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2 Week Training Workshop

Finance Department Meaningful Performance Evaluation

Building Skills & Competencies in

  1. Meaningful Finance Unit Performance Measures
  2. Meaningful KPIs and Performance Ratios
  3. SOP Documentation and Control Adequacy
  4. Measuring Effectiveness, Efficiency & Target Achievement

1 Week Training Programs

20-24 May 2024
New York
3-7 June 2024
Seattle, USA
17-21 June 2024
New Delhi
1-5 July 2024
15-19 July 2024
New Delhi
29 July - 2 Aug 2024
12-16 Aug 2024
New York
26-30 Aug 2024
9-13 Sept 2024
23-27 Sept 2024
New Delhi
7-11 Oct 2024
21-25 Oct 2024
New Delhi
4-8 Nov 2024
18-22 Nov 2024
New York
2-6 Dec 2024
Seattle, USA
16-20 Dec 2024
30 Dec 2024- 3 Jan 2025
6-10 Jan 2025
20-24 Jan 2025
3-7 Feb 2025
17-21 Feb 2025
New York
2-6 March 2025
Seattle, USA
16-20 March 2025
30 March-3 April 2025
New York
13-17 April 2025
27 April-1 May 2025
11-15 May 2025
25-29 May 2025

Useful Links

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What is Covered in this Program

  1. This 2 week Program builds Skills & Competencies in Finance Department Meaningful Performance Evaluation. This program provides Knowledge, Skills, Competencies and Management Processes for Efficient, Effective and Optimized Finance Unit True Performance Evaluation. Participant will learn about the Standard Good Practices for Performance Evaluation. Participant will also learn about some Best Benchmarked Performance Evaluation Practices. Participant will gain a Multi Discipline, Multi Stakeholder prospective enabling him to Identify and Propose Improvement Recommendations that have a very high probability of acceptance by the Finance Professionals and Management.
  2. Performance Evaluation will be conducted against the Subscribed Industry Standards, Organizational Policy, Finance Strategic Objectives, Operational Strategies and Plans, Operational Targets, Standard Operating Procedures, Work Controls, Good Practices, Best Practices, always benchmarked with leading organizations worldwide. Participant will also understand how to Leverage Data Analytics to develop Meaningful Timely, Real Time or Near Real Time, Finance Decision Support Insights and Performance Dashboards. The participant will learn how to Leverage Artificial Intelligence to provide Proactive Finance Insights for Timely Management Decisions and Interventions.

Who Should Attend

  1. This program is intended for Finance Department Professionals, Managers, Auditors, other Finance Professionals and Consultants.
  2. This program is also designed for Professionals and Teams assigned responsibility for Identifying and Implementing Improvements in Finance Department including adopting New Technologies, Performance Dashboard Creation or Improvement, Leverage Data Analytics and Consider Artificial Intelligence provided Opportunities.

Program Content & Modules

Finance Department Meaningful Performance Evaluation

  1. Business Aspects of Finance Department
  2. Strategic Aspects of Finance Department Business
  3. Finance Department Technologies
  4. Understanding Organizations Subscribed Finance & Accounting Standards
  5. Understanding Organizational Finance Policy
  6. Understanding Organizational Finance Unit Strategic Objectives
  7. Understanding Finance Operational Strategies, Plans & Operational Targets
  8. Understanding Finance Standard Operating Procedures (SOP)
  9. Understanding Finance Work Process Controls
  10. Understanding Finance Good Practices
  11. Understanding Finance Benchmarked Best Practices
  12. Deriving KPIs from Finance Subscribed Standards, Plans & Strategies
  13. Finance Department Key Processes

         (1) Planning
         (2) Coordination with Stakeholders
         (3) Contractual Commitments
         (4) Operational Management
         (5) Finance System Monitoring
         (6) Periodic Security Audits
         (7) Sustainability
         (8) Facility Safety
         (9) Data & Document Security
         (10) Regulatory Compliance
         (10) Human Resource Management
         (10) Contracting & Outsourcing.
  14. Key Success Factors for each Finance Department Process
  15. Finance Department Stakeholders
  16. Needs and Expectations of Finance Department Customers and Stakeholders
  17. Ideas for Exceeding Customer Expectations
  18. Methodology for Finance Department Performance Measurement against Key Performance Indicators (KPIs) derived from

          (1) Organizational Policies
          (2)Operational Targets
          (3)Customer Focus Objectives
          (4)Strategic Objectives
          (5) Finance Department Standard Operating Procedures
          (6) Finance Department Learning
          (8) Performance Trends
          (9)Leadership Displayed.
  19. Organizations Operational Audit Scope Checklists arising from
          (1) Regulatory and Subscribed Standards
          (2) Organizational Finance Policy
          (3) Auditee Strategic Objectives
          (4) Operational Strategies and Plans
          (5) Operational Targets
          (6) Standard Operating Procedures
          (7) Work Controls
          (8) Good and Best Practices
          (8) Benchmarking with Industry Leaders.
  20. Good and Best Practices for Finance Department Audit Processes
          (1) Risk Based Auditing
          (2) Setting Audit Priorities
          (3) Audit Preparation
          (4) Pre-Audit Activities
          (5) Audit Plans and Checklists
          (6) Audit Procedure
          (7) Audit Cooperation and Coordination
          (8) Resolving Audit Problems
          (9) Taking Auditee Inputs
          (10) Reconfirmation of Key Facts
          (11) Investigative Audit Activities
          (12) Following-up of Information Leads
          (13) Resolving Observed Problems with Auditees
          (14) Closing Audit Presentation
          (15) Draft Audit Report
          (16) Consultations and Further Investigations
          (17) Final Audit Report
          (18) Management Buy-in
          (19) Implementing Recommendations
          (20) Improvements Confirmation Audit.
  21. Program Recommendations
  22. Personalized Outline Action Plan

