Chief Financial Officer (CFO) Executive Training Course by Storm-7

CHIEF

FINANCIAL OFFICER EXECUTIVE TRAINING PROGRAMME

Our Chief Financial Officer (CFO) Executive Training Programme has been specifically designed for visionary finance professionals who want to transform themselves into strategic CFOs. In order to do this finance professionals need a much more granular comprehension and understanding of financial data analytics tools, and a more advanced ability to align financial capabilities with corporate strategy. They must also be highly adept at developing advanced finance leadership and influencing skills in order to forge strong internal and external stakeholder relationships. With input from a range of industry CFOs, our fiveday CFO Executive Training Programme has been developed to equip finance professionals with all the tools, skills and strategies that they need in order to become finance leaders. With a unique combination of theory, discussions, and practical case studies, the Training Programme will allow finance professionals to transition from information providers to business strategic partners and influencers.

ABOUT TODAY’S ////////

CHIEF FINANCIAL OFFICERS In today’s modern world of global commerce, Chief Financial Officers (CFOs) have stepped far beyond the confines of their traditional role dealing with areas such as budgeting, forecasting, scenario planning, and presenting plans and performance results. They have become strategic thinking leaders that are able to drive innovation, lead cultural change, and successfully lead, motivate, and engage others. They have become highly adept at fusing strategic assessment of financial implications of operational and strategic decisions, with creative thinking and calculated risk-taking, and they have emerged as true business innovators and disruptors. However, achieving such status does not happen overnight. Indeed, many of today’s top CFOs have committed a great deal of time, money, and effort into developing their crucial skills and abilities.

ABOUT THE

TRAINING

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PROGRAMME

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SESSIONS

DAY 1: FINANCE • S ESSION 1: Planning, Budgeting, Forecasting, Advanced Analytics, and New and Prescriptive Data Analysis Techniques. • SESSION 2: Financial Data Analytics Tools, Digital Dashboards, and Visualised Data (Microsoft Power BI; QlikView; Qlik Sense; Insightly). • SESSION 3: Aligning Financial Capabilities with Corporate Strategy. • SESSION 4: Sales Data and Trends (Square; Vend; Lightspeed; Retail Express); Increasing Customer Engagement and Leveraging Customer Behavioural Insights. • CASE STUDY: Finance.

DAY 2: STRATEGY • S ESSION 5: Converting Data to Commercial Insight and Opinion and Creating Maximum Business Value. • SESSION 6: Applying Strategy Tools and Strategic Financial Decision-Making to Enhance the Strategy Process and Drive Profitable Growth. • SESSION 7: Challenging and Influencing the Chief Executive Officer (CEO) and Other Senior Stakeholders. • SESSION 8: How to Become More Analytical and Innovative by Focusing on Resilience, Intelligence, Leadership, and Talent. • CASE STUDY: Strategy.

DAY 3 : LEADERSHIP • S ESSION 9: Assessing and Enhancing Your Leadership Style. • SESSION 10: Truly Understanding Finance Leadership. • SESSION 11: Leveraging Psychological Levers and Developing Inspirational Leadership. • SESSION 12: A Strategic Approach to Leading Enterprise Digital and Business Transformation and Change Programmes. • CASE STUDY: Leadership.

DAY 4: COMMUNICATION • SESSION 13: The Science of Communication and the Art of Persuasion. • SESSION 14: Understanding and Influencing Resistant Internal and External Stakeholders. • SESSION 15: Improving Negotiation, Conflict Management, and Communication Skills. • SESSION 16: The Psychology of Persuasion, Building Relationships, and Developing Influencing Skills. • CASE STUDY: Communication.

DAY 5: CFO PRIORITIES AND TRENDS

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• S ESSION 17: A Focus on Performance Management (PM) (Enriching PM Model; Implementing new PM Methods; Aligning Finance and Operations). • SESSION 18: A Focus on Growth Strategy (Organic Growth; External Growth; Collaboration, Joint Ventures, and Partnerships; Refocusing on Core Activities). • SESSION 19: A Focus on Process Optimisation (Information Production Times; CFO Quality Control; Process Automation; Leveraging Technologies). • SESSION 20: CFO Industry Trends. • DIPLOMA AWARDS.

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KEY

BENEFITS

TAKEAWAYS

• D eveloped and Enhanced Ability to Understand the Complexity and Demands required of today’s modern CFO role. • Learn a broad range of new techniques and skills relating to finance, strategy, communication, and leadership. • Develop an Improved Ability to apply Psychological Levers in order to truly motivate people to perform. • Understand how to apply the latest financial data analytics tools in order to successfully align financial capabilities with corporate strategy within your business.

