CIMA mastercourses

Seminar and workshop programme 2010

THE CATALYST
for success
Introducing the 2010
CIMA Mastercourses
programme
CIMA Mastercourses The catalyst for success
Focused on results In-house training
To succeed, organisations and individuals must deliver results. This is If you cannot find the right course from our wide range of open access
why CIMA Mastercourses follows a practical approach to training. Our courses, we will work with you to design a bespoke programme to fulfil
courses feature a mixture of case studies and cutting edge techniques your requirements.
which will help you deliver what your organisation needs. When attending
New for 2010
a Mastercourse, our expert tutors will ensure you are fully prepared to
We regularly review existing courses and introduce new courses based
apply what you have learnt the minute you leave the training room.
on what you tell us. For your benefit, we have added the following new
Over 100 courses to help you succeed courses to our portfolio:
Organisations are under increasing pressure to deliver more with • Active benefits realisation management
fewer resources. To rise to the challenge, they are investing in staff • Carbon reporting and foot printing
training to help generate new ideas and techniques to maximise • Fundamentals of transfer pricing
efficiency. We have over 20 years’ experience in delivering training • Joint ventures and strategic alliances
solutions geared towards helping accountants and business professionals • Managing business and financial turnarounds
improve their organisation’s systems and processes. Each year, businesses • Shared services, outsourcing and off-shoring
from the private and public sectors continue to trust us with their • Tools and techniques for financial planning and control.
training needs. We offer over 100 courses divided into ten categories:
How to book
• management accounting www.cimamastercourses.com
• accounting updates E. mastercourses@cimaglobal.com
• corporate finance and treasury T. +44 (0)20 8849 2244
• financial reporting F. +44 (0)20 8849 2460
• law and tax matters
Post or fax – fill in and return the booking form at the back
• business skills
of this brochure.
• strategic management
• understanding finance
• IT skills
• personal and management skills.

1
 We are increasingly the
first choice for students
and employers

About CIMA
Of all the accountancy qualifications, CIMA is the most relevant to business.
CIMA qualified professionals go beyond accountancy – they use finance skills
to provide analysis, decision support, value creation and risk management to
drive their organisations forward.
As an organisation we are committed to constant improvement and our
reputation as a professional and regulatory body has never been stronger.
We are increasingly the first choice for students and employers.
CIMA Mastercourses draw on the expertise of CIMA as a whole to ensure that
our courses are highly relevant, timely and expertly presented.
Our comprehensive range of training courses covers a wide spectrum of business,
management and accountancy topics, from management accounting, corporate
finance, strategic management to personal and management skills.
For more information about CIMA visit www.cimaglobal.com

Techniques, methods and philosophy were

interesting and eye opening. Provided ideas
on what to implement.

Mr James Reade, Financial Controller, Arkadin (UK) Ltd

CIMA Mastercourses The catalyst to succeed

2
98%
OF DELEGATES RATED THEIR CIMA
MASTERCOURSE ‘GOOD TO EXCELLENT’,
OUT OF 93% FEEDBACK RATE.

Why choose a CIMA Mastercourse

Expert speakers – named in advance CIMA quality
CIMA ensures that you benefit from the very best speakers; courses CIMA Mastercourses harness the expertise of all CIMA members and
are presented by experts in their fields, whether consultant, industrialist departments through:
or academic. • liaising with our CPD Centre of Excellence which researches
professional development needs to ensure continued relevance
All speakers have extensive practical knowledge and experience of their
• reviewing and responding to all feedback from delegates
subject area which enables them to fully illustrate how the courses’
• continually researching new subjects and improving ongoing courses
content can be applied to your work.
• working closely with speakers on course content and design
Speakers are all monitored by our Mastercourses Management Advisory • benchmarking against other bodies’ activities.
Group, composed of finance managers and directors from major UK and
Independent expertise and review
international companies.
We have an independent panel of leading business experts who monitor
Delegate satisfaction topics, helping us to ensure that we remain current and relevant.
For several consecutive years, and again in 2009, 98% of delegates rated Mastercourses are also evaluated by all delegates and the attention we
their CIMA Mastercourse ‘good to excellent’. pay their comments ensures the continuing quality and relevance of the
Mastercourses programme. Courses are regularly updated to ensure
Managed class sizes to ensure optimal learning that you acquire the latest skills.
It is important that you are able to take as much as possible away from
each course. For this reason, we limit course numbers so that delegates Practical and relevant
can be actively involved in the event. Our speakers all have extensive practical experience of their relevant
field, so where appropriate courses take a practical, case based
CPD approved approach. We have found that including real life examples improves
Most accountancy bodies now have CPD requirements for their the speed of learning and also clarifies how the course will benefit
members to fulfil each year, it is therefore essential that the courses your day-to-day work.
you attend provide high quality learning relevant to your CPD. With over
20 years’ experience in training solutions Mastercourses are qualified to
deliver this.
CIMA Mastercourses are recognised as fulfilling the CPD needs of
accountants by other accountancy bodies including ACCA, ACT, IIA,
ICSA, ICAEW and ICAS.
Continually revitalised content
We analyse current trends and develop opportunities to improve our
training provision through liaison with:
• our membership base of over 171,000 members and students
• over 3000 training partners
• CIMA CPD Centre of Excellence
• Mastercourses Management Advisory Group.

3
 CIMA Mastercourses
in-house training
Bringing the training solutions you need to your organisation
We will listen to your needs, work with
our business experts to create a unique
training solution for you and deliver an
expertly run course.
Tailored
Our expert speakers will work with you
to identify learning objectives and design
a tailored solution to meet your
organisation’s requirements.
Professional
We will take care of everything to help
your event run smoothly and efficiently,
delivering maximum benefits for the
participants and saving time and effort
for the organiser. We will:
• work to your requirements for date,
location and length of course
• organise the event, liaise with the speaker/s
and provide supporting documentation
• carry out a post course review to establish
the effectiveness of the learning event and
provide you with a summary of the results
of the delegates’ feedback forms.
Cost effective
In-house training courses are charged by
the event rather than per delegate, so the
more people you need to train the more
cost efficient this service will prove to be.
In-house courses typically become cost
effective with five or more delegates.
Customers include
• Accenture (UK) Ltd
• Arla Foods UK Ltd
• AstraZeneca Plc
• Astrium Ltd
• Balfour Beatty Capital
• Barclays Bank Plc
• Boots UK Ltd
• BT Plc
• Cancer Research UK
• Capgemini UK Plc
• Department for Transport
• European Broadcasting Union
4 CIMA Mastercourses The catalyst for success
Complimentary consultation One-to-one business coaching
Depending on your individual needs, we can Benefit from one-to-one coaching and
arrange for one of our training development achieve the following:
managers to visit you, free of charge, to • improve overall personal effectiveness
discuss your practical needs and help you • understand and make the most of your
to produce a relevant training plan. own strengths
• build successful working relationships
Customers’ comments
• prioritise and get things done
‘We have worked with CIMA for many years to
• communicate and influence effectively
address training needs and provide continued
• improve business performance.
professional development for our employees.
The high level of delegates’ satisfaction and Contact us to discuss your business
the increased effectiveness in their jobs coaching requirements:
reflects CIMA’s ability to understand our T. +44 (0)20 8849 2270
needs and deliver an engaging practical E. inhousetraining@cimaglobal.com
course with clarity.’
Ms Jenny Metcalfe
External Reporting Manager
Wm Morrison Supermarkets Plc
To find out more about in-house courses
Please contact us:
T. +44 (0)20 8849 2270
E. inhousetraining@cimaglobal.com
www.cimamastercourses.com/iht
• Guy’s & St Thomas’ NHS • PA Consulting Group
Foundation Trust • Pfizer Group Ltd
• HM Land Registry • Premier Foods
• Intertek Plc • RSPCA
• John Laing Plc • Tesco Stores Ltd
• Kimberly-Clark Europe Ltd • Transport for London
• Legal & General Plc • UCL
• Ministry of Defence • Warburtons Ltd
• National Express • Wm Morrison Supermarkets Plc
• Newcastle University
• News International Newspapers Ltd
• Oman Telecommunications Co
(S.A.O.G.)
CIMA Corporate
Discount Scheme
Your cost effective commitment to training

Saving with the CIMA Corporate
Discount Scheme
Will you and/or your colleagues attend five or
more CIMA Mastercourses within 12 months?
If so, you can save money through our
Corporate Discount Scheme.
How does it work?
You join the scheme by investing a minimum
of £2610 +VAT.
Over the next 12 months you can then
book Mastercourses at a discounted rate
(normally 25%).
For example:
• your account balance is £2610
• you book on Transforming the finance
operation: instead of paying the full price
of £580 you will pay £435 (a saving of £145)
• your new account balance is £2175.
All prices exclude VAT which is payable upon
receiving an invoice.
The account can be topped up at any time, Membership of the CIMA Corporate Discount
by any amount, so you can continue booking Scheme will ensure that you, your colleagues
at the discounted rate for the duration of and staff keep up-to-date with the rapid
your membership. changes in the business world and save your
organisation vital funds.
Your account can be used by any staff
member within your company, on any of the How long is my Corporate Discount
courses featured in this brochure and to pay Scheme membership valid?
for in-house training. It is valid for 12 months from the date that
you wish it to begin. So if, for example, you
Benefits of the CIMA Corporate
join on 1 October 2010, you can then make
Discount Scheme
bookings until 30 September 2011.
• Gain a saving of 25% on CIMA
Mastercourses. To find out more about joining the scheme
• Gain a saving of up to 10% on non-CIMA Please contact us:
courses featured in this brochure. T. +44 (0)20 8849 2270
• Use to pay for in-house training, tailored to E. corporatediscountscheme@cimaglobal.com
your organisation. www.cimamastercourses.com/cds
• Also use to pay for CIMA conferences and
other CPD offerings.
• Benefit from the ease of one point of
contact for all bookings and queries.
• Manage your training budget effectively.
• Get regular updates on the activity
on your membership.
• Be frequently informed of all the
cutting-edge courses available.

Members include

• Addison Lee Plc • Lane Clark & Peacock

• AGCO Ltd • Ministry of Defence
• Amafilter Ltd • MUJV Ltd
• Barclays Bank Plc • Nestor Healthcare Group Plc
• CCI Distribution Ltd • Northern & Shell Media Ltd
• Continental Tyre Group Ltd • Nyrstar Limited
• Dowding and Mills • Rural Payments Agency
• EDF Energy Plc • Shire Plc
• Electronic Theatre Controls Ltd • Signet Training Ltd
• Finlay Beverages Ltd • Specsavers Optical Group Ltd
• Fujitsu Services • Sunrise Senior Living Ltd
• HM Prison Service • TQ Education and Training Limited

5
 Contents
Management accounting
Issues
Transforming the finance operation 10
Management accounting update –
adding value beyond the numbers 10
Strategic management accounting 11
Control
Tools and techniques for financial planning and control 11
Better management reporting, planning and control 12
Powering profitable growth 12
Management reporting for decision making 13
Quick month-end reporting 13
Costing and cost management
15 ways of reducing costs 14
Time-driven activity based costing 14
IT financial management 15
The art of activity based management 15
Budgeting and planning
Spreadsheet skills for forecasting, planning and budgeting 16
Better forecasting and budgeting 16
Flexible planning and rolling forecasts 17
Introducing the forecasters’ toolkit 17
Performance management
The balanced scorecard 18
Implementing winning KPIs 18
Performance measurement and benchmarking 19
Accounting updates
Update for the accountant in industry and commerce 22
Corporate accountants’ updating programme 22
A technical update for accountants in business 23
A finance directors’ update 23
Financial management in SMEs 24
Project finance – introduction 24
contents
6
Corporate finance and treasury
Treasury
Treasury – introduction 28
Financial instruments – advanced aspects 28
The nuts and bolts of cash management 29
Fundamentals of risk management 29
Corporate finance
Fundamentals of transfer pricing 30
Effective transfer pricing 30
Investment appraisal – introduction 31
Investment appraisal in practice 31
Working capital optimisation 32
Credit management – what you need to know 32
Getting finance – what the bank manager needs 33
Risk management
Business continuity management 33
Risk management – introduction 34
Risk, control and assurance 34
Corporate governance 35
IT governance and risk 35
Financial reporting
Faster financial closing 38
US GAAP – introduction 38
IFRS – comparison with US GAAP 39
IFRS – comparison with German GAAP 39
IFRS – introduction 40
IFRS – advanced 40
IFRS – a comprehensive refresher 41
IFRS for SMEs 41
UK GAAP – keeping up-to-date 42
UK GAAP – a comprehensive refresher 42
Group accounting under UK GAAP – fundamentals 43
Group accounting under UK GAAP – advanced 43
Law and tax matters Understanding finance

Law Budgeting and finance basics 66

Understanding contracts 46 Financial awareness – the fundamentals 66
Understanding commercial contracts workshop 46 Interpretation of company accounts 67
Directors and their duties 47 Introduction to accounting 67
Managing executive remuneration 47
Company law – revisited 48
IT skills
The role of the company secretary 48
Company secretarial practice for Plcs 49 MS Excel introduction 70
Company secretarial practice for support staff 49 MS Excel intermediate 70
MS Excel advanced 71
Tax
MS Excel visual basic application 71
Corporation tax refresher and update 50
MS Excel data analysis 72
Tax implications of adopting IFRS 50
MS Access – data management (introduction) 72
VAT refresher and update 51
Financial modelling 73
International VAT – goods and services 51
PRINCE2® foundation certificate 74
PRINCE2® overview 74
Business skills PRINCE2® practitioner certificate 75
PRINCE2® re-registration course 75
Managing business and financial turnarounds 54
Shared services, outsourcing and off-shoring 54
Joint ventures and strategic alliances 55 Personal and management skills
Building a business for sale 55
Commercial skills for finance professionals 78
Active benefits realisation management 56
Information that influences 78
Earned value management for accountants 56
Leadership skills 79
Corporate performance management and business intelligence 57
The art of being brilliant 79
Pricing strategies and value 57
Presentation skills – introduction 80
Achieving process excellence 58
Time management – introduction 80
Lean finance 58
The accountant as strategic influencer and advisor 81
Understanding and improving business processes 59
Google analytics 81
People and systems 59

How to book
Strategic management
Booking procedure 82
Accounting for carbon 62
Booking form 84
Carbon reporting and foot printing 62
Develop into a director 63
The strategic accountant 63
contents

7
Management accounting
Very good. I found it extremely useful and interesting. I am very much looking
forward to taking this information back into my role and company.

Mr John Bramley ACMA, Regional Management Accountant, Working Links

CIMA Mastercourses The catalyst for success

Issues
Transforming the finance operation 10
Management accounting update – adding value beyond the numbers 10
Strategic management accounting 11

Control
Tools and techniques for financial planning and control 11
Better management reporting, planning and control 12
Powering profitable growth 12
Management reporting for decision making 13
Quick month-end reporting 13

Costing and cost management

15 ways of reducing costs 14
Time-driven activity based costing 14
IT financial management 15
The art of activity based management 15

Budgeting and planning

Spreadsheet skills for forecasting, planning and budgeting 16
Better forecasting and budgeting 16
Flexible planning and rolling forecasts 17
Introducing the forecasters’ toolkit 17

Performance management
The balanced scorecard 18
Implementing winning KPIs 18
Performance measurement and benchmarking 19

All open access courses are available in-house – these additional

CIMA Mastercourses are available in-house only:
Beyond budgeting
Creating a public sector scorecard
From activity based costing (ABC) to activity based management (ABM)
How can we improve our budget process?
Maximising customer value
Measuring customer profitability
Modern costing methods
Profiting from activity based management

Email inhousetraining@cimaglobal.com for further information.

 Transforming the finance operation
Also available in-house How finance can become a valued and trusted business partner
Dates Who will benefit?
10 March, London All senior executives who care about
7 July, London improving the performance of the finance
5 October, Manchester function. This includes CFOs, financial
6 CPD hours (for non-CIMA members) directors, controllers and managers, strategic
and business planners, plus anyone
Fees
responsible for performance management.
£580 +VAT
It will be of interest to executives in both the
Discounts public and private sectors, especially those
CIMA and ICAEW members – 10% off working in larger organisations.
in the field of performance management and
has written dozens of articles and co-written
three books: Transforming the Bottom Line
(1995), Competing in the Third Wave (1997),
and Beyond Budgeting (2003). His latest book
Reinventing the CFO was published in 2006.
After spending five years with 3i and ten
years in business management, he became a
management writer, educator and advisor on
finance transformation.

Corporate Discount Scheme members –
25% off. See page 5 for details of how
to join.
This course is recommended by the
Institute of Chartered Accountants in
England and Wales.
To book online
For further details and to book visit
www.cimamastercourses.com/WCFP
What you will gain
Many insights into how leading edge
organisations have improved their finance
functions. It will also demonstrate through
numerous best practice examples how the
finance function can transform itself into a
valued and trusted business partner that
adds real value to the organisation.
Speaker
Jeremy Hope MA, FCA, was the co-founder
of the Beyond Budgeting Round Table in
1998 and leads its research programme. He is
one of the world’s foremost thought leaders
Programme outline
Using best practices and case study
materials, this course shows you how to:
• build a compelling case and vision for change
• reduce errors and costs in the back office
• become an effective business partner
• provide systems that support a more
adaptive organisation
• make permanent reductions in cost by
eliminating waste
• measure what matters
• lead the change.

Management accounting update –

adding value beyond the numbers
Also available in-house The latest trends
Dates Who will benefit? Programme outline
24 February, London Management accountants involved in • The latest trends and thinking in budgeting.
16 March, Glasgow making budgeting and planning decisions. • Management reporting and control –
16 April, Manchester updates including the increased use of
What you will gain
19 May, London dashboard reports and non-financial KPIs
24 August, London • Confidence that you are up to speed with and performance measures.
current hot topics in the management
11 October, Manchester • Business improvement programmes
accounting field.
18 November, London and the inherent problems in tracking
10 December, Glasgow • Relevant updates on budgeting, and reporting of benefits from
management reporting and control.
5.5 CPD hours (for non-CIMA members) such programmes.
Speaker
Fees
Garry Buick ACMA has had extensive
Management accounting Issues

£580 +VAT
experience with GlaxoSmithKline, including
Discounts a number of area finance director roles in
CIMA, ICAS and ICAEW members – 10% off the manufacturing division. He also
worked in China as a key member of the
Corporate Discount Scheme members –
implementation team for low cost
25% off. See page 5 for details of how to join.
product sourcing.
This course is recommended by the ICAEW
and, in Glasgow, by ICAS’s CA Business Courses.

To book online
For further details and to book visit
www.cimamastercourses.com/MAUA
10
Strategic management accounting
Accounting for competitive advantage
Who will benefit?
Management accountants who are involved
in planning and decision making.
What you will gain
• An enhanced appreciation of cost
management techniques.
• An understanding of the importance of
managing revenue and adding value.
• The ability to input into managing
organisational performance.
Speaker
The speaker will be drawn from a pool
of subject specialists who are qualified
professionals. Having worked for leading
organisations they will bring their subject to
life by relating the course content to real life
case studies. For example, Andy Wilkes ACMA
has over 17 years’ experience of working and
training within the public sector, where he
helped facilitate the move to resource
accounts in a number of departments.
Tools and techniques for financial
planning and control
Use them to gain value
Who will benefit?
All senior executives who care about
improving the performance of the finance
function. This includes CFOs, financial
directors, controllers and managers, strategic
and business planners plus anyone
responsible for performance management.
It will be of interest to executives in both the
public and private sectors, especially those
working in larger organisations.
What you will gain
Many insights into how leading edge
organisations have used tools and techniques
such as balanced scorecards, rolling forecasts,
KPI dashboards and lean accounting systems
to improve their management processes.
It will potentially save you huge amounts of
time and expense selecting the right mix of
tools (and avoiding the wrong ones) or help
you to gain much greater value from those
you are using now.
Also available in-house
Programme outline Dates
• The changing role of the management 20 January, London
accountant. 7 April, Manchester
• The concept of the strategic management 16 June, London
accountant as well as the environmental 16 August, London
forces which have caused this change. 20 September, Manchester
• The role of the management accountant 2 November, London
in terms of cost management, value 5.5 CPD hours (for non-CIMA members)
management and performance
management.
Fees
£580 +VAT
• Established techniques such as
activity‑based management. Discounts
• Modern techniques such as lifecycle CIMA members – 10% off
accounting, illustrated by case studies.
Corporate Discount Scheme members –
• Strategic and management aspects of
the accountant’s role. 25% off. See page 5 for details of how
to join.
• The challenge of managing others –
in particular non-financial staff.
To book online
For further details and to book visit
www.cimamastercourses.com/STMA
New for 2010
Speaker Dates
Jeremy Hope MA, FCA, was the co-founder 8 July, London
of the Beyond Budgeting Round Table in 6 October, Manchester
1998 and has led its research programme. 2 November, London
He is one of the world’s foremost thought 6 CPD hours (for non-CIMA members)
leaders in the field of performance
Fees
management and has written dozens of
£580 +VAT
articles and co-written three books:
Management accounting Issues/Control
Transforming the Bottom Line (1995), Discounts
Competing in the Third Wave (1997), and CIMA members – 10% off
Beyond Budgeting (2003). His latest book
Corporate Discount Scheme members –
Reinventing the CFO was published in 2006.
25% off. See page 5 for details of how
After spending five years with 3i and ten
to join.
years in business management, he became
a management writer, educator and advisor
on finance transformation.
To book online
Programme outline For further details and to book visit
Objective reviews of a range of tools, www.cimamastercourses.com/TTFP
covering:
• origins and overview
• case examples
• key success factors
• implementation insights.
11
 Better management reporting,
planning and control
Also available in-house To benefit your organisation
Dates Who will benefit?
18 May, London • Directors, senior and middle managers
18 October, London of all functions needing to manage their
6 CPD hours (for non-CIMA members) organisations towards agreed targets.
• Finance directors, financial controllers,
Fees
reporting managers and analysts.
£580 +VAT
What you will gain
Discounts
Insights into how:
CIMA members – 10% off
• high profile corporate failures have
Corporate Discount Scheme members – triggered major reforms in statutory
25% off. See page 5 for details of how reporting
to join. • statutory reporting requirements now
demand greater visibility of how the
business is really managed and performing
To book online • the latest developments in management
For further details and to book visit reporting can improve its effectiveness
www.cimamastercourses.com/BMRT and alignment with business objectives
• you can gain stronger connectivity
between resources and what people do,
and between plans and performance
• technology can facilitate better
management reporting, planning
and control.
Powering profitable growth
Better customer profitability reporting,
Also available in-house pricing processes and margin management
Dates Who will benefit?
10 March, Dublin • All senior managers needing to ensure
11 June, London that profitability is proactively managed.
6 October, London • Sales and commercial managers concerned
6 CPD hours (for non-CIMA members) to maximise the conversion of sales
opportunities into profitable business.
Fees
• Account managers seeking to ensure that
UK – £580 +VAT
customers deliver the sales anticipated
RoI – 1 640
when discount structures were agreed.
Discounts • IT directors and managers wanting to
CIMA and ACCA members – 10% off investigate the latest in software
Management accounting Control
innovations that can impact the
Corporate Discount Scheme members –
bottom‑line performance.
25% off. See page 5 for details of how
to join. What you will gain
• Insight into the range of opportunities for
This course is endorsed by ACCA UK. improvement in profitability.
• The ability to increase margins without
losing valuable customers.
To book online • Knowledge of techniques that have worked
For further details and to book visit for other well-known organisations.
www.cimamastercourses.com/MRMG • Understand how recent developments in
technology can help improve margins,
shorten sales lead times and improve the
business hit rate.
• Use the price proposal process to win more
business opportunities at higher margins.
12
Speaker
Robin Bellis-Jones BSc, BComm, MBA,
FCMA, FIMC has over 25 years’ consulting
experience at senior management level in
a broad spectrum of organisations, with
particular emphasis on management
reporting, planning and control. He is
managing director of the BJH Group.
Programme outline
• Current management reporting, planning
and control models: their effectiveness,
weaknesses and underlying assumptions.
• Changes in statutory reporting requirements.
• Development of a way forward that meets
both internal and external reporting
requirements consistently and coherently.
• Simulation of potential scenarios and how
to relate those to the budgeting processes.
• Case studies to illustrate how leading
organisations in various industry sectors
are addressing these challenges.
• How recent developments in IT systems
can facilitate the changes necessary.
Speakers
• Robin Bellis-Jones BSc, BComm, MBA,
FCMA, FIMC, Managing Director of
The BJH Group.
• Tony Hodgson ACMA, Head of
The BJH Group Pricing and Revenue
Management practice.
Programme outline
• Why effective margin management
can be difficult.
• Why gross margins can be misleading;
knowing what the real margins are.
• Analysing, reporting and managing
profitability by customer, channel, sector,
region and product.
• Balancing customer relationship and
margin management.
• Pricing – an assessment of the hidden
profit improvement opportunities.
• Case studies of organisations that have
grown both revenues and profits by
focusing on customer profitability
reporting and pricing process management.
• Recent developments in pricing and
customer profitability analysis and
reporting software.
Management reporting
for decision making
A practical approach to producing the
right information at the right time
Who will benefit?
Senior executives, managers and accountants
who are required to evaluate data which will
enable them to substantiate major decisions
within the organisation.
What you will gain
• A guide to reporting KPIs which truly
reflect business performance and will be
critical in attaining the organisation’s
goals and objectives.
• An introduction to best practice in the
effective and timely communication of
information to all levels of management.
Speaker
Garry Buick ACMA has had extensive
experience with GlaxoSmithKline, including
a number of area finance director roles in the
manufacturing division. He also worked in
China as a key member of the implementation
team for low cost product sourcing.
Quick month-end reporting
Reporting month-end results to the CEO
by day three or sooner
Who will benefit?
All those wanting to improve the timeliness
of month-end reporting to management and
to the board, including:
• finance directors, CFOs and financial
controllers
• management and financial accountants
involved in month-end reporting
• consultants and practitioners who wish
to gain a new methodology in this
important area.
What you will gain
• Discover how to complete your month-end
within three working days regardless of
sector or in-house bottlenecks.
• An understanding of 21st century better
practices to speed up finance team routines.
• Learn how to ‘post-it’ re-engineer a process.
• Obtain a comprehensive white paper
outlining, in detail, all the implementation
steps.
Also available in-house
Programme outline Dates
• What, why, when and how information 25 January, Manchester
needs to be communicated to all levels 22 March, London
of management. 8 April, Glasgow
• Best practice in management reporting. 15 June, London
• Reporting performance measures. 27 October, London
• Dashboard design. 25 November, Glasgow
• Identification of KPIs that will really 5.5 CPD hours (for non-CIMA members)
make a difference.
Fees
• The move towards rolling budgets as
£580 +VAT
a mechanism to better measure
performance and ensure more proactive Discounts
strategic planning. CIMA members – 10% off
Corporate Discount Scheme members –
25% off. See page 5 for details of how
to join.
To book online
For further details and to book visit
www.cimamastercourses.com/MRDM
Also available in-house
Speaker Dates
David Parmenter BCom (Hons), FCA, 20 April, London
is an international presenter who has 30 April, Manchester
revolutionised month-end reporting for 14 September, London
organisations across all sectors. David is a 28 September, Edinburgh
leading expert in: the development of 6 CPD hours (for non-CIMA members)
winning KPIs, replacing the annual planning
Fees
process with quarterly rolling planning, quick
£580 +VAT
month-end processes and converting
reporting to a decision based tool. His KPI Discounts
book has been a ‘top ten’ performance CIMA members – 10% off
Management accounting Control
management book for three years. He has
Corporate Discount Scheme members –
also worked for Ernst & Young, BP Oil Ltd,
Arthur Andersen, and Price Waterhouse. 25% off. See page 5 for details of how
to join.
Programme outline
• The major steps you can take before next
month-end. To book online
• How to re-engineer your month-end For further details and to book visit
processes. www.cimamastercourses.com/QMER
• Steps you can organise within six months.
• Case studies on quick month-end reporting
(day one and virtual closing).
• How to speed up board reporting.
• Workshops on efficient month-end routines,
the bottlenecks, designing a dashboard for
your board, the implementation issues.
13
 15 ways of reducing costs
Also available in-house Changing and challenging the expenditure profile
Dates Who will benefit? Programme outline
24 March, London Senior executives, managers and accountants • The identification of the need for a major
29 July, London who are involved in planning and delivering restructuring programme.
29 November, London business improvement projects. • An introduction to some of the key
6 CPD hours (for non-CIMA members) components of a restructuring programme:
What you will gain
– operational excellence techniques such
Fees A concise briefing on the wide range of
as lean and six sigma
£580 +VAT operational excellence programmes
– procurement
available, and the practicalities and pitfalls
Discounts – use of technology
of implementing them successfully.
CIMA and ICAEW members – 10% off – functional alignment to create a value
Speaker stream philosophy
Corporate Discount Scheme members – – rationalisation.
Garry Buick ACMA has had extensive
25% off. See page 5 for details of how
experience with GlaxoSmithKline, including • Forecasting, tracking and management
to join. of both benefits and the costs of the
a number of area finance director roles in
This course is recommended by the the manufacturing division. He also programme.
Institute of Chartered Accountants in worked in China as a key member of • Ensuring accountability for the success
England and Wales. the implementation team for low cost of the programme.
product sourcing. • Successful implementation of a change
programme and creating the right culture
To book online to sustain it.
For further details and to book visit
www.cimamastercourses.com/CCEP

