Understanding the mechanisms of the finance and the management

Objective
To provide the knowledge and skills required to identify the issues associated with the deployment of an Enterprise Resource Planning system, and to master the steps necessary for a successful implementation.

Target audience
CEOs, directors of operations, finance, production and IT departments, and project managers.

Prerequisites
None.

Topics covered

• Definition of Enterprise Resource Planning (ERP): origins, evolution, current trends, and overview of functionality
• How an ERP can provide benefits for the enterprise
• Planning an ERP deployment, the roles of the team and the impact on the organization
• Planning and executing the selection process for an ERP system, according to the identified requirements
• Overview and comparison of the main commercial and open source ERP packages available on the market
• Estimating costs and negotiating contracts for the software and the deployment project
• Government aid available for ERP deployment projects
• Planning and executing the deployment of an ERP in the enterprise

Accredited course.
6 PDU

Objective
To provide the knowledge and skills required to identify the principal functions of Client Relationship Management systems, as well as the potential risks and benefits associated with the deployment of a CRM system in your organization.

Target audience
CEOs, directors of sales, marketing, operations and IT departments, project managers..

Prerequisites
None.

Topics covered

• Definition of Client Relationship Management (CRM): origins, evolution, current trends, overview of functionality
• The benefits of installing a CRM system for the enterprise
• The impact of a CRM system on the organization of the sales, marketing and customer service departments
• Planning a CRM deployment, the roles of the team and the organization
• Planning and executing the selection process for an CRM system, according to the identified requirements
• Overview and comparison of the main commercial and open source packages available
• Estimating costs and negotiating contracts for the software and the deployment project
• Government aid available for CRM deployment projects
• Planning and executing the implementation and deployment of CRM in the enterprise

Accredited course.
6 PDU

Objective
To provide the knowledge and skills required to identify best business practices and to use them to increase manufacturing performance in the context of continuous process improvement and global markets.

Target audience
CEOs, heads of operations, production and logicstic departments, and project managers.

Prerequisites
None.

Topics covered

• Definition of Lean Manufacturing
• History of the approach
• Risks and benefits associated with the implementation of a Lean Marketing initiative
• Determining possible improvements and potential elimination of waste
• Analysis of the different types of waste
• Overview of the various tools of Lean Marketing and their benefits: waste reduction: 5S, quick change-over (SMED), value stream mapping (VSM), just-in-time, Kanbans and production cells
• Steps required to implement Lean Marketing
• Overview of the costs associated with Lean Marketing
• Government aid available for your implementation project

Accredited course.
6 PDU

Objective
To provide the knowledge and skills required to describe the principles, the benefits and the development process associated with dashboards and to evaluate the impact on the organization and its information systems.

Target audience
Business leaders, department heads, directors, controllers, IT managers and project leaders.

Prerequisites
None.

Topics covered

• The management dashboard as a tool for implementing a strategy
• Using management dashboards to evaluate the performance of an business in order to mitigate against inadequacies of financial statements
• Best practices in implementing a management dashboard
• The management dashboard: a tool and a management style
• Implementation steps and tools for the project manager

Accredited course.
6 PDU

Objective
To provide the knowledge and skills required to read and analyze financial information using pertinent ratios and to evaluate the financial health of your enterprises, in order to achieve more informed strategic decision-making.

Target audience
Corporate managers, department heads, project managers and project leaders with little financial or accounting experience.

Prerequisites
Management experience.

Topics covered

• The language of finance and accounting: terminology and conventions
• How the main financial statements are structured: balance sheet, profit-and-loss statement, retained earnings, cash flow
• Tools for analyzing the various financial statements and tools for fiscal forecasting
• Financial ratios: interpretation, return on investment, break-even point, limits and trends
• The link between financial and accounting analysis and strategic development
• Comparing corporate results with industry norms
• Analyzing the profitability or cost effectiveness of sales, share participation, share financing

Accredited course.
12 PDU

Objective
To provide the knowledge and skills required to master the advanced features of Excel and to join these with a rigorous methodology in order to build superior accounting and financial models, according to best business practices.

Target audience
Business leaders, department heads, directors, project managers, financial analysts and accountants.

