Finance For Non-Finance Experts - understanding the fundamental of finance and measuring business performance- One Day

Target Audience:
This workshop is targeted at non-financial experts with responsibility to manage and control financial resources. Business owners, managers and directors are the main target market, as well as those aspiring to own their own business.

Course Overview:
This course aims at providing participants with finance fundamentals that will help them come to grips with sound financial discipline for business success. The course will cover topics such as:

1. The definition of profit and loss accounts; why and how they are put together
2. The definition of balance sheet; why and how they are put together
3. The definition of cash flow statement; why and how they are put together
4. Finance jargons and how to make sense of them
5. Financial controls required for effective safeguards over assets of the business
6. How to interpret and evaluate the performance of a business using financial ratios
7. Strategies for identifying financial leakages and maximising cash flow in your business- introduction to effective credit control system
8. Brief introduction to budgeting
9. Practice sessions, feedback and evaluation

Course Benefits:
1. Better management of your financial resources to minimise financial inefficiency
2. Learn strategies to safeguard financial assets of the business and boost profitability
3. Learn strategies to identify and stem weaknesses (financial risks) promptly and More
4. Learn how to interpret financial statement and engage with finance experts effectively
5. Take control of your financial affairs as you master the lingo and ask better quality questions of finance experts.

Participants are asked to bring their financial statements to the course so that they can interpret them as they learn new skills and knowledge during the workshop. There will be lots of opportunities for questions and answers during this workshop, as well as opportunities to practice the new techniques learn’t.

About the speaker:
The speaker Sheila Elliott is a fellow certified accountant with over eighteen years experience in finance. She also holds a degree in masters in business administration and has trained and coach numerous businesses develop sound financial management skills and discipline. Her experience in delivering finance courses in a fun and interesting manner is next to none. Sheila has developed and delivered training as an associate of "The Centre" as well as a number of high profile organisations in Canary Wharf and more. Take a look at the testimonial section of our website for comments from past attendees of her workshop.

Bonus
You have up to three months after the course to get help with any specific areas you did not quite understand during the course. You simply need to contact us by email or by phone with your questions and someone will get back to you.
We also issue participants with our own certificate or ILM certificate with this course. For ILM certificate, you will incur a charge of £50 plus VAT (note this fee is paid directly to ILM and it may change at any time upwards or downwards as it is outside our control). You will be leaving the workshop with a copy of Sheila’s book which provides extensive information on financial management and corporate finance with lots of practical examples.

Date-Various 2010

08-Apr

01-Jul

23-Sep

07-Dec

Time-9.30am -5.00pm

Venue- Central London

Building Your Personal and Professional Effectiveness -through self confidence, assertiveness and sound time management skills (One Day)

Overview of the course
The ability to manage self and others effectively is one of the factors responsible for success in business. Many people make the mistake in believing that their technical knowledge is the predominant source for their business success. This is far from being the truth. Statistics have shown that attitude and inter-personal skills form over 80% of the success factor in any business setting. For this reason, it is important that managers and their staff understand how to gain personal mastery through better self management. This workshop is designed to help participants learn personal development tools (including Neuro-Linguistic Programming techniques) to:

• Uncover the sources of low self esteem
• Develop and master strategies for building self confidence
• Master assertiveness skills and effective time management skills.

Target audience:
o Senior Officers, Directors, Managers, Team Leaders with responsibility to
manage staff
o Under-performing staff in teams with a desire to improve performance
o Staff that are frequently in conflict with their colleagues
o Staff who aspire to move into management positions in the future
o Entrepreneurs who want to enhance their productivity and overcome lack of confidence in any specific areas of their lives

Building your self esteem and self confidence
• What is self esteem v self confidence
• Causes and symptoms of low self esteem
• How self esteem affects self confidence
• Tools to overcome low self esteem and build self confidence
• Tips to improve your self confidence and action plan for improvement

Practice session – you are to use the strategies learnt during this session to work on a particular area where you tend to experience low self esteem, with a view to building your self confidence.

Building your assertiveness skills
• What is assertiveness skills
• Understanding the different behaviour types
• Understanding the origin of the different behaviour types
• Benefits of assertiveness
• Benefits and downside of passive and aggressive skills
• Strategies for developing assertiveness skills & action plan for improvement

Practice session- you are to master one of the tools learn’t during the day to overcome situations where you have the tendency to behave passively or aggressively.

