576 Finance courses in Formby delivered Live Online

This Level 4 course aims to equip professionals with the knowledge about the skills and practical behaviours which are required for them to step into a leadership/management role. The demand for management roles is expected to grow in the coming years. This is due to a number of factors, including: The ageing population, which is leading to a shortage of skilled workers. The increasing complexity of businesses requires more managers to oversee operations. The growing importance of technology is creating new opportunities for managers to lead and innovate.

Overview By the end of this Fundamentals of Transfer Pricing Strategies training course, participants will be able to: Acquire basic technical knowledge of transfer pricing Appreciate the importance of the arm's length principle Identify the different stages of a typical transfer pricing analysis Developing a high-level appreciation of the transfer pricing including tax areas and opportunities for multinationals Analyze the current transfer pricing legislative framework Be updated on recent developments in transfer pricing

This is not a single course but a set of menu options from which you can 'pick and mix' to create a draft programme yourself, as a discussion document which we can then fine-tune with you. For a day's training course, simply consider your objectives, select six hours' worth of modules and let us do the fine-tuning so that you get the best possible training result. Consider your objectives carefully for maximum benefit from the course. Is the training for new or experienced credit control staff? Are there specific issues to be addressed within your particular sector (eg, housing, education, utilities, etc)? Do your staff need to know more about the legal issues? Or would a practical demonstration of effective telephone tactics be more useful to them? Menu Rather than a generic course outline, the expert trainer has prepared a training 'menu' from which you can select those topics of most relevance to your organisation. We can then work with you to tailor a programme that will meet your specific objectives. Advanced credit control skills for supervisors - 1⁄2 day Basic legal overview: do's and don'ts of debt recovery - 2 hours Body language in the credit and debt sphere - 1⁄2 day County Court suing and enforcement - 1⁄2 day Credit checking and assessment - 1 hour Customer visits and 'face to face' debt recovery skills - 1⁄2 day Data Protection Act explained - 1⁄2 day Dealing with 'Caring Agencies' and third parties - 1 hour Debt counselling skills - 2 hours Elementary credit control skills for new staff - 1⁄2 day Granting credit and collecting debt in Europe - 1⁄2 day Identifying debtors by 'type' to handle them accurately - 1 hour Insolvency: Understanding bankruptcy / receivership / administration / winding-up / liquidation / CVAs and IVAs - 2 hours Late Payment of Commercial Debts Interest Act explained - 2 hours Liaison with sales and other departments for maximum credit effectiveness - 1 hour Suing in Scottish Courts (Small Claims and Summary Cause) - 1⁄2 day Telephone techniques for successful debt collection - 11⁄2 hours Terms and conditions of business with regard to credit and debt - 2 hours Tracing 'gone away' debtors (both corporate and individual) - 11⁄2 hours What to do if you/your organisation are sued - 1⁄2 day Other topics you might wish to consider could include: Assessment of new customers as debtor risks Attachment of Earnings Orders Bailiffs and how to make them work for you Benefit overpayments and how to recover them Cash flow problems (business) Charging Orders over property/assets Credit policy: how to write one Council and Local Authority debt recovery Consumer Credit Act debt issues Using debt collection agencies Director's or personal guarantees Domestic debt collection by telephone Exports (world-wide) and payment for Emergency debt recovery measures Education Sector debt recovery Forms used in credit control Factoring of sales invoices Finance Sector debt recovery needs Third Party Debt Orders (Enforcement) Government departments (collection from) Harassment (what it is - and what it is not) Health sector debt recovery skills Hardship (members of the public) Insolvency and the Insolvency Act In-house collection agency (how to set up) Instalments: getting offers which are kept Judgment (explanation of types) Keeping customers while collecting the debt Late payment penalties and sanctions Letter writing for debt recovery Major companies as debtors Members of the public as debtors Monitoring of major debtors and risks Negotiation skills for debt recovery Old debts and how to collect them Out of hours telephone calls and visits Office of Fair Trading and collections Oral Examination (Enforcement) Pro-active telephone collection Parents of young debtors Partnerships as debtors Positive language in debt recovery Pre-litigation checking skills Power listening skills Questions to solicit information Retention of title and 'Romalpa' clauses Sale of Goods Act explained Salesmen and debt recovery Sheriffs to enforce your judgment Students as debtors Statutory demands for payment Small companies (collection from) Sundry debts (collection of) Terms and Conditions of Contract Tracing 'gone away' debtors The telephone bureau and credit control Taking away reasons not to pay Train the trainer skills Utility collection needs Visits for collection and recovery Warrant of execution (enforcement)

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.

This module aims to develop knowledge and understanding of the exporting process used in international trade from novice to practitioner. It includes documentation, incoterms, responsibilities of an exporter, commodity codes, origin and duties and taxes.

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

Going the digital experience research route? Learn how a human centric approach to digital transformation results in a positive experience for all involved.

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

Overview Having a detailed understanding of financial statements is critical to assessing financial risk, and the rate of change in financial statement standards makes this a continuing challenge for users. This course brings together the key elements of financial statement analysis to help participants develop their skills in this area and enable them to ask the right questions to really get under the skin and see the real risks facing businesses and investors in these challenging times. The reference reporting framework used will be IFS. 

Overview This training course is structured around the ISO 31000:2009 framework, principles and processes. It will also demonstrate how to develop internal control mechanisms and explain how to measure risk in terms of probability and potential impact, at the same time as ensuring that the organisation complies with increasingly strict international standards of corporate governance.