Prerequisites
Experience with MS Excel (Course CH128).

Topics covered

• Discover little-known features of Excel: shortcuts, expert tips and tricks
• Using tools: sensitivity analysis and possible scenarios, data analysis with dynamic pivot tables, polished graphics
• Improving the mastery of functions: integrating multiple functions and creating formulas to handle complex calculations
• Best practices in financial modeling: planning a model, incorporating proven methods
• Rigorously controlling and organizing data: optimizing, simplifying and standardizing models, reducing operational risks
• Combining features and tools in building accounting and financial models
• Mastering Excel: exercises and case studies

Accredited course.
12 PDU

Objective
To provide the knowledge and skills required to evaluate the best long-term investment opportunities for anticipated or currently held funds.

Target audience
Managers, controllers and project leaders.

Prerequisites
Experience in management and finance.

Topics covered

• The risk-reward relationship
• Financial mathematics
• The notion of weighted average cost of capital (WACC)
• Separating the investment decision and financing
• Marginal analysis
• Investment selection criteria
• Payback period (PBP)
• Net Asset Value (NAV)
• Internal Rate of Return (IRR)
• The influence of Canadian fiscal policies on investment choices
• Investment decisions and inflation
• Capital structure and optimal financing decisions

Accredited course.
12 PDU

Objective
To provide the knowledge and skills required to understand best practices in budgeting processes, and to become familiar with new techniques in budgeting: Beyond Budget.

Target audience
Anyone participating in budgeting processes in an organization.

Prerequisites
None.

Topics covered

• Multiple budgeting models to improve the planning process
• Human, ethical, and legitimacy aspects of budgeting
• Why managers world-wide are dissatisfied with budgeting processes
• The Beyond Budget model, which will revolutionize planning activities and the tracking of strategy and operations
• The six pillars of the Beyond Budget model

Objective
To provide the knowledge and skills required to understand the new dynamics of the labour market and the various concepts involved in attracting employees and improving loyalty, to identify the factors which discourage loyalty, to use various tools to improve the ability of an enterprise to attract employees and maintain loyalty, and to build a strategic recruitment plan.

Target audience
Managers

Prerequisites
None.

Topics covered

• The current labour market environment
• Factors which affect the ability to attract employees and encourage loyalty
• Evaluating the internal and external stance of the organization
• The culture of hiring and the HR client orientation
• Positioning the employer and HR marketing
• The employer's brand and segmentation elements
• Tools for marketing communication
• The 5 critical activity areas for encouraging employee loyalty
• Roles and responsibilities of the various actors within the organization
• Exercises

Accredited course.
12 PDU

Objective
To provide the knowledge and skills required to handle human resource (HR) tasks more efficiently, to better understand the role of HR in the organization, and to become familiar with the various concerns of HR and the best practices in the field.

Target audience
Business leaders and managers.

Prerequisites
None.

Topics covered

• The human dimension of organizations
• The transformation of human resource (HR) management: decentralization and new challenges
• The concerns of HR and industrial relations
• Diagnostic tools in HR: workforce planning
• The proficiency approach
• Hiring, recruitment and attracting skilled personnel
• The contribution of HR to the organization's bottom line
• Career planning and managing employee turnover
• Training and skills development
• Employee retention strategies: motivation and loyalty
• Legal aspects of HR

Accredited course.
12 PDU

Objective
To provide the knowledge and skills required to create effective plans for ensuring the staffing levels required by an organization, using a step-by-step approach, from the diagnosis of the organization's needs through to the identification of the strategy.

Target audience
Business leaders, managers, HR directors and HR personnel.

Prerequisites
None.

Topics covered

• What is workforce planning? Defining its role in the business.
• Overview of HR practices related to workforce planning: turnover, recruitment and employee retention
• Presentation of the GO approach; factors for success
• Structuring a project
• Required data and information systems support
• Workforce categories: an overview
• Vulnerability study: from the number of individuals to the specification of manpower
• Workforce projections: estimating recruitment and replacement needs
• The results of workforce planning: defining the major problems and priorities for a business
• Evaluating proposed strategies: recruitment planning, turnover planning, employee retention, coaching, retirement planning, and skills development

Accredited course.
12 PDU