Loughborough

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			<p>Ensuring that you provide the level of service that your customers want to be delivered through your people. This programme develops the skills and behaviours that enhance the experience that your customers receive.</p>
			<div><i></i> 2 x 3 Hour Sessions</div>
			<div><i></i>  £450.00 incl. VAT</div>
			
			
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		<h3>Description</h3>
		<p></p><h4><span>Ensuring that you provide the level of service that your customers want to be delivered through your people. This programme develops the skills and behaviours that enhance the experience that your customers receive.<br /></span></h4>
<h4><span>Aim: To develop the customer service skills of your people so that they enhance the experience for your customers.<br /></span></h4>
<p></p>
	
		<h3>Modules/Lessons</h3>
		<p></p><h4>Programme Outcome</h4>
<ul>
<li>Customers feel engaged &amp; informed throughout the whole journey</li>
<li>Customers <i>feel important</i></li>
<li>Reduces complaints</li>
<li>Increases compliments</li>
<li>Help you win more business</li>
<li>Increases recommendations and profitable customer conversations</li>
<li>Improves external perception of your business</li>
<li>Makes it a better place to work</li>
<li>Colleagues feel important and even more confident in their roles</li>
<li>Great Customer Service drives great Customer Experience</li>
</ul>
<h4>Duration</h4>
<p>The programme is made up of 2 x 3-hour virtual modules or 1 day in person</p>
<h4>Programme content</h4>
<ul>
<li>Introduction and Welcome - We are all part of the same journey - what does this mean to you</li>
<li>What do we mean by Customer service and how this links to the customers experience?</li>
<li>In the shoes of your customer - to get the participants thinking about what Customer Service means to different people, which in turn will impact the mindset</li>
<li>Its not what you say, it is what <b><i>you say and do </i></b>- bringing Customer Service to life by 'Being It'</li>
<li>The journey starts and ends with you, so how can we enhance the Customer Service we provide to our internal &amp; external customers</li>
<li>Video and discussion around the key concepts of Be there, Make their day, Choose your attitude, Play - have a sense of fun linking this to creating the right customer service throughout their journey</li>
<li>Being on the front foot - what does this mean and how can we demonstrate this to our customers</li>
<li>Engaging with our customers, when, how often, why &amp; about what</li>
<li>Pulling it all together- what are the critical behaviours we need to demonstrate to bring our vision of Customer Service to life.</li>
<li>Follow up coach to support the business in implementing this important skill as required</li>
</ul>
<p></p>

Mpi Learning - Professional Learning And Development Provider

Ensuring that you provide the level of service that your customers want to be delivered through your people. This programme develops the skills and behaviours that enhance the experience that your customers receive.

Customer Service

General Admission

Harpenden

<p>This very practical one-day programme provides participants with the skills and knowledge required to be an effective member of the procurement team and to enable them to procure a wide range of resources for the organisation, in a compliant and cost-effective manner. It also empowers them to be able to collaborate with all key stakeholders.</p>By the end of the programme participants will be able to:<ul><li>Understand the basic concepts of good procurement practice</li><li>Apply a range of tools and techniques for developing scopes of work and specifications</li><li>Apply various methods to select and evaluate suppliers</li><li>Develop robust contract award strategies</li><li>Appreciate the commercial importance of effective procurement and opportunities to reduce cost and add value</li><li>Develop appropriate procurement strategies depending on risk and value</li><li>Appreciate the legal aspects of procurement</li></ul><section>
                    <h3>1 Welcome</h3><ul><li>Introductions</li><li>Aims and objectives</li><li>Plan for the day</li></ul> <h3>2 The basics of procurement</h3><ul><li>The concept of total cost of ownership <em>v</em> price</li><li>The procurement cycle</li><li>The roles of the customer and the contractor</li><li>Impact upon profit</li></ul> <h3>3 Specification process</h3><ul><li>Importance of effective specifications</li><li>Specification development process</li><li>Types of specification</li><li>Team approach</li><li>Use of performance specifications</li><li>Early supplier involvement (ESI) / early contractor involvement (ECI)</li></ul> <h3>4 Quality</h3><ul><li>Concepts and practices</li><li>Defining 'fit for purpose'</li><li>Conformance to requirements</li><li>Compliance to standards</li><li>Role of the supplier</li><li>Quality assurance tools and techniques</li></ul> <h3>5 Procurement methods</h3><ul><li>RFP</li><li>RFQ</li><li>ITT</li><li>Negotiated procurement</li><li>Strategic partnerships</li><li>Outsourcing</li></ul> <h3>6 Tendering</h3><ul><li>How to undertake a formal tendering process</li><li>Business case to award</li><li>Critical stages in the process</li><li>Risks and benefits</li></ul> <h3>7 Tender evaluation</h3><ul><li>How to undertake a quotation analysis</li><li>Tools of analysis</li><li>Use of VFM models</li><li>Role of the customer</li><li>Comparisons around cost, quality, and delivery</li></ul> <h3>8 Supplier selection and evaluation</h3><ul><li>Developing critical selection criteria</li><li>Using the 10Cs model</li><li>Importance of effective selection process</li><li>Weighting systems</li><li>Importance of validity and evidence</li></ul> <h3>9 Capital equipment procurement</h3><ul><li>Life cycle cost issues</li><li>Payback calculations</li><li>Compatibility issues</li><li>Maintenance and training issues</li><li>After-sales support</li></ul> <h3>10 Supplier relationships</h3><ul><li>Corporate social responsibility issues</li><li>Communication</li><li>360 feed-back</li><li>Open and ethical</li><li>Initial understanding</li><li>Clear and fair terms and conditions</li></ul> <h3>11 Close</h3><ul><li>Review of key learning points</li><li>Personal action planning</li></ul> 


                </section>

The In House Training Company

Purchasing

Procurement & Supply

Procurement

Professional Skills Course (PSC)

Introduction to procurement (In-House)

<p>This programme has a simple objective: to help a sales team create and implementa comprehensive account development plan.</p><p>If you want to earn strategic partner or preferred supplier status with your clients and customers then you need to add value to their business, consistently, and you can only do this if you have a plan - a key account management plan.</p>This programme will help participants:<ul><li>Discover opportunities - through a deeper understanding of the customer's business</li><li>Develop partnership - through a better 'value proposition' for the customer</li><li>Increase repeat business - based on higher customer satisfaction</li><li>Improve synergy - by getting everyone to 'sing from the same hymn sheet'</li><li>Develop a collaborative account plan - validated by the customer and their own management</li><li>Secure resources - management <em>will</em> align resources to execute <em>soundly based</em> account plans</li><li>Win an increased share of 'customer wallet' - through systematic account development</li></ul><section>
                    <h3>1 The six principles of strategic account development</h3><ul><li>Introduction to the PROFIT account development model:<ul><li>- Performance</li><li>- Relationships</li><li>- Objectives and goals</li><li>- Feedback</li><li>- Integration</li><li>- Teamwork</li></ul></li><li>Practical account development strategies: overview and case studies</li></ul> <h3>2 Performance</h3><ul><li>Use practical tools to help you manage and measure account performance and success</li><li>Design and build a monthly account dashboard for all sizes of account</li><li>Prioritise and manage accounts and customers pro-actively and successfully, using proven planning tools</li><li>Develop a cross-selling strategy to integrate products or solutions into the customer's business as closely as possible</li></ul> <h3>3 Relationships</h3><ul><li>How to build and manage key relationships within an account</li><li>Qualifying and managing key influencers accurately</li><li>Producing a 'relationship matrix' for each account quickly and easily</li><li>Approaching and developing new contacts strategically</li><li>Tools and techniques for successful tracking of contacts and call-backs</li><li>Developing a coach or advocate in every customer organisation pro-actively</li></ul> <h3>4 Objectives and goals</h3><ul><li>Where are you now? - how to establish your competitive position within an account</li><li>Know how to set, monitor and track key objectives for accounts over the short, medium and long term</li><li>Selling against the competition - developing both long- and short-term sales strategies</li></ul> <h3>5 Feedback - building loyal and satisfied customers</h3><ul><li>The correct way to manage customer expectations and create listening loops within an account</li><li>How to monitor and track your customer's perception and satisfaction with your organisation</li><li>Building a personalised satisfaction matrix for each account</li><li>Customer review meetings - best practice in building loyalty by regular joint planning events</li><li>Understanding the concept of long-term customer value and the importance of adapting a customer-focused attitude</li></ul> <h3>6 Integration</h3><ul><li>How to integrate your products or solutions with the customer's business needs and processes</li><li>Spot and react to early warning signals that may cause an account's loyalty to fade, reduce revenue or switch to a competitor</li><li>Developing a loyalty strategy for key accounts or groups of smaller accounts</li><li>Getting your message and strategy across to C-level contacts</li></ul> <h3>7 Teamwork</h3><ul><li>Working with others to achieve your account goals</li><li>Gaining internal commitment from your organisation</li><li>Managing and working with a virtual team</li><li>Creating cross-departmental communication loops</li></ul> <h3>8 Putting it all together</h3><ul><li>Personal account reviews</li><li>Personal learning summary and action plans</li></ul> 


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Account Manager

ACCA Strategic Business Leader (SBL)

Coaching & Consulting Business

Account Management

Business Development

Sales Management

Key account management (In-House)

