The Fintech Frontier: Why FDs Need to Know About Fintech,” the podcast where we delve into the world of financial technology There are numerous areas where fintech can make a significant impact. For example, payment processing and reconciliation can be streamlined through digital payment solutions and automated tools. Data analytics and artificial intelligence can enhance financial forecasting, risk management, and fraud detection. Blockchain technology can revolutionize supply chain finance and streamline processes involving multiple parties. By understanding the capabilities of these fintech solutions, FDs can identify areas for improvement and select the right technologies to optimise their financial operations. Additionally, fintech can greatly enhance financial reporting and analysis. Advanced data analytics tools can extract meaningful insights from vast amounts of financial data, enabling FDs to make data-driven decisions and identify trends and patterns. Automation of repetitive tasks, such as data entry and reconciliation, reduces the risk of errors and frees up valuable time for FDs to focus on strategic initiatives. The adoption of cloud-based financial management systems also provides flexibility, scalability, and real-time access to financial data, empowering FDs to make informed decisions on the go. With the rapid pace of fintech advancements, how can FDs stay up to date and navigate the evolving fintech landscape? Continuous learning and engagement with the fintech community are key. Attend industry conferences, participate in webinars and workshops, and engage with fintech startups and established players. Networking with professionals in the field, joining fintech-focused associations, and following relevant publications and blogs can help FDs stay abreast of the latest fintech developments. Embracing a mindset of curiosity and adaptability is crucial in navigating the ever-changing fintech landscape. I would also encourage FDs to foster partnerships and collaborations with fintech companies. Engage in conversations with fintech providers to understand their solutions and explore potential synergies. By forging strategic partnerships, FDs can gain access to cutting-edge technologies and co-create innovative solutions tailored to their organisation’s unique needs. As we conclude, do you have any final thoughts or advice for our FD audience regarding fintech? Embrace fintech as an opportunity, not a threat. Seek to understand its potential and how it can align with your organisation’s goals and strategies. Be open to experimentation and pilot projects to test the viability of fintech solutions. Remember that fintech is a tool to enhance and optimize financial processes, and as FDs, we have a crucial role in driving its effective implementation. https://www.fdcapital.co.uk/podcast/the-fintech-frontier-why-fds-need-to-know-about-fintech/ Tags Online Events Things To Do Online Online Conferences Online Business Conferences #event #fintech #knowledge #fds #frontier
Master Xero accounting & bookkeeping with this CPD-accredited Level 7 course. Gain skills in invoicing, payroll, VAT returns & financial management.
Duration 1 Days 6 CPD hours This course is intended for This course is intended for those responsible for ITAD programs and other IT professionals involved in Asset Management, resource budgeting, finance, software licensing, contract management and strategic planning. Overview Students will learn the best practices in an IT Asset Management Program and align those processes with their organizations' business practices. They will be able to manage overall ITAM programs and demonstrate in-depth knowledge, operational knowledge and competence in asset disposal and process development. The IAITAM Certified IT Asset Disposition (CITAD) course prepares individuals to manage the IT asset disposal process within an organization. Best practices in IT Asset Disposition (ITAD) are broken down from policy management, data security to chain of custody transitioning. Attendees whose job responsibilities include ITAD will take away the knowledge of how to avoid risk of data loss and public exposure that surround a breakdown in ITAD process management. ITAD best practices, financial return, data security global implications and the importance of vendor management are just a few of the topics incorporated in the CITAD course. This course exposes the attendee to numerous concepts for ITAM that are relevant for both direct application and as a means of discussion for those persons who will implement, manage and direct ITAM initiatives for their organizations. This course includes the exam for CITAD certification. Course Outline Disposition Overview Disposition and ITAM Organizational Goals for Disposition ITAM Goals for Disposition Governance of Electronic Disposal Composition of E-Scrap Waste Management Laws Foundation for Disposal Management Policy Topics Relevant to Disposition Asset Standards Benefit Disposal The Role of Automation Data Security Governance Working with Vendors Selecting Vendors Due Diligence The Removal Process Software During Disposition Decision Factors for Retirement The Disposition Processes Financial Management & Measurement Additional course details: Nexus Humans Certified IT Asset Disposal (CITAD) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Certified IT Asset Disposal (CITAD) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