Building your time management skills
• What is time management and why is it important
• Sources of poor time management and how to tackle them
• Exploring different time management strategies
• Exploring practical tools to assess personal effectiveness in time management
and developing action plans for improvement
Practice session- You are to identify causes of poor time management in any specific areas you have challenges with and then put together a plan of action for improvement.

Benefits
• Master techniques for over overcoming low self esteem in any areas of your life
• Become more productive as you build your confidence, become more assertive with your time
• Maximise productivity of self and your team as you minimise time leakage, leverage your time through others and become more focus
• Become more successful in your professional career and business

Bonus Offer
As part of the course, all participants will have access to bonus personal development audio products that will help solidify the learning process going forward. This will be provided after the course via email. You will also be issued with a certificate of attendance and your fee will be based on the turnover size of your business.

Fee- £350 plus VAT for business with turnover in excess of £2000000

Fee - £250 plus VAT for businesses with turnover between £250,000 and £2000000

Fee- £200 plus VAT for businesses with turnover in below £250000

Training Grants may be available for SMEs with turnover below £250,000,000

Time- 9.30am – 17.00pm

Date- Various

21-May

04-Nov

Venue- Central London

About the trainers
We have many qualified trainers in personal development including the founder of BSS Management Consultancy who is also a Neuro Linguistic License Practitioner. Our trainers are highly motivated and passionate about personal and professional effectiveness and will provide you with lots of tools that work for real. Please take a look at the testimonials and evaluation forms of past attendees. Sheila Elliott, has delivered this workshop for hundreds of attendees and over 90% of the attendees have rated the course as good and excellent.

How To Source and Raise Charity Finance Successfully- One Day

Course Overview and Objectives
This workshop is designed to teach participants knowledge and skills for raising finance for charities successfully. The course is designed for those who are seeking finance for their charities and lack experience and knowledge of effective finance sourcing strategies. Trustees, Directors, Managers and Fundraising staff will benefit tremendously from this course. As part of the course, all participants will be given a customised report of the different funding sources available for their particular charity type so as to ensure the maximum value is gained from the course.

Course Contents
• Introduction to charity finance
• Different sources of finance
• Pros and cons of the different sources of finance
• Understanding the right finance strategy for your charity
• Exploring the different requirements of grant and loan funders
• Review of the different appraisal and application forms of different funding agents
• How to plan and prepare effectively before approaching funders
• How to put together a robust business plan
• Understanding sensitivity analysis and financial ratios
• Where to source grant and loans in the UK
• Practice sessions
• Evaluation and close

Course Benefits
• Learn how and where to source finance
• Learn strategies for boosting success rate in sourcing finance
• Build confidence for your next meeting with a funder

Course fee
£250 plus VAT SME with Turnover below £1,000,000

£350 Plus VAT SME with turnover between £1,000,000- 2,500,000

£550 plus VAT SME with Turnover above £2,500,000

Training Grants may be available for SMEs with turnover below £2500000

Date- TBC

Time - 9.30am - 5.00pm

Venue- Central London

About The Trainer
We have many trainers that deliver our finance training courses and all of them are qualified with the Chartered Association of Certified Accountants or Association of Chartered Accountants. Sheila Elliott, the founder of BSS Management Consultancy is one of the trainers that deliver finance and finance related training courses and you are bound to find her workshops inspiring and enlightened as she takes you through the ropes of budgeting. Sheila is a fellow with the Chartered Association of Certified Accountants with over 20 years business management and financial consultancy experience. Sheila holds many qualifications including a Masters In Business Administration and Neuro Linguistic Programming. Sheila has delivered many workshops attended by managers, business owners, directors and project managers. She also delivers workshops for third party organisations such as The Centre for communication and strategy, ELBP, Prevista and much more. Her workshops are rated by over 90% as good or excellent and you can review samples of evaluation forms and testimonials on our website. Sheila is passionate and inspiring and as part of her gift to you, you will be leaving this course with a copy of her book My Business Is My Business, which has two solid chapters on financial planning and management.

We also offer In-House Training Course on request, do contact us for more information. 