Richmond

<p style='margin: 0cm; font-size: 16px; font-family: "Times New Roman", serif; text-align: justify; color: var(--text); box-sizing: border-box;' id="isPasted" fr-original-style='margin:0cm;font-size:16px;font-family:"Times New Roman",serif;text-align:justify;'><span style="font-family: Calibri, sans-serif; box-sizing: border-box;" fr-original-style='font-family:"Calibri",sans-serif;'>Managing for Growth is designed for anyone who has management and leadership responsibilities within an organisation. Suitable for newly promoted managers, team leaders and supervisors through to senior managers; the objective of the programme is to develop a culture that will translate strategy into measurable outcomes by engaging these leaders to facilitate change and innovation. The programme is extremely effective at giving managers the tools and skills to deliver sustainable change and business growth. It&#39;s also been proven to reduce costs and increase profit &ndash; even before the programme has ended.</span></p><p style='margin: 0cm; font-size: 16px; font-family: "Times New Roman", serif; text-align: justify; color: var(--text); box-sizing: border-box;' fr-original-style='margin:0cm;font-size:16px;font-family:"Times New Roman",serif;text-align:justify;'><span style="font-family: Calibri, sans-serif; box-sizing: border-box;" fr-original-style='font-family:"Calibri",sans-serif;'>&nbsp;</span></p><p style='margin: 0cm; font-size: 16px; font-family: "Times New Roman", serif; text-align: justify; color: var(--text); box-sizing: border-box;' fr-original-style='margin:0cm;font-size:16px;font-family:"Times New Roman",serif;text-align:justify;'><span style="font-family: Calibri, sans-serif; box-sizing: border-box;" fr-original-style='font-family:"Calibri",sans-serif;'>Managing for Growth is built upon three aspects common to every job:</span></p><p style='margin: 0cm; font-size: 16px; font-family: "Times New Roman", serif; text-align: justify; color: var(--text); box-sizing: border-box;' fr-original-style='margin:0cm;font-size:16px;font-family:"Times New Roman",serif;text-align:justify;'><span style="font-family: Calibri, sans-serif; box-sizing: border-box;" fr-original-style='font-family:"Calibri",sans-serif;'>&nbsp;</span></p><ol style="margin-bottom: 0cm; margin-top: 0cm; box-sizing: border-box;" start="1" type="1" fr-original-style="margin-bottom:0cm;margin-top:0cm;"><li style='margin: 0cm; font-size: 16px; font-family: "Times New Roman", serif; text-align: justify; box-sizing: border-box;' fr-original-style='margin:0cm;font-size:16px;font-family:"Times New Roman",serif;text-align:justify;'><span style="font-family: Calibri, sans-serif; box-sizing: border-box;" fr-original-style='font-family:"Calibri",sans-serif;'>Managing <strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Resources</strong>. Ensuring that the resources available are appropriate for the tasks for which they are required and are being used effectively. Learning how to control and coordinate a mix of available resources for maximum efficiency.</span></li><li style='margin: 0cm; font-size: 16px; font-family: "Times New Roman", serif; text-align: justify; box-sizing: border-box;' fr-original-style='margin:0cm;font-size:16px;font-family:"Times New Roman",serif;text-align:justify;'><span style="font-family: Calibri, sans-serif; box-sizing: border-box;" fr-original-style='font-family:"Calibri",sans-serif;'>Managing <strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Relationships</strong>. Positively influencing people&rsquo;s behaviour in order to motivate them and promote effective working. Focusing on listening<em fr-original-style="" style="box-sizing: border-box;">&nbsp;</em>skills, we share ways to improve communication and teamwork to get the best from both internal and external relationships.</span></li><li style='margin: 0cm; font-size: 16px; font-family: "Times New Roman", serif; text-align: justify; box-sizing: border-box;' fr-original-style='margin:0cm;font-size:16px;font-family:"Times New Roman",serif;text-align:justify;'><span style="font-family: Calibri, sans-serif; box-sizing: border-box;" fr-original-style='font-family:"Calibri",sans-serif;'>Controlling <strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Routines</strong>. Investigating the processes/systems/routines/series of actions that are linked together to achieve a desired outcome. Recognising the importance of controlling, developing, simplifying and following routines.</span></li></ol><p style='margin: 0cm; font-size: 16px; font-family: "Times New Roman", serif; text-align: justify; color: var(--text); box-sizing: border-box;' fr-original-style='margin:0cm;font-size:16px;font-family:"Times New Roman",serif;text-align:justify;'><span style="font-family: Calibri, sans-serif; box-sizing: border-box;" fr-original-style='font-family:"Calibri",sans-serif;'>&nbsp;</span></p><p style='margin: 0cm; font-size: 16px; font-family: "Times New Roman", serif; text-align: justify; color: var(--text); box-sizing: border-box;' fr-original-style='margin:0cm;font-size:16px;font-family:"Times New Roman",serif;text-align:justify;'><span style="font-family: Calibri, sans-serif; box-sizing: border-box;" fr-original-style='font-family:"Calibri",sans-serif;'>Managing for Growth shows your team leaders, supervisors and managers how to cultivate a culture of teamwork and continuous improvement within your organisation.</span></p><p style='margin: 0cm; font-size: 16px; font-family: "Times New Roman", serif; text-align: justify; color: var(--text); box-sizing: border-box;' fr-original-style='margin:0cm;font-size:16px;font-family:"Times New Roman",serif;text-align:justify;'><span style="font-family: Calibri, sans-serif; box-sizing: border-box;" fr-original-style='font-family:"Calibri",sans-serif;'>&nbsp;</span></p><p style='margin: 0cm; font-size: 16px; font-family: "Times New Roman", serif; text-align: justify; color: var(--text); box-sizing: border-box;' fr-original-style='margin:0cm;font-size:16px;font-family:"Times New Roman",serif;text-align:justify;'><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><span style="font-family: Calibri, sans-serif; box-sizing: border-box;" fr-original-style='font-family:"Calibri",sans-serif;'>Focus for Action</span></strong></p><p style='margin: 0cm; font-size: 16px; font-family: "Times New Roman", serif; text-align: justify; color: var(--text); box-sizing: border-box;' fr-original-style='margin:0cm;font-size:16px;font-family:"Times New Roman",serif;text-align:justify;'><span style="font-family: Calibri, sans-serif; box-sizing: border-box;" fr-original-style='font-family:"Calibri",sans-serif;'>Throughout the programme the participants take part in work-based activities that will cause them to evaluate every aspect of their job and identify areas for improvement. By the end of the programme, the participants act on these action lists and implement improvement projects that will deliver measurable results.</span></p><p style='margin: 0cm; font-size: 16px; font-family: "Times New Roman", serif; text-align: justify; color: var(--text); box-sizing: border-box;' fr-original-style='margin:0cm;font-size:16px;font-family:"Times New Roman",serif;text-align:justify;'><span style="font-family: Calibri, sans-serif; box-sizing: border-box;" fr-original-style='font-family:"Calibri",sans-serif;'>&nbsp;</span></p><p style='margin: 0cm; font-size: 16px; font-family: "Times New Roman", serif; text-align: justify; color: var(--text); box-sizing: border-box;' fr-original-style='margin:0cm;font-size:16px;font-family:"Times New Roman",serif;text-align:justify;'><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><span style="font-family: Calibri, sans-serif; box-sizing: border-box;" fr-original-style='font-family:"Calibri",sans-serif;'>Continuous Improvement</span></strong></p><p style='margin: 0cm; font-size: 16px; font-family: "Times New Roman", serif; text-align: justify; color: var(--text); box-sizing: border-box;' fr-original-style='margin:0cm;font-size:16px;font-family:"Times New Roman",serif;text-align:justify;'><span style="font-family: Calibri, sans-serif; box-sizing: border-box;" fr-original-style='font-family:"Calibri",sans-serif;'>Managing for Growth sets the framework for continuous improvement by transferring skills and knowledge enabling your team leaders to translate organisational strategies into real, measurable outcomes.</span></p><p style='margin: 0cm; font-size: 16px; font-family: "Times New Roman", serif; text-align: justify; color: var(--text); box-sizing: border-box;' fr-original-style='margin:0cm;font-size:16px;font-family:"Times New Roman",serif;text-align:justify;'><span style="font-family: Calibri, sans-serif; box-sizing: border-box;" fr-original-style='font-family:"Calibri",sans-serif;'>&nbsp;</span></p><p style='margin: 0cm; font-size: 16px; font-family: "Times New Roman", serif; text-align: justify; color: var(--text); box-sizing: border-box;' fr-original-style='margin:0cm;font-size:16px;font-family:"Times New Roman",serif;text-align:justify;'><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><span style="font-family: Calibri, sans-serif; box-sizing: border-box;" fr-original-style='font-family:"Calibri",sans-serif;'>Format</span></strong></p><p style='margin: 0cm; font-size: 16px; font-family: "Times New Roman", serif; text-align: justify; color: var(--text); box-sizing: border-box;' fr-original-style='margin:0cm;font-size:16px;font-family:"Times New Roman",serif;text-align:justify;'><span style="font-family: Calibri, sans-serif; box-sizing: border-box;" fr-original-style='font-family:"Calibri",sans-serif;'>Designed for groups of up to 6 people, the programme is spread over 4 months with the first 7 sessions being held every 2 weeks and the final session a month later. Each session lasts approximately 2 hours.</span></p>

High Force Training Ltd

Managing for Growth

<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(32, 32, 34); box-sizing: border-box;" id="isPasted" fr-original-style="color: rgb(32, 32, 34);">Our <strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Forensic Accounting Course</strong> is designed to help investment analysts detect earnings manipulation. It focuses on creative accounting rather than conducting detailed forensic analysis but we explain the tools short sellers employ to detect fraud and some of the techniques we used at hedge funds to identify short opportunities.&nbsp;</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);"><span id="isPasted" fr-original-style="" style="box-sizing: border-box;">We train <strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">investment professionals</strong>. Hundreds of <strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">equity and credit analysts and portfolio managers</strong> have taken our Forensic Accounting course.&nbsp;Our service is unique in that our courses are created and delivered by practitioners. We have decades of experience on the buy-side so we understand your needs. We also do bespoke research.</span><br fr-original-style="" style="box-sizing: border-box;"></span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(32, 32, 34); box-sizing: border-box;" fr-original-style="color: rgb(32, 32, 34);">The course has some <strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">200 real-life examples</strong> of tricks and several in-depth case studies. Delivered by a veteran analyst, <strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Stephen Clapham</strong> with 30+ years of experience, it also draws on a number of relevant academic studies.&nbsp;</span></p><hr fr-original-style="" style="border-color: var(--border-muted); border-style: solid; clear: both; break-after: page; user-select: none; box-sizing: border-box;"><p style="color: rgb(32, 32, 34); font-size: var(--font-size); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(32, 32, 34);">Your analysts will go away with an increased awareness of the importance of:</p><ul data-rte-list="default" style="color: rgb(32, 32, 34); box-sizing: border-box;" fr-original-style=" color: rgb(32, 32, 34);"><li fr-original-style="" style="box-sizing: border-box;"><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Working capital ratios, and how best to modify them to detect early revenue recognition</p></li><li fr-original-style="" style="box-sizing: border-box;"><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Cash from operations &ndash; how it can be boosted to make companies appear more valuable</p></li><li fr-original-style="" style="box-sizing: border-box;"><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Expense capitalisation &ndash; how companies defer recognition of liabilities</p></li><li fr-original-style="" style="box-sizing: border-box;"><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Accounting policy tricks companies use to flatter their earnings</p></li><li fr-original-style="" style="box-sizing: border-box;"><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Expense manipulation to boost or in some cases, depress profits</p></li><li fr-original-style="" style="box-sizing: border-box;"><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Other methods of temporarily boosting earnings, or faking earnings</p></li><li fr-original-style="" style="box-sizing: border-box;"><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Warning signals to detect deteriorating accounting quality</p></li></ul><div fr-original-style="" style="box-sizing: border-box;"><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><br fr-original-style="" style="box-sizing: border-box;"></span></div><div fr-original-style="" style="box-sizing: border-box;"><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><u fr-original-style="" style="box-sizing: border-box;">COURSE MODULES:</u></strong></span></div><p style="color: rgb(32, 32, 34); font-size: var(--font-size); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(32, 32, 34);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Part 1: The Theory</strong></p><p style="color: rgb(32, 32, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(32, 32, 34);">1. Introduction: Why understanding creative accounting is important, and why now</p><p style="color: rgb(32, 32, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(32, 32, 34);">2. Bad actors and case studies</p><p style="color: rgb(32, 32, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(32, 32, 34);">3. Issues with recognition of revenue</p><p style="color: rgb(32, 32, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(32, 32, 34);">4. How companies manipulate expenses</p><p style="color: rgb(32, 32, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(32, 32, 34);">5. Other tricks used to inflate profit</p><p style="color: rgb(32, 32, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(32, 32, 34);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Part 2: How to Detect Earnings Manipulation</strong></p><p style="color: rgb(32, 32, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(32, 32, 34);">6. Warnings signals to watch for and common characteristics of manipulators</p><p style="color: rgb(32, 32, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(32, 32, 34);">7. Tools and ratios used by short sellers and forensic accountants</p><p style="color: rgb(32, 32, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(32, 32, 34);">8. Balance sheet parameters &ndash; what to look for and examples</p><p style="color: rgb(32, 32, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(32, 32, 34);">9. P&amp;L tricks, ratios and company examples</p><p style="color: rgb(32, 32, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(32, 32, 34);">10. Cash flow: common tricks and company examples</p><p style="color: rgb(32, 32, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(32, 32, 34);"><br fr-original-style="" style="box-sizing: border-box;"></p><hr fr-original-style="" style="border-color: var(--border-muted); border-style: solid; clear: both; break-after: page; user-select: none; box-sizing: border-box;"><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;"><span style="color: rgb(85, 57, 130); box-sizing: border-box;" fr-original-style="color: rgb(85, 57, 130);"><span style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;">"The team, to a single person, found the Forensic Accounting Course very useful. From our point of view, it went very well and ticked the boxes we were after"</span></span></em></p><div style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style=" color: rgb(0, 0, 0);"><span style="color: rgb(85, 57, 130); box-sizing: border-box;" fr-original-style="color: rgb(85, 57, 130);"><cite fr-original-style="" style="box-sizing: border-box;"><span style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;">Robert Alster,&nbsp;Head of Research, Close Brothers Asset Management</span></cite></span></div><div style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style=" color: rgb(0, 0, 0);"><span style="color: rgb(85, 57, 130); box-sizing: border-box;" fr-original-style="color: rgb(85, 57, 130);"><cite fr-original-style="" style="box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></cite></span></div><p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;"><em fr-original-style="" style="box-sizing: border-box;"><span style="color: rgb(85, 57, 130); box-sizing: border-box;" fr-original-style="color: rgb(85, 57, 130);">"The content of Behind the Balance Sheet&#39;s Forensic Accounting Course was selected and organised thoughtfully and well. The course was packed with useful pointers and tips, as well as rich examples and case studies that helped contextualise and bring the ideas and lessons to life."</span></em></span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;"><em fr-original-style="" style="box-sizing: border-box;"><span style="color: rgb(85, 57, 130); box-sizing: border-box;" fr-original-style="color: rgb(85, 57, 130);">Rob Harley, Analyst, Stewart Investors Edinburgh office</span></em></span></p><div style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style=" color: rgb(0, 0, 0);"><cite fr-original-style="" style="box-sizing: border-box;"><span style="color: var( --e-global-color-primary ); box-sizing: border-box;" fr-original-style=" color: var( --e-global-color-primary );"><br fr-original-style="" style="box-sizing: border-box;"></span></cite></div><hr fr-original-style="" style="border-color: var(--border-muted); border-style: solid; clear: both; break-after: page; user-select: none; box-sizing: border-box;"><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(32, 32, 34); box-sizing: border-box;" id="isPasted" fr-original-style="color: rgb(32, 32, 34);">The course uses many examples to <strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">build pattern recognition among students</strong>. We see little advantage in teaching how to calculate the Beneish M-Score (a popular indicator of earnings manipulation), as it is readily available on Bloomberg or in a spreadsheet.&nbsp;</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(32, 32, 34); box-sizing: border-box;" fr-original-style="color: rgb(32, 32, 34);">Instead, we focus on why it works, how it&rsquo;s constructed, show its performance and flag current offenders. We then give <strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">examples of how companies manipulate earnings</strong> for each parameter in the M-Score. The benefit to students is they understand the philosophy and can better spot similar examples in future. It also makes for a more interesting course.</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(32, 32, 34); box-sizing: border-box;" fr-original-style="color: rgb(32, 32, 34);"><strong style="color: rgb(32, 32, 34); font-weight: 700; box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(32, 32, 34);"><em fr-original-style="" style="box-sizing: border-box;">&ldquo;After the long 1990s bull market, there was an explosion of accounting frauds, starting with Enron, and which did not finish with Tyco &ndash; this cycle will be no different&rdquo;</em></strong><br fr-original-style="" style="box-sizing: border-box;"></span></p><p style="color: rgb(32, 32, 34); font-size: var(--font-size); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(32, 32, 34);">We believe that at the end of a long bull market, we shall see a repeat of the <strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">series of frauds uncovered at the end of the tech boom. </strong>We believe that it could be worse now, as executive compensation encourages manipulation, auditors have become more sloppy, sell-side analysis has become &ldquo;juniorised&rdquo;, and company accounts are even more complicated.</p><p style="color: rgb(32, 32, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(32, 32, 34);">We see this as likely to be most prevalent among small-caps but large caps are by no means immune and we believe that some highly rated glamour stocks will be exposed in the next downturn.</p><hr fr-original-style="" style="border-color: var(--border-muted); border-style: solid; clear: both; break-after: page; user-select: none; box-sizing: border-box;"><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(71, 85, 119); box-sizing: border-box;" id="isPasted" fr-original-style="color: rgb(71, 85, 119);">If you are one of the many asset managers who spend huge sums on the research team, yet whose training budget is not always successfully deployed, please consider giving us a trial. Research skills can be learned, honed, and advanced at a relatively limited cost. To find out more, please contact us at info@behindthebalancesheet.com.</span></p>

Behind The Balance Sheet

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Accounting & Finance

Business & Finance

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Banking & Finance

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Corporate Finance

Our Forensic Accounting Course is designed to help investment analysts detect earnings manipulation. It focuses on creative accounting rather than conducting detailed forensic analysis but we explain the tools short sellers employ to detect fraud and some of the techniques we used at hedge funds to identify short opportunities. 

