Accounting for Investment and Managerial Decision-Making Training Course

Accounting for Investment and Managerial Decision-Making Training Course

Introduction

Accounting for Investment and Managerial Decision-Making Training Course provides professionals with the critical financial acumen and strategic tools needed for data-driven decision-making. In today's competitive landscape, organizations require leaders who can interpret financial data, evaluate investment opportunities, and optimize resource allocation to drive sustainable growth. This program goes beyond traditional accounting by integrating financial analysis, risk management, and performance measurement to equip participants with the skills to confidently steer their organizations toward success.

Participants will master the art of financial modeling, capital budgeting, and cost-volume-profit analysis. This training is designed to bridge the gap between financial theory and practical application, ensuring that attendees can immediately apply their new knowledge to solve real-world business challenges. By leveraging cutting-edge financial techniques and strategic insights, participants will transform from data interpreters to influential business partners and value creators within their organizations.

Course Duration

5 days

Course Objectives

Upon completion of this course, participants will be able to:

1. Analyze financial statements to assess business health and performance.
2. Apply capital budgeting techniques for robust investment decisions.
3. Utilize cost-volume-profit (CVP) analysis to optimize pricing and profitability.
4. Develop and manage strategic budgets for effective financial control.
5. Implement variance analysis to identify performance deviations and corrective actions.
6. Perform financial modeling for forecasting and scenario planning.
7. Evaluate investment proposals using metrics like NPV, IRR, and payback period.
8. Understand the principles of management accounting for internal reporting.
9. Enhance financial forecasting accuracy to support strategic planning.
10. Apply risk management strategies to mitigate financial exposure.
11. Master cash flow management for liquidity and operational efficiency.
12. Leverage data analytics for informed financial decision-making.
13. Create key performance indicators (KPIs) to monitor and measure success.

Organizational Benefits

• Equips managers with the skills to make decisions that boost the bottom line and enhance resource allocation.
• Fosters a data-driven culture, leading to more informed and accurate business strategies and forecasts.
• Teaches techniques for identifying, analyzing, and managing financial risks associated with investments and operations.
• Reduces financial stress and improves confidence among finance and non-finance professionals, leading to higher productivity and retention.
• Demonstrates a commitment to professional development, making the organization more attractive to skilled professionals.
• Establishes clear metrics and performance benchmarks, leading to better accountability and control across departments.

Target Audience

• Finance and Accounting Professionals
• Financial Analysts
• Investment Managers
• Corporate Treasurers
• Business Unit Managers
• Entrepreneurs and Small Business Owners
• Strategic Planners
• Senior Executives & CFOs

Course Outline

Module 1: Foundational Concepts in Financial & Managerial Accounting

• Understanding Financial Statements.
• Introduction to Managerial Accounting.
• Cost Concepts & Behavior.
• Financial Ratios
• Case Study: The Home Heaters Case. Participants will analyze two companies with identical transactions but different accounting methods to understand how managerial decisions impact financial reporting and investment appeal.

Module 2: Cost Analysis for Strategic Decisions

• Cost-Volume-Profit (CVP) Analysis.
• Activity-Based Costing (ABC).
• Relevant Costs & Differential Analysis.
• Pricing Decisions.
• Case Study: The Construction Company. Participants evaluate a proposal to continue an unprofitable masonry division, applying concepts of relevant costs and long-term strategic value.

Module 3: Capital Budgeting & Investment Appraisal

• Time Value of Money (TVM).
• Investment Appraisal Techniques.
• Risk & Uncertainty in Capital Budgeting.
• Capital Rationing.
• Case Study: A multinational corporation must decide between three different infrastructure projects. Participants will calculate the NPV and IRR for each project, and consider qualitative factors to make a final recommendation to the board.

Module 4: Performance Measurement & Control

• Budgeting & Forecasting.
• Standard Costing & Variance Analysis.
• Financial & Non-Financial KPIs.
• Decentralized Performance Evaluation.
• Case Study: A toy company that has a new contract with a television network must prepare a comprehensive budget and set KPIs for the new venture. Participants will analyze the financial implications and set performance metrics for the project.

Module 5: Risk Management & Financial Forecasting

• Risk Identification
• Quantitative Risk Analysis.
• Advanced Financial Forecasting.
• Risk Mitigation Strategies.
• Case Study: Participants will use a financial model to forecast the future performance of a fictional airline company under different fuel price scenarios, and propose hedging strategies to mitigate risk.

Module 6: Business Valuation & Mergers and Acquisitions

• Valuation Techniques.
• Synergy & Strategic Value.
• Due Diligence.
• Post-Merger Integration.
• Case Study: A company is considering acquiring a competitor. Participants will conduct a preliminary valuation of the target company using a DCF model and identify potential synergies.

Module 7: Advanced Data Analytics for Finance

• Data Visualization.
• Predictive Analytics.
• Introduction to Business Intelligence (BI) Tools.
• Big Data in Accounting.
• Case Study: A retail chain has collected vast amounts of customer data. Participants will use data analytics to identify which customer segments are most profitable and how that information can drive marketing and investment decisions.

Module 8: Ethical & Behavioral Aspects of Finance

• Ethical Dilemmas in Accounting.
• Behavioral Finance.
• Stakeholder Management.
• The Future of Accounting.
• Case Study: A senior manager is pressuring a team to manipulate performance metrics to meet a bonus target. Participants will discuss the ethical implications and propose a course of action that upholds professional integrity.

Training Methodology

Our training employs a blended learning approach that maximizes engagement and knowledge retention. The methodology includes:

• Interactive Lectures.
• Hands-on Workshops.
• Real-world Case Studies.
• Group Discussions & Peer Learning.
• Role-Playing.
• Q&A Sessions.

Register as a group from 3 participants for a Discount

Send us an email: [email protected] or call +254724527104 

 Certification

Upon successful completion of this training, participants will be issued with a globally- recognized certificate.

Tailor-Made Course

 We also offer tailor-made courses based on your needs.

Key Notes

a. The participant must be conversant with English.

b. Upon completion of training the participant will be issued with an Authorized Training Certificate

c. Course duration is flexible and the contents can be modified to fit any number of days.

d. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.

e. One-year post-training support Consultation and Coaching provided after the course.

f. Payment should be done at least a week before commence of the training, to DATASTAT CONSULTANCY LTD account, as indicated in the invoice so as to enable us prepare better for you.