Iqra University

Iqra University's Center for Professional Learning and Excellence

Finance for Non-Finance Executives

Date:18th , 19th and 20th Feb 2025
Time:

9:00am – 5:00pm

Venue:EDC Campus, Iqra University, Karachi
Investment:75,000/- Per Participants
Contact:

Email: cple@iqra.edu.pk

Tel: 021-111-246-246 (Ext: 9836)

Registration Deadline:17th Feb 2025

Overview

This Program is designed to equip professionals with the key financial concepts needed to assess and anticipate the financial impact of their managerial decisions. This program offers a structured approach to interpreting and analyzing financial statements, providing insights into how business activities are represented in financial reports. Participants will gain proficiency in project analysis techniques, learn strategies for optimal resource allocation, and explore the role of financial markets in capital acquisition and oversight.

DAY 01:

Underlying Functionalities of the Four Statements 

1. Using Tree Dynamics to elaborate on Cash flows

Using a “Nature” Simulation to describe how cashflows operate

2. Financial Boundaries of the Corporation

How Internal Cashflows may be used anywhere in the organization

3. Investing Activities – Financing Activities – Operating Activities

The three layers of Cashflows

Role of Auditors and the Big 4 Accounting Firms

1. Statements

  • Balance Sheet (Format & Jargon)
  • Income Statement (Format & Jargon)
  • Cash flow Statement (Format & Jargon)
  • Statement of Changes if Equity (Format & Jargon)
  • Power of Notes to the Accounts (Format & Jargon)

2. Relationships of Linkages between Financial Statements

3. Complex Linkages

Contemporary Analysis on Financial Statements

Types of Analysis

1. Intercompany Analysis (Current performance of the firm vs Past Performance)

2. Intracompany Analysis (Current performance of the firm vs Competitor)

3. Industry Averages (Current performance of the firm vs Industry Averages)

4. Importance of Business Profitability & Solvency

5. Aligning Business Strategy to meet core objectives

Financial Ratio Analysis (Brief)

Sensitivity Analysis (Oil Price Movements) (EUR VS USD Movements)

How different markets and its constituents impact our cost of production and demand and supply side dynamics.

1.Profitability Ratio’s

2. Liquidity Ratio’s

3. Market Test Ratios

4. Asset Management Ratio’s

5. Financial Structure or Capitalization Ratio’s (Interest rate Fluctuations)

6. Understanding the Debt/Equity Matrix

7. Case Study: Coors & Borg (INSEAD School of Business)

DAY 02:

Finance Wholistic’s

1. Understand the five Golden Rules of Finance

2. Functioning of the Finance Department

3. Role of the CFO

4. Role of the Treasurer

Break Even Analysis

Cost Structures

1. Fixed Costs

2. Variable Costs

3. Revenue Sharing

4. Profit Sharing

5. Opportunity Costs

6. Explicit Costs

7. Implicit Costs

8. Social Costs (Oil & Gas, Specific)

9. Break Even Analysis (Impairment Costs of Oil firms)

Risks

1. Categories of Risks

Financial Risk

Market Risk

Country Risk

Liquidity Risk

Business Risk

2. Calculation of Beta

The measurement of systematic risk vs non-systematic risk

3. The Advent of Black Swans Implication

A flavor of the most coveted Financial theory of the century

DAY 03:

Techniques for Capital Budgeting

How are new Projects selected a sample simulation takes the delegates onto a filteration test of 7 tests to acertain the decision making matrix of selecting a particular line of work, category or entire product range.

1. Free Cash Flows

2. Payback Method Pro’s & Con’s

3. Discounted Payback Pro’s & Con’s

4. Net Present Value (NPV) Pro’s & Con’s

5. Internal Rate of Return Pro’s & Con’s

6. Profitability Index Pro’s & Con’s

7. Normal Vs Non-normal Cash flows

Practice Exercise of each technique

Mohammad Ali Saeed

Mohammad Ali Saeed has been in the business of transforming “People” and “Processes” for more than a decade, his expertise lies in facilitating workshops on Strategy and Business Acumen, Critical Thinking, Persona Development, Evolving Customer Experiences, Energy-Productivity Management, Sales Process & Coaching and Organizational Communication (Oral, Written and Gesture Sciences). His career spanning over 18 years as an investment banker entails him to carry out technical trainings on Financial Modelling, Corporate Finance, Investment Banking, Analysis of Financial Statement and Finance for the Non-Finance Manager.