• E nhanced Strategic Leadership and Strategic Financial Decision-Making, and Heightened Communication and Persuasion Skills. • Highly Comprehensive Executive Training Programme Reference Manuals, and Electronic PowerPoint Presentations. • S7C Rewards (£250 Reward Certificate) (Discount on any purchase of Storm-7 Consulting training courses or training course materials). • Continuing Professional Development (CPD) Certification and Certificate (25 Hours) and Storm-7 Consulting CFO Executive Training Programme Diploma Award.

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WHO IS THE COURSE

SUITABLE

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FOR? • • • • • •

Finance Directors. Managers. Mid-level Finance Staff. Strategic Planners. Treasurers. Vice Presidents of Finance.

• A spiring Chief Financial Officers. • Business Planners. • Existing Chief Financial Officers. • Finance and Planning Operations. • Finance Controllers.

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CONSULTING

Storm-7 Consulting is an international consulting company that provides premier intelligence, insight and support to global financial institutions. We provide cutting-edge conferences, events, public training courses, and in-house training courses to leading firms globally. We provide expert regulatory compliance training covering areas such as GDPR, MiFID II, AEOI (FATCA & CRS), MAD 2 MAR (Market Abuse), CRD IV, PRIIPs, Solvency II, PSD 2, CCP Clearing, AML/ CFT, Stress Testing, and the Senior Managers and Certification Regime. We provide unique and highly innovative marketing services to firms operating in the banking, financial services, Regulatory Technology (RegTech), and Financial Technology (FinTech) sectors. We have received enquiries and bookings from leading firms around the world, such as the Abu Dhabi Investment Authority, Rothschild Investment Management (UK) Limited, Dubai Financial Market, CAF the Development Bank of Latin America, the Central Bank of Ireland, the Central Bank of Russia, APG Asset Management, Royal London Asset Management, Brandes Investment Partners, Eversheds, Erste Group, Millenium Information Technologies, Deutsche Bank, Bethmann Bank AG, ICBC Standard Bank, Gulf International Bank, Raiffeisen Bank International AG, and BGC Partners. We have collaborated with firms around the world, such as the United Kingdom Financial Conduct Authority, Thomson Reuters, Sopra Steria, Sungard, Capco, OTC Partners New York, IHS Markit, Eze Castle Integration, ICMA Centre, Sybenetix, Heriot Watt University, JP Morgan Asset Management, Custom House Global Fund Services, Cass Business School, Rixtrema, Solum Financial, D2 Legal Technology, Eurekahedge, Financial IT, HedgeConnection, Alpha Journal, ATMonitor, HF Alert, and CrowdReviews.

EXPERT

TRAINER

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Rodrigo Zepeda is Co-Founder and Managing Director of Storm-7 Consulting. He is an expert consultant who specialises in derivatives and banking and financial services law, regulation, and compliance. He is an expert in a very broad range of regulatory compliance frameworks such as FATCA, the OECD CRS, MiFID II, MAD 2 MAR, PSD2, CRD IV, Solvency II, OTC Derivatives, CCP Clearing, PRIIPs, BRRD, AML4, and the GDPR. He holds a LLB degree, a LLM Masters degree in International and Comparative Business Law, and has passed the New York Bar Examination. He was an Associate (ACSI) of the Chartered Institute for Securities & Investment from 2004 to 2014 and is now a Chartered Member (MCSI). He has created and delivered numerous conferences and training courses around the world such as ‘FATCA for Latin American Firms’ (Santo Domingo, Dominican Republic, Panama City, Panama), ‘MiFID II: Regulatory, Risk, and Compliance (London), and ‘Market Abuse: Operational Compliance’ (London), ‘AEOI (FATCA & CRS)’ (Manama, Bahrain). He has also delivered numerous In-House Training Courses around the world to major international financial institutions such as The Abu Dhabi Investment Authority (MiFID II: Operational Compliance, Abu Dhabi, the United Arab Emirates), the United Nations Principles of Responsible Investment (MiFID II: Final Review, London), CAF, the Development Bank of Latin America (Swaps and Over-the-counter Derivatives, Lima, Peru), Rothschild Investment Management (UK) Limited (AEOI (FATCA & CRS), London) and Bethmann Bank AG (MAD 2 MAR, Frankfurt).

He is a Reviewer for the Journal of Financial Regulation and Compliance and has also published widely in leading industry journals such as the Capco Institute’s Journal of Financial Transformation, the Journal of International Banking Law and Regulation, as well as e-books on derivatives law. Noted publications include “Optimizing Risk Allocation for CCPs under the European Market Infrastructure Regulation”; “The ISDA Master Agreement 2012: A Missed Opportunity”; “The ISDA Master Agreement: The Derivatives Risk Management Tool of the 21st Century?”; “To EU, or not to EU: that is the AIFMD question”; and “The Industrialization Blueprint: Re-Engineering the Future of Banking and Financial Services?”.

FOR

BOOKINGS AND ENQUIRIES client.services@storm-7.com UK +44 (0) 20 7846 0076 www.storm-7.com

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