2. 2
Presenter
John Petty FCA
Client Director, Bentleys NSW Lecturer, University of Technology Sydney
John Petty’s professional background
encompasses a diverse range of roles: presenter,
facilitator, author, business coach and personal
business mentor. From his previous role on the
IFAC PAIB* committee, John has access to the
latest practices from Australia and overseas and is
an internationally recognised authority in this area.
He has implemented best practices in corporate
board and management reporting in over 100
companies and is a respected non-executive
director of publicly listed and private companies.
*International Federation of Accountants
–Professional Accountants in Business
We know that, as leaders of change within your organisation,
your time is valuable. The CFO of the Future Intensive Workshop
condenses the key learnings and topics from the six day CFO of the
Future series, held over six months, into a valuable two day snapshot.
A dynamic new business world
is evolving and as a current or
aspiring CFO you are at the
centre of this change. To become
a valued business partner and
financial leader within your
organisation, you need to provide
more than just an overview of your
organisation’s financial affairs. You
have a critical role in influencing
the strategic direction of your
company in this changeable and
competitive business market, to
add value and drive growth within
your organisation.
The CFO of the Future Intensive
Workshop 2015 offers you
the invaluable opportunity to
sharpen your skills, integrating
financial expertise with strategic
understanding, to drive positive
growth in any economic
environment. Pulling together
the most crucial learnings and
practical tools to enhance your
current knowledge base, this
Workshop will give you the extra
edge to lead with confidence.
3. 3
The workshops
Day one
Creating a winning finance team
The CFO as corporate strategist
Budgeting, forecasting and management reporting practices
Day two
Managing through the ‘Measures That Matter’
Strategic revenue supporter and strategic cost manager
Sustainability and risk management reporting
EARN UP TO
13
CPE HOURS
Learning outcome
Delegates attending this workshop will:
ŸŸ Examine technical and leadership
skills that you can apply to your
career straight away, whatever
your current level
ŸŸ Develop the best practice tools
and techniques used in the most
successful finance departments to
provide strategic business advice
ŸŸ Develop effective business
performance metrics and insightful
analysis that can be proactively
integrated and communicated
upstream and downstream
ŸŸ Redefine and challenge your
existing budgeting systems and
learn how to develop best-of-breed
forecasting models
ŸŸ Explore contemporary approaches
to risk management, sustainability
and integrated reporting.
4. 4
Creating a winning finance team
Prolonged uncertainty and risky times have
created new and exciting opportunities
for transformation in the finance team,
requiring a CFO that asserts strong
leadership in strategic planning, risk
management and forecasting.
This session reviews the DNA of a winning
finance team and takes an in-depth look
at the role and skill set required of a 21st
Century CFO. Explore the 23 strategic
business management tools that can
be used to make the finance team more
inspired, dynamic and focused, including:
ŸŸ Strategic budgeting and forecasting
ŸŸ Best practice business performance
reporting
ŸŸ Sustainability reporting
ŸŸ Improved revenue and cost management
approaches
ŸŸ Real Options Analysis and strategic
predictive techniques
ŸŸ Customer Profitability Analysis.
The CFO as corporate strategist
This session focuses on the tools and
techniques needed by the CFO to visibly
contribute to strategic thinking and planning
within the organisation. You will explore:
ŸŸ The Blue/Red Ocean Strategy
approach and how to adapt this to your
organisation’s strategic position and
business plan
ŸŸ The ‘Visioning Tomorrow Today’ strategic
planning techniques and its application to
your organisation
ŸŸ A 2 X 2 SWOT Analysis and 3 X 3 SWOT
Action Plan to develop 10 strategic
programs for your organisation
ŸŸ How to prepare a strategic scorecard
and an operational scorecard
ŸŸ Applying the strategic scorecard and
its importance in linking planning and
management reporting
ŸŸ How to develop your organisation’s ‘plan-
on-a-page’
ŸŸ How to develop a Business Continuity
Plan (BCP) and drive its implementation.
Budgeting, forecasting and
management reporting practices
Line-by-line budgeting is dead and
forecasting beyond the current period is
now commonplace, as is the technology to
facilitate it. Gain an understanding of future-
focused tools and techniques, such as:
ŸŸ How to revisit, revise or abandon your
current budget model to break free from
the ‘death by budgets’ regime
ŸŸ How to proactively integrate and
communicate a rolling forecast model
for upstream board and downstream
management reporting
ŸŸ The techniques to regularly report at Day
One end of month, every month.
