2nd Annual Financial Excellence - Creating Value Through Financial Management (London)
John R. Percival
Wharton School of the University of Pennsylvania
John R. Percival, Wharton School of the University of Pennsylvania
Dr. John Percival is a Professor of Finance at the Wharton School of the University of Pennsylvania. Since joining Wharton in 1971, Dr. Percival has been the Vice Dean and Director of Wharton’s Executive Education program and he is a leading authority in the areas of Finance and Strategy. Dr. Percival was recipient of Anvil Award for Teaching Excellence and also Core Teaching Award in the Wharton Executive MBA Program. He has taught executive education programs at other prestigious Universities including Carnegie-Mellon, Columbia, and INSEAD (Fontainebleau, France). Dr. Percival is also currently the CEO of JRP Associates. He has been commissioned to provide consulting and developed programs for many Fortune 500 companies such as GE, Pfizer, AT&T, Ford, DuPont, Price Waterhouse, Merck, Ciba, and IBM. He has also authored many influential articles which appeared in publications such as the Finance Times, the Journal of Economics and Statistics, and the Journal of Risk and Insurance among others.
Feedback and Testimonials from 2011 Program
“Very impressive faculty. This program accurately pinpoints its objectives and faculty is making a remarkable difference here.”- CFO, AIDD Group, 2011 CFO Program Participant
“This program presents excellent opportunity for me to take a step back and re-evaluate on role of CFO within the corporation and think of how we can become more strategically supporting the CEO” - GM Standard Foods, 2011 CFO Program Participant
Program Summary
This comprehensive 2-day Financial Excellence Program: Creating Value Through Financial Management is designed for senior and middle finance executives to provide you with a solid foundation in financial decision making, policy and practice. In this financial excellence program, you will learn the best practices adopted by world class companies on value creation, understand how you can formulate and execute strategies by aligning them with the right financial decisions. Discover how to increase the value of your company through financing decisions, diversification, capital budgeting and risk. Learn how to identify and use non-financial factors that contribute to value creation. The ultimate financial objective of any business is the creation of economic value.
You will also learn how to sustain value creation in your organization through mergers and acquisitions as well as integrate finance with other functions in your organization including marketing and operations. You will be engaged in concepts and group discussions on case studies developed by Harvard Business School, and other realworld case studies. At the end of the 2-day program, you will discover how to use strategic financial management as the centre-piece to create value in your organization.
Programs, dates and locations are subject to change. In accordance with Clariden Global policy, we do not discriminate against any person on the basis of race, color, sex, religion, age, national or disability in admission to our programs.
Introduction
In today’s world, CFOs and senior finance executives are more involved to play an increasing key role in strategy formulation and value creation for their companies. As senior finance leaders, you are called upon to identify and assess profitable business ventures, mergers and acquisitions, and shape internal growth strategy to create value. But creating value for shareholders is a difficult task in this current economy climate of diminishing growth and increasing competition.
The program examines how strategies are formulated and executed with financial awareness. Discover how to increase the value of your company through financing decisions, diversification, capital budgeting and risk. Learn how to identify and use nonfinancial factors that contribute to value creation. The ultimate financial objective of any business is the creation of economic value. You need to understand how decisions create or destroy value. That understanding comes from a fuller understanding of finance. Designed for CFO, senior and middle finance executives, this executive program will provide you with a solid foundation in financial decision making, policy and practice on how you can create value in your organization through strategic financial management. You will learn the best practices adopted by world class companies on value creation, understand how you can formulate and execute strategies by aligning them with the right financial strategy.
You will also learn how to sustain value creation in your organization through mergers and acquisitions as well as integrate finance with other functions in your organization including marketing and operations. You will be engaged in concepts and group discussions on case studies developed by Harvard Business School, and other real-world case studies. At the end of the 2-day program, you will discover how to use strategic financial management as the centre-piece to create value in your organization.
What You Can Expect
Through this financial excellence program, participants will be able to learn how to:
Value Creation
• How to formulate strategies focused on value creation
• How strategy execution is the key to value creation
• How to communicate financial implications of strategy
• Developing a passion for value creation
Growth, Profitability and Risk
• How to use the tools of financial analysis to find value creating growth
• What the difference is between risk and bias
Integrating Marketing, Operations and Finance
• How creating value for customers and employees creates shareholder value
• How to manage the relationship between finance and marketing
• How to choose a financial strategy that complements business strategy
• How finance is different in technology companies
Managing Change to Sustain Value Creation
• Knowing when to change
• Knowing how to change – Formulation
• Changing – Execution
• How to use mergers to sustain value creation
Who Will Benefit Most
This program is designed for:
CFO, Senior Vice President of Finance, Senior Finance Director, Senior Financial Controller, Head of Treasury, Vice President of Finance, Finance Director
Other Senior-Level executives who interact with Finance
Finance executives who participate in the strategy formulation and planning in their companies
Program Outline
DAY 1 - MORNING
• A four part management system for value creation
• Understanding the Best Practices of Value Creating Companies
• Value Creation Metrics - Identifying the key metrics you need to know to understand value creation
AFTERNOON
• Using DCF intelligently
• Creating Value Through Strategic Growth
• Case Study: Airbus
DAY 2 - MORNING
• Integrating finance and strategy
• Strategic Profitability
• Adopting the Best Financial Strategy and Practices
• Knowing when and how to change
• Case Study: Hoya
AFTERNOON
• Creating and Sustaining Value Creation through M&As
• Valuation Considerations
• Integration
• Due Diligence
• Case Study: Pentax
CFOs Leadership :
Experience Clariden Discover how our leadership program has shaped the perspectives of CFOs across Asia
Venue: Hyatt Regency Hotel, London Date: 10 - 11 June 2013 Faculty: John R. Percival Early Bird 1: £1,950 (by 15 April 2013) Early Bird 2: £2,150 (by 13 May 2013) Regular Fee: £2,250 Group Discount: 2nd participant get 10%, or register 3 participants and 4th participant get a complimentary seat
(1 discount scheme applies)
Contact: Joanna Taylor, Program Director: joanna@claridenglobal.com