If you are considering budgeting and cashflow forecasting within the next 6 months, then this course is designed for you.

This is not a “how to” learn budgeting or soft skills course, but a no-nonsense half day workshop for practitioners to gain practical strategies and tools to generate additional fees and drive forward your clients’ businesses.

Please note this course was run early 2010.  We are seeking expressions of interest from practitioners who want it rerun in their town.  Simply contact TEO to register your interest for this course.

Practical Course Highlights

• Seven strategies for business growth
• Avoiding the seven deadly sins of business
• Creating budgets that positively drive, shape and energise a business
• Linking budgeting, planning and staff commitment
• Budgeting for customer needs and cash flow
• Synergising performance measures, business drivers and business opportunities

Who should attend?
Practitioners in public practice who need to develop their business and commercial acumen. Business advisers seeking tools to provide best practice client advice. This course is designed for intermediate to senior level staff.

This course will enable you to understand what is driving your client's business and put you in a position to provide good advice on how to improve profitability and manage business risks. This advice is positioned to be at an advanced strategic level in relation to SME's.

This course does not cover debits and credits or look at the specific workings of models and spreadsheets.


Locations
Auckland
Christchurch
Dunedin
Hamilton
Invercargill
Tauranga
Wellington

This course was run in the above locations early 2010. 
Contact TEO if you want this course run in your town this year.

Learning outcomes
On completion of this course you’ll gain practical strategies to drive forward your clients’ businesses and create additional fees for your firm.  This course will build awareness of key business issues with a focus on budgeting, measuring performance and generating growth.  It will strengthen your role as a business advisor and facilitator of improved business performance.  You’ll be able to provide strategic and operational advice to develop small businesses and improve their bottom lines. 
 
Presenter
Kevin Lee BA, MBA, ACMA
Kevin Lee, Director of Business Skills Training, is a professional facilitator and trainer with over twenty years management experience.  He develops business management skills to improve financial and business performance.  He has extensive management experience in the UK and New Zealand of blue chip companies, SME’s and the financing of small business.  Kevin's qualifications include an MBA and a Business Studies degree.  Kevin is accredited as a Belbin Team Role Facilitator and professionally qualified as a Chartered Management Accountant.  He is a member of the New Zealand Association for Training and Development and the Human Resources Institute for New Zealand.

3.5 CPD Hours
Claim up to 3.5 CPD hours