CERTIFIED IN FINANCIAL PLANNING AND ANALYSIS JEDDAH, KSA APRIL 17-21

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1 APRIL JEDDAH, KSA Time: Location: Program language: Expert consultant: 08:30 am to 4:30 pm University of Business & Technology Continuing Education Center King Road Tower 2701, 27th Floor Malik Road, Jeddah Kingdom of Saudi Arabia English Ernie Humphrey Contact us: Mobile: Web: cec.ubt.edu.sa Organized by UBT University of Business and Technology and CEC Continuous Education Center in partnership with Leoron PDI CERTIFIED IN FINANCIAL PLANNING AND ANALYSIS

2 Expert Trainer Ernie Humphrey Ernie Humphrey currently serves as the CEO of 360 Thought Leadership Consulting. 360 Thought Leadership Consulting helps companies define and unlock the strategic value of their thought leadership programs. Formerly, Ernie served as the Director of Treasury Services and as a Director of the Corporate Treasurers Council for the Association for Financial Professionals. During his tenure at AFP Ernie served as the chief subject matter expert in the arena of treasury services for over 16,000 financial professionals; authored over 40 articles encompassing treasury management, treasury services, risk management, acquisition integration, and professional development; and managed AFP s career center. Ernie is an experienced and sought after public speaker. Ernie has spoken multiple times at the AFP Annual Conference, and delivered several general and educational sessions at several AFP regional conferences over the past 8 years. Ernie has overseen the content and execution of over 200 events designed to further the careers of finance and accounting leaders and related professionals. Ernie has extensive experience in the areas of international cash management, financial risk management, bank relationship management, and acquisition integration. Ernie has a BS and MS in Economics both from Purdue University, and has been a Certified Treasury Professional (CTP) since FINANCE 2

3 increase your global competitiveness KEY TAKE AWAYS Discover the knowledge and gain the confidence you need to pass AFP s Certified Corporate FP&A Professional exam. Learn specific techniques to leverage in answering the exam questions correctly. Identify specific opportunities to increase the strategic value offered by the FP&A function at your company. Align people, process and right-size the technology to deliver the FP&A services that your company needs to support strategic flexibility and company growth. Define actions to improve your relationships with technology and services providers, colleagues and peers. LEARNING OUTCOMES 1. Acquire an understanding of all key topics covered on AFP s Certified Corporate FP&A Professional exam, and critical to career success of a corporate FP&A professional. 2. Learn specific techniques to leverage in answering exam questions correctly 3. Discover the confidence you need to pass AFP s Certified Corporate FP&A Professional exam 4. Identify specific opportunities to increase the strategic value offered by the FP&A function at your company. 5. Define actions to improve your relationships with technology and services providers, colleagues and peers. 6. Discover how to Identify & engage colleagues and peers that can impact your career success. 7. Align people, process and right-size the technology to deliver the FP&A services that your company needs to support strategic flexibility and company growth. WHO SHOULD ATTEND? FP&A professionals, but you don t have to be an FP&A professional to realize a great professional ROI from our Certified Corporate FP&A Professional review & FP&A excellence program. This program is for anyone seeking a broader, deeper knowledge of corporate FP&A, and wants to learn how to develop and empower a best in class FP&A function at any size organization. Here are some of the professionals that can benefit from our program: Professionals preparing for AFP s Certified Corporate FP&A Professional exam Practitioners executing or directing finance and/ or FP&A functions. Technical and administrative staff supporting FP&A and the corporate finance function. Professionals marketing, developing and/or implementing products and services for use by FP&A, accounting, and finance organizations. Technology and service providers developing and implementing products and services for use by corporate FP&A organizations. Consultants specializing in the FP&A. Accounting, Finance, and FP&A instructors teaching at educational institutions.» Students with an interest in finance/business related field. ABOUT AFP Global resource and advocate for the finance profession The Association for Financial Professionals (AFP) serves a network of more than 16,000 treasury and finance professionals. Headquartered in Bethesda, MD, AFP provides members with breaking news, economic research and data on the evolving world of treasury and finance, as well as world-class treasury certification programs, networking events, financial analytical tools, training, and public policy representation to legislators and regulators. AFP is the daily resource for treasury and finance professionals. AFP s global reach extends to over 150,000 treasury and financial professionals worldwide, including AFP of Canada, London-based gtnews, an on-line resource for the treasury and finance community, and bobsguide, a financial IT solutions network. The Committee on Investment of Employee Benefit Assets (CIEBA), an AFP affiliate, represents more than 110 of the largest corporate pension funds in the U.S. with over $1.5 trillion in retirement plan assets 3

