Professional Training Workshops and Seminars

3 day Procurement and Tendering Best Practices.pdf

MASTERCLASS OVERVIEW How to strategise, manage and control the purchasing and procurement function for any business – private and public sector – ensuring a viable and cost effective operation. Purchasing and procurement is the engine room of every organization. Whether it is the purchases of cost of sales, inventories, overhead expenses and capital expenditure, there are costs and assets that has to be purchased efficiently and effectively to optimize returns and ensure that every business is getting value for money. Cost of sales often represents 80% of sales, capital assets often represents 60% of total assets. Inventories that are not moving could cause cash flow problems. Tendering plays a pivoted role in public sector procurement and has to be managed within a practical and cost effective environment. Master the concepts and tools of procurement and tendering in 3 days. How you will benefit on this course: This 3 day course focuses in the practical issues surrounding the total procurement and tendering function for any business and the public sector, to ensure that the right procedures and checks and balances are in place to minimize losses, disputes and liabilities Key reasons to attend: • A synopsis of the South African Procurement Act • Learn how to set up an effective procurement function. • Develop key performance indicators and key result indicators for the procurement function. • Learn how to do a procurement and tendering due diligence audit. • Understanding procurement legal documentation to protect your business. • Identifying the red flags in procurement mismanagement and risk management. • Developing a procurement dashboard. • Ensuring that the tendering process is cost effective, legal and in the best interest of the organization. • Using best practices procurement tools • Gaining a new perspective on procurement and tendering. • Network with like-minded executives with similar procurement challenges. • Procurement Due Diligence • Understand procurement documentation and legal implications • Understand the supply chain • The implication of the Consumer Protection Act in procurement and tendering • Procurement Risk Management • Synopsis of South African Procurement Act WHO SHOULD ATTEND Company buyers, procurement managers, chief procurement officers, financial and management accountants, stock controllers, fixed asset managers, product managers, expense controllers, general managers, etc. ….any person involved with procurement and wants to learn how to control costs and expenses.

Business Performance Turnaround Strategies.pdf

A PRACTICAL 3 DAY WORKSHOP FOR YOUR TOP TEAM THIS MASTERCLASS IS AVAILABLE FOR BOTH PUBLIC TRAINING AND INHOUSE TRAINING OVERVIEW If you want to understand business success, it starts by understanding business failure. However it is not necessary to fail in order to succeed! At some stage in the business life cycle your business might be experiencing difficulties or there is the threat of possible failure. Some of your strategic suppliers or customers might be in difficulty. How does one handle difficult times and even a possible tecession. Now is the time for decisive action and reaction. Now is the time to cash proof your business By understanding the underlying cause of business and financial difficulties one can be proactive for one`s own business and in relation to your suppliers and customers. Strategy is the foundation of future value creation. Every business- public, private and state-owned enterprise – needs to have a clear sense of purpose, direction and mission control to execute the strategy plan. It starts by looking back – past successes, failures and disappointments and looking ahead. This 3 day masterclass will guide you step by step in relation to your company to develop a practical workable strategy plan for 2016 and beyond that includes global strategy best practices. FEATURES AND BENEFITS This 3 day masterclass will give you and your company a new sense of purpose and direction and the stratgey tools to efficiently and effectively implement a strategy plan for you and your top team and company. • Understand the importance of corporate strategy and business strategy • Review and develop an enhanced business model • What strategy tools should you use? • How to do an effective SWOT Analysis • Understand business risks, returns and value creation opportunities • Asses your resource capabilities • Put in place a strategy mission control • Develop appropriate KRIs and KPIs • Have a strategy dashboard as part of the strategy process • Put in place a practical turnaround plan WHO SHOULD ATTEND Every Company Director, Chairman, Members of the C-Team, CEO, CFO, COO, Marketing and Sales Executives, HR Practitioners, Company Secretary, Corporate Governance and Compliance Executives, Risk Management, Internal Auditors, External Auditors, Members of the Audit and Risk Committees and other Board Committees


3 DAY PROGRAMME DAY ONE: HOW TO ANALYSE, INTERPRET AND INTERROGATE FINANCIAL STATEMENTS DAY TWO: BUSINESS AND COMPANY VALUATIONS DAY THREE: DUE DILIGENCE AUDIT OVERVIEW Every organisation in both the public and private sector is dependent on the finance function – the mission control of every business. Consequently, the strategic role of the finance function, managed by the CFO and financial manager, is to manage and control 3 critical areas, in relation to controlling the performance of the business, measuring the growth in shareholder value and being able to assess the viability of strategic decisions in relation to mergers, acquisitions and growth opportunities. This strategic workshop will give every delegate the tools to handle the 3 critical areas: DAY 1: HOW TO ANALYSE, INTERPRET AND INTERROGATE FINANCIAL STATEMENTS DAY 2: HOW TO VALUE A BUSINESS AS WELL AS THE COMPANY’S SHARES (INCLUDING CLOSE CORPORATIONS) DAY 3: HOW TO DO A DUE DILIGENCE AUDIT FOCUSING ON THE LEGAL, FINANCIAL AND OPERATIONAL COMPONENTS


