FinanceXplained
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Financial dashboards & performance KPI's
De eerstvolgende data of gebruik "Alle data"

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OMSCHRIJVING van deze 1 daagse opleiding in het Engels

The financial dashboard and its ratio’s is the crucial tool for any executive or manager to make informed business decisions and protect its assets!   

Financial dashboards track ratio’s and KPIs and other data points in one visual, central place. They give you an in-depth and high-level view of the financial status of your company and the market place you are operating in. 

This one-day training course focuses on the major financial/accounting ratios and their application in business and corporate decision making.  They also reveal the relationships that exist between various items of information within accounts. We learn how to structure them and discover the importance in establishing a trend analysis of key performance indicators.

The dashboard and the ratios help executives and users of company accounts to get behind the figures on the face of a balance sheet, profit and loss account and cash flow statement and assess more precisely how a business is performing compared with previous years, in comparison to previous forecasts and to competitors.   

The topics covered are:

  • What is and why use a financial dashboard? 
  • A quick revision on the key financial statements, the balance sheet, income and cash flow statement 
  • The nature of ratio analysis
  • The profitability ratio’s
  • The liquidity and solvency ratio's
  • The operating efficiency
  • The investor ratios
  • The overall performance review
  • How to use a financial dashboard as a management steering tool. 

Recommended background

This course is applicable to anyone in need to assess their own organisational performance or evaluate an external organisation. Basic knowledge of financial statements namely the balance sheet, income statement and cash flow statement is assumed by the participants. 

What you will learn

  • You will learn to construct a financial dashboard and use several ratio-analysis instruments to assess financial performance so that the organisation can then design and implement initiatives for increased productivity and profitability.
  • You will understand through practical examples how financial analysis assists managing cash flow, liquidity and the financial structure. 
  • You will develop the ability to forecast into the future and gain an understanding of how all these pieces of the puzzle fit together.

Course format

This course will be taught using a combination of formal instructions, combined with practical and interactive exercises and case studies used to reinforce the concepts taught in each section of the course.

Practice-based learning and critical engagement is a key theme through all our courses allowing delegates to acquire the needed skills and techniques to be applied as soon as they are learned and developed.

Syllabus

Day 1: 

 

Financial dashboards and ratio analysis an introduction:

  • Understanding the need for financial dashboard 
  • Which Ratio’s and KPI are important to us?
  • How to structure a financial dashboard 
  • Where does the data come from?  
  • How up to date does the dashboard need to be. 

 

A revision on financial statements:

  • The balance sheet
  • The income statement
  • The cash flow statement

 

Profitability:

  • Profitability Ratio's introduction
  • Return on sales (ROS)
  • Asset utilisation ratio (AUR)
  • Return on capital employed (ROCE)

 

Liquidity and Solvency:

  • Sources of Finance
  • Liquidity Introduction
  • Current Ratio
  • Quick Ratio
  • Working Capital
  • Solvency
  • Leverage and Gearing
  • Capital employed

 

Operating Efficiency:

  • The Cycle of Production
  • Creditor Days
  • Stock days
  • Trade receivable days

 

Investor Ratio's:

  • Return on Equity
  • Pay-out ratio
  • Interest Cover
  • Earnings per share
  • Residual Income

 

A Critical Review:

  • Advantages and limitations of Ratio's

 

Case: Company Assessment Workshop using a Financial Dashboard:

  • Critical assessment of a company(s) performance through Ratio's
  • Using the dashboard as a steering tool
  • Establish a trend Analysis
  • Establish a competitor analysis
  • Make conclusions and recommendations. 

 

 

Wat deelnemers zeggen

*** Congratulations! Very well done. Nothing more to add.

*** I really appreciated the empathy and skills of the lecturer. Also, the size of the group (7 persons) was perfect to have the necessary interactivity throughout the course.