Strategic Online and Direct Marketing For Non-Marketing Experts- learn how to identify, attract and convert prospects into customers and boost customer retention rate- One Day

Bidding successfully for public sector contracts and subcontracts opportunities- One Day

Course Overview and Target Audience:

This workshop is targeted at businesses that want to sell to the public sector buyers but have not been able to do so successfully due to lack of experience or knowledge of the public sector procurement processes. You may have wondered why many small businesses are finding it challenging to win public sector contracts and you are desperate to learn proven strategies for identifying and winning subcontractor opportunities, whilst at the same time biding for first tier public sector contracts. In this workshop you will learn proven strategies that have helped many small businesses including newbies win contracts and sub-contract opportunities in the public sector. The strategies we teach has been used by our clients successfully and we know they are bound to help you.

Who should attend:
• Directors, managers and business development staff who are relatively new to the public sector market
• Businesses with less than 50% success rate in bidding for public sector contracts
• Businesses in need of developing new strategies to identify sub-contractor opportunities and bid for them successfully.

As part of this course, we request participants to forward to us before the course, a copy of a recent bid that was submitted unsuccessfully to a public sector buyer, so that we can review it and include some tips in the course contents in addressing any identified shortfall and strengths

Course Contents:
1. Brief introduction to public sector procurement process including the ins and outs of the bidding process
2. Understanding the language of procurement, as well as the evaluation process used for awarding contracts; learn ways to determine the right contract opportunities for your business
3. Strategies for selling effectively via ‘Pre-qualification Questionaires’ and ‘Invitation To Tender’ forms ( PQQ and ITT)
4. How to confidently present your proposal to a public sector buyer
5. Exploring the reasons for the different policies required to bid successfully for public sector contracts and how to utilise them in your bid -Environmental, health and safety, quality assurance and equal opportunity
6. How to expand the number of public sector buyers you sell to without going through the formal bidding process and excessive costs
7. How to use bidding portals intelligently to maximise your selling potential to the public sector market and much more
8. Where to find more public sector contract opportunities and stop paying for tender alerts
9. How to obtain and use feedback from past bids in-order to improve the future outcomes of your bids
10. How to source effective partners and form consortium for future bids
11. How to undertake due diligence before formalising partnership and how to manage joint venture risks.
12. How to manage contract performance and relationship effectively

Our Guarantee
We guarantee that by the time you leave this course you will be confident in moving forward with selling to the public sector successfully. Your chances of winning a contract will be boosted by at least 80%, provided you implement what we teach you consistently and correctly. As part of this workshop, you have up to one month after the course to contact us with any point of clarification.

Benefits
• Sell to more public sector buyers confidently and drive up your sales income
• Save money on paid subscription portals
• Improve your bidding success rate by at least 80%
• Confidently bypass the paper work associated with bidding, as you approach more opportunities directly from first tier suppliers.

You will be walking away with a copy of Sheila’s book which covers the subject of how to sell effectively to public sector organisations. We also offer certificate of attendance for this course.

About the speaker:
We may invite a legal speaker to cover some aspects of setting up consortium or joint venture partnership for public sector contract. The main speaker will be Sheila Elliott or other experts in public sector procurement. Sheila Elliott has over ten years experience working with the public sector during which she acquired a good understanding of the procurement process for small and medium sized businesses. She is an ex-employee of a very large government organisation in the UK responsible for investing billions of pound sterling of development grants for the delivery of social housing services, as well as contract management performance. As part of this role, Sheila worked as a top notched financial appraisal regulator, reviewing financial bids, as well as evaluating the strengths and weaknesses of business performance and action plans for improvement. Sheila has helped many businesses to learn the practical steps for bidding successfully for contracts through her workshops. She has also helped many businesses put together their policies and bid successfully for contracts. Sheila does exactly what she teaches and has won many public sector contracts through her company as well as subcontracts opportunities. Her workshops are generally rated good and above by over 90% of the attendees and for more information on this please check the testimonials of past attendees as well as sample evaluation forms.