FORENSIC ACCOUNTING FOR INSTITUTIONAL INVESTORS

<p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Business administration is all about organising people, resources and time to manage an organisation. Professionals look after the running efficiency, profit and loss in a business. In short, business administration is a procedure for managing resources and personnel to attain business success goals and objectives. &nbsp;</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">As&nbsp;Market Business News<u fr-original-style="" style="box-sizing: border-box;">&nbsp;</u>explain, the business administration field involves governance, accounting, human resources, finance, marketing, economics, and business entities in the imaginary form.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Business administration day-by-day working list includes:&nbsp;</p><ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Hiring new employees&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Controlling personnel&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Managing staff duties&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Problem-solving</li><li fr-original-style="" style="box-sizing: border-box;">Reporting the main aspect of business&nbsp;</li></ul><h2 fr-original-style="" style="box-sizing: border-box;">Scope of Bussines Administration</h2><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">According to&nbsp;Southern New Hampshire University:</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">In the US, a Business Administration Bachelor degree is the best to pursue a career in business. The National Center of Education statistics report demonstrates that 2 million bachelor&#39;s degrees were awarded to students in 2019-2020.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">According to the&nbsp;U.S. Bureau of Labor Statistics (BLS),</p><blockquote fr-original-style="" style="border-left: 2px solid rgb(94, 53, 177); color: rgb(94, 53, 177); margin-left: 0px; padding-left: 5px; box-sizing: border-box;"><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;">Overall, business employment is increasing day by day faster as compared to the average for all occupations from 2022 to 2032. Almost every year, 911,400 projects are started, giving more workplaces and opportunities. According to the May 2022 report, the annual mean wage in business was $76,850, which was higher than the median annual wage for all occupations of $46,310</em>.</p></blockquote><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Due to its high scope in the job market, students are enrolling on this subject in a streamline. But when&nbsp;it&nbsp;comes to coursework and writing final&nbsp;projects,&nbsp;it makes the&nbsp;lives of the students full of stress. In this scenario, students have to find useful tips before writing their business administration thesis, or avail of&nbsp;<a href="https://www.theacademicpapers.co.uk/dissertation-writing-services/" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">thesis writing help</a>&nbsp;to ease their burden.<strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">&nbsp;</strong></p><h2 fr-original-style="" style="box-sizing: border-box;">Secrets to Writing a Business Administration Thesis&nbsp;</h2><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Thesis&nbsp;Writing&nbsp;is a prolonged procedure and a hard task for students to go with a single step. There are multiple steps and proven strategies that will help you write your Business Administration&nbsp;thesis impressively.&nbsp;</p><h3 fr-original-style="" style="box-sizing: border-box;">1. Manage Your Time&nbsp;</h3><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Time management is a key to completing a long project efficiently. You need to focus on effective time management to divide your writing procedure into different tasks and then prioritise these tasks considering the deadline. Breaking your time down for a thesis in business administration can be done properly in the following ways:</p><ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Consider the project deadline&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Break up the thesis process into small tasks in an imaginable way&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Use any available schedule tool like a calendar&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Maintain a health schedule balance&nbsp;</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">There is a book,&nbsp;&ldquo;From Proposal to Defence: Navigating the Thesis Writing Process&rdquo;&nbsp;written Prof. Dr Balasubramanian Thiagarajan. It represents a rough time allotment for different tasks in the thesis writing procedure.</p><h3 fr-original-style="" style="box-sizing: border-box;">2. Follow the Institute&rsquo;s Requirements</h3><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">The next best and proven tip is to follow your institute&#39;s guidelines. For this purpose, first, you have to read your instructions carefully, and if there is any term which seems unknown to you, ask your supervisor about it for better understanding. When you understand the guidelines, you will be able to articulate your thesis according to the supervisor&#39;s expectations and increase the chances of being distinct.&nbsp;</p><h3 fr-original-style="" style="box-sizing: border-box;">3. Choose the Thesis Topic Wisely</h3><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">This is the most basic but very difficult step in writing a thesis. It will take some days, some weeks or months. It all depends upon your dedication towards your project. Choosing business administration thesis topics carefully will determine the rest of the thesis writing procedure. While choosing a thesis topic, you have to consider the elements:&nbsp;</p><ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Recent research topics&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Preview previous studies and research&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Recognise the research gap</li><li fr-original-style="" style="box-sizing: border-box;">Data collection available sources&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Focus on your personal interest&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Also, evaluate your supervisor&#39;s speciality&nbsp;</li></ul><h3 fr-original-style="" style="box-sizing: border-box;">4. Do Proper Research&nbsp;</h3><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">After choosing a topic, the next is to conduct extensive research on your selected topic by reading a business administration thesis sample to collect enough information and ideas for writing a thesis. In this way, you first need to identify which type of data you require to mention in the thesis, either primary or secondary data. <u fr-original-style="" style="box-sizing: border-box;">According to Mobility Academy</u>, you can collect your primary data by observation, experiment, surveys, and self-assessment,&nbsp;as&nbsp;represented&nbsp;below:</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><img src="https://images.cademy.co.uk/2e39c2b3-d53c-4f02-b288-69956dd8f61f/aebb2860-1bd2-49dc-b096-50142e711bb7/original.png" alt="Do Proper Research " style="color: rgb(16, 24, 64); width: 100%; cursor: pointer; padding: 0px 1px; user-select: none; max-width: 100%; position: relative; box-sizing: border-box;" id="isPasted" fr-original-style="color: rgb(16, 24, 64); width: 100%;" fr-original-class="fr-draggable"><br fr-original-style="" style="box-sizing: border-box;">You can collect your secondary data by reviewing existing literature reviews, going through libraries, and searching Google Scholar for the latest and authentic research data regarding your topic.</p><h3 fr-original-style="" style="box-sizing: border-box;">5. Mind Mapping Your Ideas&nbsp;</h3><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">A&nbsp;mind&nbsp;map&nbsp;is&nbsp;a representation of your ideas, words,&nbsp;tasks, concepts, or items arranged around a central concept in&nbsp;the shape of a diagram.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Mind mapping is all about generating ideas and collecting them in a diagram while representing different tasks of thesis writing to cover the central concept and subject matter. For mind-mapping ideas, the following steps will be fruitful for you;&nbsp;</p><ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Centralise the subject matter.</li><li fr-original-style="" style="box-sizing: border-box;">Write key features and important points around it&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Create a connection between the central keyword and the important points&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Line up branches to connect, then&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Use to write single keywords instead of writing whole sentences.&nbsp;</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">ISG Siegen gives an example of mind-mapping ideas in their article&nbsp;<u fr-original-style="" style="box-sizing: border-box;">&ldquo;How to write a thesis (Bachelor, Master, or PhD) and which software tools to use.&rdquo;</u></p><h3 fr-original-style="" style="box-sizing: border-box;">6. Create a Robust Outline&nbsp;</h3><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Creating an outline will give you a framework for writing your thesis in a natural flow from start to end. There are 5 main chapters in writing a general thesis, including:</p><ol fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Introduction&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Theoretical foundation&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Tools and methods&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Final results&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Conclusion</li></ol><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Larissa Becker from Hanken School of Economics presented a general&nbsp;outline for a thesis in&nbsp;the&nbsp;article&nbsp;<u fr-original-style="" style="box-sizing: border-box;">&ldquo;Toward a Customer-Centric Perspective of Customer Experience.&rdquo;</u></p><h3 fr-original-style="" style="box-sizing: border-box;">7. Write Thesis Main Body First</h3><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">While writing a thesis on business administration, it is highly advisable to write your main body chapters instead of starting with an introduction. The main body section includes 4 main chapters,</p><ol fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Literature review&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Materials and Methodologies&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Final Results&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Discussion&nbsp;</li></ol><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">After writing this section, you will able to write your introduction and conclusion impressively.&nbsp;</p><h3 fr-original-style="" style="box-sizing: border-box;">8. Articulate Your Introduction and Conclusion</h3><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">After writing&nbsp;the&nbsp;main body section, write&nbsp;an introduction by explaining all the key points and explaining the genre statement with these statements. It is the first chapter of your thesis, so try to make it more engaging to grab the attention of your reader.&nbsp;</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">In the same way, write your conclusion chapter by summarising all the main points in a concise manner. Avoid mentioning anything new that you do not have discussed in the above chapters.&nbsp;</p><h3 fr-original-style="" style="box-sizing: border-box;">9. Add References and Citation&nbsp;</h3><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Incorporating referring and in-text citations will make your process more authentic and trustworthy for your readers. You can add references&nbsp;according to the referencing style&nbsp;defined&nbsp;by your institute. If you are not provided with a specific referencing style,&nbsp;you have to follow the most common citation styles like:</p><ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">MLA</li><li fr-original-style="" style="box-sizing: border-box;">APA</li><li fr-original-style="" style="box-sizing: border-box;">Chicago&nbsp;</li><li fr-original-style="" style="box-sizing: border-box;">Vancouver&nbsp;</li></ul><h3 fr-original-style="" style="box-sizing: border-box;">10. Proofread and Edit Your Work&nbsp;</h3><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">This is essential to give your thesis the most refined look. After writing, leave your work for some time and keep yourself away from it.&nbsp;Get back to&nbsp;your thesis with a fresh mind, and read and re-read your paper at least three times to evaluate any mistakes. &nbsp;</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">In this step, check your work for spelling, punctuation, formatting and structure of your thesis. Highlight your mistakes and edit them to create an error-free thesis.</p><h2 fr-original-style="" style="box-sizing: border-box;">Conclusion&nbsp;</h2><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Business Administration is a vast field of personal and business resources management. Similarly, writing a business administration thesis is a tough task for students because business topics are always quite complex and require critical thinking. Students get stuck in selecting a topic, researching, developing a strong thesis statement, writing, <a href="https://www.theacademicpapers.co.uk/dissertation-editing-service/" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">proofreading and editing</a>.&nbsp;</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">We have&nbsp;discussed&nbsp;the top 10 secrets that play a vital role in writing your thesis efficiently. But if&nbsp;you are still&nbsp;unable to understand how to do it perfectly, you can go for&nbsp;thesis writing help to ensure your success with distinctive grades.</p>

The Academic Papers UK

There are multiple steps and proven strategies that will help you write your Business Administration thesis impressively. 