*** I strongly recommended this training to my colleagues as I found it very useful.

*** I think this was one of the best course I've ever attended. The trainer,  was extremely pedagogic and the structure of the course was very well planned with just the right mixture of theory versus practical examples and exercises.

*** It was a very enjoyable course. The group was small which made it easier to be 100% involved.  The exercises and case study were absolutely great and necessary to put the theory in practice. A very knowledgeable

Leer op de manier die bij jou past!

Docenten

Kris Blommaert, MBA

Kris Blommaert has over 20 years of international experience in both finance and general management for local and European based organisations and businesses. He has been an associate lecturer at a triple accredited global business school for 10 years at MBA level. He has lectured "Managing Performance and Change" and "Management Perspectives and Practice" in Belgium, Switzerland and France.  


Maureen Whitehead-Lausman, MBA

19 years associate lecturer in Financial Strategy and Corporate Strategy for a triple accredited global business school. 20 years’ experience developing and delivering training programs for large and medium sized companies including in Germany, China, USA, Singapore, Ethiopia, South Africa, Russia and Romania. Corporate finance, value based management and finance for non-financial managers at middle and senior management level are a particular interest.  


ONZE INTERNATIONALE ERVARING

Enkele boeken die we doorgenomen hebben



Financial Ratios for Executives: How to Assess Company Strength, Fix Problems, and Make Better Decisions - Rist Michael, Pizzica Albert J. (auth.)
Financial Ratios for Executives: How to Assess Company Strength, Fix Problems, and Make Better Decisions - Rist Michael, Pizzica Albert J. (auth.)

Financial Ratios for Executives is written specifically with today’s global executive in mind. It makes financial ratios easy to understand and use effectively. This short book will prove invaluable to both financial and non-financial executives looking for easy, intuitive methods to assess corporate health and assist in strategic decision making.  


Business Ratios and Formulas: A Comprehensive Guide - Steven M. Bragg
Business Ratios and Formulas: A Comprehensive Guide - Steven M. Bragg

This is a great reference book for Financial Statement Ratio Analysis. Unlike some other ratio analysis books, this one has more ratios than you would ever need to use even in the most in-depth analysis of a companies financials.  


Key Management Ratios: Master the management metrics that drive and control your business - Ciaran Walsh
Key Management Ratios: Master the management metrics that drive and control your business - Ciaran Walsh

Business ratios are the guiding stars by which you steer your company's course; they provide your targets and your standards; they direct you towards the best long-term strategies as well as the smartest short-term solutions. You can't afford to leave them to the accountants. In Key Management Ratios, Third Edition, top financial educator Cieran Walsh teaches you everything you need to knowabout ratios to manage your business far more effectively.  




Onze Deelnemers

 

 
AG Insurance
Allianz Benelux
Argenta NV
AXA Belgium
Baloise Insurance
Banca Monte Paschi Belgio S.A.
Bank De Groof
Banking Association (Kosovo)
Belfius Investment Partners
BNP Paribas Fortis
Bpost Bank
Buy Way
CBC Bank
Cegeka
Celio Finance SPRL
Credendo
Delen Private Bank
Delta Lloyd Life
Deutsche Bank AG
DKV Belgium
Ethias SA
Euler Hermes Services
Euroclear Bank SA/NV
Euroclear Investments
Europ Assistance
European Investment Bank - EIB (Luxembourg)
European Union - EDFIMC / ElectriFI
Flanders Investment & Trade
Gras Savoye Belgium
Incofin Investment Management
ING Bank België
KBC Bank
Mastercard
Ministry of European Integration (Kosovo)
National Bank of Belgium
NN Insurance Belgium
Petercam
Record Bank
Société Générale Private Banking
SWIFT
The Royal Bank of Scotland (RBS)
Triodos Bank
VGD International -Audit & Tax
Wolters Kluwer Financial Services
Zurich Insurance plc, Belgium branch
Vanbreda International
 
 
 