Fee: £120 Plus VAT

Date-

20-Apr

22-Jul

19-Oct

14-Dec

Time- 9.30am - 5.00pm

Venue- Central London

Training Grants may be available for SMEs with turnover below £250,000,000

Building Your Personal and Professional Effectiveness -through self confidence, assertiveness and sound time management skills  (One Day)

 This workshop is designed to help participants learn personal development tools (including Neuro-Linguistic Programming techniques) to:

Excellent course, thanks for sharing lots of techniques and tools to strengthen my confidence- Marianne Jones

 Dates: TBC
Time: 9.30 am -17.00pm
Location: Manchester, Birmingham

We plan to run a similar course in Manchester and Birmingham please contact us for more information  if you reside outside

·       Uncover the sources of low self esteem
·         Develop and master strategies for building self confidence
·         Master assertiveness skills and effective time management skills

The ability to manage self and others effectively is one of the factors responsible for success in business. Many people make the mistake in believing that their technical knowledge is the predominant source for their business success. This is far from being the truth. Statistics have shown that attitude and inter-personal skills form over 80% of the success factor in any business setting. For this reason, it is important that managers and their staff understand how to gain personal mastery through better self management.  This workshop will provide you with the tools for personal mastery and catapult your productivity at work and outside work.

To find out more about this training programme, please click here and download the programme description.

Strategic Business Planning- One Day

Target Audience:
This one day business planning course is targeted at directors, managers and project officers involved in the strategic planning and financial management of their organisation.

DAY One

Course Overview:
The course is designed to provide participants with the tools to put together a compelling business plan for effective development and growth of their business. Participants get to learn:

1. Why have a business plan
2. Misconception of business planning
3. Differences between strategic planning and business planning
4. Strategic planning in action using different models
5. Scope and contents of a business plan
6. How to clarify your vision and mission and put together your vision and mission statement
7. How to develop corporate strategy and business goals
8. How to identify target markets, their buying criteria so that you can put together an effective strategy to serve their needs
9. Defining and clarifying your products features and benefits as well as your pricing strategies
10. Using PEST Analysis and Porters 5 Forces to analyse your external operating environments
11. Determine indirect and direct competition and put together a unique selling preposition
12. Exploring and identify gaps in your business model for action plan
13. Identify and evaluate SWOT analysis and put together milestones
14. Risk assessment and develop risk management strategies for business success
15. Understanding marketing mix and put together effective marketing marketing strategies and marketing plan.

There will be lots of opportunity to practice what you learn during the course as well as work away with a detailed workbook for future reference. You also have an opportunity to join our forum where you will interact with other individuals and get questions answered about your business plans. You will also be leaving the course with a copy of Sheila’s book which is jammed packed with lots of tips to put together a robust business plan and financial plan. This is a workshop that is bound to provide you with lots of value.

Course Benefits
Participants will learn:

1. The importance of a robust business plan for the purpose of planning business growth and development
2. The skills of putting together an effective business plan linked to the overall strategic plan of the business
3. How to put together a viable business model to drive strategic objectives forward.

Course fee
£250 plus VAT SME with Turnover below £1,000,000

£350 Plus VAT SME with turnover between £1,000,000- 2500000

£550 plus VAT SME with Turnover above £2500,000

Training Grants may be available for SMEs with turnover below £2500,000.

Date-

13-Apr

22-Jun

16-Sep

30-Nov

Time- 9.30am - 5.00pm

Venue- Central London

About the speaker
The speaker Sheila Elliott is a fellow certified accountant with over twenty years experience in business planning and financial management. She also holds a degree in masters in business administration and has helped numerous businesses develop sound financial management skills and discipline. Her experience in delivering business planning and finance courses in a fun and interesting manner is next to none. Sheila is an approved consultant and associate of many public and private sector organisations. She has helped numerous businesses put together a robust business plan as well as raise finance to start, expand and develop their businesses. Her expertise in delivering business planning and finance courses in a fun and participative manner is superb. Take a look at the testimonial section for some of the comments about her training courses.

Strategic Leadership

This leadership and training workshop is designed to provide you with skills for effective leadeship. The workshop is particularly suited for those in strategic positions within an organisation (Directors, Managers & Strategic Officers). For more information about the course, download the course description. You may be able to use your Train To Gain Grant to cover the cost of this course.

The course contents include:

1. How to create a winning Mission, Objectives, Strategies and Tactics through business planning and acceleration
2. Creating a climate of employee engagement
3. Understanding motivation
4. how to engage your employees
5. Developing your own personal style
6. Lots of practice sessions

Date- On Request (minimum no 10)
Venue-To be confirmed
Time-

Charities Finance For Non-Finance Experts - understanding the fundamental of finance and measuring business performance- One Day

Target Audience:
This workshop is targeted at non-financial experts with responsibility to manage and
control financial resources. Business owners, managers and directors are the main
target market, as well as those aspiring to own their own business.