Time-driven activity based costing

Also available in-house
Dates
25 May, Manchester
20 October, London
6 CPD hours (for non-CIMA members)
Maanagement accounting costing and cost management
A new breakthrough to create the profit focused organisation
Who will benefit? Speakers
Cost and management accountants, • Dr Werner Bruggeman is professor in
controllers and financial managers, plus sales, management accounting and control at
marketing and general managers. the University of Ghent and at the Vlerick

Leuven Ghent Management School. He is

Fees If you have implemented and failed to use
managing partner of B&M Consulting and
£580 +VAT activity based costing (ABC) because of the
has extensive experience in implementing
time and cost of adapting the model to suit
Discounts strategic cost and performance
changing environments, or if you are using
CIMA members – 10% off management systems. He has published
ABC and finding that it doesn’t provide
numerous books and papers in the area.
Corporate Discount Scheme members – adequate information on the profitability of
• He will be joined by Thierry Bruyneel,
25% off. See page 5 for details of how products, customers and strategies, then
Partner of B&M Consulting.
to join. consider the benefits of time-driven activity
based costing: accurate information at a Programme outline
detailed level, provided by a robust model • Foundations of time-driven ABC.
To book online with the flexibility to report on changing • The use of time-driven ABC to model
For further details and to book visit and complex situations. and optimise complex logistics and
www.cimamastercourses.com/TABC distribution processes.
What you will gain
• The use of time-driven ABC for profit
Products and services increase in complexity,
improvement in the financial sector.
as does pressure on pricing: what is needed
• The use of time-driven ABC to become
is the more accurate and actionable cost
a profit focused organisation.
and profitability information provided by
time-driven activity based costing. Find out
about the potential for improvement in your
profits offered by time-driven ABC, and how
to achieve them.

14
IT financial management:
including IT service charging
Addressing financial management within the IT arena
Who will benefit?
Financial controllers, financial managers
and financial planners in medium to large
organisations.
What you will gain
• An understanding of the finance processes
associated with IT financial management.
• Knowledge of the key operating model
components required to manage an IT
cost base.
• A structured methodology for designing
an IT service charging model.
• An insight into how other organisations
have tackled financial management across
the IT function.
• An appreciation of what real benefits
can be delivered and of the cultural
change needed.
Speakers
• Sophia Steiger FCMA is a director at
Deloitte. Sophia has over 15 years’
experience, with eight of these gained in IT
financial management. She has extensive
The art of activity based management
Making activity based costing work for you
Who will benefit?
Finance directors, financial controllers,
management accountants, operations
managers, commercial managers and all
senior managers who have an active interest
in radically improving the performance of
their organisations.
What you will gain
Activity based management (ABM), based
on activity based costing (ABC), can be much
more than just another costing system: it can
operate as a business system, creating an
integrated, actionable understanding of costs
and their cause. The results can then be used
to make serious commercial decisions and to
facilitate performance improvement. This
seminar will give you:
• an appreciation, based on the speaker’s
recent experience, of how ABM can be
brought to life quickly and easily in your
organisation
• a clear understanding of how ABM can
deliver serious value on an ongoing basis.
Also available in-house
experience in designing, implementing and Dates
optimising IT operating models and service 8 February, London
charging across both financial services and 30 September, London
the public sector. 19 November, Dublin
• Deborah Wall ACMA is a manager at 6 CPD hours (for non-CIMA members)
Deloitte and an expert in IT service
charging. She has eight years’ experience
Fees
UK – £580 +VAT
of working with financial processes and
service charging structures within public
RoI – 1 640
sector organisations. Discounts
CIMA members – 10% off
Programme outline
• Assessing an IT cost base and the role Corporate Discount Scheme members –
financial management has to play. 25% off. See page 5 for details of how
• An introduction to IT finance operating to join.
models.
• Designing your IT service charging model.
• Implementation options: identifying the To book online
various software options available. For further details and to book visit
• Practical implementation challenges. www.cimamastercourses.com/ITSC
• Performance management of the IT
budget: use of the balanced scorecard to
support IT financial management.
• Real-life examples: case study examples
from the public sector and private sector.
Also available in-house
Speaker Dates
Robin Bellis-Jones FCMA, MBA, FIMC, FRSA, 23 April, London
BSc (Hons), B Commerce (Hons), Managing 24 September, Manchester
Director, The BJH Group. Robin has been 19 November, London
Management accounting costing and cost management
providing consulting services in performance 6 CPD hours (for non-CIMA members)
management to organisations such as
Fees
Reuters, DHL, Barclays Bank, Environment
£580 +VAT
Agency and the NHS for over 25 years. He
has been at the heart of the development of Discounts
activity based management and activity CIMA members – 10% off
based costing techniques, and their
Corporate Discount Scheme members –
application in the UK.
25% off. See page 5 for details of how
Programme outline to join.
• Assessing the need for activity based
management.
• Developing the foundations for success. To book online
• Implementing the easy way. For further details and to book visit
• Developing an integrated approach to: www.cimamastercourses.com/AABM
customer and product profitability
management; demand management;
activity and process management;
resource and capacity management;
cost management.
• Bridging the gap between strategic and
operational management.
• Addressing practical implementation
issues.
15
 Spreadsheet skills for forecasting,
planning and budgeting
Also available in-house Improve your techniques
Dates Who will benefit?
9 February, London • Directors, managers, company advisers and
11 May, Glasgow other members of staff from all functional
6 July, London areas who have to develop departmental
21 September, London forecasts, plans or budgets.
16 November, Manchester • Business advisers and analysts who need to
7 December, London advise or comment on business forecasts,
6 CPD hours (for non-CIMA members) plans and budgets.
Fees What you will gain
£580 +VAT • Knowledge of a variety of approaches to
forecasting, planning and budgeting.
Discounts
• The ability to develop these management
CIMA, ACCA and ICAS members – 10% off.
tools using spreadsheets on a personal
Corporate Discount Scheme members – computer.
25% off. See page 5 for details of how to join. • Tips on how to combine these techniques
to obtain the most effective management
This course is endorsed by ACCA UK and
information.
recommended, in Glasgow, by ICAS’s
• An introduction to the use of advanced
CA Business Courses. spreadsheet techniques.
Speaker
To book online Sue Nugus, consultant and author with over
For further details and to book visit 20 years’ experience in the personal
www.cimamastercourses.com/SFPB computer field.
Programme outline
• Focusing on improving your techniques.
• Forecasting, planning and budgeting as part
of the management accounting function.
• Business forecasting: a review of some of
the modern quantitative methods available
including smoothing techniques; regression
analysis and time series analysis; expected
value calculations.
• Business planning models: a look at
available techniques including deterministic,
stochastic and optimising models.
• Business planning techniques: what-if
analysis; backward iteration and risk analysis.
• Budgeting techniques: producing budgets,
actuals, calculating variances, producing
year-to-date figures and consolidating
reports; when to use multiple sheets and
multiple files; consolidation options.
The course uses large screen demonstrations.
Spreadsheets are demonstrated using
Microsoft Excel but the course is relevant
for Lotus 1-2-3 users.

Better forecasting and budgeting

Also available in-house Improving the budgeting process
Dates Who will benefit? Programme outline
27 April, London Board members, senior managers • Why do we budget?
8 June, London and accountants with responsibility • Are budgets doing what we need
29 June, Manchester for budgeting. them to do?
1 October, Dublin • The role of the rolling forecast.
What you will gain
9 November, Glasgow • What’s left for the budget to do?
• A thorough understanding of the strengths
Management accounting Budgeting and planning

14 December, London • Easing the burden and removing

6 CPD hours (for non-CIMA members)
Fees
UK – £580 +VAT
RoI – 1 640
Discounts
CIMA and ICAS members – 10% off
Corporate Discount Scheme members –
25% off. See page 5 for details of how
to join.
This course is recommended in Glasgow
by CA Business Courses, the professional
development division of ICAS.
To book online
For further details and to book visit
www.cimamastercourses.com/BBUD
and weaknesses of conventional
distractions.
approaches to forecasting and budgeting.
• Key steps in implementation.
• Frameworks, methods and techniques to
implement a rolling forecast and to create
a flexible and dynamic budgeting process.
• A thorough understanding of the ways in
which forecasting and budgeting processes
can drive change.
Speaker
Paul Clarke BSc, MSc, MBA, is head of the
forecasting and budgeting practice at Develin
& Partners. His 15 years’ consultancy
experience has included projects in the
logistics, financial services, manufacturing,
utilities, IT and electronics industries. For the
past four years Paul has specialised in the
development of better budgeting and
forecasting practices and successfully
implemented them across a range of sectors.

16
Flexible planning and rolling forecasts
How to respond rapidly to changing events Also available in-house

Who will benefit? Speaker Dates

CFOs, financial directors, controllers,
financial managers, strategic and business
planners plus anyone responsible for planning
and decision making. It will be of interest to
executives in both the public and private
sectors, especially those working in larger
organisations.
What you will gain
Advice on how to prepare and use a flexible
planning process in conjunction with rolling
forecasts to:
• replace annual planning and budgeting
• support strategy and close ‘best practice’
gaps
• align measures, controls and incentives
• improve decision making.
This is based on many best practice cases
including Svenska Handelsbanken, American
Express, UBS Wealth Management and the
Tomkins Group.
Jeremy Hope has led the Beyond Budgeting 11 March, London
Round Table research programme since 1998. 3 November, London
6 CPD hours (for non-CIMA members)
Programme outline
Using best practices and case materials: Fees
• make the case and prepare the vision £580 +VAT
for change
Discounts
• manage through continuous
CIMA members – 10% off
planning cycles
• replace detailed budgets with Corporate Discount Scheme members –
rolling forecasts 25% off. See page 5 for details of how
• produce high quality driver based to join.
forecasts and avoid gaming
• use forecasts to support strategy reviews
and manage performance gaps To book online
• avoid the pitfalls of poor implementation For further details and to book visit
(and do it right!). www.cimamastercourses.com/ROFO

Introducing the forecasters’ toolkit

How to radically improve your forecasts Also available in-house

Who will benefit? collaboration with Unilever Plc, and has Dates
• Financial directors, managers and successfully enabled Unilever to implement 5 May, London
accountants plus all others who produce, and maintain a more reliable, effective and 11 November, London
consolidate or receive forecasts. transparent forecasting process. 6 CPD hours (for non-CIMA members)
• All involved in re-designing forecasting
Programme outline Fees
processes, particularly those seeking to
• Characteristics of business forecasting. £580 +VAT
replace a traditional budget based Management accounting Budgeting and planning
‘command and control’ management with • Key forecasting terms and concepts.
Discounts
a more agile externally focused model. • How forecasting practices can support
CIMA members – 10% off
a more dynamic approach to
What you will gain performance management. Corporate Discount Scheme members –
• A proven approach to improving your • The principles of managing a 25% off. See page 5 for details of how
forecasting – the Forecasters’ Toolkit – forecasting process. to join.
which is scientifically based but requires no • Forecast error, what it is and how we
significant investment in infrastructure or can use it.
training, and will help you apply statistical • Bias and other key measures of To book online
concepts in a simple way. forecasting quality. For further details and to book visit
• Simple but effective forecasting tools • Introduction to the Forecasters’ Toolkit. www.cimamastercourses.com/IFCT
which you can use immediately on your • A practical approach to measuring
return to work. forecast quality.
• How to use simple, Excel based,
Speaker
diagnostic tools.
Bijan Tabatabai BSc (Maths), PhD (Maths),
• How to design reliable and efficient
Director, BBS Ltd. Bijan has been a business See also
forecasting processes.
consultant since 2002, developing tools to
Financial modelling for:
solve common chronic management
• project finance
problems and training practitioners to
• financial planning and budgeting
implement them. One such tool, Forecasters’
• company valuations.
Toolkit, was developed by Bijan in
Page 73 17
 The balanced scorecard
Also available in-house Principles, practicalities, progress and pitfalls
Dates Who will benefit? scorecard implementation.
25 February, London • CEOs, MDs and others concerned with • Evaluate the practical application of the
1 July, Nottingham defining, articulating, communicating and balanced scorecard to your own organisation.
7 October, London delivering strategy.
Speaker
2 December, Manchester • Finance and IT directors, and others
Gary Ashworth, Director, A1 Aspirations Ltd,
6 CPD hours (for non-CIMA members) responsible for the preparation, analysis
has extensive implementation experience,
and presentation of financial and
Fees and has been published widely on the subject
non‑financial information.
£580 +VAT through Pearson/Financial Times Publications
What you will gain and Financial Management.
Discounts
• Acquire a powerful structure for inspiring
CIMA, ACCA, ACT, ICSA and Programme outline
high performance through building
IIA members – 10% off • Role and benefits of the balanced scorecard.
strategy focused performance
management information that can be • Structure of the scorecard, the famous four
Corporate Discount Scheme members –
perspectives and the critical role of
25% off. See page 5 for details of how cascaded throughout the organisation.
strategy mapping.
to join. • Understand how vision, strategy,
objectives, measures, targets, initiatives, • Detailed business case studies, including
This course is endorsed by ACCA UK, the organisational cascades; and using
key performance indicators (KPIs) and their
Association of Corporate Treasurers, ICSA scorecard principles to execute strategic
ownership can be brought together into
and IIA. intent effectively.
one comprehensive performance
management framework. • Overcoming the obstacles to the successful
adoption of a scorecard.
• Explore the critical role of strategy maps
To book online and how to create them. • The importance and use of personal action
For further details and to book visit planning checklists.
• Examine the broader organisational issues
www.cimamastercourses.com/IMBS associated with successful balanced

Implementing winning key performance

Also available in-house
Dates
Management accounting Performance management
indicators (KPIs)
A ground-breaking approach to help you improve
the way performance measures are used in private
and public sector organisations
Who will benefit? Speaker

22 April, London All those responsible for monitoring and David Parmenter BCom (Hons), FCA.
16 September, London reporting performance, particularly: David’s work on winning KPIs has received
6 CPD hours (for non-CIMA members) • those involved in balanced scorecard international recognition and he delivers
implementations workshops across the world. His KPI book,
Fees
• CEOs who want to link daily activities published by John Wiley & Sons, has been a
£580 +VAT
to strategy ‘top ten’ performance management book
Discounts • consultants who wish to gain a new for three years.
CIMA and ICSA members – 10% off methodology in this important area.
Programme outline
Corporate Discount Scheme members – What you will gain
• What are the seven characteristics of key
25% off. See page 5 for details of how • An in-depth understanding of the
performance indicators?
to join. characteristics of KPIs.
• How to find your organisation’s critical
• An appreciation that not all performance
This course is endorsed by ICSA. success factors.
measures are KPIs: ‘key’ to your business.
• Revitalising a failing balanced scorecard.
• Knowledge of how to report performance
measures in a more practical way. • How to develop and use winning KPIs: the
To book online • An insight into the importance of identifying
12 step model.
For further details and to book visit your organisation’s critical success factors. • Presenting team and executive scorecards,
www.cimamastercourses.com/KPIS board dashboards, KPI intranet reports.
• A road map to developing KPIs.
• Marketing strategies to promote KPI
• How to revitalise your balanced scorecard.
development to your senior management
• In-depth white paper with templates and
team.
over 300 performance measures.
18
Performance measurement
and benchmarking
Principles and practice
Who will benefit?
Financial and other managers:
• charged with introducing a performance
measurement system or with undertaking
a benchmarking exercise
• wanting to introduce performance
measures, and not sure which measures
to choose or the best approach to adopt
• looking for new ways to measure
performance
• seeking an overview of the whole
field of performance measurement
and benchmarking.
What you will gain
• A good understanding of the principles on
which effective performance measurement
and benchmarking are based.
• Insights into how performance
measurement systems influence
behaviours – for better and for worse.
• Useful techniques for choosing the right set
of measures for your organisation.
• Practical examples of how organisations
have gone about performance
Creating a public sector scorecard
Measuring and managing performance in public sector
and not-for-profit organisations
T. +44 (0)20 8849 2270
E. inhousetraining@cimaglobal.com
to discuss running this CIMA Mastercourse in-house.
Also available in-house
measurement and benchmarking – both Dates
well and badly. 9 March, London
• Hands-on practice of the techniques 19 October, London
through exercises in which you try out 6 CPD hours (for non-CIMA members)
what you have learnt in the context of
Fees
your own workplace.
£580 +VAT
Speaker
Discounts
Paul Clarke, Managing Consultant,
CIMA members – 10% off
Develin & Partners.
Corporate Discount Scheme members –
Programme outline
25% off. See page 5 for details of how
• Developing appropriate performance
to join.
measures out of departmental or
corporate goals.
• Overview of different performance
measurement frameworks – including the To book online
For further details and to book visit
omnipresent budget – and their strong
www.cimamastercourses.com/PMCI
and weak points.
• Important practical considerations in
planning and implementing performance
measurement: what to ensure and what
to avoid.
• Getting value out of benchmarking – the
pros and cons of different approaches –
choosing the right one for you.
Available in-house only
Management accounting Performance management
19
Accounting updates
Very informative and insightful.

Mr Adedotun Ayorinde Awoye, Business Analyst, Total UK Ltd

CIMA Mastercourses The catalyst for success

Update for the accountant in industry and commerce 22
Corporate accountants’ updating programme 22
A technical update for accountants in business 23
A finance directors’ update 23
Financial management in SMEs 24
Project finance – introduction 24
 Update for the accountant in
industry and commerce
A two day intensive course providing accountants in business
with a comprehensive update on all the essential topics
Dates Who will benefit? Speakers
17–18 March, London • All accountants in business looking to A range of first class speakers who are expert
10–11 May, Birmingham refresh their knowledge. in their specialist area.
25–26 May, Windsor • Senior managers with a wide portfolio
Programme outline
30 June–1 July, Cardiff of responsibilities.
12 CPD hours (for non-CIMA members) • Key financial reporting round up and
What you will gain workshop.
Fees • An update on the latest legislation and • Fraud and business risk management.
£875 +VAT – non residential current practice. • People management and employment
£975 +VAT – residential • Learn how to avoid potential pitfalls. law workshop.
Discounts • Useful new ideas for improving the • Key tax issues: payroll taxes, VAT,
CIMA and ICAEW members – effectiveness of your operation. corporation tax.
£775 +VAT – non residential • Financial strategies workshop.
£925 +VAT – residential • Accountants’ legal round up A to Z.
CIMA Corporate Discount Scheme • Contract workshop.
members can attend at the discounted This programme is run by CCH Professional
prices. See page 5 for details of how to join. Development and recommended by CIMA.

To book online
For further dates, details and to book visit
www.cimamastercourses.com/UPAI

Corporate accountants’
updating programme
Choose the whole package or individual modules to
suit your own requirements
Dates Who will benefit?
24–26 May, London Accountants wanting an update which is
25–27 October, Cardiff designed to encourage maximum delegate
1–3 November, London participation and ensure optimum
23–25 November, Manchester knowledge retention while minimising time
7–9 December, Edinburgh spent away from the office.
24 CPD hours (for non-CIMA members)
What you will gain
Fees A comprehensive update on the latest issues
£915 for the three day programme in financial reporting standards, taxation and
(exclusive of accommodation) management accounting.
£190 per half day module
Speakers
CIMA Corporate Discount Scheme A range of first class speakers who are
payments can be used on this course. experts in their specialist area.
See page 5 for details of how to join.
Accounting updates
Programme outline
Day one – Management accounting
Morning: Value management – fact or
fantasy?
Afternoon: Staying competitive in an
uncertain environment.
Day two – Taxation
Morning: Employment and personal
taxes update.
Afternoon: Business and corporate
taxes update.
Day three – Financial reporting
Morning: An update and refresher – part I.
Afternoon: An update and refresher – part II.

The order in which the topics are

presented varies. For details visit
This programme is run by ACCA UK and www.cimamastercourses.com/CAUP
endorsed by CIMA.

