Cash Flow Advisory - The Why, How & What?

Description
The Cash Flow Advisory master class is suitable for enabling accountants and finance professionals (and their clients /stakeholders) to gain value from reports, dashboards and models built with a well-defined process and example solutions for small to medium-sized businesses in all industries.

The training has detailed recordings and slides in phases to help participants work through the content in a structured way.

The problem that currently exists with cash flow advisory service delivery can be summarised as follows: 

1. Cash flow advisory is highly variable (cash flow can be impacted by many different factors).

2. Scope creep can kill margins.
 
3. Tools are not built for purpose ie they can't always solve the specific problem your clients face.

4. Traditional compliance accounting staff are not trained how to run an advisory process end to end.
 
5. Pricing is complex and can cause difficult conversions if not well managed upfront.

The following are the topics covered in each of the 5 training sessions:

Session #1 - Overview and 5D approach
1. Overview of the Bootcamp program 
2. Why, How and What? 
3. Why cash flow advisory (CFA) is valuable yet complex to deliver? 
4. Introduction to the 5D Business model to deliver CFA 
5. Pricing model 
6. Tools 

Session #2 - Discover & Define
1. Quick Recap on the 5D business model 
2. Discover and Define a closer look 
3. Practical use case example 
4. Feedback and discuss 
5. Documenting your findings and defining next steps

Session #3 - Design
1. Quick Recap on the 5D business model 
2. Design a closer look 
3. Practical use case example 
4. Feedback and discuss 
5. Documenting your findings and defining next steps

Session #4 - Develop
1. Quick Recap on the 5D business model 
2. Develop a closer look 
3. Practical use case example 
4. Feedback and discuss 
5. Documenting your findings and defining next steps

Session #5 - Deliver
1. Quick Recap on the 5D business model 
2. Deliver a closer look 
3. Practical use case example 
4. Feedback and discuss 
5. Documenting your findings and defining next steps



We hope you gain the most from the course which includes the slides, Excel models with a practical exercise included and all video content to go through at your own pace.


Stay tuned for this and more.