MACRO FINANCIAL MANAGEMENT & PLANNING
- The Birds-Eye view of Finance in any organization
- The Three Fundamental Pillars every Executive must understand
- Financial Decision Making
- Capital Structure
- Sources of Funding
- Characteristics of each Funding Source
- Quantifying the Financing Decisions
- Investment Decision Making
- Levels and Types of Investment Decisions
- Measuring the results of the Investment Decisions
- Operational Decision Making
- Working Capital Management
- Cash Flow Management
- International Financial Reporting Standards
- Financial Statements
- Income Statement
- Equity Statement
- Balance Sheet
- Cash Flow Statement
- Annual Reports and Auditor’s Opinion
FINANCIAL ANALYSIS FOR VALUE CREATION
- Growth Analysis
- Strategic Analysis
- Operational Analysis
- Investment Returns Analysis
- Designing Financial, Investment, and Operational Key Performance Indicators
- Capital Structure Optimization
- Key Drivers of Value Creation
INVESTMENT BANKING
- What is Investment Banking
- Overview of the M&A and LBO Market
- Introduction to the primary valuation methodologies currently used on Wall Street
- Comparable Companies Analysis
- Precedent Transactions Analysis
- Discounted Cash Flow Analysis
- Leveraged Buyouts Analysis
- Who are the key players in capital markets?
- What does the capital-raising process look like?
- Investment Banking service offerings
- Underwriting
- M&A
- Sales & Trading
- Equity Research
- Asset Management
- Commercial Banking
- Retail Banking
MERGERS & ACQUISITIONS
- Fundamental Concepts
- Types of Mergers
- Reasons for Mergers
- Deal Structure and Characteristics
- Leveraged Buyout Characteristics
- Three Ways M&A can Increases Value
- The five phases of the M&A process
- Risk vs. Return Analysis
- Due Diligence
- Turnaround Candidates
- Important facts and consideration about M&A
CORPORATE GOVERNANCE
- Principles of Corporate Governance
- Principal-Agent Relationship
- Disclosure and Transparency
- Board Responsibilities
- Board Independence
- Board Committees
- Board Ethics Issues
- Senior Management
- Corporate Transparency
- Shareholder Rights