To book online
For further details and to book visit
www.cimamastercourses.com/CAUP
22
A technical update for
accountants in business
Important new developments
Who will benefit?
All accountants and business managers
requiring a comprehensive and topical one
day technical update.
What you will gain
Designed to provide you with a concise
update while minimising the time you spend
away from work, this popular technical
update concentrates on the core areas of
financial reporting and current tax, as well as
other topical issues. The panel of experienced
speakers will highlight the important
technical changes that have taken place
over the past 12 months and discuss their
commercial implications.
Comprehensive, practical and with the
opportunity to have your technical queries
answered by leading experts, this course
will provide you with the complete
technical update.
A finance directors’ update
Recent developments in financial reporting and corporation tax
Who will benefit?
Financial directors and their teams.
What you will gain
• Knowledge of changes brought about by
new financial reporting standards and
changes in the corporate tax regime.
• Guidance on the problems encountered in
complying with existing standards.
• Tips and techniques on how to minimise
your company’s tax burden, and planning
techniques for the future.
Speakers
A range of industry experts to be
announced approximately 12 weeks
prior to the event.
Chairmen Dates
• Stuart Overend (Glasgow) 5 May, Glasgow
• Janice Anderson (Edinburgh) 13 May, Edinburgh
• Stuart Oag (Aberdeen) 9 June, Aberdeen
• Ken Murray (Perth) 10 June, Perth
• Ian Leggett (London) 17 June, London
6 CPD hours (for non-CIMA/ICAS members)
Speakers
A range of industry experts.
Programme outline
To ensure that the course content reflects
This course is run by CA Business Courses,
all the key changes, the specific topics for
the professional development division
discussion will be announced approximately
of The Institute of Chartered Accountants
12 weeks before the course.
of Scotland, and recommended by CIMA
• Financial reporting update.
• International accounting standards. as suitable for members and their staff
• Corporation tax update. and colleagues.
• Employee benefits/PAYE.
Technical issues are underpinned with To book online
practical examples and comprehensive For fees, further details and to book visit
course documentation. www.cimamastercourses.com/TUAB
Programme outline Dates
This concise update is designed to bring 29 September, Glasgow
finance directors and their finance teams 6 October, Edinburgh
right up-to-date with recent developments 14 October, London
in financial reporting and corporation tax. 2 November, Aberdeen
As well as reviewing the key changes, it will 3 November, Inverness
discuss the issues that these changes entail. 3.5 CPD hours (for non-CIMA/ICAS members)
(morning)
A great opportunity to update your technical
skills whilst minimising the time spent out of
the office.
The specific topics for discussion will be
announced approximately 12 weeks before This course is run by CA Business Courses,
the course. the professional development division
of The Institute of Chartered Accountants
of Scotland, and recommended by CIMA
as suitable for members and their staff
and colleagues.
Accounting updates
To book online
For fees, further details and to book visit
www.cimamastercourses.com/FDUP
23
 Financial management in SMEs
Managing for long-term financial success in privately
Also available in-house owned companies
Dates Who will benefit?
12 March, London Financial managers in small and medium
17 May, Manchester sized private companies, including financial
6 July, Dublin directors, financial controllers, chief
12 November, London accountants and management accountants.
6 CPD hours (for non-CIMA members)
What you will gain
Fees • A greater understanding of the financial
UK – £580 +VAT management and corporate governance
RoI – 1 640 needs of private companies.
• A framework for financial management
Discounts
which you can adopt or adapt to your
CIMA members – 10% off
requirements.
Corporate Discount Scheme members – • Suggestions as to how you might enhance
25% off. See page 5 for details of how the value of the company to its owners and
to join. help them to realise that value.
• Practical ideas for coping with the current
hostile economic environment.
To book online • An opportunity to exchange views with
For further details and to book visit others from the SME sector, and to discuss
www.cimamastercourses.com/FMPO common problems and opportunities.
Speaker
Richard Simpson BA, ACMA, has held senior
financial management positions in both
privately and publicly owned companies in
a variety of sectors. He is currently chief
operating officer of FD Solutions, a privately
owned business providing part-time finance
directors to SMEs. He has extensive
experience of the pharmaceutical, food,
marketing, professional services, retail and
software industries.
Programme outline
• The context.
• Creating a framework for managing
towards strategic objectives.
• Controlling the business.
• Coping with the current environment.
• Funding the business and maximising
value on exit.

Project finance – introduction

Also available in-house A successful approach
Dates Who will benefit? Programme outline
15–17 March, London Financial and other managers working • What is project finance?
19–21 July, London within, or intending to move into, project • Why use project finance structures?
1–3 November, London development or project finance areas. • Lending principles.
19.5 CPD hours (for non-CIMA members) • Sources of project finance.
What you will gain
• What can we learn from successful
Fees • An overview of the concepts and projects?
£1650 +VAT (exclusive of accommodation) approach used in structuring and
• Understanding project risks.
arranging project finance transactions
Discounts • Key areas of project risk.
for major infrastructure schemes in the
CIMA members – 10% off • Project appraisals.
UK and overseas.
• Cash flow analysis.
Corporate Discount Scheme members – • An understanding of risk analysis and
• Commercial documentation.
25% off. See page 5 for details of how risk management techniques.
• Loan documents.
to join. • A project appraisal methodology.
• Security and support documentation.
• Insight into the drivers, approaches and
concerns of the key players involved in
No prior knowledge of project finance
To book online creating and financing major projects.
is assumed.
For further details and to book visit Speaker
www.cimamastercourses.com/PRFI
Accounting updates

Victor Smith has over 25 years’ experience in

capital project and programme development
and finance. Victor currently runs a small
specialist consultancy working with public
agencies, public sponsors, contractors and
See also banks. Formerly he was head of project
finance at Sakura Bank and before that at
Project finance modelling –
Paribas, after an initial career in construction
methodology and techniques
with John Laing.
Page 73
24
 These extremely successful CPD Academies
are now in their third academic year.
Developed with CIMA’s Centre of Excellence,
the programmes have been redesigned to
help finance professionals maximise their
CPD learning in a convenient and cost
CIMA CPD effective format.
Spring Academy
A two day CPD Spring Academy
The content of the two days have been designed to cover a
PRICES held at 2009!

8 – 9 February | CIMA | 26 Chapter Street | London SW1P 4NP

variety of different areas, all of which count towards or even

fulfil your annual CPD development. The number of delegates
See inside for full details...
is kept small to increase group learning and to offer great
networking opportunities.

CIMA CPD Spring Academy

Summer Academy 8–9 February | CIMA, 26 Chapter Street, London SW1P 4NP
A two day CPD Summer Academy
Summer Academy
PRICES held at 2009!

10 – 11 June | CIMA | 26 Chapter Street | London SW1P 4NP

10–11 June | CIMA, 26 Chapter Street, London SW1P 4NP

Autumn Academy
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9–10 September | CIMA, 26 Chapter Street, London SW1P 4NP

Winter Academy
CIMA CPD 6–7 December | CIMA, 26 Chapter Street, London SW1P 4NP
Autumn Academy
A two day CPD Autumn Academy Pricing
section name section sub category
PRICES held at 2009!

9 – 10 September | CIMA | 26 Chapter Street | London SW1P 4NP

For a two day Academy £695 +VAT

Early bird discount £595 +VAT (see website for further details)
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For further enquiries
T. +44 (0)20 8849 2265
E. conferences@cimaglobal.com
CIMA CPD www.cimaglobal.com/conferences
Winter Academy
A two day CPD Winter Academy
PRICES held at 2009!

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CIMA is proud to be a Gold Sponsor

Corporate finance and treasury
Good practical advice I can take straight back to the workplace.

Mr Martyn Oliver ACMA, Head of Corporate Financial Management,

Royal National Institute of the Blind
 Treasury
Treasury – introduction 28
Financial instruments – advanced aspects 28
The nuts and bolts of cash management 29
Fundamentals of risk management 29

Corporate finance
Fundamentals of transfer pricing 30
Effective transfer pricing 30
Investment appraisal – introduction 31
Investment appraisal in practice 31
Working capital optimisation 32
Credit management – what you need to know 32
Getting finance – what the bank manager needs 33

Risk management
Business continuity management 33
Risk management – introduction 34
Risk, control and assurance 34
Corporate governance 35
IT governance and risk 35

For details of these additional open access courses visit www.cimamastercourses.com,

go to ‘Find’ and type in the course code.
Course code
Advanced cash management ACMT
Applied risk management ABRM
Credit analysis CTMT
Islamic finance ISFI
Valuation techniques VLTQ

CIMA Mastercourses The catalyst for success


Also available in-house
Dates
4–5 February, London
22–23 March, London
7–8 June, London
21–22 September, London
9–10 December, London
12 CPD hours (for non-CIMA members)
Fees
£1100 +VAT (exclusive of accommodation)
Discounts
CIMA members – 10% off
Corporate Discount Scheme members –
25% off. See page 5 for details of how
to join.
To book online
For further details and to book visit
www.cimamastercourses.com/TRIN
Treasury – introduction
An overview of the main areas of treasury management
Who will benefit? Programme outline
All accountants, treasury and financial • The money market.
managers plus internal auditors needing a • Spot foreign exchange.
fast track introduction to the key issues • Forward foreign exchange.
associated with treasury management. • Forward rates.
• Financial futures.
What you will gain
• Interest rate swaps.
• Grounding in the concepts and products
• Options.
used in treasury management within
banks, companies and financial institutions.
Case studies are used to examine the
• An explanation of the relevant terminology liquidity and risk characteristics of the
and jargon.
different instruments as well as to provide
• An understanding of how instruments are an insight into current market dynamics.
inter-related and the opportunities this
presents for arbitrage.
Speaker
Stephanie Edghill has had over 20 years’
experience in treasury with companies such
as Coutts Bank and SG Hambros.

Financial instruments – advanced

aspects – recognition and measurement
Also available in-house Applying IAS 39/FRS 26
Dates Who will benefit?
22 February, London Accountants, treasury and financial
7 July, London managers working in the financial or other
11 November, London sectors with considerable exposure to
5.5 CPD hours (for non-CIMA members) financial instruments, who have an
understanding of the principles of
Fees
IAS 39/FRS 26 but are nonetheless struggling
£580 +VAT
to apply what they know into work practice.
Corporate finance and treasury Treasury
Speaker
The speaker will be drawn from a pool
of subject specialists who are qualified
professionals. Having worked for leading
organisations they will bring their subject to
life by relating the course content to real life
case studies, for example: Eddy James ACA.
Eddy’s specialist areas are financial reporting

Discounts and treasury: he presents on a wide range of

CIMA members – 10% off
Corporate Discount Scheme members –
25% off. See page 5 for details of how
to join.
To book online
For further details and to book visit
www.cimamastercourses.com/FIAA
What you will gain
This practical update will address frequently
encountered problems including:
• how to establish the fair value of
certain derivatives
• how to test hedge effectiveness
• how to ensure hedge documentation
is adequate
• foreign denominated financial instruments
• day one gains and losses
• embedded derivatives identification
and valuation.
topics including treasury, UK GAAP, US GAAP
and IFRS. He worked in KPMG for many years
before moving into the firm’s training team
in 1998 and becoming a full time presenter
in 2000.
Programme outline
• The content of the application guidance
and implementation guide of
IAS 39/FRS26.
• Fair value and its practical issues.
• Embedded derivatives identification
and valuation.
• Hedge accounting problems and solutions.

28
The nuts and bolts of cash management
The principles and practices of effective cash management
Who will benefit?
• New entrants to treasury.
• Those who interface with treasury.
• All those with day-to-day responsibility for
managing cash and liquidity.
What you will gain
An understanding of what cash and liquidity
management consists of, and its importance
to the business.
Speaker
Anthony Birts CertICM, BSc, MBA.
Programme outline
The course provides a broad understanding
of the basic principles and practices of cash
and liquidity management. While different
market sectors have different cash flow
dynamics, there are common cash
management issues that affect all
organisations to some degree. Starting
with the domestic viewpoint, the course
examines the basic building blocks of cash
management and then, through a series
Fundamentals of risk management
Managing risk in the treasury context
Who will benefit?
• Finance professionals newly exposed
to treasury.
• Treasury professionals with experience
in areas such as corporate finance or
operations who need a refresher in the
wider area of risk management.
• Risk professionals, consultants and
bankers who wish to gain an insight
into how corporate treasury approaches
risk management.
What you will gain
• An understanding of treasury’s role in
risk management.
• An overview of how the main financial
risks can impact an organisation.
• A clearer understanding of key financial
risk management instruments used.
Speakers
Ian Jakeways FCT and Mike Northeast FCT,
MA, MBA.
of case studies, extends the basic principles Dates
to tackling the complexities of international 11 May, London
cash management. 21 September, London
6 CPD hours (for non-CIMA members)
• Float time: the cost of poor cash
management; payables and receivables Fees
management; liquidity and the cash cycle; £630 +VAT
payment instruments (paper based,
Discounts
electronic) and clearing systems (domestic
CIMA and ACT members – £550 +VAT
and international).
• Cash management structures: types of Corporate Discount Scheme members –
accounts; currency accounts; zero balance; £550 +VAT. See page 5 for details of how
lock box; disbursement; international to join.
account structures.
• Liquidity techniques: notional pooling;
cash concentration; short-term borrowing;
investing; leading and lagging.
• Cash flow forecasting: purpose and This course is run by the ACT and endorsed
techniques; basic interest calculations;
by CIMA.
day count bases; short-term instruments.
• Further international complexity: FX
transactions; netting.
To book online
See also Advanced cash management For further details and to book visit
www.cimamastercourses.com/ACMT www.cimamastercourses.com/NBCM
Programme outline Dates
This course provides a framework for 25 May, London
understanding treasury’s role in risk 19 October, London
management. It introduces the fundamentals 6 CPD hours (for non-CIMA members)
of interest rate risk and currency risk,
Fees
identifies how these risks might arise and
£630 +VAT
their impact on the company and explains
the main instruments which can be used to Discounts
manage these risks. CIMA and ACT members – £550 +VAT
Corporate finance and treasury Treasury
• A risk management framework: Corporate Discount Scheme members –
identification; assessment; evaluation; £550 +VAT. See page 5 for details of how
planning; reporting. to join.
• Specific financial risks: interest rate risk;
currency risk.
• Risk management instruments: currency
risk management instruments: forwards,
options, cross currency swaps; interest rate
This course is run by the ACT and endorsed
risk management instruments: FRA,
by CIMA.
futures, swaps.
See also Applied risk management
www.cimamastercourses.com/ABRM To book online
For further details and to book visit
www.cimamastercourses.com/FRNT
29
 Fundamentals of transfer pricing
New for 2010 A practical introduction to transfer pricing techniques
Dates Who will benefit?
1 March, London All needing an incisive insight into the
9 June, London mechanics of transfer pricing, including
22 September, Manchester management and financial accountants,
8 November, London operational managers, financial managers
6 CPD hours (for non-CIMA members) and their junior tax staff in large and medium
sized groups in all sectors.
Fees
£580 +VAT What you will gain
An understanding of basic transfer pricing
Discounts
issues and how to deal with them including
CIMA members – 10% off
how to:
Corporate Discount Scheme members – • perform the required analyses
25% off. See page 5 for details of how • select and implement appropriate transfer
to join. pricing policies
• know which evidence needs to be gathered
• identify and manage transfer pricing risk
To book online • manage the audit and defence process.
For further details and to book visit
Speaker
www.cimamastercourses.com/FOTP
Martin Zetter BCom, LLM, ACMA, is a
director working in the transfer pricing team
at Ernst & Young. Martin has over 15 years’
experience as a transfer pricing specialist and
as a chief financial officer for some of the
world’s major multinationals. In addition to
Effective transfer pricing
New for 2010 Risks and opportunities
Dates Who will benefit?
28 April, London • Financial directors and controllers with
15 July, London some knowledge of transfer pricing
11 October, Manchester needing an appreciation of the operational
30 November, London risk and strategic opportunities.
6 CPD hours (for non-CIMA members) • Tax specialists seeking an understanding of
Corporate finance and treasury Corporate finance
the advanced elements of transfer pricing.
Fees
£580 +VAT What you will gain
An understanding of advanced transfer
Discounts
pricing issues and how to deal with them
CIMA members – 10% off
including how to:
Corporate Discount Scheme members – • integrate transfer pricing into business
25% off. See page 5 for details of how and tax strategies
to join. • perform the required transfer pricing
analyses
• select and implement appropriate transfer
To book online pricing policies
For further details and to book visit • identify practical issues in business
www.cimamastercourses.com/ETPA restructurings
• know which evidence needs to be gathered
• identify and manage transfer pricing risk
• operate internal controls to manage
transfer pricing risk
• manage the audit and defence process
• manage risk of double taxation.
30
30
setting up a transfer pricing function for the
largest Eurozone financial services group and
managing its transfer pricing affairs, he has
successfully developed transfer pricing
solutions for some of the world’s largest
multinational groups.
Programme outline
• What is transfer pricing?
• Corporate objectives.
• Transfer pricing methods.
• Functional analysis.
• Economic analysis and comparability
studies.
• Intra-group services and HO expenses.
• Cost sharing and cost contribution
arrangements.
• Documentation.
• Transfer pricing governance and control.
• Adjustments and dispute settlements.
• Audits and how to manage them.
• Risk management.
• Looking to the future.
Speaker
Martin Zetter BCom, LLM, ACMA, is a
director working in the transfer pricing team
at Ernst & Young. Martin has over 15 years’
experience as a transfer pricing specialist and
as a chief financial officer for some of the
world’s major multinationals. In addition to
setting up a transfer pricing function for the
largest Eurozone financial services group and
managing its transfer pricing affairs, he has
successfully developed transfer pricing
solutions for some of the world’s largest
multinational groups.
Programme outline
• Comparability factors.
• Business restructuring.
• PE existence.
• PE profit.
• Intangibles and IP.
• ‘Interesting countries’.
• Thin Cap.
• Running an in-house transfer pricing function.
• Common snags and mistakes:
how to avoid them.
• To APA or not to APA?
• Planning and tax strategy.
• Transfer pricing the treasury function.
Investment appraisal – introduction
Getting investment decisions right
Who will benefit?
Senior executives, managers and accountants
in both the private and public sectors needing
a fundamental knowledge of investment
appraisal plus an understanding of the
external and internal implications of changes
to financial policy.
What you will gain
Knowledge of how to:
• decide whether to proceed with a capital
purchase or project (by using techniques
such as net present value, payback and
return on investment)
• perform investment appraisal calculations
using a spreadsheet, and also on paper to
ensure the spreadsheet is correct
• deal with real life complications such as
changing interest rates, irregular cash
flows, relevant cash flows, working capital
cash flows, inflation and taxation.
This is covered in greater depth in
Investment appraisal in practice
(see below).
Investment appraisal in practice
Assessment, measurement and pricing of risk
Who will benefit?
Finance staff and business managers who
wish to enhance their knowledge of
investment appraisal as well as its
applications for business.
Attendance at Investment appraisal –
introduction is recommended for those
needing to understand the fundamentals.
What you will gain
• A thorough understanding of investment
appraisal techniques.
• An appreciation of how to account for risk
and uncertainty in investment appraisal.
• Awareness of the qualitative issues relevant
to the decision making process.
• How to use investment appraisal within a
business plan.
Also available in-house
Speaker Dates
The speaker will be drawn from a pool 21 January, London
of subject specialists who are qualified 7 April, Glasgow
professionals. Having worked for leading 26 April, London
organisations they will bring their subject to 29 July, London
life by relating the course content to real life 6 September, Manchester
case studies. For example, Andy Wilkes ACMA 20 October, London
has over 17 years’ experience of working and 5.5 CPD hours (for non-CIMA members)
training within the public sector, where he
Fees
helped facilitate the move to resource
accounts in a number of departments.
£580 +VAT
Discounts
Programme outline
CIMA members – 10% off
• Basic investment appraisal techniques
including discounted cash flows. Corporate Discount Scheme members –
• How to develop these techniques. 25% off. See page 5 for details of how
• How to take account of real life to join.
complications in investment appraisal.
Numerous examples and case studies are
included in order for you to put the To book online
For further details and to book visit
techniques into practice.
www.cimamastercourses.com/IAPI
Also available in-house
Speaker Dates
The speaker will be drawn from a pool 18 February, London
of subject specialists who are qualified 21 May, London
professionals. Having worked for leading 22 June, Glasgow
organisations they will bring their subject to 25 August, London
life by relating the course content to real life 28 September, Manchester
Corporate finance and treasury Corporate finance
case studies. For example, Andy Wilkes ACMA 16 November, London
has over 17 years’ experience of working and 5.5 CPD hours (for non-CIMA members)
training within the public sector, where he
Fees
helped facilitate the move to resource
£580 +VAT
accounts in a number of departments.
Discounts
Programme outline
CIMA members – 10% off
• The techniques of investment appraisal
and the importance of going back to basics Corporate Discount Scheme members –
when undertaking advanced investment 25% off. See page 5 for details of how
appraisal. to join.
• Relevance of qualitative issues in
investment appraisal.
• How to deal with risk and uncertainty To book online
in planning. For further details and to book visit
• An understanding of the difficulties of www.cimamastercourses.com/IAPR
undertaking investment appraisal in
practice, such as forecasting accurately.
The programme includes a number of
case studies and a group exercise to put
investment appraisal into context, in
particular within a business plan.
31
31

Also available in-house
Dates
12 May, London
10 November, London
6 CPD hours (for non-CIMA members)
Fees
£580 +VAT
Discounts
CIMA members – 10% off
Corporate Discount Scheme members –
25% off. See page 5 for details of how
to join.
To book online
For further details and to book visit
www.cimamastercourses.com/WCOM
Also available in-house
Dates
18 March, London • Staff currently or about to be involved in
25 June, Manchester credit control and credit management at
6 December, London
Corporate finance and treasury Corporate finance
6 CPD hours (for non-CIMA members)
Fees
£400 +VAT
Discounts
CIMA and ICAEW members – 10% off
Corporate Discount Scheme members –
25% off. See page 5 for details of how
to join.
This course is recommended by the
Institute of Chartered Accountants in
England and Wales.
To book online
For further details and to book visit
www.cimamastercourses.com/CRMA
32
Working capital optimisation
Tools and techniques to improve cash flow
Who will benefit?
Accountants at all levels – directors,
senior managers, heads of finance – plus
project/programme managers, credit control,
sales and purchase ledger staff, buyers and
sales professionals.
The course will be valuable to anyone
responsible for managing the working capital
pipeline, and to organisations wanting to
optimise their working capital.
What you will gain
Help your company make more money
through:
• incurring lower overhead costs
• improving customer and supplier
relationships
• capturing more billable costs
• presenting an accurate and honest picture
of the business to stakeholders.
Credit management –
what you need to know
Effective credit management practice
Who will benefit?
all levels.
• Staff newly appointed to these areas.
• Anyone in business wanting to improve
their cash flow and reduce bad debts.
What you will gain
• An affirmation of good credit control,
including telephone collection, practices.
• An appreciation of the skills needed to
work effectively with the sales department.
• An understanding of the different customer
trading types and the laws relating to them.
• The ability to select credit reference
agencies and interpret their information.
• Awareness of how to interpret company
accounts with regard to credit management.
• Knowledge of the laws governing litigation
on unpaid debt.
Workshop leader
Paul Thompson MBA, MCIM, MInst.D, MICM,
DMS, Teach Cert, Experto Credite, Credit
Management & Training Consultants.
Speaker
John Mardle, Leader of Develin & Partners’
working capital optimisation practice area.
John has held senior executive positions in
blue chip companies such as Bombardier,
Parsons and ABB/Alstom, delivering
worldwide working capital programmes.
Programme outline
• Managing the working capital ‘pipeline’.
• How working capital optimisation (WCO)
impacts cash flow: case studies – debtors,
creditors, WIP, stock.
• Obstacles to optimising working capital.
• What are the behavioural issues?
• Tools to optimise working capital – major
work steps: analysing and improving the
working capital pipeline; reducing business
process costs; product, service, customer
net margin analysis; timescales and
project resources.
• Future risks to working capital: CSR – the
impact of new types of stakeholders; green;
security threats; SEPA and opportunities.
He is one of the country’s leading presenters
on credit management and telephone
collection techniques, on which he has run
over 400 courses and on which he is widely
recognised as a dynamic presenter. Previously
he had over 16 years’ senior management
experience with blue chip companies, such
as Yell.Com and BT.
Programme outline
• Definition of credit control.
• Summarising good, basic credit
control practices.
• Planning before the call.
• Reaching the right person.
• Analysing different trader types and
the laws appertaining to them.
• Memorandum and articles of association.
• Indicators that trigger legal redress.
• Obtaining a judgement.
• Notification of insolvency.
• Reservation of title.
• The collection process.
Getting finance – what the bank
manager needs
How to ensure that you provide the right information New for 2010

Who will benefit? Speaker Dates

Those responsible for managing relationships
with the banking community, those involved
in the preparation, evaluation or delivery of
business plans and forecasts, and those
seeking improved access to finance and
investment.
What you will gain
An insight into the types of financial and
non-financial analysis that the banks will
use to assess your business, plus:
• the ability to identify the financial and
non-financial drivers of business success
• an explanation of the lending process and
the tools and techniques that the banks
use to analyse both financial and
non‑financial issues
• an identification of critical success factors
for your business and how these link to the
evaluation of business plans and forecasts
• an explanation of key frameworks used by
banks in connection with ‘access to
finance’, i.e. both equity and debt.
Tim Hoad MBA, FCIB, Director, IntangAbility
Programme outline
• The complementary nature of financial
and non-financial management.
• Evaluation of business plans and forecasts
including tools and frameworks used
by bankers.
• How to present your case in ways that
make it easier for the banks to lend.
This highly interactive course is based
on a series of short presentations and
group exercises.
7 May, London
11 October, Birmingham
20 October, London
23 November, Edinburgh
8 CPD hours (for non-CIMA members)
Fees
£480
Corporate Discount Scheme payments can
be used on this course. See page 5 for
details of how to join.
This course is run by ACCA UK and
endorsed by CIMA as suitable for members
and their staff and colleagues.
To book online
For further details and to book visit
www.cimamastercourses.com/GFBM

Business continuity management

Corporate survival Also available in-house

Corporate finance and treasury Corporate finance / Risk management

Who will benefit?
Accountants plus others responsible
for managing risks and ensuring
business continuity.
What you will gain
Business continuity management (BCM) is
important for two compelling reasons: firstly
it significantly improves your organisation’s
chances of surviving a major incident, or a
nationwide outbreak, such as pandemic flu.
Secondly it is a corporate governance
requirement under BS 25999-1 Code of
Practice for Business Continuity Management.
This course will help you ensure compliance,
enabling you to:
• implement BCM in your organisation
• convince stakeholders of the importance
of BCM
• carry out a business impact analysis
• write a business continuity plan.
Speaker
Jean-François Lowes BSc, MBA, ACMA, has
worked as a management consultant and
trainer for eight years following 15 years in
financial management, including working for
Boots the Chemists, Egg, Reuters,
Safeways and Harveys of Bristol in a variety Dates
of finance and project management roles. 17 March, London
He has extensive experience of risk 18 June, Manchester
management, business continuity 15 September, London
planning and strategic change. 10 December, London
6 CPD hours (for non-CIMA members)
Programme outline
• What is business continuity management?: Fees
benefits of BCM; how BCM fits into £580 +VAT
organisational strategy; British Standards:
Discounts
BS 25999; BCM and corporate governance.
CIMA members – 10% off
• The elements of BCM: business continuity
policy statement; BCM strategies. Corporate Discount Scheme members –
• Developing a BCM framework: 25% off. See page 5 for details of how
understanding the organisation; business to join.
impact analysis; BCM options; detailed
business continuity plan contents;
implementing the plan; returning to To book online
normal; testing the plans; training. For further details and to book visit
• Embedding BCM in the organisation: www.cimamastercourses.com/BCMG
maintenance; audit; ensuring you meet
the requirements for BS 25999;
documentation required.
33
 Risk management – introduction
Also available in-house How to control risk
Dates Who will benefit? substantial business portfolio in Finland,
18 March, London Compliance, finance, administration and ran Chase Manhattan Bank’s subsidiary in
5 July, London operations staff in the financial services and Helsinki and joined Kansallis-Osake-Pankki.
1 November, London other industries, who need to understand the
Ross was managing director of a specialised
6 CPD hours (for non-CIMA members) principles and significance of risk management
property and corporate finance company
and control, without analysing market risk or
Fees in London, dealing with the financing of
portfolio sensitivity in detail. It will also be very
£550 +VAT MBOs/MBIs/etc. He was also an independent
helpful to managers within financial services
consultant on loan work-outs and
Discounts companies, and to their financial advisers.
refinancings within the leisure industry.
CIMA members – 10% off
What you will gain
Programme outline
Corporate Discount Scheme members – • The legal and compliance background to
risk management. • Legal background and corporate
25% off. See page 5 for details of how
governance issues.
to join. • The core principles and processes of
managing risk. • Compliance.
• SYSC – FSA requirements.
Speaker • Strategy and business risk.
To book online Ross Tanner has over 25 years’ experience • Management reporting and balanced
For further details and to book visit delivering banking, insurance, financial scorecards.
www.cimamastercourses.com/RMIN analysis, debt structuring and • KPIs and KRIs (key performance indicators
corporate/project finance courses. and key risk indicators).
• Management of the components of risk.
He began his banking career in 1974 as a
• Examples of poor risk management in the
credit analyst and then specialised in
financial services industry.
Scandinavian lending. He developed a

Risk, control and assurance

New for 2010 For sustainable business success
Dates Who will benefit? success. It is a practical course which will
3 June, London Risk managers, compliance staff, internal provide you with a set of tools that you can
15 December, London auditors, external auditors, finance staff take back and start to use straightaway
8 CPD hours (for non-CIMA members) and anyone for whom risk and control are within your own organisation. Built into the
essential elements of their day-to-day jobs. course are a series of practical case studies
Fees
on risk, control and governance, enabling
£480 What you will gain
you to put into practice the areas covered
Corporate finance and treasury Risk management

• A toolkit for risk management during the course.