1 Week Training Program

Outcomes & Takeaways

Euro Training has been providing
  1. Knowhow and Technology Transfer to the Participants. Building relevant Understanding, Competencies & Process Knowledge.
  2. Multi-discipline understanding of Program Topics.
    Means that post program when participant takes decisions, related to his work, participant will automatically and subconsciously consider and take into account (as applicable) Internal & External Customer Needs and Expectations, Operational & Strategic Objectives, Regulatory Aspects, Industry Standards, Technology Options, Understand Helpful Modern Tools and Methods, Understand Risks, Actions for Increasing Productivity, Legal & Contractual Aspects, Intellectual Property Aspects, Safety, Security, Audit, Cost Benefit Aspects, Value Engineering Opportunities, Key Performance Indicators, Meaningful Performance Evaluation System, and, Data Analytic Opportunities.
    This type of understanding and habit otherwise develops after years of rich and diverse work experience. (few get this opportunity)
  3. Knowledge Framework outline which will enable the participant to understand and learn the right lessons from his own past, present and future on-the-job experience.
  4. Training that will empower the participant to identify, support and implement improvements in his work area, team, section, department, and organization.
This 1 Week Training Program participant will typically take away...
  1. Program related knowhow, skills, competencies and process knowledge.
    This program will use case studies and benchmarked Good and Best Practices to enhance participant understanding and competencies.
  2. Domain Knowledge and process knowledge.
    The participant will become empowered and should become more Productive, Effective, Efficient, Customer Focused and Strategic Focused.
    At the end of the program, the Participant will prepare a Customized Outline Action Plan which will serve as the roadmap to implement some key improvements in his work area.

Benefits to the Organization Sponsoring Participants to this program

(Benefits made possible by Euro Training's unique, multidiscipline, customer focused, strategic focused, easy to understand and apply training methodology that relies on Industry Good and Best Benchmarked Practices)

Participant Individual Career Benefits

  1. First, and most important benefit, is the positive self-esteem that will come from being able to do your work right first time and meet internal and external customer expectations.
  2. Second, the Program developed Understanding, Skills & Competencies will help you successfully present your professional and Team skills at Job Interviews and Internal Performance Evaluation Reviews.
  3. You gain a clear direction for analyzing, proposing and implementing improvements in his work area.
    The outline action plan you prepare and take away after the program will help you take improvement initiatives and make a positive difference in your performance on the job, team, business unit or organization. This difference after implementation and when added to your resume will make you a prime candidate for career advancement in your own organization or in your next job.
  4. Post program when you take decisions related to your work processes you will automatically consider (as applicable): Internal & External Customer Needs and Expectations, Technology Options, Helpful Tools and Methods, Consider Risks, Mitigate Risks, Take Actions that Increasing Productivity, Consider Legal & Contractual Aspects, Consider Intellectual Property Aspects, Pay attention to Safety and Security, Consider future Audit, Weigh Cost Benefit between options, Be Mindful of Key Performance Indicators (KPIs), Consider how Performance will be evaluated, and, Consider need for and Opportunity to Develop a Decision Support Knowledge Base, .... (and possibly more multi-discipline aspects).

Registration Form

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Optional Fields

Registration Information 1 Week Program

  1. To register: Please send us an official letter confirming registration (on organizational letterhead). Also send us a completed registration form ?electronically fill-able is at- available at You can request or registration form by Emailing and
  2. For Program Fee Information Email: . Fees are Payable by Bank Transfer or Bank Draft. Fee information is also available at: .
  3. Program Fee is
    • 1 week (5 day/30 hrs) Training Program:
      Classroom Training at Dubai, Kuwait, New Delhi, Qatar £4,315 (USD $5,500) per participant.
      At London, US Locations, Europe, Malaysia, Singapore £4,747 (USD $6,050) per participant.
      Online eTraining Fee £2,000 (USD $2,500) per participant.
    and includes Course Materials, Certificate, Refreshments and Lunch (classroom programs).
  4. Accommodation is not included in Program fee. Special rates will be available at venue hotel for the class room training program participants.
  5. Special discount of 10% is offered for participants who pay their fees at least 45 days before start of the program.
  6. Refund will not be considered where the participants cancels his registration less than 3 weeks before start of the program. Alternate nominations will be allowed anytime before program start. In case of exceptional hardship or emergency participant may be allowed to attend at another location.
  7. All participants are required to fill in Participant Information form - on first day of the program. Each program Undergoes Customization to Better Meet Participant Present and Future Career Needs. Please be prepared to let the Instructor/s know about your organization's Special Needs, Interests or Initiatives.
  8. It is always useful for participants to bring their existing problems or case studies, work-process flow charts or job related problems for discussion - consideration will be at sole discretion of the program director/s.
  9. Provisional Registration : You can make a provisional registration request by sending us an email with an official provisionsl registration request this will ensure we will reserve a seat for you for 14 days. After this you have 2 weeks to send us an official registration request. Provisional registration is automatically cancelled at the earlier of (1) 2 weeks after Provisional Confirmation if registration is not confirmed from your side (2) Two weeks before start of the program. We do request you to inform us ASAP you have decided either way. Please note All provisional registrations automatically cancel 2 weeks before program start unless confirmed.
  10. Information required for Provisional Registration: Program Title, Location, Dates, Your Organization Name, Your Email Address, Your FAX No and your Mobile Number.

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