Course Overview:
This course aims at providing participants with finance fundamentals that will help them come to grips with sound financial discipline for business success. The course will cover topics such as:

1. The definition of income and expenditure accounts; why and how they are put together
2. The definition of balance sheet; why and how they are put together
3. The definition of cash flow statement; why and how they are put together
4. Finance jargons and how to make sense of them
5. Financial controls required for effective safeguards over assets of the business
6. How to interpret and evaluate the performance of a business using financial ratios
7. Strategies for identifying financial leakages and maximising cash flow in your business- introduction to effective credit control system
8. Brief introduction to budgeting
9. Practice sessions, feedback and evaluation

Course Benefits:
1. Better management of your financial resources to minimise financial inefficiency
2. Learn strategies to safeguard financial assets of the business and boost profitability
3. Learn strategies to identify and stem weaknesses (financial risks) promptly and More
4. Learn how to interpret financial statement and engage with finance experts effectively
5. Take control of your financial affairs as you master the lingo and ask better quality questions of finance experts.

Participants are asked to bring their financial statements to the course so that they can interpret them as they learn new skills and knowledge during the workshop. There will be lots of opportunities for questions and answers during this workshop, as well as opportunities to practice the new techniques learn’t.

Date:

08-Jul

11-Nov

Time: 9.30am - 5.00pm

Venue- Central London

About the speaker:
The speaker Sheila Elliott is a fellow certified accountant with over eighteen years experience in finance. She also holds a degree in masters in business administration and has trained and coach numerous businesses develop sound financial management skills and discipline. Her experience in delivering finance courses in a fun and interesting manner is next to none. Sheila has developed and delivered training as an associate of "The Centre" as well as a number of high profile organisations in Canary Wharf and more. Take a look at the testimonial section of our website for comments from past attendees of her workshop.

Bonus
You have up to three months after the course to get help with any specific areas you did not quite understand during the course. You simply need to contact us by email or by phone with your questions and someone will get back to you.
We also issue participants with our own certificate or ILM certificate with this course. For ILM certificate, you will incur a charge of £50 plus VAT (note this fee is paid directly to ILM and it may change at any time upwards or downwards as it is outside our control). You will be leaving the workshop with a copy of Sheila’s book which provides extensive information on financial management and corporate finance with lots of practical examples.

Budgeting for non financial managers for charities

Course summary
This one day finance training course is for everyone struggling to put together and manage a budget within a not for profit organisation. It takes a practical, hands on, straightforward approach to budget making and will give invaluable tools and techniques to help you develop and control your budget.

Course outline
This is finance training that focuses on your budget. The training course looks at the elements of a budget, what to understand before you start to plan the budget, different ways of assembling a budget and how to avoid the common pitfalls. We will look at the tools used to manage a budget and help you to understand the paperwork produced and used in your own organisation.

The course covers:
• the definition and purpose of a budget
• common pitfalls in the budgeting process and how to avoid them
• budgeting techniques- incremental budgeting, zero based budgeting
• Understanding costing and pricing model
• how to prepare different types of budget - revenue, salaries, overhead cost, capital, cash flow, income and expenditure and balance sheet
• practical tips for preparing an effective budget
• phasing/profiling the annual budget
• getting buy-in to the budget
• the budget presentation: what you need to be able to answer
• how to manage the budget with management accounts
• what to look for when you get your monthly management accounts
• Understanding how to analyse variances and take decisions
• investigating differences from the budget
• avoiding overspend and getting back on track

Who is this course for?
This course is for all budget holders and budget managers in voluntary organisations including residential social care homes and housing associations.

What will this course help me do: learning outcomes?
This training course will help you put together a budget that stands up to external scrutiny - by funders, the board and external regulators. This is finance training to give you confidence as well as skills. You will be able to phase your budget accurately over the year so as to understand the peaks and troughs of income and expenditure and you will be able to manage and control your budget to avoid nasty surprises.

Other courses to consider
Other courses delivered by us include: FINANCE FOR NON-FINANCE MANAGERS which is a two day course covering not just budgeting, but all the financial aspects of a manager's role such as costing, pricing, reading accounts. We also run an in-house course, EVALUATING FINANCIAL PERFORMANCE (call Sheila Elliott on 020 8 310 4101 for more information).