4 COURSE OVERVIEW The financial planning and analysis (FP&A) function has been transformed given the availability of data and systems that allow FP&A professionals to perform analysis and deliver insights that were theoretical at best even five years ago. Business agility is critical for the success of any business. Dynamic planning and analysis is essential for companies to capitalize on opportunities, respond to market dynamics, and deliver market leadership. The Certifi ed Corporate FP&A Professional designation serves as a benchmark of competency in the corporate FP&A profession, and has already becoming the leading credential in corporate FP&A worldwide. Earning AFP s Corporate FP&A Professional certification helps professionals earn a seat at the strategic table, and serves as a competitive advantage relative to peers in a dynamic job market. This comprehensive 5-day seminar will include a review of all key topics which define the five knowledge domains outlined in AFP s FP&A Certification Test Specifications, and deliver specific advice regarding how to translate what is covered in the text into real world best practices at companies of all sizes. Attendees will gain an understanding of topics encompassing: financial accounting and reporting, building and interpreting financial projections, the effective communication of business and financial information, the effective definition and management of FP&A projects, and how to leverage Business Intelligence (BI), Corporate Performance Management (CPM), Excel, and ERP systems to deliver a best in class FP&S function at your company. Join us to learn from an instructor with an unparalleled background and perspective on FP&A best practices in theory and in practice. Ernie Humphrey has a long tenure as a corporate finance practitioner, served as the Director of Educational programs for the largest online community of senior finance leaders, and previously held the role of Director of Treasury Services at the Association for Financial Professionals (AFP). BENEFITS OF ATTENDING Makes you more marketable when you compete for FP&A positions Shows mastery of core FP&A knowledge and principles Raises your professional reputation among your staff and your peers Expresses career long-term commitment through ongoing professional development Demonstrates that you understand industry best practices Opens the door to more opportunities for career advancement Validates employer confidence in your skill set Connects you with a network of FP&A-certified peers Delivery Type Pre-requisites Level This Program is worth Group Live None Advanced Training 35 NASBA CPE credits PROGRAM TIMINGS Registration will begin at 08:00 on Day One. The program will commence at 08:30 each day and continue until 16:30 There will be two refreshment breaks and lunch at appropriate intervals. 4

5 increase your global competitiveness DAY ONE Gathering and Interpreting Information Information and FP&A Strategy Organization Industry Macro-environment DAY TWO Finance Fundamentals Finance Principles and Processes Financial Accounting and Reporting Ratio Analysis Managerial and Cost Accounting Microeconomics Managing FP&A Projects Effective Communication DAY THREE Analyzing Information Specifying Outputs and Getting Inputs Improving the Quality of Information Refining Data, Risks and Opportunities, and Plans Building and Refining Models Using Models and Sensitivities/Scenarios Making Conclusions and Recommendations Analyzing Information and Giving Feedback DAY FOUR Building Financial Projections & Leveraging Technology Capital Structure Raising & Managing Long-Term Capital Treasury Accounting -Cash Reconciliation to Derivatives Accounting The Role of Treasury in Internal and External Financial Reporting Financial Planning & Analysis Corporate Performance Management Interactive Q&A Session to Review Day 4 topics DAY FIVE The Art of Taking the Exam, Practice Exams & Professional Development The Skill of Set of a Best in Class FP&A Professional Ten Test Taking Techniques for Success A Practice Exam & Review of Practice Exam Questions Performing a Skills Gap Analysis & Developing the Skills You Need Developing your Professional Value Proposition Developing and Managing your Online Brand Developing and Managing a Strong Professional Network Becoming a Strategic Advisor to Company Leaders TESTIMONIALS I have known Ernie for several years thru his work at the Association for Financial Professionals Corporate Treasurers Council. He has a detailed knowledge of treasury and finance subjects--not just academically or conceptually, but in practice as well. DEBORAH MCSHEFFREY Global Treasurer I found Ernie to be extremely knowledgeable in all areas of treasury management. His constant interaction with practitioners gives him a very unique perspective on current issues in the field. I doubt anyone has ever had more face time with the top professionals in the field. MICHAEL HUNSTAD Senior Vice President & Director of Quantitative Research at Northern Trust Asset Management FINANCE 5

6 increase your global competitiveness DATES & LOCATIONS Check the weather forecast for your training day here April Jeddah, KSA PROGRAM FEES: Early Bird before 19 February 2016 Late Registration brfore 16 March 2016 Group Registration (2 or more) before 16 March 2016 SR 13,400 SR 14,900 SR 12,900 FINANCE 6