An M&A specialist is a senior CFO with a proven track record of overseeing and implementing mergers and acquisitions. An M&A specialist is a senior CFO with a proven track record of overseeing and implementing mergers and acquisitions. They may be hired on a full-time basis and carry a full CFO workload or can be recruited on a part-time or interim basis to focus on a specific merger or acquisition. This flexibility is ideal for start-ups and SMEs who don’t have the budget to recruit a full external team to oversee an M&A or to hire a full-time CFO. The CFO is a link between both companies engaged in the M&A, acting as the eyes and ears for both the board and CEO. Their financial skills enable them to identify potential M&A opportunities and incorporate risk management into their strategy to get the most value out of their deal. Most companies evolve their approach to mergers and acquisitions organically, especially those who rely on an M&A specialist instead of having a dedicated team that works solely on M&A. The CFO is responsible for considering any potential acquisitions, crunching the numbers involved, and ensuring due diligence. They’ll be responsible for determining the value of a potential M&A and presenting it to the company’s board and leadership team to determine whether to make the purchase. An M&A specialist is responsible for gathering the data – including both positive and negative factors – to present an objective look at the other organisation and the potential value the acquisition could bring. CFOs will spend most of their time getting to grips with the numbers involved, long before presenting the M&A proposal to the board. This exercise also requires them to have real-time insight into their own company’s performance, value, and finances to paint a wider picture. An M&A specialist will take the critical steps of ensuring that the numbers presented to them are correct. CFOs who don’t specialise in M&As will still have the skill set required to oversee the process but may lack the efficiency and unique insight of an M&A specialist. Companies that are exploring the option of a merger or being acquired by another company may also decide to recruit an M&A specialist to prepare their accounting. The organisation will want to ensure they present the correct numbers to get the correct valuation and prevent any delays further in the process if incorrect numbers pop up. Getting on top of the data early can enable CFOs to plan accordingly. Most will want to provide extra time within their strategy for any potential hiccups along the way. Spending more time on the data early on can speed up the process while still ensuring due diligence is met. Visit our website to learn more https://www.fdcapital.co.uk/mergers-and-acquistions-specialist/ Tags Online Events Things To Do Online Online Networking Online Business Networking #finance #insights #cfo #mergers #acquisitions
Boost your numeracy skills with this CPD-accredited Level 2 Maths course. Master key concepts for career growth, further education, and daily life.
Learn the basics of financial awareness and better understand the language used by accountants and how financial statements fit together within organisations. Course overview Duration: 2 days (13 hours) This workshop will provide participants with a grasp of basic financial awareness, to help them to better understand the language used by accountants and how financial statements fit together. Training is done in a jargon-free way that is aimed building attendees’ confidence in using financial terms and concepts within their organisation. Competent financial management has many aspects, it is wide reaching and requires multiple skills but if participants work to become organised and effective in planning, these skills can be easily acquired. There is a misconception that to be a good operational manager dealing with financial decisions people must be accounting or numerical geniuses. There are basic skills that attendees can easily learn that will support them in those areas. Objectives By the end of the course you will be able to: Identify the importance of financial management and its impact Identify the link between financial information and decision making Set, manage, monitor and review budgets Analyse financial statements Demonstrate the link between the statements, budgets and decision making. Content Financial Management Budgeting process (generic / client specific if possible) Forecasting and re forecasting process The need for accurate forecasting Accrual v cash accounting revisited Financial Objectives of the business Users of the accounts Financial Tools Depreciation and Amortisation Accruals and Prepayments Deferred and Accrued Income Costs, Opex and Capex Financial Statements The Income Statement The Balance Sheet Understanding capital employed The relationship between balance sheet and income statement The cash flow statement Profitability: gross, operating and net margins Review of client’s management information reports Building the Business Case Break even analysis Discounted Cash Flow Discount factors Net Present Value (NPV) Internal Rate of Return (IRR)
Duration 2 Days 12 CPD hours This course is intended for First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2015, 2016 or 2018. Overview Upon completion of this course, students will be able to identify the types of information often tracked in business, understand common business terms, enter information into forms and lists, work with the Chart of Accounts, work with inventory and service items, and work with invoices, payments, bills, and bank accounts. This course is an introduction to QuickBooks. Getting Started Starting QuickBooks Setting QuickBooks Preferences Identifying Components of the QuickBooks Operating Environment Using QuickBooks Help Identifying Common Business Terms Exiting QuickBooks Setting Up a Company Creating a QuickBooks Company Using the Chart of Accounts Working with Lists Creating Company Lists Working with the Customers & Jobs List Working with the Employees List Working with the Vendors List Working with the Item List Working with Other Lists Managing Lists Setting Up Inventory Entering Inventory Ordering Inventory Receiving Inventory Paying for Inventory Manually Adjusting Inventory Selling Your Product Creating Product Invoices Applying Credit to Invoices Emailing Invoices Setting