10 Secrets to Writing a Business Administration Thesis That Stands Out

Motherwell

The Power Within Training & Development Ltd

Business Growth Academy

<p>Maximising the relationship and sales potential of each active account is key to the sustainability of any business relying on repeatable custom.</p><p>In this workshop we start by looking at key techniques for analysing the profitability and development opportunities for different clients before deciding upon the strategy and skills needed for moving the relationship to that of trusted adviser and partner.</p><p>By understanding and creating the need we can use our influencing skills to harness any sales development potential. By creating the habit of explaining our ideas in a way that also meets the need of the other party we help everybody make the right decisions for them.</p>This course will help participants:<ul><li>Assess the sales profitability and potential of existing key accounts</li><li>Prioritise where time and energy is directed for maximum profitability</li><li>Understand the key players in the decision making unit</li><li>Create a strategic plan for the development of each client target</li><li>Develop proactive sales consultancy skills</li><li>Learn advanced communication and influencing techniques</li></ul><section>
                    <h3>1 What makes an effective account manager?</h3><ul><li>The difference between order taking and account management</li><li>How do you define a key account in your business?</li><li>Why should existing customers remain with your company?</li><li>How do you compare to the competition?</li></ul> <h3>2 How do I prioritise my account management activity?</h3><ul><li>Use practical tools to help you assess revenue potential</li><li>Analyse the investment required versus the return on your time</li><li>Create a SWOT analysis on your clients - Strengths, Weaknesses, Opportunities &amp; Threats</li><li>Appreciate how this knowledge will improve your sales development</li></ul> <h3>3 Planning strategies for each account</h3><ul><li>Create a list of priority accounts and activities</li><li>Learn how to develop a long-term and sustainable relationship</li><li>Discover how they make their purchasing decisions</li><li>Research the make-up of the Decision Making Unit for each client</li></ul> <h3>4 Learning and utilising the six principles of influence</h3><ul><li>Learn the secrets these principles offer sales people</li><li>Discover how these principles will work for you</li><li>Create an influencing strategy for influencers within the client</li><li>Learn new habits of influence</li></ul> <h3>5 Proactive sales skills</h3><ul><li>Plan proactive sales meetings for key accounts</li><li>Set primary and secondary objectives for every touch point with the customer</li><li>Structure sales meetings for maximum effectiveness</li><li>Help the customer commit and achieve their objectives</li></ul> <h3>6 Putting it into practice</h3><ul><li>Discuss real scenarios to plan for putting these skills into practice</li><li>Share common issues with fellow sales people</li><li>Create a personal development plan</li></ul> 


                </section>

Counselling Skills

Influencing Skills

Management Skills

Account management essentials (In-House)

<p>What do engineers and project managers need to know of finance? 'Nothing - leave it to the accountants!'</p><p>No, no, no! Engineers must be conversant with the terminology and statements that accountants use. Technical expertise in projects, service delivery, production or other areas can only really be harnessed if the managers understand the accounting and reporting that drives businesses.</p><p>This course gives the necessary understanding to project, production and technical managers. It develops their skills in understanding financial and management accounting.</p><p>Accountants may not always like it but a major part of their work is to be the 'servants of business' and to gather, compile and present your figures. So you must understand the figures - they belong to you, your processes or projects. There are many reasons for maintaining accurate accounts. This course focuses on the strategic issues (those over-used words) - what figures reveal about the drivers of business and what they reveal about the day-to-day issues that accountants bother you with. The course will enhance your understanding of finance and of the accounting issues which affect your projects, production and technical areas of business.</p>This course will help you:<ul><li>Understand the business world in figures - make sense of what the accountants are telling you</li><li>Appreciate what drives business - and how this affects your role in your part of the business</li><li>Relate your activities to the success of the business - through figures</li><li>Gain the skills to advance in management - financial awareness is a 'must have' if you are to progress in your career</li></ul><section>
                    <h3>1 What do accountants do?</h3><ul><li>The finance function, types of accountant, financial v management accounting and the treasury function</li><li>Understanding the role of the finance function and how the information you provide may be used</li></ul> <h3>2 The basic financial statements</h3><ul><li>Balance sheets and income statements (P&amp;L accounts)</li><li>What they are, what they contain and above all what they can reveal - how to read them</li><li>The accounting process - from transactions to financial statements</li><li>What underpins the statements - accounting systems and internal controls</li></ul> <h3>3 Why be in business - from a financial perspective</h3><ul><li>The driving forces behind financial information</li><li>Performance measures - profitability, asset utilisation, sales and throughput, managing capital expenditure</li></ul> <h3>4 Accounting rules - accounting standards</h3><ul><li>Accounting concepts and the accounting rules: accruals, 'going concern' - substance over form and other 'desirable qualities'</li><li>Accruals - why the timing of a transaction is so important to the finance function</li><li>Depreciation and amortisation - the concepts and practice</li><li>Accounting standards - the role of International Financial Reporting Standards</li></ul> <h3>5 Cash</h3><ul><li>The importance of cash flow - working capital management</li><li>Cash flow statements - monitoring overall cash flows</li><li>Raising cash - levels of borrowing, gearing</li><li>Spending cash - an outline of capital expenditure appraisal</li></ul> <h3>6 Budgeting</h3><ul><li>Why budget? - good and bad practice</li><li>Determining why budgets play a key role and should not be simply an annual ritual</li><li>Justifying your budgets - the link between the strategic plan and day-to-day budgeting - alignment of company culture</li><li>Budgets as motivators - the importance of the right culture</li><li>Techniques to improve budgeting - whether day-to-day or capital budgeting</li></ul> <h3>7 Costing</h3><ul><li>The type and detail of costing very much depends on your business - eg, manufacturing piston rings is quite different from the construction of a power plant</li><li>Issues with overhead allocation</li><li>Accounting for R&amp;D</li></ul> <h3>8 Reading financial statements</h3><ul><li>Annual financial statements - why they are produced, what's in them and what you should look for</li><li>Learning what a set of accounts reveals about a company's current situation, profitability and future prospects</li></ul> <h3>9 Performance measurement - analytical reviews and ratio analysis</h3><ul><li>ROI/ROCE</li><li>Profitability, margins and cost control</li><li>Sales - asset turnover</li><li>Efficiency (asset / stock turnover, debtor / creditor days)</li><li>'City' measures</li><li>Investment (interest / dividend cover, earnings per share, dividend yield)</li></ul> 


                </section>

Business Accounting

Corporate Finance Level 1

Finance For Non Finance Managers

Financial Accounting

Practical Accounting

Finance for project managers and engineers (In-House)

<p>No-one in business will succeed if they are not financially literate - and no business will succeed without financially-literate people. This is the ideal programme for managers and others who don't have a financial qualification or background but who nonetheless need a greater understanding of the financial management disciplines essential to your organisation.</p>This course will give the participants a sound understanding of financial reports, measures and techniques to make them even more effective in their roles. It will enable participants to:<ul><li>Overcome the barrier of the accountants' strange language</li><li>Deal confidently with financial colleagues</li><li>Improve their understanding of your organisation's finance function</li><li>Radically improve their planning and budgeting skills</li><li>Be much more aware of the impact of their decisions on the profitability of your organisation</li><li>Enhance their role in the organisation</li><li>Boost their confidence and career development</li></ul><section>
                    <h3>1 Review of the principal financial statements</h3><ul><li>What each statement contains<ul><li>Outline</li><li>Detail</li></ul></li><li>Not just what the statements contain but what they mean</li><li>Balance sheets and P&amp;L accounts (income statements)</li><li>Cash flow statements</li><li>Detailed terminology and interpretation</li><li>Types of fixed asset - tangible, etc.</li><li>Working capital, equity, gearing</li></ul> <h3>2 The 'rules' - Accounting Standards, concepts and conventions</h3><ul><li>Fundamental or 'bedrock' accounting concepts</li><li>Detailed accounting concepts and conventions</li><li>What depreciation means</li><li>The importance of stock, inventory and work in progress values</li><li>Accounting policies that most affect reporting and results</li><li>The importance of accounting standards and IFRS</li></ul> <h3>3 Where the figures come from</h3><ul><li>Accounting records</li><li>Assets / liabilities, Income / expenditure</li><li>General / nominal ledgers</li><li>Need for internal controls</li><li>'Sarbox' and related issues</li></ul> <h3>4 Managing the budget process</h3><ul><li>Have clear objectives, remit, responsibilities and time schedule</li><li>The business plan</li><li>Links with corporate strategy</li><li>The budget cycle</li><li>Links with company culture</li><li>Budgeting methods<ul><li>'New' budgeting</li><li>Zero-based budgets</li></ul></li><li>Reviewing budgets</li><li>Responding to the figures</li><li>The need for appropriate accounting and reporting systems</li></ul> <h3>5 What are costs? How to account for them</h3><ul><li>Cost definitions</li><li>Full / absorption costing</li><li>Overheads - overhead allocation or absorption</li><li>Activity based costing</li><li>Marginal costing / break-even - use in planning</li></ul> <h3>6 Who does what? A review of what different types of accountant do</h3><ul><li>Financial accounting</li><li>Management accounting</li><li>Treasury function</li><li>Activities and terms</li></ul> <h3>7 How the statements can be interpreted</h3><ul><li>What published accounts contain</li><li>Analytical review (ratio analysis)</li><li>Return on capital employed, margins and profitability</li><li>Making assets work - asset turnover</li><li>Fixed assets, debtor, stock turnover</li><li>Responding to figures</li><li>EBIT, EBITEDIA, eps and other analysts' measure</li></ul> <h3>8 Other key issues</h3><ul><li>Creative accounting</li><li>Accounting for groups</li><li>Intangible assets - brand names</li><li>Company valuations</li><li>Fixed assets / leased assets / off-balance sheet finance</li></ul> 


                </section>

Finance for the non-accountant (In-House)

<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Learn how smart property investors create Passive Income and Long-term Wealth through property.&nbsp; The key is the right Property Investment strategy, discover how to:</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Create &pound;1,000s in recurring property income year after year</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Supercharge property profits, value and rent</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Secure financial freedom through property</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Recycle your investment capital</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Build a portfolio with limited cash investment</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Create property income without even needing a deposit</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">We&#39;ve been investing in property for over 30 years between us, and training people for over 10 years. &nbsp;Learn the tools, techniques and strategies that we use in today&#39;s market to convert Property into Pounds and make regular, recurring profits while building real long-term wealth. &nbsp;From using your hard-earned savings to buy the right property that builds the foundations of your portfolio and financial future to showing you innovative ways to start Investing in Property, even if you don&#39;t have loads of capital now. &nbsp;In this taster session, we&#39;ll focus on the key steps you need to follow to turn Property into Pounds.</p>

Property investment is a proven income and wealth generation tool. Ask anyone who's financially successful and they will own investment property.
But…I bet if you asked 5 people, you'd find at least one with a property horror story where it went completely wrong!
Learn the difference between making a smart property investment decision that turns Property into Pounds rather than getting lured into the wrong type of property deal that loses value, makes a loss and drags you down!
Discover our foolproof system based on over 30 years of combined experience to turn Property Into Pounds
Identify more valuable opportunities
Increase your property income
Reduce your risk
Make the most of your capital
Start with limited funds and build steadily
Do the right deal and 10X your profits
Learn to build a secure, sustainable property business, with tried and tested tools and techniques.
Join our free taster session to discover how you can turn Property into Pounds!





Property SQ2

Wealth Management

Property Investment

Real Estate Investing

Passive Income

Investment

Taster session. Passive income from Property. Professional Investor secrets to build a Property Portfolio, even if you're starting with little capital

Discover Property to Pounds

Webinar Seat

Contents:
- Workshop Overview
- Topics
- Who should attend
- Group Rates
- Chynna Clayton Bio
- Kate Wood Bio
- Past Attendee Feedback




EA/PA Excellence Workshop
We are delighted to announce three dates for our exclusive EA/PA Excellence Workshop facilitated by Kate Wood and keynoted by Chynna Clayton "Body Woman" to Michelle Obama former First Lady of the United States of America. 
Our aims for this workshop:
Build and maintain resilience in the face of ever-increasing demands on time and energy
Add to best-practice strategies for strengthening relationships online with colleagues, clients and key stakeholders
Develop influencing skills to confidently handle difficult front-line situations and people
Topic 1
Handling pressure with resilience

Recognise what's within your control and how to let go of what's not
Learn the science behind negative thinking and how to retrain your brain for maximum impact
Explore how to find the bright spot in your ever-changing workstack for motivation
Topic 2
Strengthening working relationships online
Understand why online working makes it difficult to get people to do what you need
Discover how best to build trust and connection when working remotely and in hybrid environments
Learn the key do's and don'ts for virtual communication
Topic 3
Managing time and boundaries
Use conflict-handling strategies confidently for long-term benefits
Practice ways to hold your ground without damaging your reputation
Create and maintain boundaries for personal effectiveness
Keynote Address with Q&A from the audience:
Keynote from Chynna Clayton former assistant to First Lady of the United States, Michelle Obama.
Opportunity for the audience to take part in a Q&A with Chynna on how to excel within an administration role



Who will attend?
PA's
EA's
Administrative roles
This workshop is open to females, male including trans women/males and non-binary professionals.







Group Rate Discounts
Group discounts are on request - please call 0800 949 9111 or email support@ownyoursuccess.co.uk if you need support around this matter. 





