months in US, Canada, and Europe
For dates or venues that are not listed the public calendar, please contact us
Program Registration
- Accelerated workshop in-classroom (In-person)