Price Levels Creating Sales Receipts Invoicing for Services Setting Up a Service Item Changing the Invoice Format Creating a Service Invoice Editing an Invoice Voiding an Invoice Deleting an Invoice Entering Statement Charges Creating Billing Statements Processing Payments Displaying the Open Invoices Report Using the Income Tracker Receiving Payments for Invoices Making Deposits Handling Bounced Checks Working with Bank Accounts Writing a QuickBooks Check Voiding a QuickBooks Check Using Bank Account Registers Entering a Handwritten Check Transferring Funds Between Accounts Reconciling Checking Accounts Entering and Paying Bills Handling Expenses Using QuickBooks for Accounts Payable Entering Bills Paying Bills Entering Vendor Credit Using the EasyStep Interview Using the EasyStep Interview Additional course details: Nexus Humans Get Going with QuickBooks training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Get Going with QuickBooks course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Duration 2 Days 12 CPD hours This course is intended for This course is designed for professionals in a variety of job roles who are currently using Tableau to perform numerical or general data analysis, visualization, and reporting. They need to provide data visualizations from multiple data sources, or combine data to show comparisons, manipulate data through calculations, create interactive visualizations, or create visualizations that showcase insights from statistical analysis. This course is also designed for students who plan to obtain Tableau Desktop Certified Associate certification, which requires candidates to pass the Tableau Desktop Certified Associate exam. Overview Blend data multiple sources. Join data. Access data in PDFs. Refine visualizations with sets and parameters. Analyze data with calculations. Visualize data with advanced calculations. Perform statistical analysis and forecasting. Create geographic visualizations. Get answers with Ask and Explain The advent of cloud computing and storage has ushered in the era of "big data." With the abundance of computational power and storage, organizations and employees with many different roles and responsibilities can benefit from analyzing data to find timely insights and gain competitive advantage. Data-backed visualizations allow anyone to explore, analyze, and report insights and trends from data. Tableau© software is designed for this purpose. Tableau was built to connect to a wide range of data sources and allows users to quickly create visualizations of connected data to gain insights, show trends, and create reports. Beyond the fundamental capabilities of creating data driven visualizations, Tableau allows users to manipulate data with calculations to show insights, make visualizations interactive, and perform statistical analysis. This gives users the ability to create and share data driven insights with peers, executives, and clients. Prerequisites Tableau Desktop: Part 1 Lesson 1: Blending Data from Multiple Sources Topic A: Blend Data Topic B: Refine Blends to Visualize Key Information Lesson 2: Joining Data Topic A: Create Joins Topic B: Troubleshoot Joins Topic C: Merge Data with Unions Lesson 3: Accessing Data in PDFs Topic A: Connect to PDFs Topic B: Clean Up and Organize PDF Data Lesson 4: Refining Visualizations with Sets and Parameters Topic A: Create Sets Topic B: Analyze Data with Sets Topic C: Apply Parameters to Refine Visualizations Topic D: Create Advanced Visualizations Lesson 5: Analyzing Data with Calculations Topic A: Create Calculated Fields to Analyze Data Topic B: Manipulate Data with Functions Topic C: Analyze Data with Table Calculations Lesson 6: Visualizing Data with Advanced Calculations Topic A: Create Groups and Bins with Calculations Topic B: Analyze Data with LOD Expressions Lesson 7: Performing Statistical Analysis and Forecasting Topic A: Perform Statistical Analysis Topic B: Forecast Data Trends Lesson 8: Creating Geographic Visualizations Topic A: Create Maps Topic B: Customize Mapped Data Lesson 9: Getting Answers with Ask and Explain Topic A: Ask Data Topic B: Explain Data Additional course details: Nexus Humans Tableau Desktop - Part 2 training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Tableau Desktop - Part 2 course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Overview Understand the role of corporate structure, dividends and equity indices in equity markets. Become familiar with the building blocks of repos / stock lending, futures and forwards – and how to use these products. Understand how to price, and risk manage equity swaps and dividend swaps. Gain experience in their uses in trading, corporate finance and portfolio management. Learn how to price equity options and the features that make them different from other asset classes, explore how to use these products for taking equity risk, yield enhancement and portfolio protection. Understand strategies designed to trade / hedge volatility using options. Who the course is for Risk management Finance Sales and trading Treasury Technology Financial Engineering Course Content To learn more about the day by day course content please request a brochure To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
The Online Course consists of images, text, voice overs, diagrams, charts, videos and tests in order to give a full learning experience for every type of learner. The Online Course is designed with easy to follow, brief, yet detailed explanations to add value to your trading journey making it almost impossible for you not to become a consistently profitable trader once completed and competent. All students that take the online course receive a Project Forex trading box. There are 50+ lessons spread out over 7 stages which are designed to help beginners and advanced traders master their trading skills and knowledge throughout the course. Price: £500 One Off Payment