Corporate Training

• State of the Art training for both executives and employees
• Add value to employee benefits - better their lives through superior financial education
• Financial literacy training
• How to invest in your 401 K plan
• Ship shaping employee personal financial health, etc.

Consulting for individuals and businesses

• Business restructure
• Business process reengineering
• Project Finance
• Optimal financial decisions
• Understanding firm financial health, etc

SAMPLE SEMINAR

This following contains:

• A brief outline of a typical workshop (The Financial Perspective)
• An example of an agenda for the workshop
• An example of an agenda for the workshop

Please note that workshops are not in any time-standardized format and may range from a two hour presentation (e.g. Understanding Mutual Funds) to an intensive weekend (e.g. Mergers & Acquisitions) presentation. All presentations are adapted to the corporation’s environment.

The Financial Perspective

Description: The main objective of the workshop is to provide non-financial managers with a comprehensive understanding and working knowledge of the firm’s financial management process. The workshop will especially delve into four critical areas: 1) Understanding financial statements, 2) The assessment of the firm’s financial health including performance analysis, 3) Tools and techniques of planning and control: Budgeting, and 4) Investment decisions and the capital budgeting process. The material will fully integrate firm and industry specific information.

The workshop will be interactive in nature. The delivery of the material will be synchronized with specific participant activities. Each participant will receive a workbook. The workbook will contain exercises and mini-cases that reflect the subject matter and allow each person to assess their comprehension of the material. The last session of the workshop will synthesize the exercises and mini-cases into one comprehensive study.

The workshop will be rigorous, and, it is hoped, stimulating. After the completion of the workshop, the participants will have a considerably enhanced understanding of the critical role of financial management in a successful business enterprise. Further, participants will be able, to an extent, to analyze and measure as well as appreciate the financial impact of many of their decisions and activities.

Example Agenda

Corporate Workshops

Mergers & Acquisitions
Project Finance
Financial Derivatives
Measuring and Managing Credit/Interest Rate Risk
Managing Bond and Equity Portfolios
Financial Engineering
Institutional Portfolio Management
Real Options Analysis
Monte Carlo Simulation
Value At Risk (VAR) Analysis
Etc.

Personal Workshops

Non-Qualified Executive Compensation Plans
Financial Planning for Executives
Structuring 401K Portfolios
A New Approach to Retirement Planning
Understanding Mutual Funds
Debt Consolidation
Etc.