3 DAY PRACTICAL WORKSHOP OVERVIEW Don’t put a bandage on a problem; fix the issue permanently. The root cause is the fundamental, underlying reason(s) for a problem. Root Cause Analysis (RCA) is the technique to reverse engineer the situation, identify the cause(s) of a problem, resolve it, and prevent it from occurring again. This saves your organization time, money, and resources. Problem solving is best done with a proven process. This program introduces the delegates to a proven models to separate causes from symptoms; develop a range of potential solutions; walk through a plan to implement & test these solutions and measure the results. This course will enable participants to understand root cause analysis & problem solving as procedures for analyzing the causes of problems to permanently resolve or prevent them. Consisting of lectures, practice, and real-world case examples, this course is designed to provide attendees with an in-depth understanding of how to analyze and solve problems so they don’t reoccur, saving companies enormous amounts of loss.

Corporate Governance Best Practices The Company Director.pdf

2 DAY MASTERCLASS MASTER CLASS WORKSHOP OVERVIEW Corporate Governance is a partnership of shareholders, directors and management to provide wealth creation and economic well-being to shareholders and the wider community of stakeholders and society. The board of directors is the focal point and custodian of corporate governance. This three day seminar provides all the essential best practice principles and tools for both the board and individual directors to improve their effectiveness and achieve excellence in board and director governance performance and conformance. It will also deal with the interface of the New Companies Act and Corporate Governance Codes of Conduct and the draft King IV MASTER CLASS WORKSHOP PURPOSE The purpose of the seminar is to empower the board to become a value creating board and to develop individual directors to be effective as strategic leaders and executive managers. This seminar is ideal for public listed companies, private companies and state-owned enterprises. MASTER CLASS SEMINAR BENEFITS • Understand the correlation between good corporate governance and shareholder value creation and wealth maximisation • Apply different governance core components in your company • Develop key result areas for your board and individual directors • Improve board and director performance • Understand the basis of corporate governance due diligence • Identify the relevant legislation of the New Companies Act and the applicable guidelines of corporate governance codes of conduct best practices WHO SHOULD ATTEND Every Company Director, Professional Accountant, Auditor, Commercial Attorney, CEO, Financial Director, Banker and Financier, Investment Analyst, Venture Capitalist, Private Equity Advisor and Government Officials. 10 QUESTIONS TO THE COMPANY DIRECTOR IN BOTH PUBLIC AND PRIVATE SECTOR 1. WHAT ARE THE 9 PRINCIPLES OF GOOD CORPORATE GOVERNANCE? 2. WHAT ARE THE MAIN REASONS FOR CORPORATE GOVERNANCE FAILURES IN THE FINANCIAL CRISIS? 3. WHAT CONSTITUTES THE CORPORATE GOVERNANCE FRAMEWORK? 4. WHAT ARE THE 7 CORPORATE TESTS OF THE NEW COMPANIES ACT? 5. WHY SHOULD THE RISK COMMITTEE BE SEPARATE FROM THE AUDIT COMMITTEE? 6. WHAT ARE THE IT PROCEDURES OF KING IV? 7. WHAT ARE THE BENEFITS OF COMBINED ASSURANCE? 8. WHAT IS THE DIFFERENCE BETWEEN RISK GOVERNANCE AND RISK MANAGEMENT? 9. WHAT ARE THE MAIN FEATURES OF THE INTEGRATED REPORT? 10. WHAT ARE THE MAIN FOCUS AREAS OF THE ANNUAL BOARD APPRAISAL AND EVALUATION?


2 DAY MASTERCLASS To Measure, Monitor & Manage Performance based on Best Practices Standards OVERVIEW A standard feature of every failing and under-performing organisation is a lack of comprehensive policies and procedures matched with the appropriate internal controls. Every organisation needs to have in place policies and procedures in relation to all their key business processes and systems for the respective functions and activities. This will ensure consistent application and act as the internal checks and balances for individual employees as part of their job descriptions, reducing the probability of crisis management and individual employees “doing their own thing”, which inevitably results in errors or a failure to perform effectively and efficiently. FEATURES AND BENEFITS This 2 Day Practical Masterclass is essential for the legal function, compliance function, accounting and administration function as well as executive management and operations. It will cover all of the essential functions and activities applicable to any organisation, whether in the public sector or private sector. KEY FUNDAMENTAL CONCEPTS THAT WILL BE COVERED  The difference between a Policy and a Procedure  The difference between Systems and Processes  The Key Risk Indicators for Different Activities  What Controls, Checks and Balances need to be put in place  The Processes and Systems and the Interface between Policies and Procedures  Risk Identification and Risk Management  How to Draft a Policies and Procedures Manual  Accountability and Limits of Authority  Interface with Applicable Legislation and Regulations All Business Functions and Activities will be covered for Marketing and Sales, Procurement and Supply, Finance and Accounting, Human Resources, CAPEX and OPEX, Payments, Fraud and Whistleblowing and Many More! WHO SHOULD ATTEND All C-Team Members, Company Secretary, Legal Advisors, Admin & Finance, HR, Compliance Officers, Internal Auditors, External Auditors, and Risk Officers etc.