Corporate Discount Scheme payments can
be used on this course. See page 5 for
details of how to join.
This course is run by ACCA UK and
endorsed by CIMA as suitable for members
and their staff and colleagues.
To book online
For further details and to book visit
www.cimamastercourses.com/RMIC
implementation.
• Guidance on assessing your current
state of risk management and how to
move forward.
• Solid ground in understanding the
principles of internal control.
• Guidance on the development of an
assurance framework for your own
organisation.
Risk, control and assurance are all essential
components of corporate governance and
are critical for business and organisational
success. This intensive one day course will
examine each of these three elements and
will explore how they link to each other and
how each contribute to sustainable business
Speaker
Gill Bolton, Director, GEB Business Solutions.
Programme outline
• Recent corporate collapses and lessons
to be learnt.
• Linking risk, control and assurance
with governance.
• Risk principles and practices including
implementation tools and techniques.
• Control assessment and design skills,
including practical frameworks and
case studies.
• Developing and using an assurance
framework within your own organisation.

34
Corporate governance
How to comply with current requirements
Who will benefit?
Financial managers and other professionals
who need to understand the latest
developments in corporate governance.
What you will gain
• Guidelines in corporate governance.
• An appreciation of best practice.
• How to comply with current requirements.
Speaker
John Bolitho CFA, MSc (Econ) has worked on
management buyouts and venture capital
investments across numerous industries with
Mercury Private Equity and on investments
in emerging technology businesses with
NewMedia SPARK Plc.
From 2002 to 2003 John completed the
Sloan Fellowship (Masters in Management) at
the London Business School, graduating with
distinction. In 2003 he co-founded Clarity
Capital Partners Limited which focuses on
corporate finance services for private
IT governance and risk
For the non-IT professional
Who will benefit?
Everyone who needs a balanced overview of
IT governance in order to contribute to their
companies’ governance and risk management.
This course does not require an IT background.
What you will gain
• Understand how IT facilitates the delivery
of organisational objectives.
• Discover the structures and standards
underpinning IT governance.
• Appreciate the boundaries imposed on
information technology by UK law.
• Examine the key risks involved in the
arrangements for and support of IT
services, software developments and how
these can be managed.
• Analyse the major security related risks
that occur in the delivery of IT services and
how these can be reduced.
Speakers
MindGrove Ltd.
Also available in-house
technology and media companies, where he Dates
completed a number of M&A and private 24 May, London
fundraising transactions. 15 October, London
6 CPD hours (for non-CIMA members)
Programme outline
• The law on directors’ duties and how this Fees
applies to non-executive as well as £497 +VAT
executive directors.
Discounts
• The requirements of the Combined Code
CIMA members – 10% off
issued in July 2003.
• Best practice guidelines and Corporate Discount Scheme members –
recommendations. 25% off. See page 5 for details of how
• The inter-relationship of corporate to join.
governance and the listing rules and other
legal requirements; including market abuse.
• Requirements in relation to directors’ To book online
remuneration and service contracts. For further details and to book visit
• Developments relating to corporate www.cimamastercourses.com/CPGV
social responsibility.
• Actions shareholders can take and how
companies should respond.
• The impact of the Companies Act 2006
and EU Directives.
New for 2010
Programme outline Dates
• IT governance: how the executive should 25–26 March, London
address IT. 4–5 November, London
• Standards: 12 CPD hours (for non-CIMA members)
– ISO/IEC 38500:2008 – the governance
Fees
of ICT
£990 +VAT (exclusive of accommodation)
– COBIT, VAL-IT – established frameworks Corporate finance and treasury Risk management
– ITIL, ISO 20000 – operations frameworks Discounts
– ISO 27000 CIMA member – £890 +VAT
– GTAG – standards and advisories on
IT security. CIMA Corporate Discount Scheme –
£890 +VAT
• The law:
– Data Protection Act See page 5 for details of how to join.
– Freedom of Information Act
– Regulation of Investigatory Powers Act
– Computer Misuse Act
– other legislation.
• Performance: third party services,
This course is run by IIA and endorsed by
partnerships and outsourcing risks; service
CIMA as suitable for members and their
delivery best practices; contingency and
staff and colleagues.
business resumption planning.
• Development risks: project risk; software
development risk; development standards.
• IT security: IT security and its role in good
To book online
governance. For further details and to book visit
www.cimamastercourses.com/ITGR
• Audit: IT audit roles in support of
governance activities.
35
SECTION NAME
Financial reporting
Techniques,
Pretosius chirographi
methodsfortiter
and philosophy
conubium were
santet
interesting
catelli, etand
Medusa
eye opening.
circumgrediet
umbraculi,
Provided ideas
utcunque
on what gulosus
to implement.
ossifragi corrumperet aegre lascivius matrimonii.
Pretosius agricolae vocificat verecundus apparatus bellis. Caesar conubium
santet
Mr JamesAquae Sulis. Saetosus
Reade, Financial catelli(UK)
Controller, Arkadin vixLtd
divinus adquireret tremulus matrimonii.
Caesar comiter vocificat aegre fragilis fiducias, quamquam perspicax syrtes
miscere catelli. Incredibiliter utilitas matrimonii corru.

Pretosius chirographi fortiter conubium

CIMA Mastercourses The catalyst for success

 Faster
XXXXXX financial closing 38
US GAAP – introduction
XXXXXXX 38
XX
IFRS – comparison with US GAAP
XXXXXXX 39
XX
IFRS – comparison with German GAAP
XXXXXXX 39
XX
IFRS – introduction
XXXXXXX 40
XX
IFRS – advanced 40
IFRS – a comprehensive refresher
XXXXXX 41
XXXXXXX
IFRS for SMEs XX
41
XXXXXXX
UK GAAP – keeping up-to-date XX
42
UK GAAP – a comprehensive refresher
XXXXXXX 42
XX
Group accounting under UK GAAP – fundamentals
XXXXXXX 43
XX
Group accounting under UK GAAP – advanced 43
Email inhousetraining@cimaglobal.com for further information.

All open access courses are available in-house – these additional

CIMA Mastercourses are available in-house only:
IFRS for government
IFRS for the NHS

Email inhousetraining@cimaglobal.com for further information.

CIMA Mastercourses The catalyst for success

 Faster financial closing
Improving financial reporting timescales without
Also available in-house compromising data quality
Dates Who will benefit?
24 February, London Financial managers, accountants and
13 May, Dublin controllers responsible for the closing
24 November, London process, particularly those from larger
6 CPD hours (for non-CIMA members) organisations or whose closing processes
are time consuming and/or inefficient.
Fees
UK – £580 +VAT What you will gain
RoI – 1 640 • Find out how you can significantly
improve the reporting timetable within
Discounts
your organisation whilst maintaining the
CIMA and ACCA members – 10% off
quality of information being provided.
Corporate Discount Scheme members – • Examine the process, technology and
25% off. See page 5 for details of how cultural change issues which will have
to join. to be addressed.
• Analyse the benefits which can be
This course is endorsed by ACCA UK. realised by those organisations that have
managed to reduce appreciably their
reporting timescales.
To book online • Gain an insight, through case studies, into
For further details and to book visit how leading organisations have radically
www.cimamastercourses.com/FFCL re-engineered their closing process.
US GAAP – introduction
Key differences between US and UK or IFRS financial
Also available in-house reporting requirements
Dates Who will benefit?
25 January, Manchester Those dealing with US parent or subsidiary
18 February, London organisations who require an understanding
22 April, London of the key differences between US and
29 June, London UK GAAP.
29 July, Manchester
What you will gain
31 August, London
• Overview of the workings of US GAAP.
7 October, London
• Differences between European and US
9 December, London
financial statements.
5.5 CPD hours (for non-CIMA members)
• The significant differences between
Fees accounting principles followed in the US
£580 +VAT and in the UK.
• An outline of the US regulatory
Discounts
background, together with specific matters
CIMA members – 10% off
affecting the balance sheet, the income
Corporate Discount Scheme members – statement and key disclosures.
25% off. See page 5 for details of how • Improved communication with staff in
FINANCIAL REPORTING
to join. your US parent or subsidiary.
To book online
For further details and to book visit
www.cimamastercourses.com/USIN
38
Speaker
Linnet Sen BSc (Hons), ACA, Independent
Fast Close Lead Practitioner, leads the UK and
Ireland Hyperion practice for IBM Global
Business Services. In 1999 she led the first
accelerated close project completed by PwC
and has subsequently implemented a
number of performance improvement
projects in the group reporting and financial
consolidation/fast close area.
Programme outline
• Why is faster financial closing needed?
Current and future trends in reporting.
• What makes financial closing complex?
• Why do quick fix solutions rarely work?
• What is current best practice?
• The benefits of faster financial closing.
• How to improve the closing process in your
organisation – an overview of project
management, design and timing.
• Process redesign.
• Software for improved financial closing.
• People and change management issues.
Speaker
The speaker will be drawn from a pool
of subject specialists who are qualified
professionals. Having worked for leading
organisations they will bring their subject to
life by relating the course content to real life
case studies, for example: Eddy James ACA.
Eddy’s specialist area is financial reporting:
he presents on a wide range of topics
including UK GAAP, US GAAP and IFRS.
He worked in KPMG for many years before
moving into the firm’s training team in 1998
and becoming a full time presenter in 2000.
Programme outline
• The US regulatory environment.
• The format and contents of financial
statements under US GAAP.
• Commonly encountered balance
sheet issues.
• Commonly encountered income
statement issues.
• Disclosure issues.
• The ‘roadmap’ for convergence between
IFRS and US GAAP.
IFRS – comparison with US GAAP
The differences explained
Who will benefit?
Anyone who is familiar with US GAAP and
wants to gain a better understanding of how
it differs from IFRS, particularly financial
accountants and controllers working in
companies with US parents facing the move
from US GAAP to IFRS.
What you will gain
• An understanding of the IFRS regulatory
environment.
• Knowledge of the format and contents of
financial statements under IFRS.
• Key differences that currently exist
between IFRS and US GAAP.
• The ‘roadmap’ for convergence between
IFRS and US GAAP.
IFRS – comparison with German GAAP
The differences in detail
Who will benefit?
Commercial, industrial and practising
accountants dealing with German parent or
subsidiary organisations and requiring an
understanding of the key differences
between IFRS and German GAAP.
What you will gain
• A summary of the most significant
differences between the accounting
principles of IFRS and German GAAP.
• The IFRS regulatory background, together
with specific matters affecting the balance
sheet, the income statement and key
disclosures.
Also available in-house
Speaker Dates
The speaker will be drawn from a pool 18 March, London
of subject specialists who are qualified 15 June, London
professionals. Having worked for leading 16 September, London
organisations they will bring their subject to 14 December, London
life by relating the course content to real life 5.5 CPD hours (for non-CIMA members)
case studies, for example: Eddy James ACA.
Fees
Eddy’s specialist area is financial reporting: he
£580 +VAT
presents on a wide range of topics including
UK GAAP, US GAAP and IFRS. He worked in Discounts
KPMG for many years before moving into the CIMA members – 10% off
firm’s training team in 1998 and becoming a
Corporate Discount Scheme members –
full time presenter in 2000.
25% off. See page 5 for details of how
Programme outline to join.
The programme will compare and contrast
US GAAP and IFRS, focusing on significant
differences and how they are likely to be To book online
resolved in the future. For further details and to book visit
www.cimamastercourses.com/IACU
A basic understanding and knowledge of
US GAAP is assumed.
Also available in-house
Speaker Dates
The speaker will be drawn from a pool 2 September, London
of subject specialists who are qualified 7 December, London
professionals. Having worked for leading 5.5 CPD hours (for non-CIMA members)
organisations they will bring their subject to
Fees
life by relating the course content to real life
£580 +VAT
case studies, for example: Eddy James ACA.
Eddy’s specialist area is financial reporting: he Discounts
presents on a wide range of topics including CIMA members – 10% off
UK GAAP, US GAAP and IFRS. He worked in
Corporate Discount Scheme members –
KPMG for many years before moving into the
25% off. See page 5 for details of how
firm’s training team in 1998 and becoming a
to join.
full time presenter in 2000.
Programme outline
• The IFRS regulatory environment. To book online
• Convergence between IFRS and For further details and to book visit
German GAAP. www.cimamastercourses.com/IACG
• The format and content of financial
FINANCIAL REPORTING
statements under IFRS.
• Key differences that currently exist
between IFRS and German GAAP.
The requirements of IFRS are discussed on
the basis that the delegates already have an
understanding of German GAAP.
39
 IFRS – introduction
Also available in-house An overview and comparison with UK GAAP
Dates Who will benefit? case studies. For example: Sonali Bricola ACA
13 January, London Financial accountants and controllers is a full time trainer specialising in financial
18 January, Leeds preparing consolidated financial statements reporting, in particular IFRS and UK GAAP,
15 February, London that comply with international financial having previously worked for Horwath Clark
11 March, London reporting standards (IFRS), including those Whitehill and Henderson Global Investors as
29 April, London with no prior knowledge. their senior management accountant.
19 May, London
What you will gain Programme outline
7 June, Manchester
• The ability to prepare consolidated • The IFRS regulatory environment.
16 June, London
financial statements that comply with • The format and contents of IFRS financial
20 July, London
IFRS. statements.
17 August, London
• Knowledge of the basic differences • Commonly encountered balance
5.5 CPD hours (for non-CIMA members)
between IFRS and UK GAAP. sheet issues.
Fees • Commonly encountered income
£580 +VAT Speaker
statement issues.
The speaker will be drawn from a pool
Discounts • Disclosure issues.
of subject specialists who are qualified
CIMA members – 10% off • The content and requirements of key IFRS
professionals. Having worked for leading
Corporate Discount Scheme members – and how these differ from UK GAAP.
organisations they will bring their subject to
25% off. See page 5 for details of how to join. life by relating the course content to real life

To book online
For further dates, details and to book visit
www.cimamastercourses.com/IFIN

IFRS – advanced
Also available in-house An in-depth examination
Dates Who will benefit? Speaker
25–26 January, London Financial accountants and controllers The speaker will be drawn from a pool
11–12 February, Manchester involved in preparing consolidated financial of subject specialists who are qualified
1–2 March, London statements that comply with international professionals. Having worked for leading
8–9 April, London financial reporting standards (IFRS). organisations they will bring their subject to
25–26 May, London life by relating the course content to real life
The course will benefit those with a
1–2 July, Manchester case studies. For example: Sonali Bricola ACA
good working knowledge of the basics
13–14 July, London is a full time trainer specialising in financial
of IFRS, which can be gained from
12–13 August, London reporting, in particular IFRS and UK GAAP,
IFRS – introduction (see above).
8–9 September, Birmingham having previously worked for Horwath Clark
6–7 October, London What you will gain Whitehill and Henderson Global Investors as
8–9 November, London • Detailed accounting and disclosure their senior management accountant.
2–3 December, London requirements.
9–10 December, Manchester • Issues encountered when applying IFRS Programme outline
11 CPD hours (for non-CIMA members) in practice. • The standards dealing with group issues,
• Possible future changes. employee benefits, share-based payments
Fees
and deferred tax.
£999 +VAT (exclusive of accommodation)
• An introduction to accounting for financial
Discounts instruments.
FINANCIAL REPORTING

CIMA members – 10% off

This course is practical in nature and draws
Corporate Discount Scheme members – on real life examples and case studies.
25% off. See page 5 for details of how to join.

To book online
For further details and to book visit
www.cimamastercourses.com/IFAD
40
IFRS – a comprehensive refresher
An overview of all current standards
Who will benefit?
Financial accountants and controllers needing
a comprehensive but concise refresher.
What you will gain
An overview of:
• IFRS reporting requirements
• first time adoption of IFRS
• format and content of the financial
statements
• key income statement issues and balance
sheet issues
• key requirements relating to financial
instruments
• key disclosures
• key group accounting issues.
Speaker
The speaker will be drawn from a pool
of subject specialists who are qualified
professionals. Having worked for leading
organisations they will bring their subject to
life by relating the course content to real life
case studies, for example: Eddy James ACA.
IFRS for SMEs
Preparing for the switch from national standards to IFRS
Who will benefit?
Those dealing with preparing accounts
for small or medium sized entities under
international financial reporting
standards (IFRS).
What you will gain
Clarify the issues involved in IFRS for SMEs,
including:
• which entities can use the IFRS for SMEs?
• what adopting the IFRS for SMEs means for
a UK company who previously followed the
FRSSE or full UK GAAP
• which topics are excluded
• which topics have been simplified
• what disclosures are required.
Also available in-house
Eddy’s specialist area is financial reporting: he Dates
presents on a wide range of topics including 18–19 January, London
UK GAAP, US GAAP and IFRS. He worked in 16–17 March, London
KPMG for many years before moving into the 13–14 May, London
firm’s training team in 1998 and becoming a 17–18 June, Manchester
full time presenter in 2000. 21–22 July, London
22–23 September, London
Programme outline
11–12 October, Leeds
• Essential refresher of international
29–30 November, London
reporting standards.
16–17 December, Manchester
• The main requirements of all extant
11 CPD hours (for non-CIMA members)
standards (excluding industry specific
standards). Fees
• Practical examples and illustrations £999 +VAT (exclusive of accommodation)
throughout to demonstrate key treatments Discounts
required by the standards. CIMA members – 10% off
• Details of standards that apply for Corporate Discount Scheme members –
accounting periods beginning on or after 25% off. See page 5 for details of how
1 January 2010. to join.
For details of new and revised standards see
IFRS – keeping up-to-date
www.cimamastercourses.com/IFKD To book online
For further details and to book visit
www.cimamastercourses.com/IACR
Also available in-house
Speaker Dates
The speaker will be drawn from a pool 23 February, London
of subject specialists who are qualified 6 July, London
professionals. Having worked for leading 10 September, Manchester
organisations they will bring their subject to 19 November, London
life by relating the course content to real life 3 CPD hours (for non-CIMA members)
case studies, for example: Eddy James ACA. (afternoon)
Eddy’s specialist area is financial reporting: he
Fees
presents on a wide range of topics including
£299 +VAT
UK GAAP, US GAAP and IFRS. He worked in
KPMG for many years before moving into the Discounts
firm’s training team in 1998 and becoming a CIMA members – 10% off
full time presenter in 2000.
Corporate Discount Scheme members –
Programme outline 25% off. See page 5 for details of how
The programme covers the first set of to join.
international accounting requirements
developed specifically for small and medium
sized entities issued on 9 July 2009 by IASB To book online
FINANCIAL REPORTING
and the implications of adopting the For further details and to book visit
international standards. www.cimamastercourses.com/IFSM
41

Also available in-house
Dates
8 February, London (morning)
7 April, Leeds (morning)
20 May, London (morning)
28 June, Manchester (morning)
16 August, London (morning)
14 September, Birmingham (morning)
28 October, Manchester (morning)
17 November, London (afternoon)
3 CPD hours (for non-CIMA members)
Fees
£299 +VAT
Discounts
CIMA members – 10% off
Corporate Discount Scheme members –
25% off. See page 5 for details of how
to join.
UK GAAP – keeping up-to-date
An update on the latest developments and proposals
Who will benefit?
Financial accountants and controllers who
use published financial information or who
prepare statutory accounts.
What you will gain
A comprehensive review of all recent
developments in UK GAAP, including:
• financial reporting standards
• exposure drafts
• urgent issues task force abstracts
• discussion and consultation papers
• review panel rulings
• convergence with international
accounting standards
• other technical developments
• likely future changes.
Speaker
The speaker will be drawn from a pool
of subject specialists who are qualified
professionals. Having worked for leading
organisations they will bring their subject to
life by relating the course content to real life
case studies. For example: Sonali Bricola ACA
is a full time trainer specialising in financial
reporting, in particular IFRS and UK GAAP,
having previously worked for Horwath Clark
Whitehill and Henderson Global Investors as
their senior management accountant.
Programme outline
The programme covers pronouncements
from the last 12–18 months, explaining the
implications of each new pronouncement
and applying it in a practical context.

To book online
For further details and to book visit
www.cimamastercourses.com/UGKU

UK GAAP – a comprehensive refresher

Also available in-house The standards, their problems and application
Dates Who will benefit? Speaker
19–20 January, Manchester • Financial accountants and controllers who The speaker will be drawn from a pool
4–5 February, London use published financial information or who of subject specialists who are qualified
31 March–1 April, London prepare statutory accounts. professionals. Having worked for leading
8–9 April, Birmingham • It will benefit particularly those who are organisations they will bring their subject to
20–21 May, Newcastle entering or returning to a financial life by relating the course content to real life
9–10 June, London reporting role and would benefit from a case studies. For example: Sonali Bricola ACA
12–13 July, Manchester comprehensive but concise refresher of is a full time trainer specialising in financial
10–11 August, London UK standards. reporting, in particular IFRS and UK GAAP,
4–5 October, London having previously worked for Horwath Clark
What you will gain
21–22 October, Leeds Whitehill and Henderson Global Investors as
• An understanding of the UK regulatory
24–25 November, Manchester their senior management accountant.
environment.
6–7 December, London
• A revision of SSAPs and FRSs. Programme outline
16–17 December, Bristol
• A review of key UITF abstracts. An essential refresher of UK financial
11 CPD hours (for non-CIMA members)
• An overview of key accounting treatments reporting standards, the programme covers
Fees and disclosures. the main requirements of each standard and
£999 +VAT (exclusive of accommodation) • An update on convergence with provides practical examples and illustrations
international financial reporting standards. throughout to demonstrate key treatments
Discounts
FINANCIAL REPORTING

and disclosures required by the standards.

CIMA members – 10% off
Corporate Discount Scheme members –
25% off. See page 5 for details of how to join.

To book online
For further details and to book visit
www.cimamastercourses.com/UGCR
42
Group accounting under UK GAAP –
fundamentals
Producing consolidated financial statements –
explained from first principles Also available in-house

Who will benefit? Programme outline Dates

• Accountants moving into a group role or • Acquisitions and mergers. 21 January, London
who feel they need a refresher. • Preparing consolidated financial 19 April, Manchester
• Other financial managers who would statements. 27 May, London
benefit from learning about the • Accounting for subsidiary undertakings. 13 September, London
consolidation process. • Goodwill. 27 October, Manchester
• Minority interests. 24 November, London
What you will gain
• Fair values. 5.5 CPD hours (for non-CIMA members)
A better understanding of:
• Intra-group transactions.
• the difference between mergers and Fees
acquisitions and how to account for them The programme includes exercises based £580 +VAT
• accounting for goodwill and minority on consolidation schedules and the
Discounts
interests. adjustments required.
CIMA members – 10% off
Speaker
Corporate Discount Scheme members –
The speaker will be drawn from a pool
25% off. See page 5 for details of how
of subject specialists who are qualified
to join.
professionals. Having worked for leading
organisations they will bring their subject to
life by relating the course content to real life
case studies. For example: Sonali Bricola ACA To book online
is a full time trainer specialising in financial For further details and to book visit
reporting, in particular IFRS and UK GAAP, www.cimamastercourses.com/GAUU
having previously worked for Horwath Clark
Whitehill and Henderson Global Investors as
their senior management accountant.

