From the eighties through to the noughties, the objective of creating and maximising value dominated the strategic landscape. But post financial crisis, a new definition of shareholder value is needed that incorporates sustainability, the needs of other stakeholders and takes a long-term perspective. This lecture will explore the continued relevance of shareholder value, and examine how it could be made fit for purpose for the next decade.
Content• A brief review of the history of the shareholder value maximisation objective; it’s high points and low points• An overview of the key financial metrics associated with the shareholder value movement including lessons from companies that have made them work• The importance of taking people with you. How some companies have managed to establish a healthy shareholder value mentality within their organisations• Incorporating a broader set of metrics. How the balanced scorecard and other tools can help establish a longer term and rounded view of shareholder value
Target audience Anyone working within an organisation of any size that is trying to create a mentality of value creation and practitioners looking to give broad advice and guidance to their clients on the subject.
Reduced rates for unemployed members, please contact Linda Conway +44 (0)121 270 8942 for details.
Discount informationBlock booking of one place on all six tax, practice or business courses: £315.00 +VAT (block booking discount does not apply if mixing and matching between the tax, practice and business courses).Individual courses: £63.00 +VAT.Reduced rates for unemployed members, please contact Linda Conway +44 (0)121 270 8942 for details.The lecture programmes are not subject to any further discount.Please note that the discount will be automatically applied on checkout once six of the respective courses are added to your basket.
Commercial and business programme
Employment taxes, IR35 and PAYE update
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Charities – current issues
01 October 2019
Tax update for accountants in business
24 October 2019
Taxation of farming
28 November 2019
Selling accountancy services
03 December 2019
IFRS update for accountants in business
14 November 2019
Finance Act/Bill – including the annual Budget update
18 March 2020
12 March 2020
Trust and estate planning
21 May 2020
Good spreadsheet practice: Excel fundamentals
21 April 2020
Personal tax update, including UK tax residence issues
13 October 2020
Audit and financial reporting update
19 May 2020
Exploring shareholder value
14 May 2020
12 November 2020
Acting for healthcare professionals
22 September 2020
Groups of companies - taxation and planning
1 October 2020
Ian qualified as a Chartered Accountant with Price Waterhouse in 1992, and worked closely with Price Waterhouse’s clients as a business advisor. Whilst specialising in audit and consultancy, Ian quickly developed and delivered a number of bespoke training programmes to meet a wide range of business needs.
In 1995, Ian joined Halfords as their Financial Controller and took immediate responsibility of 50+ staff. Ian directed Halfords’ management accounting function for their UK operations which involved developing the department as a genuine business partner to the business. Ian advised the senior management team on budgeting, working capital policies and cash flow management. He was also involved in driving down the principles of Value-Based Management (VBM) into the finance function.
Ian moved from Halfords to the Accountancy Tuition Company (“ATC” – subsequently acquired by FTC and Kaplan) where he directed their operations in Birmingham. He initially focused on the key professional exam markets (ACA, ACCA, CIMA and AAT) where he specialised in teaching financial management and management accounting subjects. Subsequently this led to 15+ years in professional bespoke business education. Ian has specialised in the delivery of practical finance training programmes for operational staff, developing their financial literacy and commercial astuteness. Whilst at FTC, he was heavily involved in the design and delivery of The Business Board Game – a highly successful desk-top business simulation designed to illustrate (in a highly stimulating and practical way) the financial implications of business decisions.
Ian has developed a deep technical and practical understanding of a variety of financial management and management accounting topics, such as best practice budgeting, investment appraisal techniques, financial analysis , business case production, cost management, strategy and strategic choice, and in particular the creation and management of shareholder value. He has delivered these courses to both finance professionals who require a deep understanding of these topics, and to operational staff who need to understand the impact of their decisions on business finances.
Ian has worked with organisations from both the private and the public sector. His private sector clients have included BT, Northern Foods, Pearson, The Learning Skills Network, The adidas Group, Next, Vetco Gray, Linpac, The Economist, Kindred, UBM and The University of Gloucestershire. He has written two books (published by FT Prentice Hall) on shareholder value and Value-Based Management (VBM).
Extensive public sector experience includes work with the MOD to drive resource accounting and budgeting techniques into the organisation, courses for the NHS on budget control and performance management, and a wide ranging finance and value education programme for The Shareholder Executive. More recently Ian has been extensively involved in training a large volume of senior civil servants in Whitehall on best practice commercialisation skills
In 2009 Ian left Kaplan to pursue a number of business ideas in the arena of personal and business finance education. He is founder of Cashability Ltd, and one of two founding directors of Mutualisation Limited. The former company is the vehicle for all his business and finance training within the private and public sector, the latter is involved in thought leadership and innovative training solutions for commercial skills in government.
Ian has a fractional teaching contract at Aston University where he delivers management accounting and financial management courses to undergraduates, postgraduate and MBA students, as well as contributing to the Business School’s highly regarded Goldman Sachs Small Business programme. He is a visiting lecturer at Loughborough Business School where he designs and delivers finance training on the MBA and Executive Education Programmes.
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