Risk Management and Due Diligence Audits.pdf

HOW TO USE DUE DILIGENCE IN RISK MITIGATION 3 DAY PRACTICAL WORKSHOP FOR ANY BUSINESS OVERVIEW One of the main reasons for the financial crisis has been a failure of corporate governance risk management. A key responsibility and duty of the board and directors is the governance, management and minimisation of risk. Building on this foundation, the board and management can then focus on the optimisation of returns, and shareholder value creation and growth. Where risk is greater that returns, there will be dilution of value and ultimately corporate and business failure. A major tool in risk management is the Due Diligence Audit and the Business Model. Due diligence is a coherent systematic and focused review, investigation and analysis exercise carried out to evaluate the target business and project with the view to reaching an objective decision on the status of the target business and project. Due diligence areas such as financial due diligence, operational due diligence, environmental due diligence, IT due diligence, and legal due diligence on an integrated basis. This 3 day practical workshop will empower and motivate risk managers, internal auditors and directors and executives with an action plan to manage the risk process as a means to protect value and grow value WHO SHOULD ATTEND Every Company Director, Auditor, CEO, CFO, Risk Manager, Audit and Risk Committee Members, Bankers and Financiers, Investment Analyst, Venture Capitalist, Private Equity Advisor, Government Officials, Company Secretary, Corporate Governance Executives.


SEMINAR OVERVIEW Valuation plays an important role in virtually every financial and business transaction to meet the solvency and liquidity test of the fair market test of corporate legislation ,and the determination of fair market value for business disposals, acquisitions, mergers and private equity transactions and property transaction, capital asset and disposal. The mission of every business should be to optimise the net worth of the business as this will impact on the saleability of the business and the personal wealth of the owners. Consequently, business owners, investors, chartered accountants, professional accountants, and financiers need to know how to objectively value businesses, commercial properties and the related owner`s interest. This seminar supplies the delegates with the know-how and techniques to objectively do business valuations, including commercial and intellectual property assets. This one day seminar will provide the valuation techniques and tools to measure returns and risk, the determination of fair value and a valuation model for the valuation of different businesses, private equity, intellectual property, commercial property and farms, using current best practices WHO SHOULD ATTEND Every CA, Accountant, Auditor, Financial Director, CEO, Financial Manager, Business Brokers, Financial Analyst, Brokers and Financier, Venture Capital and Private Equity advisor, and commercial attorney. SEMINAR BENEFITS • Decide which valuation technique you can use to your maximum advantage • Value companies for mergers and acquisitions, disposals, private equity and new issues. • Get to understand which valuation techniques and tools impact corporate decisions and the value of the firm • How to select the appropriate valuation method • Apply the latest valuation methods to different situation and cases • Learn the techniques to value businesses, intellectual property, software companies, commercial property, farms and franchises

DUE DILIGENCE AUDIT 1 Day Workshop .pdf

MASTERCLASS OVERVIEW Due diligence is a coherent systematic and focused review, investigation and analysis exercise carried out to evaluate the target business and project with the view to reaching an objective decision on the status of the target business and project. Due diligence activities are conducted in relation to specific focused areas such as, financial due diligence, IP and HR due diligence, IT due diligence, legal due diligence and operational due diligence on an integrated basis Due diligence can be conducted for both strategic purposes and established business and property operations performance and valuation confirmation. Due diligence must be done right…first time…to ensure you know what you’re getting including the problems and risks ¬before you proceed with the transaction and strategic decision. MASTERCLASS SEMINAR PURPOSE The purpose of a due diligence is for the investor, buyer and financial institution to be empowered to be able understand the transaction, to negotiate the transaction, to assess the value of the transaction and to ensure that returns and rewards are greater than the risks and exposure of the transaction. MASTERCLASS SEMINAR PURPOSE An essential tool for auditors and accounting officers and business advisors

The information presented at our corporate workshops and seminars is well researched relevant and cutting edge. Our trainers that conduct the training programmes are the best qualified, experienced and well respected presenters and trainers. This will guarantee that the delegates attending will get the best return on investment. We service all industry sectors including all spheres of government. All public and private entities. Businesses and companies of all sizes will benefit from attending one of our cutting edge business and work related events.