Group accounting under UK GAAP –

advanced
Consolidated financial statements –
the more advanced aspects Also available in-house

Who will benefit? reporting, in particular IFRS and UK GAAP, Dates

• Accountants moving into a group role or having previously worked for Horwath Clark 22 January, London
who feel they need a refresher. Whitehill and Henderson Global Investors as 20 April, London
• Other financial managers who would their senior management accountant. 28 May, London
benefit from learning about the 14 September, London
Programme outline
consolidation process. 25 November, London
• The fundamentals of preparing
5.5 CPD hours (for non-CIMA members)
What you will gain group accounts.
An understanding of the more advanced • Associates and joint ventures. Fees
aspects of consolidated financial statements • Complex group structures. £580 +VAT
including piecemeal acquisitions, complex • Disposals.
Discounts
group structures, disposals and group • Reorganisations.
CIMA members – 10% off
reorganisations. • Overseas subsidiaries.
• Merger accounting. Corporate Discount Scheme members –
A basic understanding of group accounting is
• Proposed changes. 25% off. See page 5 for details of how
presumed, although the course does include
to join.
FINANCIAL REPORTING

a brief recap of the basics. The programme includes practical case

studies on how the principles are applied
Speaker
using consolidation schedules and the
The speaker will be drawn from a pool
adjustments required. To book online
of subject specialists who are qualified For further details and to book visit
professionals. Having worked for leading www.cimamastercourses.com/GAUG
organisations they will bring their subject to
life by relating the course content to real life
case studies. For example: Sonali Bricola ACA
is a full time trainer specialising in financial
43
SECTION
Law andNAME
tax matters
Overall good
Pretosius chirographi
course and
fortiter
thought
conubium
provoking.
santet catelli, et Medusa circumgrediet
umbraculi, utcunque gulosus ossifragi corrumperet aegre lascivius matrimonii.
Pretosius
Mr agricolae
Gary Macdonald vocificat
ACMA, verecundus
Head of Finance, apparatus
North Yorkshire Police bellis. Caesar conubium
santet Aquae Sulis. Saetosus catelli vix divinus adquireret tremulus matrimonii.
Caesar comiter vocificat aegre fragilis fiducias, quamquam perspicax syrtes
Very well
miscere structured
catelli. – speaker
Incredibiliter expert
utilitas in subjectcorru.
matrimonii matter.

Ms Clare Gordon, Finance Business Partner, Barclays Bank Plc

Pretosius chirographi fortiter conubium

CIMA Mastercourses The catalyst for success

XXXXXX
Law
XXXXXXX
Understanding contracts XX
46
XXXXXXX
Understanding commercial contracts workshop XX
46
XXXXXXX and their duties
Directors XX
47
XXXXXXX executive remuneration
Managing XX
47
Company law – revisited 48
The role of the company secretary
XXXXXX 48
XXXXXXX secretarial practice for Plcs
Company XX
49
XXXXXXX secretarial practice for support staff
Company XX
49
XXXXXXX XX
XXXXXXX
Tax XX
Corporation tax refresher and update 50
Tax implications
Email of adopting IFRS
inhousetraining@cimaglobal.com for further information. 50
VAT refresher and update 51
International VAT – goods and services 51

For details of these additional open access courses visit www.cimamastercourses.com,

go to ‘Find’ and type in the course code.
Course code
Corporate and personal insolvency – 2010 update CPIU
Employment law – the next step ELNS
Sarbanes Oxley SSBX
Tax – cross border operations TCBO
Understanding corporate insolvency UNCI
Understanding insolvency accounts UNIC

CIMA Mastercourses The catalyst for success

 Understanding contracts
Also available in-house Helping the non-specialist deal with contracts effectively
Dates Who will benefit?
30 March, London All accountants, commercial managers and
2 July, London procurement officers involved in reviewing
7 September, London business to business contracts.
2 December, London
What you will gain
6 CPD hours (for non-CIMA members)
The skills and confidence to deal with
Fees commercial contracts, ensure they meet
£420 +VAT your needs, and save you time and money,
gained through:
Discounts
• an overview of the issues commonly found
CIMA members – 10% off
in business to business contracts from the
Corporate Discount Scheme members – perspectives of both supplier and buyer
25% off. See page 5 for details of how • an outline of the relevant commercial and
to join. legal considerations
• drafting tips.
Speaker
To book online Keith Markham is an experienced commercial
For further details and to book visit solicitor. He has advised on a wide range of
www.cimamastercourses.com/UNCO company/commercial topics including business
acquisitions and disposals, commercial
contracts, consumer regulations and data
protection. He has extensive experience in
conducting contract negotiations.
Programme outline
• The issues concerning contract formation
including offer, acceptance and the ‘battle
of the forms’, and applying this to factual
scenarios.
• Contracts terminology.
• Comprehending and analysing the key
provisions of a business to business
contract from the perspective of both
supplier and the buyer.
• Key concepts concerning price and
payment.
• Distinguishing between the requirements
of best and reasonable endeavours.
• The implied terms of the Sale of Goods Act
1979 and their significance.
• The issues surrounding the drafting of
exclusion clauses.
• Understanding the significance of
warranties and indemnities.
• The methods by which a contract can be
terminated and the need to provide for
consequences of termination.
• Business to business contracts.

Understanding commercial
contracts workshop
A hands-on workshop to help the non-specialist deal
Also available in-house with contracts effectively

Date Who will benefit? Programme outline

16–17 June, London
12 CPD hours (for non-CIMA members)
Fees
£1200 +VAT (exclusive of accommodation)
Discounts
CIMA members – 10% off
Corporate Discount Scheme members –
25% off. See page 5 for details of how
to join.
Law and tax matters LAW
Anyone in business who needs to
understand, negotiate and sign contracts
with external organisations.
What you will gain
• Save legal costs by working more efficiently
with your lawyers, cutting the time your
lawyers need to spend by up to 50%.
• Minimise negotiation deadlocks.
• Ensure the contract meets your needs.
• Improve your confidence when negotiating
the various points.
• Manage business risks.
• Plain-English, commercially oriented
explanation of over 40 clauses commonly
found in commercial contracts, including
warranties, payment, limitation of liability,
specifications, subcontracting,
confidentiality, looking at:
– the negotiating interests of the customer
and the supplier
– a clause-by-clause checklist on what
customers and suppliers need to look for
– how to resolve deadlocks
– identifying ‘traps’ hidden in the contract

– how to know what to accept, what to

To book online
For further details and to book visit
www.cimamastercourses.com/UNDC
46
• Get transactions settled faster and so get argue about.
more business done.
• Practical exercises applying learning from
Speaker day one:
Michael Lennox BEc, LLB, MBA, is managing – structuring clauses
director of contractchecklist.co.uk – analysing clauses for hidden traps
Michael, a commercial lawyer and trainer, – negotiating contracts.
has 20 years’ experience of providing a range
The issues will be viewed from the point of
of clients with practical advice on many
view of both parties to a contract. The
types of contracts, including outsourcing,
programme is practical and highly interactive,
supply and distribution.
with no detailed legal technical discussion.
Directors and their duties
Dealing with conflicts and liabilities
Who will benefit?
All at a directorial level, or aspiring to be.
What you will gain
• The ability to comply with the increase in
directors’ responsibilities arising from the
recent overhaul of company legislation.
• Information about directors’ key duties
and liabilities, and how to deal with
conflicts of interest.
• Awareness of how best to manage the
relationship between the company and
its shareholders.
Speaker
Lorraine Young BSc, FCIS, is a freelance
company secretarial consultant who provides
advice to a wide range of client companies
on corporate governance and company
secretarial best practice. She has been a
company secretary for over 20 years and has
extensive company and advisory experience.
Managing executive remuneration
Effective governance to balance expectation with
executive pay
Who will benefit?
Company secretaries, assistant company
secretaries, remuneration consultants,
members of a remuneration committee,
financial managers and others involved in
governance and remuneration matters.
What you will gain
Discover the risks associated with
executive reward, and the consequences
of strategic failure, reputation failure, and
the repercussions of non-compliance and
how to avoid them.
Speaker
Cliff Weight is a director of MM&K and has
over 20 years’ experience as a remuneration
consultant, specialising in advising companies
on executive directors’ remuneration, annual
and long-term incentives and non-executive
directors’ fees.
Programme outline
• Remuneration committee terms of
reference: ICSA guidance; current issues;
committee membership and qualifications,
including risk knowledge; scope and
Programme outline
• The role in context: the legal and
regulatory environment: key legislative
changes including the Companies Act 2006
plus recent changes to the listing regime
and AIM rules.
• Directors’ duties: the new statutory
statement of directors’ duties; how have
the duties changed and what is the
practical impact on running a company;
liability, sanctions and safe harbours;
indemnities and insurance.
• Power and authority.
• The differences between directors,
managers and owners; which issues should
the board focus on?
• What makes an effective board? Good
boardroom practice; induction and ongoing
development; succession planning; pay and
conditions; finance and risk; clear, timely and
accurate information; performance review
and effectiveness; dealing with conflicts.
• Key legal concerns: hot topics, such as
health and safety, the environment.
support to committee members;
external advisers.
• Corporate governance guidelines about
remuneration: the Combined Code, section
B and schedule A; ABI latest views; NABF
latest news.
• Remuneration current issues: trends and
fads; emerging best practice; underwater
options and share schemes; pensions;
proportion of fixed versus variable pay;
share ownership guidelines; termination
packages; engagement with shareholders.
• Disclosure: the Remuneration Report;
what shareholders want; what is typically
required; listing rules and the
Companies Act.
• Dilemmas for the committee: equitable
pay; constraints regarding procedure and
practice; justification of pay outcomes to
shareholders and investors; ensuring the
interests of the remuneration committee
do not work to the detriment of the
company’s remuneration policy.
• Non-executive director remuneration and
fees: time commitment and fees; boards
and committees.
Dates
11 March, London
25 June, London
3 November, London
6 CPD hours (for non-CIMA members)
Fees
£495 +VAT
CIMA Corporate Discount Scheme
payments can be used on this course.
See page 5 for details of how to join.
This course is run by ICSA Training and
endorsed by CIMA as suitable for members
and their staff and colleagues.
To book online
For further details and to book visit
www.cimamastercourses.com/DRDU
New for 2010
Dates
2 March, London
28 September, London
3.5 CPD hours (for non-CIMA members)
(morning)
Fees
£300 +VAT
CIMA Corporate Discount Scheme
payments can be used on this course.
See page 5 for details of how to join.
Law and tax matters LAW
This course is run by ICSA Training and
endorsed by CIMA as suitable for members
and their staff and colleagues.
To book online
For further details and to book visit
www.cimamastercourses.com/MERM
47
 Company law – revisited
Also available in-house A refresher on the key elements of company law
Dates Who will benefit? Programme outline
18 January, London Pitched at a practical level, this course will • Incorporation as a company or as a limited
14 June, London benefit all financial and other managers who liability partnership.
30 June, Manchester need an introduction to the elements of • The rights, duties and liabilities of directors.
20 October, London company law which impact their companies. • The role of the company secretary.
29 October, Manchester • The issuing of shares and share capital
What you will gain
6 CPD hours (for non-CIMA members) generally.
An understanding of key issues such as:
• Selling a business to a company and
Fees • whether or not to incorporate bringing in outside investors.
£497 +VAT • the responsibilities of directors
• Security documentation.
• incorporation documents and other
Discounts • Insolvency and the liabilities of directors
continuing documentation required
CIMA members – 10% off to insolvent companies.
• the liabilities of a company becoming
Corporate Discount Scheme members – insolvent.
25% off. See page 5 for details of how
Speaker
to join.
Helen David started her legal career in 1992
with Slaughter and May, and has worked in
the corporate, company and commercial
To book online law fields, including as Group Counsel at
For further details and to book visit American Express (Europe, Middle East
www.cimamastercourses.com/CLRV and Africa).

The role of the company secretary

Also available in-house Are you fulfilling your statutory obligations?
Dates Who will benefit?
10 February, London Company secretaries and assistant
17 June, Manchester secretaries of medium and smaller companies
4 November, London registered under the Companies Acts, plus
6 CPD hours (for non-CIMA members) finance directors, chief accountants and
administrators. The course will also be
Fees
of value to those from public sector
£580 +VAT
organisations who need an awareness
Discounts of current companies legislation.
CIMA members – 10% off
What you will gain
Corporate Discount Scheme members – • Practical up-to-date knowledge of current
25% off. See page 5 for details of how companies legislation and the major
to join. changes introduced by the 2006
Companies Act.
• A more acute awareness of actions
To book online company secretaries are required to take
Law and tax matters LAW
Programme outline
• Memorandum and articles.
• Statutory forms, statutory registers
and records.
• Company identity, seal etc.
• Share capital; reports and accounts.
• Meetings, resolutions and minutes.
• Directors’ duties and responsibilities,
board meetings.
This practical seminar will provide you with a
thorough and up-to-date understanding of
the duties and responsibilities of a company
secretary. The speaker will highlight the key
aspects of company legislation with which
the company secretary must be concerned,
including the major changes being made by

For further details and to book visit
www.cimamastercourses.com/ROCO
48
under the Act, and how. the Companies Act 2006.
Speaker
Andrew Hamer LLB, ACIS, a partner of The
Mentor Partnership, writes and lectures
widely on company secretarial and legal
issues. He is assistant editor of the ICSA
information service, Company Secretarial
Practice, and editor of ICSA’s Company
Secretary Newsletter. He is the author of the
ICSA Meetings and Minutes Handbook and
the ICSA Guide to Document Retention.
Company secretarial practice for Plcs
An intensive introduction
Who will benefit?
• Company secretaries in Plcs.
• Company secretarial assistants in Plcs.
• Advisors to Plcs.
What you will gain
An intensive introduction to the matters for
which the company secretary’s department
in a listed Plc will normally be responsible.
Speakers
• Lorraine Young BSc, FCIS, is a freelance
company secretarial consultant who
provides advice to a wide range of client
companies on corporate governance and
company secretarial best practice.
• Tony Hoskins, Chief Executive of The
Virtuous Circle, a management
consultancy specialising in the areas of
corporate reporting, corporate social
responsibility and non-financial risk.
• Rashree Chhatrisha, a qualified solicitor
and a member of the Law Society Council.
Rashree specialises in international share
schemes and executive remuneration.
Company secretarial practice for
support staff
An overview of the role of the company secretary
Who will benefit?
PAs to the company secretary, along with
legal administrators, legal secretaries, and
junior company secretarial staff.
What you will gain
An introduction to the work of the company
secretary, which will enhance the
contribution you can make as a member of
the team. No prior knowledge is assumed.
The course outlines the role and duties of the
company secretary and explains why many
of the routine tasks have to be performed,
using practical examples and exercises.
Speaker
Andrew Hamer LLB, ACIS, a partner of The
Mentor Partnership, writes and lectures
widely on company secretarial and legal
issues. He is assistant editor of the ICSA
information service, Company Secretarial
Practice, and editor of ICSA’s Company
Secretary Newsletter. He is the author of the
ICSA Meetings and Minutes Handbook and
the ICSA Guide to Document Retention.
Programme outline
• Role and duties of a company secretary.
• The board of committees: role, terms of
reference, planning, attending the
meeting, minutes and follow up.
• Listing rules: continuing obligations,
sanctions, directors’ share dealings,
acquisitions and disposals.
• Disclosure and transparency rules:
inside information, announcements,
financial reporting.
• Share incentive plans: executive and all
employee plans, ABI guidelines, setting
up and running international plans.
• Corporate governance: background
and current issues, including: Higgs,
Smith and the Combined Code, plus
directors’ remuneration.
• Year end matters: annual report and
accounts, contents and planning; the
new Business Review.
• Corporate social responsibility.
• General meetings: planning, statutory
requirements, typical business at AGMs.
Programme outline
• Introduction to company law: what is a
company? Limited liability; management
and ownership; how a company works;
sources of law.
• Company secretary: status, powers, role
and duties of the company secretary;
company secretarial department.
• Shares, capital and the stock exchange:
how companies raise capital; types of
shares; debentures and loan stock and
loans; the role of the stock exchange;
buying and selling shares; share transfers.
• Statutory books, forms and documents:
filing forms at Companies House; keeping
the statutory registers; minute books;
accounts; directors’ service contracts.
• Directors: the role, duties and liabilities
of directors; appointment and removal;
executive and non-executive directors;
board meetings and committees of
the board.
• Shareholders’ meetings: organising
an annual general meeting; notice;
resolutions; voting.
• Minutes.
Dates
25 March, London
22 September, London
9 December, London
6 CPD hours (for non-CIMA members)
Fees
£495 +VAT
CIMA Corporate Discount Scheme
payments can be used on this course. See
page 5 for details of how to join.
This course is run by ICSA Training and
endorsed by CIMA as suitable for members
and their staff and colleagues.
To book online
For further details and to book visit
www.cimamastercourses.com/CSPP
Dates
21 January, London
24 March, London
24 June, London
14 October, London
6 CPD hours (for non-CIMA members)
Fees
£450 +VAT
CIMA Corporate Discount Scheme
payments can be used on this course. See
page 5 for details of how to join.
The fee includes a copy of ICSA Publishing’s
One Stop Company Secretary.
Law and tax matters LAW
This course is run by ICSA Training and
endorsed by CIMA as suitable for members’
staff and colleagues.
To book online
For further details and to book visit
www.cimamastercourses.com/CSPA
49
 Corporation tax refresher and update
Also available in-house Your company pays tax – what do you know about it?
Dates Who will benefit? Programme outline
10 February, London This seminar is designed for the • Corporation tax basic calculations.
23 March, Birmingham non‑specialist who needs a working • Self-assessment.
29 March, London knowledge of the main features of • Trading profits.
14 April, Glasgow UK taxation. • Capital allowances, including the major
5 May, London changes contained in Finance Act 2008.
What you will gain
7 June, London • Loan relationships.
An increased understanding of the UK tax
2 July, Manchester • Hire purchase and leasing.
system and its financial implications for your
16 August, London • Loss relief.
company, including recent developments.
15 September, Glasgow • Intangible fixed assets.
28 September, London Speaker • Group relief.
5.5 CPD hours (for non-CIMA members) The speaker will be drawn from a pool • Group chargeable gains.
of subject specialists who are qualified • Liquidations.
Fees
professionals. Having worked for leading
£580 +VAT
organisations they will bring their subject to
Discounts life by relating the course content to real life
CIMA members – 10% off case studies, for example: Geoff Sykes who
is now a consultant advising a wide range of
Corporate Discount Scheme members –
business and personal clients on all aspects
25% off. See page 5 for details of how to join.
of tax. His previous experience includes ten
years in London with Deloittes, originally as
a tax specialist, and later as national tax
To book online training manager, and 20 years as tax
For further dates, details and to book visit partner in a medium sized firm.
www.cimamastercourses.com/CTRU

Tax implications of adopting IFRS

New for 2010 The effect on current and deferred tax liabilities
Dates Who will benefit?
1 March, London Those responsible for computing corporation
2 June, London tax liabilities, whose company or group have
7 September, London adopted or are considering adopting IFRS.
1 December, London
What you will gain
6 CPD hours (for non-CIMA members)
An increased understanding of the effect on
Fees current and deferred tax liabilities, illustrated
£580 +VAT by examples and speaker-led case studies.
Discounts Speaker
CIMA members – 10% off The speaker will be drawn from a pool
of subject specialists who are qualified
Corporate Discount Scheme members –
professionals. Having worked for leading
25% off. See page 5 for details of how
organisations they will bring their subject to
to join.
life by relating the course content to real life
case studies, for example: Geoff Sykes who
is now a consultant advising a wide range of
Law and tax matters TAX
Programme outline
• Effect on current tax liabilities.
– The EU rules on adopting IFRS.
– The potential tax charges and credits that
will arise from the initial migration to
IFRS and the opening balance sheet
adjustments required.
– The ongoing changes to tax liabilities and
credits caused by IFRS adoption affecting
reported profits and balance sheet values.
• Effect on deferred tax liabilities.
– The detailed provisions relating to
deferred taxation under IFRS
incorporating the effects of the more
recent standards on share based payment
and business combinations.
– How the adoption of IFRS will change

To book online
For further details and to book visit
www.cimamastercourses.com/TIAI
business and personal clients on all aspects
of tax. His previous experience includes ten
years in London with Deloittes, originally
as a tax specialist, and later as national tax
training manager, and 20 years as tax partner
in a medium sized firm.
deferred tax assets and liabilities
previously reported under UK GAAP
including recognition, presentation,
measurement and disclosure.

50
VAT refresher and update
Is VAT damaging your finances? Also available in-house

Who will benefit? tax specialist, and later as national tax training Dates
All accountants needing an understandable manager, and 20 years as tax partner in a 16 February, London
explanation of VAT and its impact on their medium sized firm based in Leeds and Kendal. 8 March, Manchester
business. 24 March, Glasgow
Programme outline
27 May, London
What you will gain • The concept of Value Added Tax. 26 August, London
• A sound understanding of the • How and when a business needs to register 22 September, Glasgow
fundamentals of VAT and how it applies for VAT.
30 September, Bristol
in business. • What is meant by input tax, output tax, 11 November, London
• The opportunity to review where your taxable supplies, tax invoices and other
5.5 CPD hours (for non-CIMA members)
organisation is most at risk of a penalty. jargon?
• A chance to update yourself with important • The effect of exemption and partial Fees
recent changes to VAT legislation. exemption. £580 +VAT
• How common situations are treated for
Speaker Discounts
VAT purposes.
The speaker will be drawn from a pool CIMA members – 10% off
• How to complete a VAT return and when
of subject specialists who are qualified
and how VAT is payable. Corporate Discount Scheme members –
professionals. Having worked for leading
• Special VAT schemes. 25% off. See page 5 for details of how
organisations they will bring their subject to
• Administration and enforcement. to join.
life by relating the course content to real life
• Changes to the VAT rate from 1 December
case studies, for example: Geoff Sykes who
2008 and 31 December 2009.
is now a consultant advising a wide range of
business and personal clients on all aspects Many numbers based examples are used to To book online
of tax. His previous experience includes ten show how the tax works and planning points For further details and to book visit
years in London with Deloittes, originally as a are highlighted. www.cimamastercourses.com/VRAU

International VAT – goods and services

Including planning to minimise VAT costs New for 2010

Who will benefit? all aspects of tax. His previous experience Dates
All accountants dealing with the import and includes ten years in London with Deloittes, 28 January, London
export of goods and services at an originally as a tax specialist, and later as 4 May, London
international level. national tax training manager, and 20 years 18 August, London
as tax partner in a medium sized firm based 28 September, Manchester
What you will gain
in Leeds and Kendal. 22 November, London
• An overview of the structure of VAT under 3 CPD hours (for non-CIMA members)
the EU Sixth Directive. Programme outline
(afternoon)
• An understanding of how the tax impacts • Proposed future changes to eighth
on international supplies of both goods directive refunds and place of supply Fees
and services. from 1 January 2010. £299 +VAT
• In-depth examination of the rules relating • The EU VAT system and its application
Discounts
to the various types of overseas services. in the UK.
CIMA members – 10% off
• Insight into ways of planning to minimise • Imports and exports of goods, including
VAT costs. special reliefs such as triangulation. Corporate Discount Scheme members –
• VAT on services relating to land. 25% off. See page 5 for details of how
This course assumes a basic understanding
• Supplies of professional and similar services. to join.
of VAT and deals with the most commonly
Law and tax matters TAX

• Supplies of culture, sport and

encountered international aspects of the tax.
entertainment.
Speaker • Transport services. To book online
The speaker will be drawn from a pool • Accounting for the reverse charge For further details and to book visit
of subject specialists who are qualified on services. www.cimamastercourses.com/IVGS
professionals. Having worked for leading • Refunds for overseas traders.
organisations they will bring their subject
to life by relating the course content to real
life case studies, for example: Geoff Sykes
who is now a consultant advising a wide
range of business and personal clients on
51
SECTION NAME
Business skills
It is practical
Pretosius chirographi
and will fortiter
help ourconubium
business.santet catelli, et Medusa circumgrediet
umbraculi, utcunque gulosus ossifragi corrumperet aegre lascivius matrimonii.
Pretosius
Mr agricolae
Timothy Murphy, vocificat
Director, Miagen verecundus
Limited apparatus bellis. Caesar conubium
santet Aquae Sulis. Saetosus catelli vix divinus adquireret tremulus matrimonii.
Caesar comiter vocificat aegre fragilis fiducias, quamquam perspicax syrtes
Excellent, plenty
miscere catelli. of food for thought
Incredibiliter and ideas for
utilitas matrimonii change.
corru.
Mr Andrew Millard, Chief Financial Officer, UK Hydrographic Office
Pretosius chirographi fortiter conubium

CIMA Mastercourses The catalyst for success

CIMA Mastercourses The catalyst for success

Managing
XXXXXX business and financial turnarounds 54
Shared services, outsourcing and off-shoring
XXXXXXX 54
XX
Joint ventures and strategic alliances
XXXXXXX 55
XX
Building
XXXXXXX a business for sale 55
XX
Active benefits realisation management
XXXXXXX 56
XX
Earned value management for accountants 56
XXXXXX performance management and business intelligence
Corporate 57
XXXXXXX
Pricing strategies and value XX
57
XXXXXXX process excellence
Achieving XX
58
Lean finance
XXXXXXX 58
XX
Understanding
XXXXXXX and improving business processes 59
XX
People and systems 59
Email inhousetraining@cimaglobal.com for further information.

For details of these additional open access courses visit www.cimamastercourses.com,

go to ‘Find’ and type in the course code.
Course code
Project management in practice PMIP
Strategic business techniques SBTE

All open access courses are available in-house – these additional

CIMA Mastercourses are available in-house only:
Accounting for marketing
Commercial skills development programme
Commercial skills business simulation: a range of powerfully interactive
business simulations
Email inhousetraining@cimaglobal.com for further information.