Course fee
£250 plus VAT- charities and organisations with turnover more than £250,000

(£180 plus VAT for small charities with turnover of less than £250,000)
 

Date-

15-Jul

18-Nov

Time-9.30am -5.00pm

Venue-Central London

About The Trainers
We have many trainers that deliver our finance training courses and all of them are qualified with the Chartered Association of Certified Accountants or Association of Chartered Accountants. Sheila Elliott, the founder of BSS Management Consultancy is one of the trainers that deliver finance and finance related training courses and you are bound to find her workshops inspiring and enlightened as she takes you through the ropes of budgeting. Sheila is a fellow with the Chartered Association of Certified Accountants with over 20 years business management and financial consultancy experience. Sheila holds many qualifications including a Masters In Business Administration and Neuro Linguistic Programming. Sheila has delivered many workshops attended by managers, business owners, directors and project managers. She also delivers workshops for third party organisations such as The Centre for communication and strategy, ELBP, Prevista and much more. Her workshops are rated by over 90% as good or excellent and you can review samples of evaluation forms and testimonials on our website. Sheila is passionate and inspiring and as part of her gift to you, you will be leaving this course with a copy of her book My Business Is My Business, which has two solid chapters on financial planning and management.

Managing Staff Performance Effectively

This highly participative and intensive workshop is targeted at those with responsibility for staff recruitment and management in small, medium and large organisations irrespective of sector.The course is sector neutral as the tools are pertinent to different types of organisations. To find out more about the course, click and download the course description and read more. You may be able to use Train To Gain Grants to cover the cost of the course.

Date - On Request (min number 10)
Venue-
Time - 10am -16.00pm

Introduction To Management & Leadership

This dynamic and highly participative workshop is targeted at business owners, managers and directors who want to develop their professional effectiveness and improve their business success. This workshop will help participants learn management and leadership skills to help them develop capacity to manage resources of organisations effectively and efficiently. To find out more about this course click the course description and read more.

Date- On Request (min number 10)
Time- 10am - 16.00pm
Venue-

Leadership and Management Skills For Childcare Sector- 3 days

This workshop is designed to equip owners and managers of childcare settings with  management skills required to effectively manage resources and generate positive outcomes for the setting. The workshop will teach participants how to develop a robust business plan, market the services of the setting effectively, carefully select, recruit, induct  and manage staff performance, put in place robust financial systems for correct pricing of the services, prompt collection of fees from parent and management of costs, develop and enhance team spirit and much more.  There will be lots of opportunities to practice what you learn during the workshop and to ask questions relating to your setting. If you are a childcare setting with more than 5 staff and you are either the owner or manager of the setting, you will be able to  attend this programme at a significant discount as £1000 will be paid by Train to Gain towards your fees. On the otherhand, you will be able to attend one workshop for free using your train to gain grants of £500, assuming of course you are eligible. Please read the eligibility criteria for the grant.

For more details about the contents of the workshop, please click and download the course description.

Date -On Request

( Those eligible for TTG grants may be able to attend free or get a substantial discount)

Venue:

Housing Finance For Non Finance Experts- Learn how to strengthen the viability of your RSL

This course is designed for those who are new to housing finance or have responsibility for managing financial resources.
The course is particularly suited for managers, board members and supervisors with financial responsibility.

You will learn:
1. How financial statements are put together
2. How to interpret financial statements
3. How to assess the financial viability of your housing association
4. How to ensure the right decisions are taken for the association without putting the financial health of the association at risk
Check out our testimonials from housing associations we have worked with.
We also deliver inhouse training course to fit your needs.

Date- On request (min no 10) 

Inhouse Training Programme- One Day

In-House Training Programme for a maximum of 15 staff – We can train your staff on any subject area of your choice for just under 100 pounds per staff, when we deliver courses onsite . We require you to provide the venue, pens, stationery, projector and we do the rest. Our specialist trainers will ensure your staff are throughly trained using a blended learning approach.

Financial Planning For Effective Strategic Business Plans

Course summary
This one day finance training course is for everyone struggling to put together a financial plan for effective business planning. It takes a practical, hands on, straightforward approach to financial planning and will give invaluable tools and techniques to help you develop and control your financial resources in the future.

Course outline
This is finance training that focuses on your financial plan for business planning . The training course looks at the elements of a financial plan, what to understand before you start to plan, different ways of assembling a financial plan and how to avoid the common pitfalls. We will look at the tools used to manage your financial plan and help you to understand the paperwork produced and used in your own organisation.