Chynna Clayton Bio
Keynote Speaker
 

Empathetic, strategic, and meticulous about the details, Chynna Clayton has built a career enabling some of the world’s most influential leaders to excel in high-stress environments.
Chynna is the founder and CEO of Matriarch Made Development, a consulting firm that helps organizations develop high performing administrative teams and identify and address overall operating structure
and events logistics inefficiencies. From helping leaders figure out their onboarding, communication flow, event logistics and how to further develop the talents of their teams, Chynna supports leading organizations in creating a systematic approach to tackling business/events challenges and bottlenecks.
Prior to Matriarch Made, Chynna worked in the personal office of Barack and Michelle Obama as their Director of Travel and Event Operations. Her career also includes administrative roles at Disney and the White House where she served as “body woman” to Mrs. Obama during the Obama Administration.
Chynna graduated from University of Florida with a B.S. in Event Management and Political Science and a minor in Business. She currently resides in Washington, DC with her wife, Retired Naval Chief Petty Officer, Katina Hoyles.
Chynna was featured in Michelle Obama’s latest book, The Light We Carry

“She could adapt in all types of environments, remain­ing unflappable in the face of change. On any given day, I might go from having a conversation with a group of students at a school to filming a television show or recording a podcast. I could meet with a world leader or the head of a philanthropic organization and then have dinner with A-list celebrities. It was Chynna facilitating every move.”
— Direct Quote from Michelle Obama in The Light We Carry
Chynna Featured on The Michelle Obama's Podcast




Kate Wood
Workshop Facilitator 

 
Kate is a business owner, qualified coach, consultant, facilitator, trainer, podcaster and public speaker with a background in learning & development, employee engagement strategy, continuous improvement, communications and marketing. After 25 years working across the board in blue-chip, non-profit and civil service organisations she now provides support to businesses looking to evolve and become great places for people to work in and with. 
Having worked with a wide variety of clients from school-age students to senior executives, she has been designing and running workshops, seminars and classes in person or via web events since she left long commutes and corporate roles behind in 2014 when she created her first two businesses. Her passion is in improving working relationships between roles and functions, supporting people to discover how to be their best selves at work. She does this in the auto-motive industry, financial services, medical teams, charities, global media, retail, education systems and the arts.
When she’s not working, she and her classic car Monty Morgan can be found zipping around the English countryside.
Kate's training & qualifications
CTI Co-Active certified coach, ICF registered (CPCC) (PCC)
Coach supervisor (ESQA) (EMCC)
Lean Six Sigma Black Belt
Lumina Sparks practitioner
Hay Group Leadership Styles & Climate accredited coach
Human Capital Institute certified in human capital strategy
Sheppard Moscow advanced business consulting
Conflict management trained (Thomas-Kilman instrument)
Chartered Institute of Marketing Diploma



So, will you be joining us? 🤔
See what our attendees said here. 



Own Your Success

Learning & Development

Leadership

Business Leadership

Administrative Assistant

Career Development

Leadership Skills

Personal Assistant

Leadership Development

Executive Assistant

Corporate Learning & Development

Ethical Leadership

Discover how to elevate your career as an executive assistant or personal assistant with our comprehensive EA Mastery Workshop. Gain new skills, strategies, and tools to maximize your impact and achieve success.

EA/PA Excellence Workshop Virtual

Early release

General release

Last Remaining Seats

<p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Real Estate Development cash flows require greater skill and flexibility from Analysts, and an ability to work with simultaneously with project partners. Value add and opportunistic property investments are complex both in their initial scope and their cash flow projections.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">This course will show delegates how to appraise projects in Excel, incorporate and communicate updates as they happen and ultimately understand how to convert an opportunistic property investment into a core asset that can be sold on.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Residual models (profit &amp; site) are demonstrated first to illustrate the main components of any scheme and the traditional methods of evaluation such as profit on cost ratio, rental yield and interest cover. Development cash flows are then constructed in detail looking in particular at phased income as well as fixed, variable and incidental construction costs and their impact on the net cash flow. Additional performance metrics are calculated including geared IRR and return on equity.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Development financing can be trickier than straightforward senior debt investment financing. This is because finance is often required in stages. The brought forward carried forward method demonstrated on the course, is the easiest way to deal with programmed debt drawdown functions and rolled-up interest.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">The assessment of project specific risk is arguably much more important in development schemes. Sensitivity analysis and scenario analysis are covered in the final section of the course.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">On this course you will&hellip;</strong></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Learn how to calculate land and profit residuals</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Learn how to structure a full development cash flow, including phased sales, S-curve and straight line cost functions</li><li value="3" fr-original-style="" style="box-sizing: border-box;">You will be taught how to find maximum bidding prices for site development and building refurbishments</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Understanding development financing considerations and learn how to optimise financing</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Analyse financial and project completion risks</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Employ best practice and find solutions to common modelling problems</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Who will benefit from this course?</strong></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Developers</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Surveyors</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Real Estate professionals at any level with exposure to real estate financial models on a frequent basis</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Fund managers</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Asset managers</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Land managers</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Planning managers</li><li value="8" fr-original-style="" style="box-sizing: border-box;">Lenders</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Course Outline</strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Day One</strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Learn how to build a discounted cash flow, analyse returns and understand the components of development models</strong></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Gross versus Net Yields, calculating Net Development Value (NDV)</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Profit residual, with and without financing</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Site residual, how to calculate profit without knowing your costs.</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Introducing financing to site residual calculations</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Purchase price and acquisition costs</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Phased Sales, marketing and disposal costs</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Modelling construction costs using straight line basis, fixed costs, variable costs, incidental costs and construction fees</li><li value="8" fr-original-style="" style="box-sizing: border-box;">Professional fees</li><li value="9" fr-original-style="" style="box-sizing: border-box;">Income and expenditure project functions</li><li value="10" fr-original-style="" style="box-sizing: border-box;">Logic functions, logic tables and array formulae</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Day Two</strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Learn how to build a detailed property development project cash flow, add financing and perform risk analysis on commercial development projects</strong></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Multiple IRRs, competing projects, scoping and linear programming, maximising performance</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Return metrics: Equity profit ratio (EPR), Costs paid out of proceeds (POP), Profit on cost ratio (PCR)</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Alternative site calculation, Net present value (NPV),</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Modelling construction costs using S-curve , variable costs, incidental costs and construction fees</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Switching between scenarios</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Introduction to Development financing, Pari Passu versus Equity First Financing</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Debt scheduling: brought forward and carried forward method</li><li value="8" fr-original-style="" style="box-sizing: border-box;">Consideration of the impact of development finance interest, fees and covenants</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Included in the Course</strong></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">CPD Accredited Certificate &amp; LinkedIn Proficiency Badge</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Course Manual - In-Person Course attendees will receive a Physical Copy, Virtual Course attendees will receive a Virtual Copy and have the option to purchase a Hard Copy at an additional fee</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Course Files</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Online Learning Platform access - Further Learning Resources (Reading, Files and Videos)</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Post Course Support - Two Months of Questions &amp; Answers, and One year of support is available for an additional fee</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">For more information about the Real Estate Developer such as course delivery methods, pricing and dates, please contact Sam on the Bayfield Training Sales team:</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">E - s.musgrave@bayfieldtraining.com</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">T - 01223 517851</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">W - <a href="https://www.bayfieldtraining.com/" target="_blank" rel="nofollow noopener noreferrer ugc" title="https://www.bayfieldtraining.com/" data-airgap-id="125" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">www.bayfieldtraining.com</a></p>



Real Estate Development cash flows require greater skill and flexibility from Analysts, and an ability to work with simultaneously with project partners. Value add and opportunistic property investments are complex both in their initial scope and their cash flow projections.
This course will show delegates how to appraise projects in Excel, incorporate and communicate updates as they happen and ultimately understand how to convert an opportunistic property investment into a core asset that can be sold on.
Residual models (profit & site) are demonstrated first to illustrate the main components of any scheme and the traditional methods of evaluation such as profit on cost ratio, rental yield and interest cover. Development cash flows are then constructed in detail looking in particular at phased income as well as fixed, variable and incidental construction costs and their impact on the net cash flow. Additional performance metrics are calculated including geared IRR and return on equity.
Development financing can be trickier than straightforward senior debt investment financing. This is because finance is often required in stages. The brought forward carried forward method demonstrated on the course, is the easiest way to deal with programmed debt drawdown functions and rolled-up interest.
The assessment of project specific risk is arguably much more important in development schemes. Sensitivity analysis and scenario analysis are covered in the final section of the course.


On this course you will…
Learn how to calculate land and profit residuals
Learn how to structure a full development cash flow, including phased sales, S-curve and straight line cost functions
You will be taught how to find maximum bidding prices for site development and building refurbishments
Understanding development financing considerations and learn how to optimise financing
Analyse financial and project completion risks
Employ best practice and find solutions to common modelling problems


Who will benefit from this course?
Developers
Surveyors
Real Estate professionals at any level with exposure to real estate financial models on a frequent basis
Fund managers
Asset managers
Land managers
Planning managers
Lenders


Course Outline
Day One
Learn how to build a discounted cash flow, analyse returns and understand the components of development models
Gross versus Net Yields, calculating Net Development Value (NDV)
Profit residual, with and without financing
Site residual, how to calculate profit without knowing your costs.
Introducing financing to site residual calculations
Purchase price and acquisition costs
Phased Sales, marketing and disposal costs
Modelling construction costs using straight line basis, fixed costs, variable costs, incidental costs and construction fees
Professional fees
Income and expenditure project functions
Logic functions, logic tables and array formulae


Day Two
Learn how to build a detailed property development project cash flow, add financing and perform risk analysis on commercial development projects
Multiple IRRs, competing projects, scoping and linear programming, maximising performance
Return metrics: Equity profit ratio (EPR), Costs paid out of proceeds (POP), Profit on cost ratio (PCR)
Alternative site calculation, Net present value (NPV),
Modelling construction costs using S-curve , variable costs, incidental costs and construction fees
Switching between scenarios
Introduction to Development financing, Pari Passu versus Equity First Financing
Debt scheduling: brought forward and carried forward method
Consideration of the impact of development finance interest, fees and covenants


Included in the Course
CPD Accredited Certificate & LinkedIn Proficiency Badge
Course Manual - In-Person Course attendees will receive a Physical Copy, Virtual Course attendees will receive a Virtual Copy and have the option to purchase a Hard Copy at an additional fee
Course Files
Online Learning Platform access - Further Learning Resources (Reading, Files and Videos)
Post Course Support - Two Months of Questions & Answers, and One year of support is available for an additional fee


For more information about the Real Estate Developer such as course delivery methods, pricing and dates, please contact Sam on the Bayfield Training Sales team:
E - s.musgrave@bayfieldtraining.com
T - 01223 517851
W - www.bayfieldtraining.com

Bayfield Training

Financial Modelling & Analysis

Real Estate Finance

Financial Modelling

Microsoft Excel

Financial Risk Management

Professional Development

Continuous Professional Development (CPD)

This course will show delegates how to appraise projects in Excel, incorporate and communicate updates as they happen and ultimately understand how to convert an opportunistic property investment into a core asset that can be sold on.

Real Estate Developer (Development Cash Flow Modelling in Excel)

