Finance Leader of Tomorrow Series: 5. Finance, the Engine Room of Performance


In today's dynamic business environment, the shelf life of management information is shrinking. For many, measures and reports are too slow, overly detailed and lack performance insights informing management only what has happened, not why! This workshop will focus on how Finance, being at the hub of information flows, can rapidly bring more intelligence to reporting and measurement and development of coherent measurement frameworks.

Venue details:  
Virtual Classroom, ,
Start date & time:  
24 November 2020 09:30
End date & time:  
24 November 2020 12:30
By registering for this course you have accepted the terms and conditions
Training ticket cost:  
9.00 Training Tickets accepted
CPD hours:  
Speaker details
First nameLast name
John McKenzie


Product type:  
CPD course
Strategic finance and management reporting

This course will be delivered over two half days via Zoom on Tuesday 24 November 2020 and Wednesday 25 November 2020, from 9.30am to 12.30pm. The Zoom link will be emailed to participants the day before the course is due to take place.

Who should attend

This course is suitable for finance directors, CFO's, senior accountants, controllers, finance supervisors, team leaders and those aspiring to more senior finance roles. It is unlikely to be relevant for newly qualified accountants unless they are being fast tracked in their development.

Course overview

  • Turn dumb KPI's and measures into intelligence using analytics techniques and corporate performance management
  • What makes a performance measure great?
  • Designing 'reports on a page' and the use of trends
  • What do managers want and need in reporting? Do we know?
  • Designing balanced scorecards and achieving alignment of measures and rewards
  • Ensuring coherence of measures and their direction towards company goals
  • Using comparisons, such as benchmarking, to drive continuous improvement and more challenging goals
  • The law of unintended consequences and avoiding them - conflict of measures and adverse human behaviours
  • Thinking big when goal setting - stretched goals

Key learning outcomes

By the end of this course, participants will be able to:

  • Bring more focus to performance measures - less is more
  • Develop more insight in reporting, turning information into intelligence
  • Avoid conflict of measurement and the sub-optimal performance it creates
  • Develop coherent measurement and reporting frameworks
  • Assist management in setting more challenging goals bring stretch to performance
  • Understand the human impact of performance measurement and the behaviours it can trigger
  • Bring performance measurement into alignment with business and strategic plans

Speaker bio

John spent 30 years in finance and acquisition, manufacturing, sales, marketing and business development roles in the automotive and IT sectors. He is now pursuing freelance lecturing, consulting and writing. In 2008, John published his first book, ABC/M to the Max. He has spoken at over 400 public conferences and seminars worldwide and has worked with SMEs and blue-chip clients. John specialises in planning, budgeting and forecasting, strategic planning and management, business partnering.