What makes a CFO Great? 

• The attributes of great CFOs
• What is your role?
• What do your colleagues expect from you?
• Being part of the winning culture
• Moving from accounting to valued added financial management 

Financial Management is Changing – Being Innovative 

• What is innovation?
• The 3 lines model – where does finance sit?
• Financial management post COVID 19
• What really matters?
• Aligning financial management and reporting structures to the needs of the Board
• Using data mining techniques within finance
• The role of the CFO in ESG and operational resilience
• Dealing with remote working practices

The Changing World of Finance 

• The current challenges of Financial Management
• Risk capacity, risk appetite, risk tolerance and the CFO
• Stress testing, scenario modelling and the CFO
• Making financial reporting forward looking
• The CFO and operational resilience
• Key elements of financial risk management
• Big data and data mining
• Identifiers and warning signs

Case Study:  What work conducted by the CFO is critical? 

Time Management and the CFO 

• How do you spend your time – does that make sense?
• Which committees really need you?
• How much time do you spend on building your team?
• What should you seek to avoid?
• Projects and meetings
• Lessons and examples

Innovation, Leadership and the CFO 

• Leading your team
• Mastering transformation
• Building collaborative structures
• Empathy with your team
• Leading change
• Identifying barriers
• Using technology as a driver
• Increasing efficiency
• What to do and what to stop

Finance to Future 

• Innovation in financial planning
• Dealing with uncertainties
• Using graphical techniques
• Stories v numbers
• Using economic data
• Aligning reporting to strategic goals
• Understanding and integration indicators into reporting
• Designing finance warning signs
• Balancing opportunity and risk
• Understanding conflicting obligations 

Financial Model Risk Management

• Definition of a model
• The finance models inventory and risk assessment
• Governance, documentation and model approval
• Finance model risk assessment techniques
• Finance model validation and risk management
• Monitoring model stability
• Human intervention and model concerns

Case Study:  Finance model risk assessment and validation

Integrating Financial Reporting

• The challenges set by bank capital management
• How this is changing
• What this means for finance
• Systems and control issues
• Impacts on transfer pricing
• Management and committee understanding
• Integrating financial reporting to future
• Pull and push
• Exception based escalation
• Reliance on systems and structures
• Using AI to support decision making
• Who needs what and why?

Case Study:  Consider approaches to innovative financial reporting?  Who needs what data? 

The CFO and ESG 

• Changing the balance of financial management and reporting
• The role of the CFO in implementing culture and ethical behaviours
• The importance of external measurement
• How does this change risk appetite?
• Measuring your impacts
• Developing and approving public statements 

Other Key Elements of Financial Management

• Using AI techniques
• Applying data mining
• Insurance and the CFO
• Strategic planning and the CFO

Bringing it all Together

• What really matters to your Board?
• Developing appropriate reporting structures
• Where are new systems and ways of working most useful?
• Developing integrated warning signs and effective reporting
• Final lessons
• The Future

Delegates will gain specialist technical and behavioural knowledge, and be enabled to understand and analyse the key issues and practical solutions which are likely to be faced by a CFO.

Addressing all major risk issues, participants will explore the key finance and capital topics and solutions including

• CFO success matrices
• How to be innovative as a CFO?
• Reporting to future
• Dealing with uncertainty
• Where is bank capital management changing and what are the opportunities?
• The key drivers and approaches within enterprise risk management including risk appetite and stress testing
• The CFOs role in ESG
• Data mining, modelling and the CFO

Led by a senior British Fellow Chartered Accountant and multi-sectoral Financial Expert, delegates will bring their own sector and career experiences to share enhancing the group learning experience.

For those who require a certification by assessment kindly advise at time of booking.

Led by senior practitioners in banking and finance,  the highly-interactive seminar focuses on issues and discussion supported by key concepts presentation, real-time in-depth case studies, regulation and international best practices.

The virtual learning platform uses confidential, safe, industry preferred encrypted Cisco WebEx to optimize live face-to-face visual interaction, and private, discrete chat for questions and clarifications.

(An invitation via email with access link is included for all participants.)