<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Own Your Success is delighted to bring you the <strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;"><span style="color: rgb(115, 192, 234); box-sizing: border-box;" fr-original-style="color: rgb(115, 192, 234);">&#39;Bitesize Masterclass&#39;</span></em></strong> with Sophie Chapman.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Not everyone has the flexibility to step away from the office for in-person events or dedicate extended periods from their packed schedules for full or half-day sessions.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">So we&#39;ve put together our <strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;"><span style="color: rgb(84, 172, 210); box-sizing: border-box;" fr-original-style="color: rgb(84, 172, 210);">&#39;Bitesize Masterclasses&#39;</span></em></strong> to help assistants develop and learn from professionals such as Sophie - shorter sessions, same big impact!</p><hr fr-original-style="" style="border-color: var(--border-muted); border-style: solid; clear: both; break-after: page; user-select: none; box-sizing: border-box;"><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">&nbsp;</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 30px; color: rgb(115, 192, 234); box-sizing: border-box;" fr-original-style="font-size: 30px; color: rgb(115, 192, 234);">Bitesize Masterclass</span><span style="font-size: 36px; color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="font-size: 36px; color: rgb(0, 0, 0);">&nbsp;with <strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;">Sophie Chapman</em></strong></span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Sophie Chapman<br fr-original-style="" style="box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;">EA to Steven Bartlett&nbsp;</em></strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><img src="https://images.cademy.co.uk/own-your-success/a0486bb4-aec1-4d05-86c6-b06294a16be2/original.jpeg" style="width: 341px; display: block; vertical-align: top; margin: 5px auto 5px 0px; text-align: left; cursor: auto; padding: 0px 1px; user-select: none; max-width: 100%; position: relative; box-sizing: border-box;" fr-original-style="width: 341px; display: block; vertical-align: top; margin: 5px auto 5px 0px; text-align: left; cursor: auto;" fr-original-class="fr-draggable"></p><p style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;" fr-original-style="color: var(--text);"><span style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;">Although Sophie initially aspired to be a talent agent, she swiftly realised that her career passions lay within the administrative/operational aspects of working life. <br fr-original-style="" style="box-sizing: border-box;"></span></p><p style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;" fr-original-style="color: var(--text);"><span style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;">Following her graduation in Entertainment Management from LIPA in 2008, she gained extensive work experience across renowned entities such as Sony BMG and Sky One, operating within the spheres of TV, music, radio, and the events industry. Her pivotal entry into a PA role came while supporting musician Eliza Doolittle.<br fr-original-style="" style="box-sizing: border-box;"></span></p><p style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;" fr-original-style="color: var(--text);"><span style="color: rgb(0, 0, 0); font-size: 14px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 14px;">After five years, Sophie opted to move home to Liverpool and accept a contract supporting Sir Dave Brailsford of Team Sky. Once complete, Sophie received an offer for a position based in the US with an A-list musician. However, her journey led her to discover her "forever role", providing support to Steven Bartlett.</span></p><div data-message-author-role="assistant" data-message-id="fc75f7a3-690f-4da7-9d49-460145d4e5b9" id="isPasted" fr-original-style="" style="box-sizing: border-box;"><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;">Steven, the Founder and former Group CEO of Social Chain, is a multifaceted individual&mdash;a published author, podcaster, entrepreneur, and presently, the youngest-ever Dragon on BBC&#39;s Dragon&#39;s Den. Sophie has been instrumental as Steven&#39;s Executive Assistant, operating on a global scale, in both private and corporate realms for six years.&nbsp;</span></p></div><hr fr-original-style="" style="border-color: var(--border-muted); border-style: solid; clear: both; break-after: page; user-select: none; box-sizing: border-box;"><p style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;" fr-original-style="color: var(--text);"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Kate Wood<br fr-original-style="" style="box-sizing: border-box;"></strong></span><span style="color: rgb(115, 192, 234); box-sizing: border-box;" fr-original-style="color: rgb(115, 192, 234);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;">Masterclass Facilitator&nbsp;</em></strong></span></p><p style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;" fr-original-style="color: var(--text);"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0);"><img src="https://images.cademy.co.uk/own-your-success/973fb358-b335-4ec8-bad7-acd3127682e4/original.jpeg" style="width: 334px; display: block; vertical-align: top; margin: 5px auto 5px 0px; text-align: left; cursor: auto; padding: 0px 1px; user-select: none; max-width: 100%; position: relative; box-sizing: border-box;" fr-original-style="width: 334px; display: block; vertical-align: top; margin: 5px auto 5px 0px; text-align: left; cursor: auto;" fr-original-class="fr-draggable"></span><span style="color: rgb(0, 0, 0); font-size: 14px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 14px;"><br fr-original-style="" style="box-sizing: border-box;">Kate will aid the facilitation of this Bitesize Masterclass, ensuring that crucial topics are covered while prioritising an environment where every participant feels acknowledged, valued, and heard throughout the session.</span></p><p style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;" id="isPasted" fr-original-style="color: var(--text);"><span style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;">Kate is a business owner, qualified coach, consultant, facilitator, trainer, podcaster and public speaker with a background in learning &amp; development, employee engagement strategy, continuous improvement, communications and marketing. &nbsp;After 25 years working across the board in blue-chip, non-profit and civil service organisations she now provides support to businesses looking to evolve and become great places for people to work in and with.</span></p><p style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;" fr-original-style="color: var(--text);"><span style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;">Having worked with a wide variety of clients from school-age students to senior executives, she has been designing and running workshops, seminars and classes in person or via web events since she left long commutes and corporate roles behind in 2014 when she created her first two businesses. &nbsp;Her passion is improving working relationships between roles and functions and supporting people to discover their best selves at work. &nbsp;She does this in the automotive industry, financial services, medical teams, charities, global media, retail, education systems and the arts.</span></p><p style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;" fr-original-style="color: var(--text);"><span style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;">When she&rsquo;s not working, she and her classic car Monty Morgan can be found zipping around the English countryside.</span></p><hr fr-original-style="" style="border-color: var(--border-muted); border-style: solid; clear: both; break-after: page; user-select: none; box-sizing: border-box;"><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Session <span style="color: rgb(115, 192, 234); box-sizing: border-box;" fr-original-style="color: rgb(115, 192, 234);">topics:</span></strong></span></p><ul fr-original-style="" style="box-sizing: border-box;"><li style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;">How to establish your self-leadership position in your EA capacity&nbsp;</li><li style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;">Transition from a PA to EA&nbsp;</li><li style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;">Career development&nbsp;</li><li style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;">Boundary setting and wellbeing&nbsp;</li><li style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;">Q&amp;A with the audience - Open-Book Q&amp;A</li></ul><hr fr-original-style="" style="border-color: var(--border-muted); border-style: solid; clear: both; break-after: page; user-select: none; box-sizing: border-box;"><div fr-original-style="" style="box-sizing: border-box;"><span style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;"><b fr-original-style="" style="box-sizing: border-box;">What is a <span style="color: rgb(115, 192, 234); box-sizing: border-box;" fr-original-style="color: rgb(115, 192, 234);">Bitesize Masterclass?</span><br fr-original-style="" style="box-sizing: border-box;"></b></span></div><ul fr-original-style="" style="box-sizing: border-box;"><li style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;"><div fr-original-style="" style="box-sizing: border-box;">Short burst session.</div></li><li style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;"><div fr-original-style="" style="box-sizing: border-box;">Keynote speakers discuss key themes/topics they are passionate about.</div></li><li style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;"><div fr-original-style="" style="box-sizing: border-box;">Q&amp;A with the audience attendees - ask the questions you don&#39;t <em fr-original-style="" style="box-sizing: border-box;">usually</em> get to ask!</div></li><li style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;"><div fr-original-style="" style="box-sizing: border-box;">Run time of 90 minutes (max 2 hours) - we block out two hours in case we overspill on questions. 😊</div></li><li style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;"><div fr-original-style="" style="box-sizing: border-box;">Virtually delivered - attend from anywhere that&#39;s convenient for you!&nbsp;</div></li><li style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;"><div fr-original-style="" style="box-sizing: border-box;">Packed with content, tips and tricks and from industry professionals who can share their experiences with you.</div></li></ul><hr fr-original-style="" style="border-color: var(--border-muted); border-style: solid; clear: both; break-after: page; user-select: none; box-sizing: border-box;"><div fr-original-style="" style="box-sizing: border-box;"><span style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Who will <span style="color: rgb(115, 192, 234); box-sizing: border-box;" fr-original-style="color: rgb(115, 192, 234);">attend?</span></strong></span></div><ul style="color: rgb(0, 0, 0); box-sizing: border-box;" id="isPasted" fr-original-style="color: rgb(0, 0, 0);"><li style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;">PA&#39;s</li><li style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;">EA&#39;s</li><li style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;">Administrative roles</li></ul><div style="text-align: center; box-sizing: border-box;" fr-original-style="text-align: center;">---------------------------</div><p style="text-align: left; color: var(--text); font-size: var(--font-size); box-sizing: border-box;" fr-original-style="text-align: left;"><span style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;"><em fr-original-style="" style="box-sizing: border-box;">At Own Your Success, we strongly believe in fostering an inclusive environment where diversity is celebrated and discrimination of any form is unwelcome. We welcome attendees from all backgrounds, regardless of race, ethnicity, gender identity, sexual orientation, religion, age, ability, or any other characteristic. Discrimination has no place in our workshops, and we are committed to creating a respectful and supportive space for all participants to learn and grow together.</em><em fr-original-style="" style="box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></em></span></p><p style="text-align: center; color: var(--text); font-size: var(--font-size); box-sizing: border-box;" fr-original-style="text-align: center;"><span style="font-size: 14px; box-sizing: border-box;" fr-original-style="font-size: 14px;"><em fr-original-style="" style="box-sizing: border-box;">---------------------------<br fr-original-style="" style="box-sizing: border-box;"></em></span></p>

Own Your Success is delighted to bring you the 'Bitesize Masterclass' with Sophie Chapman.
Not everyone has the flexibility to step away from the office for in-person events or dedicate extended periods from their packed schedules for full or half-day sessions.
So we've put together our 'Bitesize Masterclasses' to help assistants develop and learn from professionals such as Sophie - shorter sessions, same big impact!



 
Bitesize Masterclass with Sophie Chapman
Sophie Chapman
EA to Steven Bartlett 

Although Sophie initially aspired to be a talent agent, she swiftly realised that her career passions lay within the administrative/operational aspects of working life. 

Following her graduation in Entertainment Management from LIPA in 2008, she gained extensive work experience across renowned entities such as Sony BMG and Sky One, operating within the spheres of TV, music, radio, and the events industry. Her pivotal entry into a PA role came while supporting musician Eliza Doolittle.

After five years, Sophie opted to move home to Liverpool and accept a contract supporting Sir Dave Brailsford of Team Sky. Once complete, Sophie received an offer for a position based in the US with an A-list musician. However, her journey led her to discover her "forever role", providing support to Steven Bartlett.
Steven, the Founder and former Group CEO of Social Chain, is a multifaceted individual—a published author, podcaster, entrepreneur, and presently, the youngest-ever Dragon on BBC's Dragon's Den. Sophie has been instrumental as Steven's Executive Assistant, operating on a global scale, in both private and corporate realms for six years. 



Kate Wood
Masterclass Facilitator 

Kate will aid the facilitation of this Bitesize Masterclass, ensuring that crucial topics are covered while prioritising an environment where every participant feels acknowledged, valued, and heard throughout the session.
Kate is a business owner, qualified coach, consultant, facilitator, trainer, podcaster and public speaker with a background in learning & development, employee engagement strategy, continuous improvement, communications and marketing. After 25 years working across the board in blue-chip, non-profit and civil service organisations she now provides support to businesses looking to evolve and become great places for people to work in and with.
Having worked with a wide variety of clients from school-age students to senior executives, she has been designing and running workshops, seminars and classes in person or via web events since she left long commutes and corporate roles behind in 2014 when she created her first two businesses. Her passion is improving working relationships between roles and functions and supporting people to discover their best selves at work. She does this in the automotive industry, financial services, medical teams, charities, global media, retail, education systems and the arts.
When she’s not working, she and her classic car Monty Morgan can be found zipping around the English countryside.



Session topics:
How to establish your self-leadership position in your EA capacity
Transition from a PA to EA
Career development
Boundary setting and wellbeing
Q&A with the audience - Open-Book Q&A



What is a Bitesize Masterclass?
Short burst session.
Keynote speakers discuss key themes/topics they are passionate about.
Q&A with the audience attendees - ask the questions you don't usually get to ask!
Run time of 90 minutes (max 2 hours) - we block out two hours in case we overspill on questions. 😊
Virtually delivered - attend from anywhere that's convenient for you!
Packed with content, tips and tricks and from industry professionals who can share their experiences with you.



Who will attend?
PA's
EA's
Administrative roles
---------------------------
At Own Your Success, we strongly believe in fostering an inclusive environment where diversity is celebrated and discrimination of any form is unwelcome. We welcome attendees from all backgrounds, regardless of race, ethnicity, gender identity, sexual orientation, religion, age, ability, or any other characteristic. Discrimination has no place in our workshops, and we are committed to creating a respectful and supportive space for all participants to learn and grow together.