One-to-one business coaching

Benefit from one-to-one coaching and achieve the following:
• improve overall personal effectiveness
• build successful working relationships
• prioritise and get things done
• communicate and influence effectively
• improve business performance.

Contact us to discuss your business coaching requirements:

T. +44 (0)20 8849 2270
E. inhousetraining@cimaglobal.com
 Managing business and
financial turnarounds
New for 2010 Adding real value to your business
Dates Who will benefit?
23 March, London • Directors, senior executives and
27 September, Manchester experienced finance staff who wish to
29 November, London contribute to the strategic and operational
6 CPD hours (for non-CIMA members) development of their business, particularly
those whose sectors are under pressure.
Fees
• Finance professionals who wish to become
£580 +VAT
a stronger business partner to their
Discounts executive management team.
CIMA members – 10% off Turnaround techniques can benefit all
businesses, not only those in acute distress.
Corporate Discount Scheme members –
25% off. See page 5 for details of how What you will gain
to join. Play a more proactive role in adding value
to your business with:
• a turnaround toolkit for everyday use,
To book online detailing the phases of implementation
For further details and to book visit • valuable insights from past turnaround
www.cimamastercourses.com/MBFT cases
• the chance to work on your own
business issues
• a method of dealing with performance
difficulties and dilemmas in a new way.
Shared services, outsourcing and
off-shoring for the world class
finance function
Using service delivery strategies to provide maximum
New for 2010 efficiency and effectiveness in the delivery of financial services
Dates Who will benefit?
26 May, London Any financial manager, particularly those
22 November, London who are determining their finance function’s
6 CPD hours (for non-CIMA members) service delivery strategy and/or helping build
the resulting service delivery model and its
Fees
components – shared services, centres of
£580 +VAT
excellence, outsourcing and off-shoring – in
Discounts all sectors, including the public sector.
CIMA members – 10% off
What you will gain
Corporate Discount Scheme members – • Insight into the characteristics and best
25% off. See page 5 for details of how practices of the world class finance
to join. function: the Hackett Group has worked
with the finance functions of many of the
world’s leading businesses and holds unique
To book online data on their efficiency and effectiveness.
BUSINESS SKILLS
For further details and to book visit • An understanding of finance service
www.cimamastercourses.com/SHSE delivery model options, and the potential
opportunities available to your organisation.
• Experience in analytical frameworks to
help you define your finance function’s
service delivery strategy.
• An awareness of how these changes will
54 affect you when they occur.
Speaker
Dr Tony Grundy MA, MBA, MSc, MPhil, FCA,
PhD, independent consultant and director of
Renaissance, a turnaround consultancy;
visiting lecturer at Cranfield in strategy and
Henley in corporate finance.
Programme outline
• What is entailed in the turnaround process?
• Exploring the current position and
the options.
• How to be more innovative in thinking
about your business.
• Performance diagnosis using performance
driver and root cause analysis.
• Examining your own business model.
• Dealing with challenging environments.
• Dealing with costs strategically with value
and cost drivers.
• Major turnaround case: Champneys: what
happened, and why; ’the strategy audit’;
the role of stakeholder management
and influencing.
Speaker
Roy Barden is a senior director of the Hackett
Group and leads its global business services
advisory service. He has over 13 years’
experience as a consultant, specialising in
leading change within the support functions
of global organisations. He has helped many
organisations, including BP, Xerox and
Standard Chartered Bank, define and deliver
in-house and outsourced shared services.
Programme outline
• What does world class finance look like?
• What are the components of the new
finance service delivery model?
• How do we decide what finance work
should be done where and by whom?
• Implications for accountants of the new
finance service delivery model.
Joint ventures and strategic alliances
How to win (even when divorce takes place) New for 2010

Who will benefit? a FTSE 100 energy group, a mid-market Dates

• Directors, senior executives and
experienced finance staff who wish to
contribute to the strategic and operational
development of their business.
• Finance professionals who wish to become
a stronger business partner to their
executive management team.
What you will gain
An enhanced ability to contribute to the
success of joint ventures and strategic
alliances through:
• a deep and practical understanding of
business drivers and organisational
structures and their role in joint ventures
and strategic alliances
• a negotiating framework for ensuring
greater success.
Speaker
Alan Barlow BSc, MSc, DPhil (Econ) Oxon has
over 25 years’ experience at CEO and director
level in a rich variety of businesses, including
international engineering group, and a Big 2 March, London
Four accounting firm. He has advised, led and 6 May, Manchester
managed joint ventures across a range of 14 October, London
sectors and countries, under private equity, 6 CPD hours (for non-CIMA members)
Plc and partnership ownership structures.
Fees
Programme outline £580 +VAT
• Joint ventures and strategic alliances:
Discounts
rationale; forms of joint venture; reasons
CIMA members – 10% off
for failure; seven crucial areas to get right;
the role of the finance function. Corporate Discount Scheme members –
• Business drivers: the different business 25% off. See page 5 for details of how
drivers, and what the impact can be when to join.
combining organisations with different
balances of business drivers in a
joint venture. To book online
• Organisational structures: differences, and For further details and to book visit
how to combine them in a joint venture. www.cimamastercourses.com/JVSA
• Managing through negotiation: a
negotiating framework for ensuring
greater success.
The programme is based on case studies.

Building a business for sale

Is your business ready? New for 2010

Who will benefit? Speaker Dates

Directors or managers who are planning to
dispose of their business within the next five
to seven years.
What you will gain
• Time to reflect on your personal
business objectives.
• A practical understanding of the key points
of attraction to any investor.
• A take away toolkit to assist in the
objective evaluation of your business state
of readiness.
• An understanding of the key steps in the
disposal process.
Many disposals abort or fail to live up to
expectations because of a lack of
appreciation of the importance of leadership
competence and followership understanding.
This course will examine how to prepare a
business for sale, growing and maintaining
Andrew Perkins FCCA, Commercial Director,
IDG Limited.
Programme outline
• The building blocks of an attractive
business that someone else would want
to buy.
• The behavioural aspects of private
company disposal – getting the key staff
on board.
• Strategies for minimising people risk
(pre- and post-acquisition).
• Preparation for due diligence – all aspects
of good housekeeping.
• Business valuation and disposal options
available to the owner/manager.
28 June, London
7 December, London
8 CPD hours (for non-CIMA members)
Fees
£480
Corporate Discount Scheme payments
can be used on this course. See page 5 for
details of how to join.
This course is run by ACCA UK and
endorsed by CIMA as suitable for members
and their staff and colleagues.
To book online
For further details and to book visit
www.cimamastercourses.com/BBFS
BUSINESS SKILLS

acquisition value. It will be highly interactive

and case study led.

55
 Active benefits realisation management
Techniques, tools and practices to realise the full potential
New for 2010 benefits from projects and programmes
Dates Who will benefit?
14 July, London Anyone with an interest in improving the
15 November, London realisation of benefits from change including
6 CPD hours (for non-CIMA members) chief executives and board members, finance
staff with a responsibility for investment
Fees
appraisal and portfolio prioritisation,
£580 +VAT
operational management, project and
Discounts change managers. No previous knowledge
CIMA members – 10% off of benefits management is required – other
than a commitment to making a difference.
Corporate Discount Scheme members –
25% off. See page 5 for details of how What you will gain
to join. Insight into the latest thinking and the results
of research into what really works in realising
benefits, along with an understanding of how
To book online to apply tools, techniques and practices that
For further details and to book visit have been proven to work.
www.cimamastercourses.com/ABEM Speaker
Stephen Jenner FCMA designed,
implemented and operated the Criminal
Justice IT portfolio approach which has been
recognised internationally. Steve is the
author of a book that poses the question:
is realising benefits from major programmes
a ‘fool’s errand’?
Earned value management
for accountants
Protecting profits and controlling costs with
New for 2010 gold standard project management
Dates Who will benefit?
22 June, London Management accountants, senior board
26 November, London and finance members plus project managers
6 CPD hours (for non-CIMA members) responsible for assuring shareholder and
stakeholder value in any enterprise through
Fees
the deployment of best practice project
£580 +VAT
governance.
Discounts
What you will gain
CIMA members – 10% off
The ability to add value to your financial
Corporate Discount Scheme members – management role by:
25% off. See page 5 for details of how • understanding what EVM and its
to join. benefits are
• influencing the deployment and
implementation of an EVM system
To book online • improving your ability to contribute
For further details and to book visit and communicate up and down
www.cimamastercourses.com/EVMA the organisation
BUSINESS SKILLS
• protecting profits and controlling costs
• assuring gold standard project governance.
Speaker
Steve Wake MA, MAPM is founder and
chairman of the Association for Project
Management Earned Value Specific Interest
56
Programme outline
• What benefits management is: why it’s
needed; what’s the scale of the problem?
• Ensuring benefits are robust and realisable:
ensuring you are clear about the benefits
you are buying.
• Going beyond hurdle rates of return to
capture all forms of value – including
efficiency benefits, effectiveness/strategic
benefits, and specific consideration of
benefits from mandatory and
infrastructure projects.
• Going beyond benefits forecast to create
additional value from the organisation’s
accumulated investment in change.
• A review of a real-life case study: delegates
will critique a case study in groups and then
present their findings.
• A benefits management maturity
assessment – enabling attendees to
benchmark their organisations against
research findings from organisations in the
public and private sectors, here in the UK
and abroad.
Group, which issues the UK APM
Earned Value Guideline, reciprocal with
the US ANSI EV guideline. He is seen as a
UK expert and champion of earned value.
He is an independent management
consultant specialising in earned value
project management.
Programme outline
• Earned value main concepts: why
earned value is project management
for accountants.
• Deploying earned value in the organisation:
setting out the scope and control system;
estimating, budgeting and scheduling; roles
and responsibilities; collecting progress
information for reporting; analysis,
commentary and management action.
• Worked earned value A–Z case study
covering important learning points.
• Implementing earned value in your
organisation.
Corporate performance management
and business intelligence
Developing your strategy
Who will benefit?
• Senior finance managers and management
accountants seeking to exploit the business
potential of corporate performance
management (CPM) and business
intelligence (BI).
• IT business analysts wanting to evaluate
what CPM and BI can do.
• Operational, sales, marketing and
commercial managers needing an
appreciation of the benefits all industry
sectors, including the public sector, can
derive from CPM and BI.
What you will gain
• Develop soundly based CPM and BI
strategies: increasingly, management
accountants are being expected to
contribute to the development of CPM and
BI strategies. This seminar will equip you to
make such a contribution.
• Benchmark your organisation against what
leading organisations are now achieving.
Pricing strategies and value
Helping managers make better pricing decisions
Who will benefit?
• Business leaders and senior managers,
particularly accounting, marketing, sales
and general management executives.
• Business analysts, product management
and pricing analysts.
• Business unit managers and managers
of subsidiaries to whom pricing decisions
are devolved.
What you will gain
• Understand the advantages and
disadvantages of the ‘conventional’
approaches to pricing, and how and
where these should be applied.
• Appreciate customers’ real needs and
wants in terms of enhancing your own
value delivery.
• Recognise how your organisation’s
products and services can assist your
customers’ value delivery.
• Discover how to set a price which
simultaneously captures this value but
does not damage demand or lead to
premature commoditisation.
• Develop a rational pricing strategy based
securely on financial, competitive,
economic and marketing principles.
Also available in-house
Speaker Dates
Robin Bellis-Jones BSc, BComm, MBA, 16 March, London
FCMA, FIMC has over 25 years’ consulting 20 September, London
experience at director and senior 6 CPD hours (for non-CIMA members)
management level in a broad spectrum of
Fees
organisations. He is managing director of
£580 +VAT
The BJH Group.
Discounts
Programme outline
CIMA and ICSA members – 10% off
• What are CPM and BI?
• Assessing business needs and developing a Corporate Discount Scheme members –
route map to guide development of a CPM 25% off. See page 5 for details of how
environment in your organisation. to join.
• Getting line managers and decision makers
to engage with CPM. This course is endorsed by ICSA.
• How the introduction of corporate
performance management can transform
the role of the finance function and To book online
position finance managers as business For further details and to book visit
partners at the heart of management www.cimamastercourses.com/CPBI
decision making.
• Barriers to corporate performance
management, and how to deal with them.
• Case study: implementation of CPM and BI.
• Developing a business case for CPM.
Also available in-house
• Contribute more fully to pricing decision Dates
making processes in your company. 7 June, London
17 September, Manchester
Speaker
5 November, London
Harry Macdivitt BA, MSc, MBA, FCIM, FIBC,
6 CPD hours (for non-CIMA members)
CMC, co-owner and director of Axia Value
Solutions, a consultancy company Fees
specialising in value based sales and £580 +VAT
marketing strategies. Harry has assisted
Discounts
a large number of organisations with their
CIMA and ICAEW members – 10% off
pricing and general business strategies
including Nokia, BT, IBM, Lucent, Siemens, Corporate Discount Scheme members –
Philips, Boots and Michelin. 25% off. See page 5 for details of how
to join.
Programme outline
• Understanding value: importance of value This course is recommended by the
in buying decisions; differentiation; the Institute of Chartered Accountants in
value proposition. England and Wales.
• Critique of contemporary pricing methods:
cost based pricing; competition based
pricing; customer driven pricing. To book online
• Value based pricing: economic value to For further details and to book visit
BUSINESS SKILLS
customer; calculating value based price; www.cimamastercourses.com/PRST
VBP techniques.
• Case study: analyse a business situation
and recommend, with justification, a
course of pricing action.
57
 Achieving process excellence
Also available in-house Lean six sigma (LSS) process improvement
Dates Who will benefit?
21 April, Manchester Accountants and other professionals. Senior,
30 June, London middle and junior managers will find this
17 November, London course useful if they are participating in or
6 CPD hours (for non-CIMA members) leading a business improvement project. It is
relevant to all organisations of all sizes and
Fees
types, across service industries (commercial
£580 +VAT
and public sectors) and manufacturing.
Discounts
What you will gain
CIMA members – 10% off
• A clear understanding of why lean/six
Corporate Discount Scheme members – sigma thinking will contribute to business
25% off. See page 5 for details of how and operational effectiveness.
to join. • An understanding of how a 100%
improvement in quality is possible.
• How to start a lean/six sigma programme
To book online – the keys to success.
For further details and to book visit • Confidence in using statistical tools to
www.cimamastercourses.com/SSIG improve quality.
• How to avoid the pitfalls and problems
with adopting a business improvement
programme of this type.
Course leader
Dr Vince Grant FCMA, Director, Catalyst
Consulting, is an expert in six sigma
methodologies, and regularly trains Black
Belt and Master Black Belt programmes. He
had international senior executive experience
at Hewlett Packard before forming Catalyst.
Programme outline
• The history and evolution of six sigma
management: business and operational
benefits.
• Deciphering the jargon: basics of statistical
process control; understanding variation
and variability; principles of measures and
data; the use of financial metrics (‘RoSS’).
• Selecting and using six sigma tools and
techniques: customer alignment and
quality function deployment; basic
quality improvement tools; statistical
and other tools.
• Organising and planning for six sigma:
gaining ‘acceptance’; the role of training
and education; gaining commitment;
project selection and deployment.

Lean finance
Applying lean manufacturing techniques
Also available in-house to the finance function
Dates Who will benefit? Programme outline
17 May, London Senior executives, managers and accountants • The adaptation of lean from a
23 November, London who are involved in sponsoring, planning and manufacturing to a functional area such
6 CPD hours (for non-CIMA members) delivering business improvement projects. as finance.
• Concepts underpinning lean manufacturing.
Fees What you will gain
• Methods and approach; an introduction
£580 +VAT • The ability to use lean tools to streamline
to some of the tools used.
and enhance the productivity and
Discounts • Planning for the successful implementation
effectiveness of your organisation.
CIMA, ICAEW and ACT members – of a ‘lean culture’.
• Knowledge of how to apply these tools,
10% off
originally focused on manufacturing and
Corporate Discount Scheme members – production operations, to functional areas
25% off. See page 5 for details of how such as finance.
to join.
Speaker
This course is endorsed by the Association Garry Buick ACMA has had extensive
of Corporate Treasurers and recommended experience with GlaxoSmithKline, including
by the Institute of Chartered Accountants a number of area finance director roles in the
in England and Wales. manufacturing division. He also worked in
China as a key member of the implementation
BUSINESS SKILLS

team for low cost product sourcing.

To book online
For further details and to book visit
www.cimamastercourses.com/LMTA

58
Understanding and improving
business processes
To achieve operational excellence Also available in-house

Who will benefit? Speaker Dates

Senior executives, managers and
accountants who are involved in sponsoring,
planning and delivering business process
improvement projects.
What you will gain
• The tools to map business processes and
to link them to the creation of value within
the organisation.
• The ability to standardise procedures and
enable management to focus on true value
adding processes and operations.
• The links between process mapping and
the value chain and how this can be used to
better manage the business, consequently
increasing efficiency and reducing cost.
Garry Buick ACMA has had extensive 11 February, London
experience with GlaxoSmithKline, including 17 June, London
a number of area finance director roles in the 4 August, Glasgow
manufacturing division. He also worked in 8 November, London
China as a key member of the implementation 5.5 CPD hours (for non-CIMA members)
team for low cost product sourcing.
Fees
Programme outline £580 +VAT
• Uses and limitations of process mapping
Discounts
and common problems.
CIMA and ICAEW members – 10% off
• The use of process maps to identify areas
for process improvement. Corporate Discount Scheme members –
• Tools to be used in improvement of 25% off. See page 5 for details of how
processes, implementation and monitoring. to join.
• Links between process maps and the
value chain. This course is recommended by the
Institute of Chartered Accountants in
England and Wales.

To book online
For further details and to book visit
www.cimamastercourses.com/UIBP

People and systems

Making systems work New for 2010

Who will benefit? Speaker Date

Directors, managers, accountants, IT and
systems decision makers, plus all who have
the ownership of and/or responsibility for
the design, planning, implementation, or
operation of business support and
interpretation systems.
What you will gain
How often have you heard people blaming
the ‘system’ or using the words ‘systemic
failure’. This interactive course will challenge
these concepts and consider the interaction
of people and systems – technological,
manual and cerebral, from design to
completion, enabling you to:
• appreciate the need for systems,
and the people who operate them,
to work together
• map your own organisational systems
and principles of operation
Mark Wearden FCCA, FCIS, Managing
Director, MBS Ltd.
Programme outline
• Where does the concept of a system
begin and end?
• Reviewing the parts and challenging
the connections.
• Owning and understanding the way
it works.
• Empowerment of individuals.
• Using awareness of today to develop
the opportunities of the future.
• Accepting reality and knowing when
to press the red button.
15 November, London
8 CPD hours (for non-CIMA members)
Fees
£480
Corporate Discount Scheme payments can
be used on this course. See page 5 for
details of how to join.
This course is run by ACCA UK and
endorsed by CIMA as suitable for members
and their staff and colleagues.
To book online
For further details and to book visit
www.cimamastercourses.com/PESY
BUSINESS SKILLS

• develop your way of approaching,

selecting and implementing systems
• understand systemic thinking.

59
SECTION NAME
Strategic management
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et Medusahigh.
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umbraculi,
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Very useful.
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miscere catelli. Incredibiliter utilitas matrimonii corru.

Pretosius chirographi fortiter conubium

CIMA Mastercourses The catalyst for success

CIMA Mastercourses The catalyst for success

Accounting
XXXXXX for carbon 62
Carbon reporting and foot printing
XXXXXXX 62
XX
Develop
XXXXXXX into a director 63
XX
The strategic accountant
XXXXXXX 63
XX
XXXXXXX XX

For details of these additional open access courses visit www.cimamastercourses.com,

XXXXXX
go to ‘Find’ and type in the course code.
XXXXXXX XX

XXXXXXX Course code
XX
Futures
XXXXXXX thinking: FTTN XX
tools for navigating in a business environment of unprecedented change
XXXXXXX XX
Leveraging organisational and cultural change: LOCC
effectively developing a culture and process for change
Email inhousetraining@cimaglobal.com for further information.

All open access courses are available in-house – these additional

CIMA Mastercourses are available in-house only:
Ensuring effective strategic implementation
Globalisation
Strategic planning in public sector organisations
Strategies of the Serengeti
Sustainability: the business case

Email inhousetraining@cimaglobal.com for further information.

One-to-one business coaching

Benefit from one-to-one coaching and achieve the following:
• improve overall personal effectiveness
• understand and make the most of your own strengths
• build successful working relationships
• prioritise and get things done
• communicate and influence effectively
• improve business performance.

Contact us to discuss your business coaching requirements:

T. +44 (0)20 8849 2270
E. inhousetraining@cimaglobal.com
 Accounting for carbon
Preparing for the implementation of the provisions of the
Also available in-house Climate Change Act 2008
Dates Who will benefit? trainer for eight years following 15 years in
4 March, London Finance directors, accountants, senior financial management. He has extensive
6 May, London managers and those responsible for strategy. experience of strategic change, process
24 June, Dublin development and setting up management
What you will gain
9 September, Manchester reporting systems.
• Discover how to comply with the CRC
18 November, London • Jon Malcolm BSc, MBA, DipM, worked for
Energy Efficiency Scheme (CRC).
6 CPD hours (for non-CIMA members) several years in the energy sector,
• Understand how the EU Emissions concentrating since 2005 on carbon
Fees Trading System and Climate Change
related areas. He is founder of Xcarbon Ltd.,
UK – £580 +VAT Agreements work.
a consultancy which helps organisations
RoI – 1 640 • Find out how to calculate carbon reduce their carbon emissions.
emissions for CRC purposes.
Discounts
• Examine how to forecast and budget for Programme outline
CIMA members – 10% off
the payments and income from the CRC. • Driving forces and government policy.
Corporate Discount Scheme members – • Kyoto Protocol, EU Emissions Trading
Effective compliance with carbon
25% off. See page 5 for details of how System and Climate Change Agreements.
legislation will not only avoid the penalties
to join. • Qualification for CRC Energy Efficiency
for non‑compliance; it will ensure that your
Scheme (CRC).
organisation maximises the rebates on
• Full participation in CRC – compliance
offer and enhances its reputation in terms
To book online of corporate social responsibility
in detail.
For further details and to book visit • Budgeting, forecasting and trading
and sustainability.
www.cimamastercourses.com/ACFC allowances.
Speakers • Performance and revenue recycling.
• Jean-François Lowes BSc, MBA, ACMA, has • Implications of CRC.
worked as a management consultant and • Future planning.

Carbon reporting and foot printing

Gear up for a proactive approach to improve
New for 2010 business performance
Dates Who will benefit? financial management. He has worked
10 June, London Finance directors, accountants, senior for Boots the Chemists, Egg, Reuters,
8 October, Manchester managers and others needing to know about Safeways and Harveys of Bristol in a
8 December, London carbon reporting. variety of finance and project management
6 CPD hours (for non-CIMA members) roles. He has extensive experience of
What you will gain
strategic change, process development and
Fees Carbon reporting is becoming an integral
setting up management reporting systems.
£580 +VAT part of an organisation’s strategy to
• Jon Malcolm BSc, MBA, DipM, has worked
differentiate itself from its competitors in
Discounts for several years in the energy sector,
environmental terms, with product and
CIMA members – 10% off concentrating since 2005 on carbon
service carbon footprints beginning to
related areas. He is founder of Xcarbon
Corporate Discount Scheme members – influence consumer and supply chain
Limited, a consultancy which helps
25% off. See page 5 for details of how purchasing decisions. So you need this
organisations reduce their carbon emissions.
to join. course’s help to:
• understand the implications of the Climate Programme outline
Change Act 2008, and know how to • Why carbon matters to business.
To book online prepare for carbon reporting • Climate Change Act 2008.
Strategic management

For further details and to book visit
www.cimamastercourses.com/CRAF
62
• calculate corporate, product and service • Corporate carbon footprints.
carbon footprints • Carbon reporting.
• prepare and present an organisation’s • Carbon offsets.
carbon report based on DEFRA guidance • Green tariffs.
• appreciate how carbon offsetting works. • Product and service carbon footprints.
• Other legislation relating to
Speakers
carbon emissions.
• Jean-François Lowes BSc, MBA, ACMA, has
worked as a management consultant and
trainer for eight years following 15 years in
Develop into a director
Making the step change successfully
Who will benefit?
Recently appointed and future finance
directors in all sectors and sizes of organisation.
What you will gain
A range of tips and tools to make the leap from
manager to director successfully, including:
• insight into how and why other board
members see things differently
• techniques to positively challenge and
develop organisational issues
• an overarching view of organisational
strategy and strategic direction
• knowledge of the various stakeholders
• awareness of directors’ governance
responsibilities
• understanding finance – from the
perspective of your non-financial
board colleagues.
Speaker
Stephen Berry MBA, BSc(Hons), FCMA, ACIB,
DipFS is a former CFO, current international
MBA lecturer in business strategy, author,
strategy consultant and company director.
The strategic accountant
Using the skills of the accountant to add strategic value
to your organisation
Who will benefit?
• Accountants, financial managers and
financial directors who wish to enhance
their strategic thinking ability and
strategic role.
• Those who would like to acquire these skills
with the aim of progressing their career.
• Finance professionals who see the need
for the accountant to move from counting
to consulting and coaching.
What you will gain
Greater confidence in your ability to make a
strategic input gained through:
• a refreshingly different approach to the
accountant’s role in business strategy
• an appreciation of the different views of
strategy and its impact on your business
and role
• a process for good strategic thinking and
adding value to your business
• an overview of a range of practical tools
for strategic analysis and formulation
• a format for seeing the big picture and
avoiding commercial myopia.
Also available in-house
Programme outline Dates
• Accountants and directors: the respective 25 March, London
roles of the number two and one. 13 July, Manchester
• Understanding strategy: the aims and 21 October, London
drivers of organisational strategy; 6 CPD hours (for non-CIMA members)
examples of good and poor strategy.
Fees
• Understanding how people behave at
different levels.
£580 +VAT
• Understanding the behavioural Discounts
frameworks of other board members. CIMA, ICAEW and ACT members –
• How behavioural conflicts from these 10% off
different styles are generated and how
Corporate Discount Scheme members –
to minimise them.
25% off. See page 5 for details of how
• Understanding our stakeholders:
consideration of stakeholder analysis to join.
and management. This course is recommended by the
• Your governance responsibilities: Institute of Chartered Accountants in
including an introduction to the CIMA England and Wales and endorsed by the
Strategic Scorecard™. Association of Corporate Treasurers.
• Position, options and risk elements
of the CIMA Strategic Scorecard™.
• How non-financial directors To book online
understand finance. For further details and to book visit
www.cimamastercourses.com/DEVD
Also available in-house
Speaker Dates
Stephen Berry MBA, BSc(Hons), FCMA, 15 June, London
ACIB, DipFS, NEOS Learning, is former CFO, 14 September, Dublin
current international MBA lecturer in 25 November, London
business strategy, strategy consultant and 6 CPD hours (for non-CIMA members)
company director.
Fees
Programme outline UK – £580 +VAT
• The roles of the accountant: scorekeeper, RoI – 1 640
business coach, fire warden, Roman
Discounts
god Janus, navigator, journalist,
CIMA members – 10% off
policeman, stoker.
• Different views of strategy: and how Corporate Discount Scheme members –
each impacts on the accountant’s role. 25% off. See page 5 for details of how
• When strategy goes wrong: learning to join.
from others’ mistakes.
Strategic management
• A process for quality strategic thinking.
• An overview of available tools in each area To book online
of the strategic thinking process. For further details and to book visit
• Understanding holistic business: getting www.cimamastercourses.com/SRMA
the whole business right, not just the parts.
• Putting it into practice: action planning and
next steps.
63
SECTION NAME finance
Understanding
Gave me achirographi
Pretosius great overviewfortiter
of finance
conubiumandsantet
demystified
catelli,the
et Medusa
black art
circumgrediet
of accounts.
umbraculi, utcunque gulosus ossifragi corrumperet aegre lascivius matrimonii.
Pretosius
Mr agricolae
Alan Brown, vocificat
Manufacturing Analyst,verecundus apparatus
Huhtamaki (UK) Ltd bellis. Caesar conubium
santet Aquae Sulis. Saetosus catelli vix divinus adquireret tremulus matrimonii.
Caesar comiter vocificat aegre fragilis fiducias, quamquam perspicax syrtes
Will helpcatelli.
miscere me to Incredibiliter
understand the financial
utilitas driverscorru.
matrimonii of the business.

