Jan Barned - A Successful Consultant in the Finance Industry

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1 Profile Jan Barned (CPA, FFTP) has worked in the finance industry internationally and in Australia for over twenty years. Her experience has covered a variety of roles within finance including corporate treasury roles for major retail and manufacturing corporations in Australia. She also was policy advisor for CPA Australia for four years, covering the finance and treasury and information technology management portfolios. Jan now runs a successful training and consulting business - Financial Management Trainer (FMT). The philosophy of her business is to assist small and medium business and not-for-profit organisations to appreciate the importance of financial management for successful operations. Although consulting can be provided, the main objective of FMT is to educate business owners and managers, in simple and easy to understand language, how to prepare and understand the financial information in the business without ongoing reliance on consultants and advisors. Specially, FMT can provide advice on how to record financial information, instruct on how to prepare the key financial reports, including profit and loss statements, balance sheets, budgets (including project specific budgets) and cash flow forecasts. In addition FMT is able to provide education on financial analysis techniques, including financial ratio and sensitivity analysis to assist owners and managers monitor and manage the financial position of the business. Not limited to financial management, FMT is also able to present tools to businesses on operational improvement processes, including working capital improvement (increasing cashflow from internal sources), implementation of performance management targets, and policies and procedures to support good business practice. Other areas of expertise provided by FMT include risk and internal controls analysis, overview of strategic and business plans, and advice on applying for finance (including selection of suitable financial products) and managing foreign currency payments and receipts. Jan s experience in financial and risk analysis provides businesses with strategies to improve business performance and financial optimisation of their organisation with the objective of taking financial control of their business! In addition, Jan is an experienced national presenter, who has authored and presents programs for AFMA, Finance and Treasury, Finsia, CPA Australia, Westpac, Travelex, Small Business Victoria and a number of local councils within Victoria and NSW. She has most recently completed the publications for CPA Australia Financial Survival Guide for Small Business and Financial Management for Not for profit organisations.

2 Consulting Services Client Program Deliverable Small Business Victoria Taking Financial Control Authored (for SBV and CPA Australia) Financial Survival Guide for Small Business Developed seminars: Profit in your business, Increasing operating liquidity, Cashflow management, Access to finance, How to handle your bank Workshop leader for: all of the above seminars NSW/Victorian Local Councils Women s Under New Management VANA - Victorian Newsagency NGIV Victorian Nursery Growers ASIAL Australian Security Industry Melbourne Storm Glen Eira City Council Shire of Yarra Ranges South Gippsland Shire Warrnambool City Council Moira Shire, Tumut City Council, Towong Shire Authored What Financiers Want workbook Developed seminar - What Financiers Want Workshop leader for: Access to Finance, Understanding Financial Statements, What Financiers Want Updated Understanding Financial Statements Workshop leader for: Understanding Financial Statements Financial Controls for Small Business Authored: Financial Management for Newsagents Developed seminar: Financial Management for Newsagents Presented: Financial Management for Newsagents Authored: Financial Management for Nursery Growers Developed seminar: Financial Management for Nursery Growers Presented: Financial Management for Nursery Growers Presented: Cashflow Management Presented: Profit in Your Business Authors and presents regular seminars on Financial management for small business, Business finances made simple, Cash management, Cashflow forecasting, Ten Top Tips for Financial Survival,Control your Cash, Risk Management Unlocking Hidden Cash in your business

3 CPA Australia Financial Survival Guide for Small Business Financial Management for Not-for-profit organisations Not for Profit Conference Bushfire Recovery Access to Finance for SME s SME Fact Sheets CPA Member Magazine WA/Victorian Congress Energise Enterprise Victorian Small Business Month IT Governance for senior business executives Business Management of IT Author of guide, development of various webinars and website content Author of publication, facilitor of master class half day national workshops Development and facilitation of masterclass workshop on Key principals in strategic financial management Presentation of Managing in Tough Times for various Victorian Local Councils following Black Saturday Faciliation of national roundtables and preparation of submission for Senate Inquiry Authored: Managing Liquidty Risk, Managing Foreign Currency Risk, Managing Interest Rate Risk Regualar author on finance and information technology topics Authored and presented on (2005, 2006, 2007, 2008, 2009): Cash management, cashflow forecasting, foreign exchange for importers and exporters, managing interest rate risk, managing IT risk Authored and presented on: Cashflow forecasting, managing IT risk, financial survival for small business Authored and presented Webinars: Ten Top Tips for financial survival, Financial Management in the downturn, Business Evaluation for Financial Survival, Work Your Capital Head of steering committee for publication Head of steering committee for publiciation

4 Westpac Banking Group Going Global Bite Size Series Authored: manual, presentation and facilitators guides for importing series of Going Global Australian Bankers Small Business Fact Sheets Authored: Guide to Applying for a Loan, Refinancing your Debt Travelex Workshops for National Sales Team, Business Development Managers AIEX Development and faciliation of workshops Walking in Your Customers shoes, Impact of foreign currency for CFO s Commisioned by Travelex to author: Managing Foreign Exchange Risk for inclusion in AIEX new booklet for importers DIIRD Economic Projects Commisioned to author: Fact sheet on Identifying and managing foreign exchange risk FINSIA Interest Rate Risk Management Understanding Financial Markets Presenter on module 2 Marker assignments and examinations AFMA Financial Services Core Facilitator one day workshop Back In Motion Health Group Women s Health East Good Practice Financial Management Board Governance Financial Sustainability Developed and facilitated structured financial management program for group training of franchisees Developed and facilitated tailored workshop on Governance and the Role of Community Boards Developed and facilitated tailored workshop on Financial Sustainability what the Board should be considering

5 Finance and Treasury of Accounting Technicans & National Institute of Accountants Cashflow Forecasting Membership Professional Development Series Authored: manual and presentation on Cashflow forecasting Facilitated workshop on: cashflow forecasting for FTA members. Participants included employees from top 200 Authors and presents: Ten Tops Tips for Financial Survival, Cashflow Forecasting, Business Evaluation HIA The Brew Website CFO Magazine Monthly Magazine Financial Management CFO Annual Software Guide Author: article on succession planning Author: article on improving cashflow Author of editorial 2005, 2006, 2007