---------------------------


Online Course Marketing

Bitesize Masterclass with Sophie Chapman

Early Release

General Release

<p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Looking to bring your business growth ideas to life but need a cash injection?</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Join us at our FREE online webinar, where we demystify the intricate world of business funding, equipping you with the knowledge and strategies needed to secure the resources your business needs and deserves.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">In this course, you&#39;ll gain a wider knowledge of funding options for your business to scale/expand.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Dates</strong>: Wednesday 16th October 2024</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Time</strong>: 10:00am - 11:00am</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Where</strong>: Online (Zoom)</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Fee</strong>: Free</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">For</strong>: <span style="color: rgb(0, 0, 0); box-sizing: border-box;" id="isPasted" fr-original-style="color: rgb(0, 0, 0);">Businesses based in North Essex (Braintree, Chelmsford, Colchester, Maldon, and Tendring)</span></p><h3 fr-original-style="" style="box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></h3><h3 fr-original-style="" style="box-sizing: border-box;">What it covers:</h3><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Covering topics such as GGS (Growth Guarantee Scheme), Growth Loans, Start-up Loans, and the importance of an accountant in a business relationship, participants will leave with a robust toolkit of knowledge to navigate the intricate world of business financing.</p><h3 fr-original-style="" style="box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></h3><h3 fr-original-style="" style="box-sizing: border-box;">Who it is for:</h3><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">The course is aimed at a whole range of businesses from start-up founders to local business owners to corporates and is geared to anyone looking to access finance.&nbsp;</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><h3 id="isPasted" fr-original-style="" style="box-sizing: border-box;">Who should attend:</h3><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Entrepreneurs</li><li value="1" fr-original-style="" style="box-sizing: border-box;">Micro business owners</li><li value="1" fr-original-style="" style="box-sizing: border-box;">Small business owners</li><li value="1" fr-original-style="" style="box-sizing: border-box;">Middle managers</li><li value="1" fr-original-style="" style="box-sizing: border-box;">Consultants</li><li value="1" fr-original-style="" style="box-sizing: border-box;">Coaches</li><li value="1" fr-original-style="" style="box-sizing: border-box;">E-commerce businesses</li><li value="1" fr-original-style="" style="box-sizing: border-box;">Digital marketers</li><li value="1" fr-original-style="" style="box-sizing: border-box;">Service based business owners</li></ul><div fr-original-style="" style="box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></div><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">About the hosts:</strong></p><p style="color: rgb(34, 3, 96); font-size: var(--font-size); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(34, 3, 96);"><u fr-original-style="" style="box-sizing: border-box;">Peter Disney - </u><a href="https://www.woodanddisney.co.uk/" target="_blank" rel="noopener noreferrer" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;"><u fr-original-style="" style="box-sizing: border-box;">Wood and Disney</u></a></p><p style="color: rgb(34, 3, 96); font-size: var(--font-size); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(34, 3, 96);">Managing Director, Chartered Accountant, Certified Business and Finance Professional, Certified Profit Consultant and Accredited Business Navigator Provider. Creator of TroubleShooterPlus a business diagnostic program. Creator of Plus4Business an online business advisory system.&nbsp;</p><p style="color: rgb(34, 3, 96); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(34, 3, 96);">Peter has many years of experience in not only all the financial aspects of running a successful business but also in growth strategies. In particular marketing, strategic thinking implementation and control, and leveraging technology for growth, are areas he specialises in.</p><p style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;" id="isPasted" fr-original-style=" color: var(--text);"><u fr-original-style="" style="box-sizing: border-box;">Robert Laurie -&nbsp;</u><a href="https://backingessexbusiness.co.uk/" target="_blank" rel="noopener noreferrer nofollow" style="color: var(--cademy-blue); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: var(--cademy-blue);"><u fr-original-style="" style="box-sizing: border-box;">Backing Essex Business</u></a></p><p style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: var(--text);">Robert is a Business Advisory Manager at Backing Essex Business (delivered by Let&#39;s Do Business Group) and has 35 years of banking relationship and finance experience, providing support and advice to businesses of all sizes across Essex. He has an extensive network of key partners who also support businesses with non-financial issues, as well as good links to Local Councils and Grant providers.</p><hr fr-original-style="" style="border-color: var(--border-muted); border-style: solid; clear: both; break-after: page; user-select: none; box-sizing: border-box;"><p style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;" id="isPasted" fr-original-style=" color: var(--text);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">This programme is delivered by the North Essex Economic Board (NEEB) in partnership with Let&#39;s Do Business Group.</strong></p><p style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: var(--text);"><em fr-original-style="" style="box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Let&#39;s Do Business Group is undertaking this project jointly with the&nbsp;</strong></em><a href="https://neeb.org.uk/" target="_blank" rel="noopener noreferrer nofollow" title="https://neeb.org.uk/" style="color: var(--cademy-blue); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: var(--cademy-blue);"><em fr-original-style="" style="box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">North Essex Economic Board (NEEB)</strong></em></a><em fr-original-style="" style="box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">. The Board is a partnership of local authorities in the area: Braintree, Maldon, and Tendring district councils, Colchester Borough Council, Chelmsford City Council and Essex County Council.</strong></em></p><p style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: var(--text);"><em fr-original-style="" style="box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">This project is funded by the UK Government through the UK Shared Prosperity Fund.</strong></em></p><p style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: var(--text);"><em fr-original-style="" style="box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">The UK Shared Prosperity Fund is a central pillar of the UK government&#39;s Levelling Up agenda and provides &pound;2.6 billion of funding for local investment by March 2025. The Fund aims to improve pride in place and increase life chances across the UK investing in communities and place, supporting local business, and people and skills. For more information, visit&nbsp;</strong></em><a href="https://www.gov.uk/government/publications/uk-shared-prosperity-fund-prospectus" target="_blank" rel="noopener noreferrer nofollow" title="https://www.gov.uk/government/publications/uk-shared-prosperity-fund-prospectus" style="color: var(--cademy-blue); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: var(--cademy-blue);"><em fr-original-style="" style="box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">https://www.gov.uk/government/publications/uk-shared-prosperity-fund-prospectus</strong></em></a></p><p style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: var(--text);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Please click here to see our&nbsp;</strong><a href="https://backingessexbusiness.co.uk/privacy-policy" target="_blank" rel="noopener noreferrer nofollow" title="https://backingessexbusiness.co.uk/privacy-policy" style="color: var(--cademy-blue); user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: var(--cademy-blue);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Privacy Policy</strong></a><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">. Please note that your details may be shared with the North Essex Economic Board who are funding this project.</strong></p>

Looking to bring your business growth ideas to life but need a cash injection?
Join us at our FREE online webinar, where we demystify the intricate world of business funding, equipping you with the knowledge and strategies needed to secure the resources your business needs and deserves.
In this course, you'll gain a wider knowledge of funding options for your business to scale/expand.


Dates: Wednesday 16th October 2024
Time: 10:00am - 11:00am
Where: Online (Zoom)
Fee: Free
For: Businesses based in North Essex (Braintree, Chelmsford, Colchester, Maldon, and Tendring)


What it covers:
Covering topics such as GGS (Growth Guarantee Scheme), Growth Loans, Start-up Loans, and the importance of an accountant in a business relationship, participants will leave with a robust toolkit of knowledge to navigate the intricate world of business financing.


Who it is for:
The course is aimed at a whole range of businesses from start-up founders to local business owners to corporates and is geared to anyone looking to access finance. 


Who should attend:
Entrepreneurs
Micro business owners
Small business owners
Middle managers
Consultants
Coaches
E-commerce businesses
Digital marketers
Service based business owners
About the hosts:
Peter Disney - Wood and Disney
Managing Director, Chartered Accountant, Certified Business and Finance Professional, Certified Profit Consultant and Accredited Business Navigator Provider. Creator of TroubleShooterPlus a business diagnostic program. Creator of Plus4Business an online business advisory system. 
Peter has many years of experience in not only all the financial aspects of running a successful business but also in growth strategies. In particular marketing, strategic thinking implementation and control, and leveraging technology for growth, are areas he specialises in.
Robert Laurie - Backing Essex Business
Robert is a Business Advisory Manager at Backing Essex Business (delivered by Let's Do Business Group) and has 35 years of banking relationship and finance experience, providing support and advice to businesses of all sizes across Essex. He has an extensive network of key partners who also support businesses with non-financial issues, as well as good links to Local Councils and Grant providers.



This programme is delivered by the North Essex Economic Board (NEEB) in partnership with Let's Do Business Group.
Let's Do Business Group is undertaking this project jointly with the North Essex Economic Board (NEEB). The Board is a partnership of local authorities in the area: Braintree, Maldon, and Tendring district councils, Colchester Borough Council, Chelmsford City Council and Essex County Council.
This project is funded by the UK Government through the UK Shared Prosperity Fund.
The UK Shared Prosperity Fund is a central pillar of the UK government's Levelling Up agenda and provides £2.6 billion of funding for local investment by March 2025. The Fund aims to improve pride in place and increase life chances across the UK investing in communities and place, supporting local business, and people and skills. For more information, visit https://www.gov.uk/government/publications/uk-shared-prosperity-fund-prospectus
Please click here to see our Privacy Policy. Please note that your details may be shared with the North Essex Economic Board who are funding this project.

Let’s Do Business Group

Looking to bring your business growth ideas to life but need a cash injection? Join us at our FREE online webinar!

Access to Funding

<p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></strong></strong></p><p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Real Estate Financial Modelling School (5 days)</strong></strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">The Real Estate Financial Modelling School is an intensive week meticulously designed to teach the best practices to create flexible and robust cash flows in Excel.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">This week long CPD accredited training is ideal for those Real Estate professionals, who are looking to bolster the DCF modelling skills. This course covers Real Estate Investment, Development, Finance &amp; Risk.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">The school combines three of our courses:</p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Real Estate Analyst</li><li value="2" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Real Estate Investor</li><li value="3" style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Real Estate Modelling Masterclass</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">All of the courses are interlinked to give you a full understanding of the subject using Excel.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">On this course you will&hellip;</strong></strong></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Implement cash flows in excel throughout the whole week.</li><li value="2" fr-original-style="" style="box-sizing: border-box;">In the first two days you will learn how to develop rent functions and net operating income. We will show you how to value and appraise property investments and analyse the results.</li><li value="3" fr-original-style="" style="box-sizing: border-box;">On the third and fourth day you will learn how to model and analyse development projects using both residuals and cash flow methods. It will show you how to interrogate and compare alternative return metrics such as profit-equity multiples, profit and cost, net present value, worth and internal rate of return. Additionally you will cover how to model cash flow from different sector office, retail and leisure.</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Finally on the fifth day debt structures will be covered as well as joint ventures and partnership financing. You will also learn how to implement the full spectrum of the risk analysis from sensitivity to Monte Carlo.</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Who will benefit from this school?</strong></strong></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Real Estate professionals at any level with exposure to real estate financial models on a frequent basis</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Junior or new Real Estate Analysts who would like to start building their own real estate models quickly, rather than relying solely on coaching from existing team members</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Mid-level to senior Real Estate Analysts</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Real Estate Managers who would like to gain an understanding of the dynamics of debt and financial return fluctuations in more detail</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Property industry modellers who would like to be fully proficient in building complex financial models</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Course Outline</strong></strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Day One</strong></strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;">Real Estate Analyst I</em></em></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;">Know how to build a property asset cash flow, analyse geared, and un-geared IRRs.</em></em></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Term &amp; Reversion and Layer Method Valuation (Intro to Excel)</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Equivalent Yield (Solver, Scenario and Goal Seek functions)</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Single-Let Discounted Cash Flow</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Cash Flow inputs (Rents, Yields, Growth Rates, Target Returns)</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Analysis and use of date series</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Internal Rate of Return (IRR) and Net Present Value (NPV)</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Comparing Value, Price and Worth</li><li value="8" fr-original-style="" style="box-sizing: border-box;">Adding borrowing and analysing geared returns</li><li value="9" fr-original-style="" style="box-sizing: border-box;">Introducing Rent Reviews and other &lsquo;events&rsquo; into cash flows</li><li value="10" fr-original-style="" style="box-sizing: border-box;">The &lsquo;Rent Function&rsquo; concept and Logic functions (IF,OR,AND)</li><li value="11" fr-original-style="" style="box-sizing: border-box;">Sensitivity analysis</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Day Two</strong></strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;">Real Estate Analyst II</em></em></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;">Know how to build a multi-let property cash flow and apply the concepts on a hypothetical case study.</em></em></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">The &lsquo;Rent Function&rsquo; and Multi-let cash flows</li><li value="2" fr-original-style="" style="box-sizing: border-box;">The &lsquo;date problem&rsquo; and assumptions in property asset cash flows</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Reducing the rent function, intermediate calculations and modelling theory</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Modelling lease expiries, break clauses, voids, and upward only covenants</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Incorporating time-varying rental growth rates</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Analysing multi-let cash flows to see if the leases are sufficiently diversified</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Further IRR analysis (XIRR, MIRR)</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Day Three</strong></strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;">Real Estate Investor I</em></em></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Modelling international variations in real estate income streams i.e. Includes indexation patterns, rent caps, discounts / premiums to indexation, rent free periods, as well as how to deal with costs during vacancy</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Modelling sector variations in real estate income streams i.e. Office versus industrial, retail &amp; leisure</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Further senior debt covenants</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Advance Rent Function techniques to manage feature rich lease structures</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Day Four</strong></strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;">Real Estate Investor II</em></em></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Introduction to development appraisals</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Residual models, site and profit calculations</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Development cash flows versus Investment cash flows</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Introduction to straight line versus S-curve costing</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Phased asset sales in development appraisals</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Discounting development cash flows</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Complimentary return metrics for development appraisals</li><li value="8" fr-original-style="" style="box-sizing: border-box;">Introduction to development finance</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Day Five</strong></strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;">Real Estate Modelling Masterclass</em></em></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Mezzanine debt modelling</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Joint Venture structures between developers and lender/equity partners</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Promote and profit share structure calculations</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Advance project cash flows with mezzanine debts</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Key Real Estate and investment risks, risk adjustment of exit yields</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Sensitivity and Scenario Analysis</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Monte Carlo Analysis</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Included in the Course</strong></strong></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">CPD Accredited Certificate &amp; LinkedIn Proficiency Badge</li><li value="2" id="isPasted" fr-original-style="" style="box-sizing: border-box;">Course Manual - In-Person Course attendees will receive a Physical Copy, Virtual Course attendees will receive a Virtual Copy and have the option to purchase a Hard Copy at an additional fee</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Course Files</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Online Learning Platform access - Further Learning Resources (Reading, Files and Videos)</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Post Course Support - Two Months of Questions &amp; Answers, and One year of support is available for an additional fee</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">For more information about the Real Estate Financial Modelling School such as course delivery methods, pricing and dates, please contact Sam on the Bayfield Training Sales team:</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">E - s.musgrave@bayfieldtraining.com</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">T - 01223 517851</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">W - <a href="https://www.bayfieldtraining.com/" target="_blank" rel="nofollow noopener noreferrer ugc" title="https://www.bayfieldtraining.com/" data-airgap-id="125" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">www.bayfieldtraining.com</a></p>



Real Estate Financial Modelling School (5 days)
The Real Estate Financial Modelling School is an intensive week meticulously designed to teach the best practices to create flexible and robust cash flows in Excel.
This week long CPD accredited training is ideal for those Real Estate professionals, who are looking to bolster the DCF modelling skills. This course covers Real Estate Investment, Development, Finance & Risk.
The school combines three of our courses:
Real Estate Analyst
Real Estate Investor
Real Estate Modelling Masterclass


All of the courses are interlinked to give you a full understanding of the subject using Excel.