The course covers:
• the definition and purpose of a financial plan
• common pitfalls in the financial planning process and how to avoid them
• financial planning techniques
• how to prepare different types of plans – sales revenue, expenditure, capital, cash flow, profit and loss, balance sheet
• practical tips for preparing an effective financial plan
• phasing/profiling the annual financial plan
• Evaluating your financial plan for financial viability
• Testing sensitivity of your financial plan and taking actions to address identified weaknesses
• getting buy-in to the financial plan
• the financial plan presentation: what you need to be able to answer questions posed by third parties reading your financial plan
• how to manage the financial plan
• The difference between budgeting and financial plans
• what to look for when you get your monthly management accounts
• investigating differences from the budget and actual results
• avoiding overspend and getting back on track

This course will require participants to have an understanding of financial jargons and how financial statements are put together. We therefore recommend you attend our Finance For Non Finance Managers course as a first step before attending this course except where you already possess knowledge and understanding of how financial statements are put together.

Who is this course for?
This course is for directors, entrepreneurs, managers and any officer who want to put together a robust business plan, which should include a financial plan.

What will this course help me do: learning outcomes?
This training course will help you put together a financial plan that stands up to external scrutiny - by funders, the board and external regulators. This is finance training to give you confidence as well as skills. You will be able to phase your financial plan accurately over the year so as to understand the peaks and troughs of income and expenditure and you will be able to manage and control your budget to avoid nasty surprises. The course is very practical with lots of opportunities to work on your own financial plan, asking for expert advice during the course session. This means you will be leaving the course with your own very financial plan completed by at least 60% or more.

Other courses to consider
Other courses delivered by us include:FINANCE FOR NON_FINANCIAL MANAGER. We also run an in-house course, EVALUATING FINANCIAL PERFORMANCE (call Sheila Elliott on 020 8 310 4101 for more information).

Course fee
£250 plus VAT SME with Turnover below £1,000,000

£350 Plus VAT SME with turnover between £1,000,000- 2500,000

£550 plus VAT SME with Turnover above £2500000

Training Grants may be available for SMEs with turnover below £2500,000

Date:

27-Apr

29-Jun

30-Sep

14-Dec

Time- 9.00am- 5.00pm

Venue- Central London

About The Trainer
We have many trainers that deliver our finance training courses and all of them are qualified with the Chartered Association of Certified Accountants or Association of Chartered Accountants. Sheila Elliott, the founder of BSS Management Consultancy is one of the trainers that deliver finance and finance related training courses and you are bound to find her workshops inspiring and enlightened as she takes you through the ropes of budgeting. Sheila is a fellow with the Chartered Association of Certified Accountants with over 20 years business management and financial consultancy experience. Sheila holds many qualifications including a Masters In Business Administration and Neuro Linguistic Programming. Sheila has delivered many workshops attended by managers, business owners, directors and project managers. She also delivers workshops for third party organisations such as The Centre for communication and strategy, ELBP, Prevista and much more. Her workshops are rated by over 90% as good or excellent and you can review samples of evaluation forms and testimonials on our website. Sheila is passionate and inspiring and as part of her gift to you, you will be leaving this course with a copy of her book My Business Is My Business, which has two solid chapters on financial planning and management.

We also offer In-House Training Course on request, do contact us for more information.

Steps for Starting a Business- Turn Your Passion into Income- Two Days

This workshop comes with 12 months post online- coaching and training support and it is targeted at budding entrepreneurs and individuals seeking to create a second income who want to start their own business using a proven and reliable system that works. The workshop will take you through the steps for developing your business idea, identify target markets with high commercial value, develop and sell useful products with high benefits for your target market and much more. The strategies we teach have been used by us and so you are guaranteed to start a solid successful business using the techniques learnt during the course. Moreover, as part of this workshop, you will be provided with detailed workbooks on all aspects of starting up a business, as well as DVDs, audios and a copy of My Business Is My Business. You will also be given 12 months free access to our online business start-up school with free 12 months access to our paid subscription forum and monthly tele-seminars. This means that you will have the opportunity to access further online support from us that will enable you to start your business in twelve months or less.

Starting an Online Business- Your A-Z System- Two Days

We can deliver other softskills training support  such as: Presentation Skills, Negotiation Skills, Managing Conflicts, Building Effective Team and Customer Services. Please contact us directly for more details.