Ms Rebecca Capener, Senior Product Manager, Nutricia Ltd

Pretosius chirographi fortiter conubium

CIMA Mastercourses The catalyst for success

CIMA Mastercourses The catalyst for success

Budgeting
XXXXXX and finance basics 66
Financial
XXXXXXX awareness – the fundamentals 66
XX
Interpretation of company accounts
XXXXXXX 67
XX
Introduction to accounting
XXXXXXX 67
XX
XXXXXXX XX

Also available in-house – Finance for non-finance professionals

XXXXXX
CIMA Mastercourses can come to your organisation and deliver a suite of financialXX
XXXXXXX
or commercial awareness courses that will help non-accountants become more XX
XXXXXXX
commercially
XXXXXXX aware and increase their understanding of the finance function. XX
Organisations
XXXXXXX that have used these courses as part of their management XX
development programmes include:
• Accord
Email MP Ltd
inhousetraining@cimaglobal.com for• further
Lloyds TSB Insurance
information.
• Aegon Scottish Equitable • News International Newspapers Ltd
• Allianz Cornhill • Oman Telecom
• Association of the • Openwork
British Pharmaceutical Industry • QinetiQ
• Balfour Beatty Capital • RSPCA
• Betfair Ltd • Tesco Stores Ltd
• Computer Patent Annuities Ltd • Towergate Partnership
• Eaton • Unipath Plc
• Fonestarz Ltd • Vertex Pharmaceuticals Ltd
• HBOS • Wm Morrison Supermarkets Plc

If you are also interested in running a financial or a commercial awareness course

in-house, please contact us to discuss your requirements:
T. +44 (0)20 8849 2270
E. inhousetraining@cimaglobal.com

CIMA accredited ‘train the finance trainer’ programme

Train your own finance professionals to deliver training to their non-financial
colleagues and benefit from:
• better understanding of finance by non-financial colleagues
• improved financial management by non-financial staff
• skills development of key finance staff
• cross-functional partnering and team building
• cost savings by combining in-house knowledge with training skills.

Please contact us to discuss your requirements:

T. +44 (0)20 8849 2270
E. inhousetraining@cimaglobal.com
 Budgeting and finance basics
Also available in-house For the non-specialist
Dates Who will benefit?
14 May, London • Managers and administrative staff who
14 June, Manchester work in finance departments.
5 November, London • Non-financial staff responsible for setting
3 December, Glasgow and managing budgets.
6 CPD hours (for non-CIMA members) • All others needing an insight into the
finance function.
Fees
£400 +VAT What you will gain
• An appreciation of the fundamentals of
Discounts
bookkeeping and budgeting.
Corporate Discount Scheme members –
• A basic understanding of what accounting
25% off. See page 5 for details of how
records are and why they are necessary.
to join.
• Basic budgeting and budgetary control
This course is endorsed by ICSA and skills: how to set and monitor budgets.
recommended by ICAEW. • Essential financial management and
control skills.
• An understanding of accounting
To book online terminology and of financial and
For further details and to book visit management accounts.
www.cimamastercourses.com/BSFN Speaker
Alberta Boston-Mammah or Jacqueline
Williams. Both are freelance management
consultants, trainers and lecturers.
Programme outline
• Introduction to accounts: double entry and
accounting ledgers.
• Introduction to budgeting: definition, types
and structure of budgets.
• Accounting ledgers: sales, purchases and
nominal ledgers.
• Cash recording and bank reconciliations:
importance of bank reconciliations.
• Profit, cash and expenses: difference
between cash and profit; paying and
accounting for expenses.
• Financial planning and budgetary controls:
why budget and how to set and manage
budgets effectively.
• Variance analysis: establishing variances.
• Evaluation and review of budgets.
• Common budgetary problems and pitfalls.
• Management and financial accounts:
differences and why they are both
important.
• Financial statements: profit and loss
account, balance sheet, notes and
accounting policies.

Financial awareness – the fundamentals

Also available in-house An introduction to business finance
Dates Who will benefit? Programme outline
15 January, London Non-finance staff at all levels who need • Basic financial terminology and key
1 February, London to develop a basic understanding of accounting concepts.
9 April, London business finance. • The flow of money in a business and how
13 May, Bristol it is accounted for.
What you will gain
6 August, Manchester • The key financial statements (profit and
12 August, London • An insight into finance, which will help you loss account, balance sheet and cashflow).
contribute to your organisation’s success.
27 September, Leeds • The composition and contents of a
15 November, London • An understanding of the language used by set of financial statements (using real
accountants and of how financial
7 December, Birmingham life examples).
statements fit together.
5.5 CPD hours (for non-CIMA members)
Speaker
Fees
The speaker will be drawn from a pool
£580 +VAT
of subject specialists who are qualified
Discounts professionals. Having worked for leading
Corporate Discount Scheme members – organisations they will bring their subject to
25% off. See page 5 for details of how life by relating the course content to real life
Understanding finance

to join. case studies. For example: Andy Wilkes

To book online
For further details and to book visit
www.cimamastercourses.com/FATF
ACMA has over 17 years’ experience of
working and training within the public
sector, where he helped facilitate the
move to resource accounts in a number
of departments.

66
Interpretation of company accounts
An intensive overview Also available in-house

Who will benefit? financial awareness, governance, risk, value Dates

Non-finance staff at all levels who need to
extend their understanding of finance.
It will develop skills gained through attending
Financial awareness – the fundamentals
(see page 66).
What you will gain
• An understanding of profit, assets and
liabilities and cash flow.
• The ability to read and draw conclusions
from a balance sheet and profit and loss
account and identify the sources of
accounting disclosures.
• Know how to use a variety of analytical
techniques to assess the accounts of a
business in terms of profitability, solvency
and risk.
Speaker
The speaker will be drawn from a pool
of subject specialists who are qualified
professionals, such as Neeta Major who has
been extensively involved in the provision of
for money and fraud seminars to managers 15–16 February, London
with a broad range of backgrounds. Her 2–3 March, Manchester
experience includes working for two local 1–2 June, London
authorities, where she headed up internal 9–10 August, London
audit departments, and for Deloitte. 1–2 September, Manchester
4–5 October, London
Programme outline
1–2 December, London
• The basics of profit and loss accounts, 12 CPD hours (for non-CIMA members)
balance sheets and accompanying notes.
• The use of key accounting ratios in analysing Fees
the solvency and profitability of a business. £999 +VAT (exclusive of accommodation)
• Revenue recognition, profit manipulation
Discounts
and measurement of assets and liabilities.
Corporate Discount Scheme members –
• Margins.
25% off. See page 5 for details of how
• Asset return ratios.
to join.
• Interest cover.
• Gearing.
• Current ratios and working capital
management. To book online
• ROE and ROCE. For further details and to book visit
• Quality of asset backing. www.cimamastercourses.com/IOCA
• Intangibles vs tangibles, with or excluding
market revaluations.

Introduction to accounting
A four day immersion for the non-specialist Also available in-house

Who will benefit? Programme outline Dates

Anyone who needs a sound understanding
of accounting.
What you will gain
• An understanding of how finance works
and how it impacts on what you do.
• Knowledge of basic financial tools.
No background knowledge of finance or
business is assumed. A practical approach is
taken with numerous examples being used to
illustrate the key concepts.
Speaker
The speaker will be drawn from a pool
of subject specialists who are qualified
professionals. Having worked for leading
organisations they will bring their subject to
• The terminology used by accountants. 9–12 February, London
• How financial statements are prepared, 19–22 April, London
from double entry bookkeeping to the trial 24–27 May, Manchester
balance and period-end adjustments. 8–11 June, London
• How to prepare a balance sheet and profit 13–16 July, Glasgow
and loss account and how to interpret 3–6 August, London
these primary financial statements. 11–14 October, London
• The difference between profitability and 13–16 December, London
cash flow. 22 CPD hours (for non-CIMA members)
• Introduction to financial accounting.
Fees
• Books of prime entry and ledger accounting.
£1145 +VAT (exclusive of accommodation)
• Trial balance and flow of information.
• Bank control accounts, accruals and Discounts
prepayments. Corporate Discount Scheme members –
• Fixed assets, stock adjustments, bad and 25% off. See page 5 for details of how
doubtful debts and VAT. to join.
Understanding finance

life by relating the course content to real life

case studies. For example: Andy Wilkes ACMA
has over ten years’ experience of working and
To book online
For further details and to book visit
training within the public sector, where he
www.cimamastercourses.com/INTA
helped facilitate the move to resource
accounts in a number of departments.

67
SECTION
IT skills NAME
I thought chirographi
Pretosius that the coursefortiter
overall
conubium
was excellent
santet catelli,
and mostet Medusa
enjoyable.
circumgrediet
umbraculi, utcunque gulosus ossifragi corrumperet aegre lascivius matrimonii.
Pretosius
Mr agricolae
David Capewell ACMA,vocificat verecundus
Financial Controller, apparatus
Dowding & Plummerbellis.
Ltd Caesar conubium
santet Aquae Sulis. Saetosus catelli vix divinus adquireret tremulus matrimonii.
Caesar comiter vocificat aegre fragilis fiducias, quamquam perspicax syrtes
Lots of hints
miscere andIncredibiliter
catelli. tips for Excelutilitas
that I will find useful.
matrimonii corru.
Ms Katherine Archer, Management Accountant, Quative Ltd
Pretosius chirographi fortiter conubium

CIMA Mastercourses The catalyst for success

 MS Excel introduction
XXXXXX 70
MS Excel intermediate
XXXXXXX 70
XX
MS Excel advanced
XXXXXXX 71
XX
MS Excel visual basic application
XXXXXXX 71
XX
MS Excel data analysis
XXXXXXX 72
XX
MS Access – data management (introduction) 72
XXXXXXmodelling
Financial 73
XXXXXXX
PRINCE2® foundation certificate XX
74
XXXXXXX
PRINCE2® overview XX
74
PRINCE2® practitioner certificate
XXXXXXX 75
XX
PRINCE2® re-registration course
XXXXXXX 75
XX

Email inhousetraining@cimaglobal.com for further information.

For details of these additional open access courses visit www.cimamastercourses.com,
go to ‘Find’ and type in the course code.
Course code
Microsoft Office 2007 upgrade – basic MOBT
Microsoft Office 2007 upgrade – power users MOPT
MS Project level 1 MIPR
MS Project level 2 MPAD
MYOB MYOB
QuickBooks QUIK
Sage 50 SAGE
TAS Books TASB
Word for accountants WORD

Five or more staff to train?

Consider our customised and cost effective in-house training option,
available on the package of your choice.
Email inhousetraining@cimaglobal.com to discuss this option.

CIMA Mastercourses The catalyst for success


Also available in-house
London dates
5*, 18 January 9*, 22 February
8*, 23 March 12*, 27 April
11*, 24 May 7*, 22 June
6 , 19 July
* 3*, 16 August
6*, 21 September 5*, 18 October
2*, 15 November 7*, 20 December
* Training will be on Excel 2007 (other dates
will cover Excel 2003 or earlier versions).
6 CPD hours (for non-CIMA members)
Fees
£220 +VAT
To book online
For further details and to book visit
www.cimamastercourses.com/INEX
Also available in-house
London dates
6*, 19 January 10*, 23 February
9*, 24 March 13*, 28 April
12*, 25 May 8*, 23 June
7*, 20 July 4*, 17 August
7 , 22 September
* 6*, 19 October
3*, 16 November 8*, 21 December
* Training will be on Excel 2007 (other dates
will cover Excel 2003 or earlier versions).
6 CPD hours (for non-CIMA members)
Fees
£220 +VAT
To book online
For further details and to book visit
www.cimamastercourses.com/INRX
IT Skills
70
MS Excel introduction
Financial modelling techniques at your fingertips
Who will benefit?
Anyone using Excel for spreadsheet
modelling or charting. No knowledge of Excel
is assumed, although a working knowledge of
the Windows environment would be useful.
What you will gain
• The confidence to use the basic features.
• The ability to set up simple worksheet
models including the use of graphs and
the production of printed reports.
Speaker
The workshop will be led by a consultant
from PASS Training.
MS Excel intermediate
Exploiting the advantages
Who will benefit?
Anyone using Excel for more advanced
spreadsheet modelling. Prior attendance on
MS Excel introduction (see above) or a
working knowledge of Excel and the
Windows environment is required.
What you will gain
• Further knowledge of Excel.
• The ability to enhance existing
spreadsheets.
• A good understanding of further
useful functions.
Speaker
The workshop will be led by a consultant
from PASS Training.
Programme outline
• Getting started with Excel.
• Getting assistance with Excel.
• Starting a workbook.
• Working with worksheets and cells.
• Entering basic calculations.
• Formatting the worksheet.
• Structuring the worksheet.
• Printing worksheets.
All PASS courses, which are held in their
premises in Wigmore Street, London W1 or
Chalk Farm Road, London NW1, involve
extensive hands-on activity. Delegates have
exclusive use of a PC throughout the course.
Course notes will be provided. Delegate
numbers are restricted to eight to ensure
personal attention from the trainer.
Programme outline
• Formatting the worksheet.
• Using styles.
• Navigating worksheets and workbooks.
• Using more advanced formulae.
• Productivity features including protection,
autocorrect, spell checker and hiding data.
All PASS courses, which are held in their
premises in Wigmore Street, London W1 or
Chalk Farm Road, London NW1, involve
extensive hands-on activity. Delegates have
exclusive use of a PC throughout the course.
Course notes will be provided. Delegate
numbers are restricted to eight to ensure
personal attention from the trainer.
MS Excel advanced
Creating more efficient spreadsheets
Who will benefit?
Anyone using Excel for high-powered
spreadsheet modelling. Prior attendance on
MS Excel intermediate (see page 70) or a
good in-depth knowledge of Excel is required.
What you will gain
• Knowledge of the more powerful features
of Excel.
• The ability to create more efficient
spreadsheets including automating and
customising workbooks.
Speaker
The workshop will be led by a consultant
from PASS Training.
MS Excel visual basic application
Using macros and writing programs within Excel
Who will benefit?
Users of Excel who want to gain a good
knowledge of visual basic application (VBA)
to develop more sophisticated functions.
An advanced knowledge of Excel is required,
gained either by previous experience or
attendance on MS Excel advanced
(see above).
What you will gain
• A good understanding of macros and
visual basic.
• Exercises in problem solving and error
trapping will enable you to code programs
within the Excel application.
Speaker
The workshop will be led by a consultant
from PASS Training.
These workshops are all run by PASS Training Ltd and endorsed by CIMA as
suitable for members and their staff and colleagues.
CIMA Corporate Discount Scheme payments can be used on these workshops.
See page 5 for details of how to join.
Also available in-house
Programme outline London dates
• Custom formatting. 7*, 20 January 11*, 24 February
• Importing and exporting data. 10*, 25 March 14*, 29 April
• Templates and add-ins. 13*, 26 May 9*, 24 June
• Working with multiple workbooks. 8*, 21 July 5*, 18 August
• Printing workbooks. 8*, 23 September 7*, 20 October
• Lookup and reference functions. 4*, 17 November 9*, 22 December
• Working with named ranges. * Training will be on Excel 2007 (other dates
• Using macros. will cover Excel 2003 or earlier versions).
6 CPD hours (for non-CIMA members)
All PASS courses, which are held in their
premises in Wigmore Street, London W1 or Fees
Chalk Farm Road, London NW1, involve £220 +VAT
extensive hands-on activity. Delegates have
exclusive use of a PC throughout the course.
Course notes will be provided. Delegate To book online
numbers are restricted to eight to ensure For further details and to book visit
personal attention from the trainer. www.cimamastercourses.com/ADEX
Also available in-house
Programme outline London dates
• Understanding macros. 28–29 January
• Recording a basic macro. 1–2, 29–30 March
• Relative references. 19–20 April
• Running a macro. 1–2 June
• Editing and deleting macros. 1–2 July
• Assigning a macro to a toolbar or menu. 26–27 August
• Button image editor. 27–28 September
• Macros virus protection. 28–29 October
• The visual basic editor. 29–30 November
• Declaring variables. Training is available on Microsoft versions
• Working with objects. 2000–2007 on all dates.
• ‘If’ structures. 12 CPD hours (for non-CIMA members)
• Loops.
Fees
All PASS courses, which are held in their £410 +VAT
premises in Wigmore Street, London W1 or
Chalk Farm Road, London NW1, involve
extensive hands-on activity. Delegates have To book online
exclusive use of a PC throughout the course. For further details and to book visit
Course notes will be provided. Delegate www.cimamastercourses.com/MVBA
numbers are restricted to eight to ensure
personal attention from the trainer.
IT Skills
71
 MS Excel data analysis
Also available in-house The advanced features and functions
Dates Who will benefit? Programme outline
27 January, London All who use Excel on a daily basis for data • Time savers.
17 February, Glasgow analysis and evaluation. • Pivot tables – basic to advanced.
30 March, London • Data filtering.
What you will gain
27 April, Manchester • Functions: logical; error; text.
• Quick tips to utilise the power of Excel
27 May, London • Nesting (for increased power).
more effectively.
30 June, London • Scenario building.
• Improved analysis and reporting skills.
2 August, London • Data tables.
• Enhanced expertise in scenario and
17 September, Glasgow • Simple automation using macros.
sensitivity analysis.
27 September, London
Training is available on Microsoft Office
27 October, London Speaker
versions 2000–2003. Please ask about
5.5 CPD hours (for non-CIMA members) Gregg Daniel is an experienced senior
training on version 2007.
manager with a background in strategic
Fees
consulting and is an expert in the analysis
£580 +VAT
and interpretation of business information
Discounts to drive better business decisions. He joined
CIMA members – 10% off BPP in 2008 as managing director of the
Professional Development division. Gregg has
Corporate Discount Scheme members – 25%
an MBA from the London Business School
off. See page 5 for details of how to join.
and spent eight years with international
strategy consultants, Booz Allen Hamilton.

To book online
For further dates, details and to book visit
www.cimamastercourses.com/DAWE

MS Access – data management

Also available in-house
London dates
25 January 17 February
22 March 21 April
17 May 21 June
26 July 11 August
13 September 25 October
24 November 1 December
6 CPD hours (for non-CIMA members)
Fees
£220 +VAT
CIMA Corporate Discount Scheme
payments can be used on this workshop.
See page 5 for details of how to join.
This workshop is run by PASS Training Ltd
and endorsed by CIMA as suitable for
members and their staff and colleagues.
To book online
For further details and to book visit
IT Skills
(introduction)
Getting to grips with the basics of data management
Who will benefit?
Anyone who is new to Access. No knowledge
of Access is assumed, although a working
knowledge of the Windows environment
would be useful.
What you will gain
• The confidence to use the basic features
of Access.
• The ability to create a simple database
system for data entry and reporting.
Speaker
The workshop will be led by a consultant
from PASS Training.
Programme outline
• Introduction to MS Access.
• Designing a new database.
• Creating a new database.
• Defining a data store.
• Modifying table structures.
• Using other data sources.
• Table relationships.
• Modifying records.
• Working with data.
• Forms.
• Simple select queries.
• Simple reports.
All PASS courses, which are held in their
premises in Wigmore Street, London W1 or
Chalk Farm Road, London NW1, involve
extensive hands-on activity. Delegates have
exclusive use of a PC throughout the course.
Course notes will be provided. Delegate
numbers are restricted to eight to ensure
personal attention from the trainer.

www.cimamastercourses.com/INAC Training is available on Microsoft Office

versions 2000–2003. Please ask about
training on version 2007.

72
Financial modelling
A methodology and set of practical techniques for
constructing financial models Also available in-house

Who will benefit? Speaker London dates

All, whether experienced or new to financial
modelling, who carry out business analysis
that requires them to construct, specify, or
design Microsoft Excel based financial
models. Some Excel familiarity is required.
What you will gain
• The ability to construct financial models
that are reliable, operationally robust and
that can add genuine value in
understanding an assignment’s dynamics.
• A clear understanding of a structured
methodology that provides a framework
for all analytical modelling.
• A set of transferable techniques that can be
applied to many different assignments to
improve speed, efficiency, and accuracy.
• The ability to construct models that
encompass the relationships between cash
flow statements, profit and loss accounts,
and balance sheets.
The workshop will be led by either Godfrey
Financial planning and budgeting
Joseph MSc (Finance), MSI, FCA or Jonathan
modelling (SYBB)
Swan MBA, MSI.
17–19 February
As a leading designer, constructor, and
12–14 May
auditor of financial models, Operis has a
26–28 July
unique insight into what constitutes ‘state of
13–15 October
the art’ in financial modelling and it is
18 CPD hours (for non-CIMA members)
Godfrey and Jonathan who convey this
through training. Both trainers have worked Project finance modelling (SYFM)
with the finance teams of the majority of the 11–12, 28–29 January
City’s leading financial institutions and are 8–9, 25–26 February
internationally recognised as experts in the 8–9, 25–26 March
field of modelling training. Jonathan is also 8–9, 22–23 April
the author of Practical Financial Modelling 10–11, 27–28 May
(2nd Edition), published by CIMA Publishing. 7–8, 24–25 June
5–6, 22–23 July
9–10, 26–27 August
6–7, 23–24 September
4–5, 21–22 October
8–9, 25–26 November
6–7 December
12 CPD hours (for non-CIMA members)
Company valuations modelling (SYCV)

Programme outlines Financial planning and budgeting 22–24 February

The objective of all three workshops is to
introduce a systematic approach to building
financial models. This is based on a number
of fundamental techniques and concepts,
which will prove invaluable in future
modelling assignments.
• Practical model design and construction.
• Designing and building with accuracy from
the outset.
• Techniques for efficient construction to
provide inherent reliability and robustness.
• Flexibility on model timing and cash flow
magnitude.
• Understanding and avoiding common
pitfalls.
• Running sensitivities to gain genuine
insight, not just information.
• Useful Excel techniques for model building.
The workshops are limited to six people and
are highly practical, with all participants
constructing a financial model with
assistance from the trainer.
These workshops are run by Operis
(www.operis.com), and endorsed by
CIMA as suitable for members and their
staff and colleagues.
modelling – methodology and techniques
(three days)
Aimed at financial analysts and managers
who want a better method to construct
quarterly and annual budgets including cash
flows, fund flows, profit and loss accounts
and balance sheets, using a small start-up
company as a case study.
Project finance modelling – methodology
and techniques (two days)
Aimed at financial analysts seeking a best
practice approach to building a project
finance model. Delegates will construct a
model to perform a discounted cash flow
analysis, exploring the relevant sensitivities.
Company valuations modelling –
methodology and techniques (three days)
Aimed at investment analysts seeking a best
practice approach to building a company
valuation model. We undertake a simplified
valuation exercise of a company, using a
standard DCF approach.
19–21 May
16–18 August
17–19 November
18 CPD hours (for non-CIMA members
Fees
Two days – £1500 +VAT
(exclusive of accommodation)
Three days – £2250 +VAT
(exclusive of accommodation)
Corporate Discount Scheme payments can
be used on these workshops. See page 5 for
details of how to join.
To book online
For further details and to book visit
www.cimamastercourses.com/SYBB
www.cimamastercourses.com/SYFM
www.cimamastercourses.com/SYCV
IT skills

73
 PRINCE2® foundation certificate
Understand and employ the most important concepts
New for 2010 of the PRINCE2® project management method
London dates Who will benefit?
18–20 January • Those managing small projects.
15–17 February • Anyone who holds a junior project
15–17 March management role.
12–14 April • Everyone needing to participate fully and
10–12 May effectively within a PRINCE2® project.
7–9 June
What you will gain
28–30 June
18 CPD hours (for non-CIMA members) • Competence in the most important
concepts, principles and themes of the
Fees PRINCE2® method.
£1199 +VAT (exclusive of accommodation) • Guidelines on how to monitor a project
within the boundaries of the project plan.
• Improved participation in a project in
To book online accordance with the PRINCE2® method.
For further dates, details and to book visit
Speaker
www.cimamastercourses.com/PRIN
This workshop is run by Reed Learning.
Programme outline
• The relationship between a project and its
business case.
• Detailed explanation of the PRINCE2®
principles, themes and processes.
• Roles, associated tasks and responsibilities,
within a PRINCE2® project.
• Structure and contents of a product
focused project plan.
• The management of a project relative to
the project plan.
• Definition, management and acceptance of
work packages.
This programme is assessed and has
additional pre-reading material.
For a full list of requirements, visit
www.cimamastercourses.com/PRIN

PRINCE2® overview
New for 2010 Understand the underlying principles of the PRINCE2® process
London dates Who will benefit? Speaker
4 February This session is ideal for anyone looking to This workshop is run by Reed Learning.
30 April understand what PRINCE2® methodology is
Programme outline
6 CPD hours (for non-CIMA members) and how well it would apply to their projects.
• The relationship between the business
Fees What you will gain case, programmes and projects.
£311 +VAT • Competence in describing and applying • Overview of the PRINCE2® principles,
all the PRINCE2® project processes and themes and processes.
principles and tailoring each to a • PRINCE2® view of the roles within
To book online specific project. a project.
For further dates, details and to book visit • Learn how to identify and control risks • Risks and critical success factors for
www.cimamastercourses.com/PINC throughout the project. a project.