On this course you will…
Implement cash flows in excel throughout the whole week.
In the first two days you will learn how to develop rent functions and net operating income. We will show you how to value and appraise property investments and analyse the results.
On the third and fourth day you will learn how to model and analyse development projects using both residuals and cash flow methods. It will show you how to interrogate and compare alternative return metrics such as profit-equity multiples, profit and cost, net present value, worth and internal rate of return. Additionally you will cover how to model cash flow from different sector office, retail and leisure.
Finally on the fifth day debt structures will be covered as well as joint ventures and partnership financing. You will also learn how to implement the full spectrum of the risk analysis from sensitivity to Monte Carlo.


Who will benefit from this school?
Real Estate professionals at any level with exposure to real estate financial models on a frequent basis
Junior or new Real Estate Analysts who would like to start building their own real estate models quickly, rather than relying solely on coaching from existing team members
Mid-level to senior Real Estate Analysts
Real Estate Managers who would like to gain an understanding of the dynamics of debt and financial return fluctuations in more detail
Property industry modellers who would like to be fully proficient in building complex financial models


Course Outline
Day One
Real Estate Analyst I
Know how to build a property asset cash flow, analyse geared, and un-geared IRRs.
Term & Reversion and Layer Method Valuation (Intro to Excel)
Equivalent Yield (Solver, Scenario and Goal Seek functions)
Single-Let Discounted Cash Flow
Cash Flow inputs (Rents, Yields, Growth Rates, Target Returns)
Analysis and use of date series
Internal Rate of Return (IRR) and Net Present Value (NPV)
Comparing Value, Price and Worth
Adding borrowing and analysing geared returns
Introducing Rent Reviews and other ‘events’ into cash flows
The ‘Rent Function’ concept and Logic functions (IF,OR,AND)
Sensitivity analysis


Day Two
Real Estate Analyst II
Know how to build a multi-let property cash flow and apply the concepts on a hypothetical case study.
The ‘Rent Function’ and Multi-let cash flows
The ‘date problem’ and assumptions in property asset cash flows
Reducing the rent function, intermediate calculations and modelling theory
Modelling lease expiries, break clauses, voids, and upward only covenants
Incorporating time-varying rental growth rates
Analysing multi-let cash flows to see if the leases are sufficiently diversified
Further IRR analysis (XIRR, MIRR)


Day Three
Real Estate Investor I
Modelling international variations in real estate income streams i.e. Includes indexation patterns, rent caps, discounts / premiums to indexation, rent free periods, as well as how to deal with costs during vacancy
Modelling sector variations in real estate income streams i.e. Office versus industrial, retail & leisure
Further senior debt covenants
Advance Rent Function techniques to manage feature rich lease structures


Day Four
Real Estate Investor II
Introduction to development appraisals
Residual models, site and profit calculations
Development cash flows versus Investment cash flows
Introduction to straight line versus S-curve costing
Phased asset sales in development appraisals
Discounting development cash flows
Complimentary return metrics for development appraisals
Introduction to development finance


Day Five
Real Estate Modelling Masterclass
Mezzanine debt modelling
Joint Venture structures between developers and lender/equity partners
Promote and profit share structure calculations
Advance project cash flows with mezzanine debts
Key Real Estate and investment risks, risk adjustment of exit yields
Sensitivity and Scenario Analysis
Monte Carlo Analysis


Included in the Course
CPD Accredited Certificate & LinkedIn Proficiency Badge
Course Manual - In-Person Course attendees will receive a Physical Copy, Virtual Course attendees will receive a Virtual Copy and have the option to purchase a Hard Copy at an additional fee
Course Files
Online Learning Platform access - Further Learning Resources (Reading, Files and Videos)
Post Course Support - Two Months of Questions & Answers, and One year of support is available for an additional fee


For more information about the Real Estate Financial Modelling School such as course delivery methods, pricing and dates, please contact Sam on the Bayfield Training Sales team:
E - s.musgrave@bayfieldtraining.com
T - 01223 517851
W - www.bayfieldtraining.com

This week long CPD accredited training is ideal for those Real Estate professionals, who are looking to bolster the DCF modelling skills. This course covers Real Estate Investment, Development, Finance & Risk.

Real Estate Financial Modelling School

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Course Curriculum</h3><div><div><h4>
Curriculum</h4><div><div><ul><li><div>
<span></span><h5>
Curriculum</h5></div><div>
<span>
00:00													</span>
<span></span></div></li></ul></div></div></div><div><h4>
Module 1-Internet Profits System</h4><div><div><ul><li><div>
<span></span><h5>
Internet Profits System</h5></div><div>
<span>
00:00													</span>
<span></span></div></li></ul></div></div></div><div><h4>
Module 2-Application</h4><div><div><ul><li><div>
<span></span><h5>
Application</h5></div><div>
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00:00													</span>
<span></span></div></li></ul></div></div></div><div><h4>
Module 3-The Current State of The Economy</h4><div><div><ul><li><div>
<span></span><h5>
The Current State of The Economy</h5></div><div>
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00:00													</span>
<span></span></div></li></ul></div></div></div><div><h4>
Module 4-Why we choose you</h4><div><div><ul><li><div>
<span></span><h5>
Why we choose you</h5></div><div>
<span>
00:00													</span>
<span></span></div></li></ul></div></div></div><div><h4>
Module 5-The Three Step Plan</h4><div><div><ul><li><div>
<span></span><h5>
The Three Step Plan</h5></div><div>
<span>
00:00													</span>
<span></span></div></li></ul></div></div></div><div><h4>
Module 6-List and Blog</h4><div><div><ul><li><div>
<span></span><h5>
List and Blog</h5></div><div>
<span>
00:00													</span>
<span></span></div></li></ul></div></div></div><div><h4>
Module 7-The Second Step</h4><div><div><ul><li><div>
<span></span><h5>
The Second Step</h5></div><div>
<span>
00:00													</span>
<span></span></div></li></ul></div></div></div><div><h4>
Module 8-Giving Freebies</h4><div><div><ul><li><div>
<span></span><h5>
Giving Freebies</h5></div><div>
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00:00													</span>
<span></span></div></li></ul></div></div></div><div><h4>
Module 9-Step Three</h4><div><div><ul><li><div>
<span></span><h5>
Step Three</h5></div><div>
<span>
00:00													</span>
<span></span></div></li></ul></div></div></div><div><h4>
Module 10-Self Will</h4><div><div><ul><li><div>
<span></span><h5>
Self Will</h5></div><div>
<span>
00:00													</span>
<span></span></div></li></ul></div></div></div></div></div></div></div>

Compete High

Internet Profit

<p dir="ltr" id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;">Whetstone Communications, in association with comms2point0, is delighted to bring your another free webinar to support your learning and development.</em></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><em fr-original-style="" style="box-sizing: border-box;">Our aim is to boost interest in using evidence and improve levels of data literacy among not-for-profit communicators.</em></span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><em fr-original-style="" style="box-sizing: border-box;">For this session we&#39;re delighted to be welcoming&nbsp;</em></span><em fr-original-style="" style="box-sizing: border-box;">Laurel Smithson, Communications Manager (Humanitarian and Strategic) and colleagues from Hertfordshire County Council.&nbsp;</em></p><p style="color: rgb(34, 34, 34); font-size: var(--font-size); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(34, 34, 34);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Session Outline</strong></p><p style="color: rgb(34, 34, 34); font-size: var(--font-size); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(34, 34, 34);">As many organisations face ever-decreasing budgets, comms professionals are increasingly asked to do more with less, or even cut some activity.&nbsp;&nbsp;</p><p style="color: rgb(34, 34, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(34, 34, 34);">Hertfordshire County Council last year found itself with just a small budget to do deliver its annual residents&rsquo; survey &ndash; a vital tool that underpins much of its work. It also ensures it remains accountable to our residents and informs work across the organisation.</p><p style="color: rgb(34, 34, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(34, 34, 34);">It had to find a way to deliver it in-house, but delivering results that surpassed expectations.&nbsp;</p><p style="color: rgb(34, 34, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(34, 34, 34);"> </p><p style="color: rgb(34, 34, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(34, 34, 34);">This session aims to equip you and your colleagues with the skills and knowledge to produce your own in-house survey, including:&nbsp;</p><p style="color: rgb(34, 34, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(34, 34, 34);">&middot;&nbsp; &nbsp; &nbsp; The how and the what (what questions).&nbsp;</p><p style="color: rgb(34, 34, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(34, 34, 34);">&middot;&nbsp; &nbsp; &nbsp; Understanding weighting and benchmarking.&nbsp;</p><p style="color: rgb(34, 34, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(34, 34, 34);">&middot;&nbsp; &nbsp; &nbsp; How to publicise the survey to drive up responses.&nbsp;</p><p style="color: rgb(34, 34, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(34, 34, 34);">&middot;&nbsp; &nbsp; &nbsp; How to share the results of the survey.&nbsp;</p><p style="color: rgb(34, 34, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(34, 34, 34);">&nbsp;</p><p style="color: rgb(34, 34, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(34, 34, 34);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Who should attend?</strong></p><p style="color: rgb(34, 34, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(34, 34, 34);">*People working in local government communications</p><p style="color: rgb(34, 34, 34); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(34, 34, 34);">* Anyone in the public or not for profit sector with responsibility for running or promoting stakeholder surveys.</p>

Whetstone Communications, in association with comms2point0, is delighted to bring your another free webinar to support your learning and development.
Our aim is to boost interest in using evidence and improve levels of data literacy among not-for-profit communicators.
For this session we're delighted to be welcoming Shelley Rawlings, Strategic Communications and Campaigns Lead at Buckinghamshire Council. 
Session Outline
Shelley and colleagues scooped the first ever Best Use of Data award at the 2023 UnAwards  for a campaign that delivered a tangible benefit for some of Buckinghamshire’s most vulnerable residents. 
The Helping Hand campaign supported Buckinghamshire residents to get the support and advice they needed from the council and local partners.
Using data to really understand the target audience, and drawing on specialist colleagues, Shelley achieved a 240% increase in alternative fuel applications, a 59% increase in applying for EBSS, and over 2,000 payments made.
Judges commented on the “hugely impressive and efficient campaign”, which made full use of internal and external data and in-house expertise. “What really impresses is the way she personally embraced the power of data to deliver real-world results in an efficient way.”
In this session Shelley will talk about her approach, give some tips for others looking to take a more data informed approach, and answer your questions.
Who should attend?
People working in local government and not for profit communications
Data owners in organisations keen to understand how they can support effective communications campaigns

Alex Waddington

Communication

Digital Communication

Public Relations (PR)

Data Analysis

Government

Whetstone Communications and comms2point0 are pleased to bring you the Data Bites series of free webinars. Our aim is to boost interest and levels of data literacy among not-for-profit communicators.

[Data Bites for Comms Pros] Award-winning numbers: Using data for a great cost of living campaign

Whether you're a business owner, manager, or simply someone looking to enhance your financial literacy, this course will empower you to make informed financial decisions and contribute to your organization's growth and profitability. Join us and unlock the secrets of gross profit and net profit!

Study Academy

Understanding gross profit and net profit

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			<h2><b>Course Overview</b></h2>		</div>
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					<div><p><span>Learn how to negotiate the complex world of cryptocurrency and make online investments that make sense when you take this course on </span><b>Bitcoin Profit Secrets. </b><span>For many people, the potential and opportunities that Bitcoin investment holds is still very much an unknown quantity. However, with this exemplary training, you'll soon become confident enough to buy and sell quantities and earn substantial profits from your astute analysis of the online financial system.    </span></p><p><span>This </span><b>Bitcoin </b><span>tutorial concentrates on providing guidance and safety measures for would-be investors, especially those who want to see a return on the money that they spend. You will learn how to avoid common Bitcoin scams, choose online wallets to use, utilise secure trading platforms when buying and selling, perform Bitcoin mining, and much more. This is the total learning package for those that want to experience the thrill of cryptocurrency investment without the risk of losing large sums of money during the experience.</span></p></div>
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					<div><p>This best selling <strong>Bitcoin Profit Secrets </strong>has been developed by industry professionals and has already been completed by hundreds of satisfied students. This in-depth <strong>Bitcoin Profit Secrets </strong>is suitable for anyone who wants to build their professional skill set and improve their expert knowledge.</p>
<p>The <strong>Bitcoin Profit Secrets </strong>is CPD-accredited, so you can be confident you're completing a quality training course will boost your CV and enhance your career potential. The <strong>Bitcoin Profit Secrets </strong>is made up of several information-packed modules which break down each topic into bite-sized chunks to ensure you understand and retain everything you learn.</p>
<p>After successfully completing the<strong> Bitcoin Profit Secrets</strong>, you will be awarded a certificate of completion as proof of your new skills. If you are looking to pursue a new career and want to build your professional skills to excel in your chosen field, the certificate of completion from the <strong>Bitcoin Profit Secrets </strong>will help you stand out from the crowd. You can also validate your certification on our website.</p>
<p>We know that you are busy and that time is precious, so we have designed the <strong>Bitcoin Profit Secrets </strong>to be completed at your own pace, whether that's part-time or full-time. Get full course access upon registration and access the course materials from anywhere in the world, at any time, from any internet-enabled device. </p>
<p>Our experienced tutors are here to support you through the entire learning process and answer any queries you may have via email. </p></div>
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