Financial Management for State-Owned Enterprises (SOEs) Training Course

Financial Management for State-Owned Enterprises (SOEs) Training Course

Introduction

Financial Management for State-Owned Enterprises (SOEs) Training Course is designed to empower professionals with practical financial skills, strategic management tools, and governance frameworks essential for enhancing the performance and sustainability of SOEs. With the growing demand for accountability, transparency, and efficiency in the management of public resources, this program equips participants with advanced techniques in financial planning, risk management, performance measurement, corporate governance, and investment strategies to ensure long-term value creation.

This comprehensive training course emphasizes best practices, international standards, and case study-driven learning that address real-world challenges faced by SOEs. Participants will gain practical insights into budgeting, financial reporting, cost control, auditing, corporate restructuring, and public-private partnership financing, enabling them to improve operational performance, meet policy objectives, and strengthen stakeholder confidence. By the end of the program, attendees will be prepared to drive financial excellence and deliver sustainable growth in SOEs.

Course Objectives

1. Strengthen financial management practices in SOEs for sustainable growth.
2. Apply strategic financial planning to optimize resources and investments.
3. Enhance corporate governance and accountability in public enterprises.
4. Implement effective budgeting and forecasting techniques for financial control.
5. Improve financial reporting and transparency in compliance with global standards.
6. Utilize cost management and efficiency frameworks for operational excellence.
7. Apply risk management strategies to safeguard SOE assets.
8. Evaluate and implement public-private partnerships (PPPs) for funding innovation.
9. Strengthen audit and internal control systems for improved accountability.
10. Improve capital structure management and debt sustainability.
11. Utilize performance measurement tools for financial decision-making.
12. Enhance stakeholder engagement through effective financial communication.
13. Apply case-study-based financial strategies to real SOE challenges.

Target Audience

1. Chief Financial Officers (CFOs) in SOEs
2. Government policymakers and regulators
3. Financial managers and controllers
4. SOE board members and directors
5. Internal and external auditors
6. Risk and compliance officers
7. Project and investment managers
8. Consultants and advisors in public finance

Course Duration: 10 days

Course Modules

Module 1: Introduction to Financial Management in SOEs

• Importance of financial sustainability in SOEs
• Role of SOEs in national economic development
• Key challenges in SOE financial management
• Best practices from global benchmarks
• Governance frameworks in SOEs
• Case Study: Financial transformation in Singapore’s Temasek Holdings

Module 2: Strategic Financial Planning

• Long-term financial planning models
• Linking strategy with financial performance
• Capital allocation in SOEs
• Resource optimization techniques
• Measuring strategic outcomes
• Case Study: Strategic planning at Eskom (South Africa)

Module 3: Budgeting and Forecasting

• Budget preparation frameworks
• Forecasting techniques for SOEs
• Variance analysis and control
• Multi-year budgeting models
• Linking budgets to KPIs
• Case Study: Budgetary reforms in Kenya Power

Module 4: Financial Reporting and Transparency

• International Financial Reporting Standards (IFRS) for SOEs
• Key performance indicators in SOE reporting
• Enhancing transparency and disclosure
• Technology in financial reporting
• Improving accountability in reporting
• Case Study: Financial disclosures by Petrobras (Brazil)

Module 5: Corporate Governance in SOEs

• Governance structures for SOEs
• Board roles and responsibilities
• Addressing corruption and inefficiencies
• Ensuring compliance and accountability
• Global governance frameworks
• Case Study: Governance reforms in Ethiopian Airlines

Module 6: Cost Management and Efficiency

• Cost-reduction frameworks for SOEs
• Process optimization strategies
• Identifying inefficiencies and leakages
• Benchmarking cost performance
• Performance-based budgeting
• Case Study: Cost restructuring in Indian Railways

Module 7: Risk Management in SOEs

• Identifying financial risks
• Risk assessment frameworks
• Mitigating investment risks
• Integrating risk management into strategy
• Financial resilience techniques
• Case Study: Risk management in China’s SOEs

Module 8: Public-Private Partnership (PPP) Financing

• PPP models and structures
• Benefits and risks of PPPs for SOEs
• Legal and regulatory frameworks
• Funding mechanisms through PPPs
• PPP performance management
• Case Study: PPP in energy sector – Tanzania

Module 9: Capital Structure and Debt Management

• Debt sustainability frameworks
• Equity vs debt financing
• Capital structure optimization
• Managing sovereign guarantees
• Role of international financial institutions
• Case Study: Debt restructuring of Greek SOEs

Module 10: Performance Measurement Tools

• Key metrics for financial performance
• Balanced scorecard for SOEs
• Benchmarking SOEs globally
• Linking performance with incentives
• Data-driven decision making
• Case Study: Performance measurement in Malaysian SOEs

Module 11: Internal Audit and Control Systems

• Role of internal audit in SOEs
• Building strong internal controls
• Fraud detection and prevention
• Integrating risk and audit functions
• Continuous monitoring frameworks
• Case Study: Internal audit in Nigerian SOEs

Module 12: Investment and Asset Management

• Asset valuation techniques
• Portfolio management for SOEs
• Evaluating investment projects
• Public asset monetization
• Financial sustainability through investments
• Case Study: Asset management in Saudi Aramco

Module 13: Financial Innovation and Technology in SOEs

• Digital finance in SOEs
• Role of fintech in public enterprises
• Blockchain for transparency
• AI for financial forecasting
• Cybersecurity in financial management
• Case Study: Digital finance in Rwanda’s SOEs

Module 14: Stakeholder Engagement and Communication

• Financial communication strategies
• Building stakeholder trust
• Reporting to government and public
• Transparency in financial information
• Engaging media and civil society
• Case Study: Stakeholder engagement in South African Airways

Module 15: Global Best Practices and Future Outlook

• Lessons from successful SOEs worldwide
• Emerging trends in financial management
• Building resilience against economic shocks
• Integrating ESG (Environmental, Social, Governance) factors
• Future-proofing SOEs financially
• Case Study: Norway’s State-Owned Enterprises Model

Training Methodology

• Interactive lectures with real-world insights
• Case study analysis from leading SOEs globally
• Group discussions to encourage peer learning
• Hands-on exercises for practical application
• Simulations and role-playing for decision-making practice
• Action planning to apply learning in participants’ workplaces

Register as a group from 3 participants for a Discount

Send us an email: info@datastatresearch.org 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.