Afton Chemical SPRL
Air Liquide
Allnex Belgium SA/NV
ANL Plastics
Ansell
ARC EUROPE SA
Arcelor Mittal ( Belgium & Luxembourg)
Axalta Coating Systems 
BASF Antwerpen
BASF Belgium Coordination Center
Beaulieu International Group
Bekaert
Borealis Polymers NV
Bridgestone Europe SA
CNH Industrial Belgium NV
Cofely Fabricom
Cytec Belgium
DOMO Chemicals (Germany)
Donaldson
Dow Corning
Electrolux Appliances AB - EMA- EMEA (SEE)
Engineered Pressure Systems International
European Owens Corning Fiberglas
Fost Plus
GDF Suez
Griffith Foods
Hamon & Cie
Heraeus Electro-Nite International NV
Jacobs Belgium
KODAK SA/NV
Milliken Europe
Niko Group
NXP Semiconductors - Prodis  (Netherlands)
SOLVAY
SPX Cooling Technologies
Synventive Molding Solutions (Germany)
TERUMO EUROPE
Tessenderlo
Vinçotte International
VPK Packaging Group NV
WABCO
Yara Belgium NV
 
 
 
 
 
Antwerp World Diamond Centre
AVEVE Biochem NV
Carrefour Belgium
Delhaize Corporate Group
Godiva
IKEA 
 
Abbott Logistics B.V. (Netherlands)
AbbVie (Canada)
Agfa HealthCare NV
Alcon
Alcon-Couvreur
Amplifon
AZ Sint-Blasius
Baxter International (Austria)
Catalent Pharma Solutions
CinnaGen (Tehran)
Datwyler Pharma Packaging International
Groep OZ ESV
Hologic
Landelijke Christelijke mutualiteit (LCM)
Mutualités Libres: MLOZ
Novartis Pharma
SA Bristol- Myers Squibb Belgium NV
Stryker (Netherlands)
Terumo BCT Europe NV
UCB
Zorgbedrijf Antwerpen
 
 
 
AW Europe
Belgacom
Belgian Nuclear Research Centre (SCK-CEN)
CISCO
Corelio Printing
De Persgroep Publishing nv
EDF Luminus
Elia System Operator
Engie Electrabel NV/SA
Eni Gas & power
Fluxys Belgium
INFRABEL
Itineris NV
KEYRUS
M-Team
NRB
ORANGE
Proximus
Siemens
Telenet
 
 
Agentschap Innoveren en Ondernemen
Europees Parlement
Ministry of European Integration
National Agency for Protection of Personal Data
Nationale Loterij
SD Diensten NV (SD Worx)
SESAR Joint Undertaking
Stad Antwerpen
Stadsbestuur Harelbeke
Syntra Brussel
UGent - FBW
Vrije Universiteit Brussel (VUB)
 
 
 
Acturus sprl
ARC Europe
BDO 
BIA Africa
Bia Overseas
Brooser BE Operations 
Capgemini
Cipal Schaubroeck
Compass-Group
Computacenter
Computer Task Group
Deloitte Accountancy
Egemin International
Enhesa International
FIS (former Clear2Pay)
Interel Group
K&L Gates
Matexi NV
Minds&More
Pricewaterhouse Coopers
PwC Tax Consultants
Securex
Toreon
Vinçotte International sa
 
 
 
Alcopa
Alstom Belgium
ARC Europe 
Brussels Airport Company
De Lijn
D'Ieteren Auto
EUROCONTROL 
Gemeentelijk Havenbedrijf Antwerpen
Globachem nv
GSC Greensea Chartering 
HONDA Motor Logistics
JBT
Neovia Logistics
NMBS
PSA Antwerp nv
Retail & Wholesale
Seatrade Reefer Chartering
Thalys International
Trimble T&L
Volkswagen Group Services
Wallenius Wilhelmsen Logistics Zeebrugge NV
Westlandia
Witzenmann Benelux nv
 
 
 

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