These workshops are all run by Reed Learning and endorsed by CIMA as
IT Skills

suitable for members and their staff and colleagues.

CIMA Corporate Discount Scheme payments can be used on these workshops.
See page 5 for details of how to join.
74
PRINCE2® practitioner certificate
Gain the full PRINCE2® practitioner certificate and a
complete understanding of the methodology
Who will benefit?
Anyone who needs to set up and manage
complex projects or who is involved in large
scale project work.
What you will gain
• Competence in describing and applying
all the PRINCE2® project processes and
principles and tailoring each to a specific
project.
• The ability to set up and manage
complex projects.
• Learn how to identify and control risks
throughout the project.
• Discover the skills to monitor the
objectives of a project and ensure a focus
on quality is maintained.
• An industry recognised qualification
that acknowledges your expertise as a
project manager.
Speaker
This workshop is run by Reed Learning.
PRINCE2® re-registration course
Retain your PRINCE2® practitioner qualification, update
your knowledge and demonstrate your commitment to
continuing professional development
Who will benefit?
This course is suitable for PRINCE2®
practitioners who passed their exam
between three to five years ago and need to
re-register to renew their qualification.
What you will gain
• Competence in describing and applying
all the PRINCE2® project processes and
principles and tailoring each to a
specific project.
• Learn how to identify and control risks
throughout the project.
• Validation of an industry recognised
qualification that acknowledges your
expertise as a project manager for a
further five years.
• Updates on all the new elements in
PRINCE2® introduced in 2009.
Speaker
This workshop is run by Reed Learning.
New for 2010
Programme outline London dates
• Relationship between the business case, 18–22 January
programmes and the project. 15–19 February
• PRINCE2® principles: continued business 15–19 March
justification; learn from experience; defined 12–16 April
roles and responsibilities; manage by 10–14 May
stages; manage by exception; focus on 7–11 June
products and tailor to suit the needs of the 28 June–2 July
project environment. 30 CPD hours (for non-CIMA members)
• PRINCE2® processes: starting up a project;
initiating a project; directing a project;
Fees
£1899 +VAT (exclusive of accommodation)
controlling a stage; managing product
delivery; managing a stage boundary;
closing a project.
• PRINCE2® themes: business case; To book online
For further dates, details and to book visit
organisation; progress; quality; risk; plans.
www.cimamastercourses.com/PNCE
• Practitioner examination techniques.
This programme is assessed and has
additional pre-reading material.
For a full list of requirements, visit
www.cimamastercourses.com/PNCE
New for 2010
Programme outline London dates
• Changes to PRINCE2® from 2005 to 2009. 21–22 January
• PRINCE2® principles: continued business 18–19 February
justification; learn from experience; defined 18–19 March
roles and responsibilities; manage by 15–16 April
stages; manage by exception; focus on 13–14 May
products and tailor to suit the needs of the 10–11 June
project environment. 1–2 July
• PRINCE2® processes: starting up a project; 12 CPD hours (for non-CIMA members)
initiating a project; directing a project;
Fees
controlling a stage; managing product
£625 +VAT (exclusive of accommodation)
delivery; managing a stage boundary;
closing a project.
• PRINCE2® themes: business case;
organisation; progress; quality; risk To book online
For further dates, details and to book visit
and plans.
www.cimamastercourses.com/PRCE
• Practitioner examination techniques.
Eligible delegates must have previously
passed the PRINCE2® exam between three
to five years ago. Some experience in the use
IT Skills
of and application of PRINCE2® is required.
Note that this programme is assessed and
has additional pre-reading material.
For a full list of requirements, visit
www.cimamastercourses.com/PRCE 75
Personal and management skills
Good content and well communicated.

Mr Alun Peters ACMA, Financial Controller, Finlay Beverages Ltd

Great techniques for use in business.

Mrs Jenny Overton, Business Risk Consulting Manager, Hurst & Co

CIMA Mastercourses The catalyst for success

Commercial skills for finance professionals 78
Information that influences 78
Leadership skills 79
The art of being brilliant 79
Presentation skills – introduction 80
Time management – introduction 80
The accountant as strategic influencer and advisor 81
Google analytics 81

For details of these additional open access courses visit www.cimamastercourses.com,

go to ‘Find’ and type in the course code.
Course code
Art of conducting meetings ARVR
Assertiveness – introduction ASIS
Coaching skills COAK
Conducting effective appraisals CEAP
Delegation for success DEFS
Effective interviewing skills EFIS
Essentials of business grammar ESBG
InterActive leadership™ INAL
Managing and motivating MAMO
Practical networking PRNE
Stress management STSM
Writing skills for professionals WKFP

All open access courses are available in-house – these additional

CIMA Mastercourses are available in-house only:
Creative thinking and problem solving techniques
Maximising internal customer care

One-to-one business coaching services are also available

Email inhousetraining@cimaglobal.com for further information


Also available in-house
Dates
22 February, London
26 April, Manchester
12 July, London from analysts to business experts, from
12 October, Newcastle upon Tyne
9 December, London
6 CPD hours (for non-CIMA members)
Fees
£580 +VAT
Discounts
CIMA and ACT members – 10% off
Corporate Discount Scheme members –
25% off. See page 5 for details of how
to join.
This course is endorsed by the Association
of Corporate Treasurers.
To book online
For further details and to book visit
www.cimamastercourses.com/CSFP
Commercial skills for
finance professionals
How to become a true business partner:
the evolving role of the finance department
Who will benefit?
Financial managers wanting to gain a seat
at the business table by expanding their role
custodians of the company’s finances to
business partners who are totally integrated
within the strategic direction of the business.
What you will gain
• Presentation skills: how you get your
message across.
• Strategic vision: using financial structures
to identify opportunities, understand risk
and add value.
• Networking: using connections both within
and outside the company.
• Influence: engaging with and influencing
senior management.
• Management: motivating and managing
the finance team.
Speaker
George Fildes FCMA, MBA, FCM, Managing
Director, Qualitas Training & Consultancy
Ltd, specialises in commercial and financial
training that delivers sustainable business
improvement. His training programmes
give delegates the confidence to become
more involved in the commercial aspects
of the business.
Programme outline
• Personality and behaviour – practical tools
that describe how we are ‘wired’.
• Understanding yourself and others.
• Interpersonal skills – the attributes of a
successful finance team and how you
measure up against this template.
• The interpersonal skills required to develop
internal and external relationships.
• Risk management – proactively defining
business risk in terms of business plans and
financial performance.
• Understanding your ‘risk score’ and critical
success factors.
• Information delivery – being able to
present and communicate financial
information effectively.
• The ingredients of a ‘great’ business and
the vital role the finance team can play in
delivering this vision.

Information that influences

Helping finance managers show information clearly – with
Also available in-house reports and presentations that others praise and envy

Dates Who will benefit? Programme outline

13 May, London Anyone who prepares documents and • Bullet points: discover Jon’s ‘WiT’TM,
13 October, London slides, from one page notes to lengthy three times more effective than bullets.
6 CPD hours (for non-CIMA members) reports, from KPI packs to investment • Business graphs: why most of the popular
proposals, from spreadsheet printouts to business graphs don’t work – and some
Fees
presentation slides. This course will great new graphs to try instead.
£580 +VAT
considerably enhance them all. • Tables: learn to create tables that people
Discounts love, not loathe.
What you will gain
CIMA members – 10% off • Document design: four simple design
Your documents will look inviting and have
principles that ensure your reports and
Corporate Discount Scheme members – clarity and impact. You’ll save your readers’
slides look sharp.
25% off. See page 5 for details of how and audience’s time – they’ll understand your
• Writing: how to make people want to
Personal and management skills

to join. work more easily and reach more informed

To book online
For further details and to book visit
www.cimamastercourses.com/CLSI
read your work.
decisions more quickly. So you’ll impress
people and get results. We also spend time going through some of
Speaker
the work that delegates bring to the course.
Jon Moon is the country’s leading expert on
this topic. His course, book and ideas have
effectively created a new discipline of clarity
and set the standard in business, and have
been acclaimed by the Plain English
Campaign plus numerous CEOs and FDs.

78
Leadership skills
How to become a confident, competent and successful leader
Who will benefit?
• Experienced leaders seeking to upgrade
their skills.
• Managers who want to become leaders.
• Team leaders and professionals wishing
to extend their portfolio of skills.
What you will gain
• Discover how to become a more
confident, competent and successful
leader of people.
• Improve your own abilities as a leader:
leadership doesn’t have to be about your
position; it is about an attitude.
Speaker
The speaker will be drawn from a pool
of subject specialists who are qualified
professionals. Having worked for leading
organisations they will bring their subject to
life by relating the course content to real life
case studies. For example, Stacey Cross has
over 11 years’ experience working in the
development of human potential and
excellence. She develops professionals to
The art of being brilliant
Techniques to communicate, influence and build rapport
Who will benefit?
All wanting to explore unconventional
approaches to persuading and influencing.
What you can gain
• New ways of thinking.
• Reduced self-limiting beliefs.
• New communication skills based on an
empathetic understanding of other people.
In this interactive workshop you will explore
neuro-linguistic programming (NLP)
techniques which can help you change the
way you view the world and the way the
world views you.
Speaker
This workshop is run by Reed Learning.
Also available in-house
achieve peak performance by drawing on a Dates
rich variety of disciplines to enable her clients 11–12 February, London
to excel in their chosen professional field. 15–16 June, London
13–14 September, London
Programme outline
4–5 November, London
• Know what differentiates a leader 12 CPD hours (for non-CIMA members)
from a manager.
• Understand where leadership fits Fees
into today’s organisations. £897 +VAT (exclusive of accommodation)
• Recognise and apply different
Discounts
leadership styles.
CIMA members – 10% off
• Understand your leadership style
and learn how to enhance it. Corporate Discount Scheme members –
• Differentiate leaders and entrepreneurs. 25% off. See page 5 for details of how
• Empower and develop team members. to join.
• Create a motivating climate in the
workplace through effective
leadership behaviour. To book online
• Climb the ‘ladders to success’. For further details and to book visit
www.cimamastercourses.com/LDSK
Also available in-house
Programme outline Dates
• Build rapport from the very beginning. 22 January, London
• Knowing what you want, and how to 1 March, London
achieve it. 12 April, London
• Solve problems using NLP. 19 May, London
• Influence people using NLP. 28 June, London
• The power of positive thinking and what 6 CPD hours (for non-CIMA members)
it can do for you.
Fees
• Look at limiting beliefs and what impact
£499 +VAT
they have.
• The circle of excellence – and how it can Corporate Discount Scheme payments can
help you always be at your best. be used on this course. See page 5 for
• How to decide what the right questions details of how to join.
Personal and management skills
are and how to ask them.
This course, which is held by Reed Learning,
• Laying your ghosts to rest.
is endorsed by CIMA as suitable for
members and their colleagues.
To book online
For further dates, details and to book visit
www.cimamastercourses.com/ARBR
79

Also available in-house
Birmingham dates
28 April 14 October
Bristol dates
28 May 29 October
Glasgow dates
23 June 28 September
London dates
28 January 8 February
19 March 30 April
24 May 14 June
Manchester dates
8 March 14 May
6 CPD hours (for non-CIMA members)
Fees
£497 +VAT
Discounts
CIMA members – 10% off
CDS members – 25% off. See page 5.
To book online
For further dates, details and to book visit
www.cimamastercourses.com/PSAI
Also available in-house
Birmingham dates
16 March 10 December
Glasgow dates
21 April 7 September
10 November
London dates
21 January 9 February
9 March 7 April
26 April 12 May
9 June 16 July
3 August 7 September • Understand and apply the
28 September 5 October rich variety of disciplines to enable her clients
Manchester dates
Personal and management skills
23 August 4 October
6 CPD hours (for non-CIMA members)
Fees
£497 +VAT
Discounts
CIMA members – 10% off
Corporate Discount Scheme members –
25% off. See page 5 for details of how to join.
To book online
For further dates, details and to book visit
www.cimamastercourses.com/TMMG
80
Presentation skills – introduction
Get your message across with confidence
Who will benefit?
All who need to deliver effective presentations
to colleagues and/or customers.
What you will gain
• Learn and apply the basic theory of
and structure for delivering effective
presentations.
• Develop confidence and overcome nerves.
• Learn the skills, tools and techniques of
presenting with power through voice,
body language, rapport, timing and
audience engagement.
• Create and use effective visual aids.
• Identify the areas you need to develop
through feedback and a personal
action plan.
Speaker
The speaker will be drawn from a pool
of subject specialists who are qualified
professionals. Having worked for leading
organisations they will bring their subject to
life by relating the course content to real life
case studies. For example, Stacey Cross has
Time management – introduction
Achieve business objectives, key tasks and jobs
Who will benefit?
This course will benefit people who are
serious about improving their time
management skills.
What you will gain
• Appreciate the importance of
managing time in the context of
your future professional and personal
goals and aspirations.
‘Prioritisation Matrix’.
• Recognise time bandits; create and
learn strategies for dealing with them.
• Commit to change and make better
decisions about how to use your time.
• Learn skills, tools and techniques to
manage time effectively and be more
productive and successful.
• Address issues of work/life balance
and focus.
over 11 years’ experience working in the
development of human potential and
excellence. She develops professionals to
achieve peak performance by drawing on a
rich variety of disciplines to enable her clients
to excel in their chosen professional field.
Programme outline
• How to begin to put a presentation
together.
• How to deliver a presentation.
• Creating and presenting an elegant,
compelling and influential message easily
and seemingly effortlessly.
The programme is highly practical and results
focused, with feedback and support given
throughout the day.
Speaker
The speaker will be drawn from a pool
of subject specialists who are qualified
professionals. Having worked for leading
organisations they will bring their subject to
life by relating the course content to real life
case studies. For example, Stacey Cross has
over 11 years’ experience working in the
development of human potential and
excellence. She develops professionals to
achieve peak performance by drawing on a
to excel in their chosen professional field.
Programme outline
• Core of motivation.
• Your professional and personal goals
and priorities.
• Effective and efficient time
management skills.
• Tools and techniques to accomplish
goals and priorities.
The course is highly interactive and you will
leave with a time management action plan
to ensure that you use what you learn.
The accountant as strategic
influencer and advisor
A practical workshop on how to influence your organisation
Who will benefit?
Accountants and financial managers who
want to ensure that finance is seen as
adding value.
Too often accountants and the finance
function are seen as staid and boring, out of
touch and unapproachable, enforcing their
demands on the organisation. Yet undoubtedly
almost everyone would agree that a value
added finance function is a key part of any
successful organisation.
What you will gain
• Understand what is meant by the term
‘business partner’ – and how to be one.
• Discover how you can influence your
organisation.
Google analytics
Measure and track your business’ online performance
for optimum results
Who will benefit?
Anyone who is interested in analysing the
online performance of their organisation to
make sure it’s as effective as possible.
What you will gain
• A better understanding of the principles
behind analytics.
• Knowledge of Google Analytics’ interface
and terminology.
• The ability to interpret and analyse the
data analytics provides.
• The skills to use web-analytics to inform
business decisions.
• Best practice on increasing return on
investment.
Speaker
This workshop is run by Reed Learning.
New for 2010
Speaker Dates
Garry Buick ACMA has had extensive 8 February, London
experience with GlaxoSmithKline, including a 12 May, London
number of area finance director roles in the 7 September, Manchester
manufacturing division. He also worked in 5 November, Glasgow
China as a key member of the implementation 7 December, London
team for low cost product sourcing. 6 CPD hours (for non-CIMA members)
Programme outline Fees
• A definition of the accountant as £480 +VAT
business partner.
Discounts
• The influencing skills that need to be
CIMA members – 10% off
developed to achieve these aims.
• A realistic view of how the finance function Corporate Discount Scheme members –
and the accountant are viewed. 25% off. See page 5 for details of how
• The essential influencing and negotiating to join.
skills that today’s accountant needs.
To book online
For further details and to book visit
www.cimamastercourses.com/ASAI
New for 2010
Programme outline Dates
• Introduction to Google Analytics and the 20 January, London
principles of web analysis – how can it help 16 March, London
your organisation? 19 May, London
• An overview of Google Analytics’ interface 6 CPD hours (for non-CIMA members)
and introduction to key terminology.
Fees
• Linking your analytics account to your
£499 +VAT
AdWords account.
• Understanding the principles of tracking. Corporate Discount Scheme payments can
• Introduction to reports on: overview; be used on this course. See page 5 for
visitors; traffic; content; e-commerce. details of how to join.
• Introduction to administration: accounts,
Personal and management skills
users, profiles and filtering. This course, which is held by Reed Learning,
is endorsed by CIMA as suitable for
• Setting goals and funnels, and monitoring
transactional data. members and their colleagues.
• Making decisions based on analytics data.
To book online
For further dates, details and to book visit
www.cimamastercourses.com/GOAN
81
 On the day
All courses are held in quality hotels or conference centres. Speakers
If a speaker is unable to attend the course, CIMA reserves
Joining instructions
the right to substitute an alternative speaker and to modify
Joining instructions giving directions for the location will
the timetable.
be emailed one to two weeks before the course date. Please
phone +44 (0)20 8849 2244 to let us know if these do not Course quality
arrive so that we can resend them. When you attend a CIMA Mastercourse you will be given
an assessment form on which to make your comments.
Schedule
The attention we pay to your assessment forms ensures
Generally courses run from 9.00am to 5.00pm with breaks
the continuing quality and relevance of our course
for morning coffee, lunch and afternoon tea.
programmes. If you are not completely satisfied with any
Certificates of attendance CIMA Mastercourse you attend please contact Janice
You will receive a certificate of attendance for your CIMA Howard, Head of CIMA Courses and Conferences. If you
Mastercourse either on the day or shortly afterwards. would like to know previous delegates’ opinions of any
particular course, please telephone CIMA Mastercourses
Course papers on +44 (0)20 8849 2244.
You will be given these on the day of the course. They are
intended to supplement presentations rather than to be
self-sufficient. For this reason and because problems of
copyright occasionally arise, arrangements are not usually
made to produce more sets than are required at the time
of the course.

The price
The course fee includes course papers, lunch and
refreshments. If a course is residential, this is stated, and
accommodation, dinner and breakfast are also included.
Please note that VAT is not payable on courses held in the
Republic of Ireland, for which the fees are quoted in euros.
Save on multiple bookings
If your company is booking several places you can save up
to 25% by joining the CIMA Corporate Discount Scheme.
See page 5 for full details.
Standard student rates
Registered students can benefit from the members’
discount.
The half price rate is applicable to the following:
• CIMA registered students
• CIMA Training Partners
• lecturers and financial administrative staff at
academic institutions
• registered CIMA members in practice, who are
sole traders
• anyone working for a registered charity, the NHS
or other public sector body.
Please telephone CIMA Mastercourses on
+44 (0)20 8849 2244 to check for availability on
the courses of your choice.

Half price places Unwaged members

Half price places are available on selected courses, Please contact CIMA Mastercourses for details of
excluding those endorsed by CIMA and run by another potential discounts.
organisation, in the two weeks before they are held.
HOW TO BOOK

82 CIMA Mastercourses The catalyst for success

How to book your place
Courses are open to all.
Provisional bookings
Provisional bookings can be made by phoning
+44 (0)20 8849 2244. Provisional bookings must be
confirmed in writing or cancelled within ten days.
Provisional bookings made within ten days of the
course date must be confirmed within 48 hours.
Confirming your bookings
There are four ways of making a booking or confirming
your provisional place.
By post – you can complete and return the booking
form overleaf to:
CIMA Mastercourses
26 Chapter Street
London SW1P 4NP
Please either enclose a cheque made payable to CIMA
Enterprises Ltd., give credit card details or tick the box to
request an invoice (please confirm invoice address if
different). Please note that we can only invoice companies
based in the UK and Republic of Ireland.
By fax – fax a completed application form to
+44 (0)20 8849 2460.
By email – email mastercourses@cimaglobal.com
with all the details from the form for each delegate.
By internet – visit www.cimamastercourses.com, enter
the course code in the ‘Find’ box, select the date you wish
to attend and then follow the booking process.
Payment methods
Cheque – made payable to CIMA Enterprises Ltd.
Credit card – please include details of the named
cardholder, type of card, expiry date and card number.
We can accept all cards except Diners Club.
Invoice – we can invoice companies based in the UK
and Republic of Ireland, upon written request. If your
organisation uses purchase order numbers please ensure
they are provided when the booking is made, so that they
are quoted on the invoice.
CIMA Corporate Discount Scheme – you can pay using
your corporate discount scheme investment – see page 5
for details.
If you have any questions about making a booking,
please call us on +44 (0)20 8849 2244 or email
mastercourses@cimaglobal.com
Booking conditions
Delegate cancellation or transfer: If you have to cancel
or transfer your booking, 80% of the fee will be refunded
or transferred provided written notice is received not less
than 21 days in advance. If you cancel or transfer later
than this the full course fee is charged. A substitute
delegate is welcome at no extra charge. Provisional
bookings must be confirmed in writing or cancelled
within ten days (within 48 hours of bookings made
within ten days of the course date).
Event cancellation: Where circumstances force CIMA to
cancel a seminar the liability of CIMA shall be limited to a
refund of any fees paid for that particular seminar. CIMA
is not liable for any consequential loss.
For further information
Visit www.cimamastercourses.com or telephone
CIMA Mastercourses on +44 (0)20 8849 2244 if you need
further details for any of our courses. If you would like to
receive regular information, please complete the bottom
part of the booking form and return to:
CIMA Mastercourses
26 Chapter Street
London SW1P 4NP
CIMA Mastercourses™ a trademark of CIMA Enterprises Ltd.
a wholly owned subsidiary of CIMA.
HOW TO BOOK
83
 Booking form Please photocopy this form for additional bookings.
Please complete in capitals.
*Please delete as appropriate

Contact name Delegate one

Mr/Mrs/Miss/Ms* Course name
Job title
Department Date Fee
Organisation Surname
Address First name Mr/Mrs/Miss/Ms*
Job title
County Postcode Department
Telephone Email
Fax Accountancy qualifications
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If you are FCMA/ACMA/CIMA registered student*
Payment details please complete your CIMA contact ID number
Promotional code (if applicable)
Delegate two
I enclose a cheque for £
payable to CIMA Enterprises Ltd. Course name
Please invoice
 for £ quoting PO number Date Fee
(UK and RoI companies only) Surname
I am paying by credit/debit* card First name Mr/Mrs/Miss/Ms*
(all accepted except Diners Club)
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If you are FCMA/ACMA/CIMA registered student*
please complete your CIMA contact ID number

Signature Delegate three

This booking will be confirmed and a VAT receipt/invoice supplied Course name
OR please deduct £
from Corporate Discount Scheme membership number Date Fee
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I have read the booking conditions overleaf and agree to abide by them. First name Mr/Mrs/Miss/Ms*

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please complete your CIMA contact ID number
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HOW TO BOOK

CIMA Mastercourses,
Please send
26 Chapter Street, London SW1P 4NP
regular updates on CIMA Mastercourses.
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Please contact
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84 CIMA Mastercourses The catalyst for success Code: MCWEB01

The average number of training days per employee
across many organisations is 6.2 days* per year.
If your organisation is planning to purchase at least
six days training in the next 12 months, joining the
scheme will ensure you benefit from the best prices.

Membership offers:
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CIMA Mastercourses
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United Kingdom

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