Day one
“John Petty has a balanced approach
to the theory and practical application
of themes –with many real life examples
of the content”. “I would recommend this
course to professionals who are subject
matter experts and need a new set
of skills to take the next stop to CFO”-
Nicole Van Niekerk
5. 5
Managing through the ‘Measures
That Matter’
Be introduced to the ‘Measures That Matter’
research findings and learn to apply it to an
organisation’s external and internal reporting
frameworks.
This session uses 30 scorecards, dashboards
and flash reports to demonstrate:
ŸŸ The application of the balanced
scorecard and other non-financial
indicator models in an organisation
ŸŸ How to ‘report on a page’
ŸŸ How to develop your ‘corporate radar’
or GPS model for effective reporting
progress
ŸŸ How to spend less time looking out the
rear view mirror and develop proactive
lead indicators of performance.
Strategic revenue supporter and
strategic cost manager
The CFO needs to be both revenue supporter
and cost monitor, and effectively employ
various tools to achieve this balance. Here
you will consider the practical application
of strategic revenue techniques and the
latest cost and discretionary expense control
and management tools, including; expense
reduction analysis, overhead valuation
analysis and service level agreements.
Sustainability and risk
management reporting
Sustainability is no longer a feel-good
marketing exercise, it is rapidly becoming
a compelling corporate issue or ‘license to
operate’. New sustainability and integrated
reporting frameworks are emerging which
require a holistic approach to measuring,
managing and reporting your organisation’s
financial and strategic positions. Dynamic
finance teams are becoming adept at
reconciling and managing the differences
presented between these performance
reports and traditional conformance reports
based on statutory reporting standards.
We explore the sustainability journey so far
and discuss the latest sustainability and
integrated reporting models.
The CFO increasingly complements other
positions in the organisation, such as that of
the Chief Risk Officer .
In this session we will:
ŸŸ Explore the latest management
approaches to risk management and
risk mitigation
ŸŸ Explain Real Option Theory and the use
of strategic predictive analysis
ŸŸ Review the use of scenario planning
and sensitivity analysis as a risk
management tool.
Day two
6. 6
Workshop information
Start 9.00am (registration from 8.30am)
End 5.00pm
Pricing
AUSTRALIA
Member Early Bird * Standard Regional^
One day $663.60 $737.00 $589.60
Two Day $1260.90 $1401.00 $1120.80
Non-member
One day $796.50 $885.00
Two Day $1512.90 $1681.00
NEW ZEALAND
Member EarlyBird* Standard Regional^
Two Day $1261.00 $1401.00 $1121.00
Non-member
Two Day $1513.00 $1681.00
^Regional: applicable for members in regional areas (125km
from venue) and/or interstate.
*Early Bird offer: applicable for registrations received with
full payment by the Early Bird closing dates: Brisbane – 25
February 2015, Adelaide – 26 March 2015, Perth – 09 April
2015, Melbourne – 15 April 2015, Sydney – 22 April 2015,
Auckland – 27 April 2015.
All prices are in AUD or NZD and include GST. Discount offers
cannot be combined.
Who should attend?
This program is designed for existing or
aspiring CFOs who want to become top
performers, leading a cutting edge
finance team.
Inclusions
All delegates will receive a copy of the
PowerPoint presentation. Additional
reading materials will also be made
available via the MyCommunity website.
Dates and location
BRISBANE, WED, 25 MAR 2015 - THU, 26 MAR 2015
Chartered Accountants Australia and New Zealand
Level 32, 345 Queen Street
Brisbane, QLD 4000, Australia
ADELAIDE, THU, 23 APR 2015 - FRI, 24 APR 2015
Chartered Accountants Australia and New Zealand
Level 29, 91 King William Street
Adelaide, SA 5000, Australia
PERTH, THU, 07 MAY 2015 - FRI, 08 MAY 2015
Chartered Accountants Australia and New Zealand
Level 11, 2 Mill Street
Perth, WA 6000, Australia
MELBOURNE, WED, 13 MAY 2015 - THU, 14 MAY 2015
Chartered Accountants Australia and New Zealand
Level 3, 600 Bourke Street
Melbourne, VIC 3000, Australia
SYDNEY, WED, 20 MAY 2015 - THU, 21 MAY 2015
Chartered Accountants Australia and New Zealand
33 Erskine Street
Sydney NSW 2000, Australia
AUCKLAND, WED, 27 MAY 2015 - THU, 28 MAY 2015
Chartered Accountants Australia and New Zealand
Conference Centre, Carlaw Park
First Floor, 12- 16 Nicholls Lane
Parnell, Auckland, New Zealand
7. 7
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