He has trained and mentored more than 100,000+ people across Pakistan and the MENA region delivering 900+ workshops, seminars and keynotes enchanting audiences with his sagacity and anecdotal performances with real life skews, his engagement with audiences display the power of “Triple E” in action, a term self coined by him in his research endeavors.

Academic Association:

MSc in Business & Management (Majors in Security Valuation and Portfolio Theory)

University of StrathClyde, Glasgow, United Kingdom

Bachelors in Business & Information Systems

University of Curtin, Australia

LSP® Lego Certified Trainer

Dragor, Denmark

  • Certified IFMP FCM (Fundamentals of Capital Market)
  • Certified IFMP SBC (Stock Brokers Certification)
  • Certified IFMP PMR (Pakistan Market Regulations)
  • MCP Microsoft Certified Professional
  • MCSE Microsoft Certified Systems Engineer

He pioneered the Lego® SeriousPlay® approach in Pakistan and has been a facilitator of the LSP Methodology in Pakistan since 2015, he has carried out over 75+ interventions on Strategy, Process Mapping, Collab & Comm’s, Creativity and Innovation and Teambuilding using this powerful unorthodox tool of Lego® bricks in a “Metaphorical Thinking” paradigm inculcating creativity and out of the box thinking initiatives at the workplace.

As he became convinced of the positive aspects of using all forms of sensitive intelligence/ emotional intelligence in business he became a practitioner of experiential learning encouraging discovery through fun and games another forte applied in his workshops.

In 2018, He visited Mauritius as a consultant to transcend their education system for the MPSSU wherein he instigated 40 new “Learning Pedagogies” for various learning environments, wherein his efforts were lauded by the Mauritius Vice President Mr. Barlen Vyapoory and the Minister for Education Mrs. Leela Devi Dookun

Ali is a seasoned Investment Banker and leads SAAO Capital Private Limited as its Chief Executive, over the years he has played a pivotal role in establishing the firm and later on enacting the strategy function. His professional experience converges from over 15+ years of diverse indulgence in the fields of portfolio management and institutional/retail sales of equities to domestic and foreign market participants

His responsibilities have encompassed a wide range of roles from effectively marketing the firm to domestic, retail and corporate institutions and also managing the entire settlement cycle. He has been a board member on three committees (Trading derivatives and Corporate Affairs, Demutualization & New Products) at the Pakistan Stock Exchange from 2007 to 2015.

During his professional career he has also attended a diverse range of workshops on Corporate Finance, Treasury functions, Investment Banking & Modern Portfolio Techniques in London, New York, Chicago & Dubai. He has been trained by Mr. Hensley on LSP® (Lego Serious Play) and is also a Mind Maps facilitator trained by the legendary Tony Buzan.

Who Should Attend:

This program is designed for Managers responsible for functional areas such as Operations, Finance, IT, Marketing, Production, Human Resources, Law and Government Affairs. Managers with some financial background who would like to refresh their understanding of the essential concepts can also attend.

Fees

75,000/- Per Participants

Exclusive Plan:

  1. 10% for early birds. (ends on 31st January 2025)
  2. 20% for 3 to 5 participants from the same organization.
  3. 25% for 6 or more participants from the same organization.
  4. 30% for IU faculty, staff and Alumni
  5. 25% for IU employees’ family members
  6. 25% for faculty & staff of other universities

Exclusive Plan:

Applications will be screened with regard to the suitability of the individual participant profile for the program. Kindly ensure the submission of your online application by the deadline. Our online application form is available at the given link

*Seats in the program will be reserved on a first-come, first-served basis.

Program Fee

The fee includes tuition costs, reading material, tea, and lunch served during the program.

Substitutes/Transfer and refunds

If you are unable to attend a registered course, we will accept a substitute until 2 working days before the program. Substitute candidates will be subject to the same selection process as the original one. If you wish to cancel your name from a program, please notify in writing or on call at least 5 working days before the program. In case of late cancellation, the course fee will be refunded after deducting an application processing fee of PKR 10,500/-

It is possible to transfer the deposited fee to any open enrolment program within 3 years. Transfers should be notified at least 5 working days before the program. In case the participant or sponsoring organization fails to utilize the funds within a year, the deposited fee will be forfeited

Note: CPLE may cancel or postpone a program due to insufficient enrolment or unforeseen circumstances. In this case, the university will refund the registration fee

In case of postponement, the fee may be transferred to the rescheduled offering of that program or any other program as an alternative to a refund. The University reserves the right to make changes in its program policies

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