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Beacon FinTrain

Provides an array of professional business and financial training services that stem from improving a corporate's treasury workflow —all the way to efficient, finance training programs.

Course Overview

This Workshop In today's dynamic business environment, the role of a
finance leader is pivotal in driving organizational success and sustainability.
As stated by John C. Maxwell, "A leader is one who knows the way, goes
the way, and shows the way." This quote encapsulates the essence of
finance leadership, where individuals not only navigate the financial
landscape but also inspire and guide their teams towards achieving
strategic objectives. Finance leaders are tasked with a myriad of
responsibilities, including financial planning and analysis, risk management,
decision-making, and stakeholder engagement.

Learning Outcome

Explore the concept of the five levels of leadership and understandhow they apply to finance leadership.

Identify the key responsibilities of finance leaders, including financialplanning, risk management, and stakeholder engagement.

Learn negotiation and conflict resolution techniques essential for finance leaders in managing internal and external relationships.

Gain insights into strategic management principles, including strategy formulation, implementation, and evaluation.

Identify techniques for conducting SWOT analysis, BCG Matrix analysis,and analyzing portfolio management strategies.

Develop project management skills for planning and executingstrategic projects within the finance function.

Course Outline

  • Role of a Finance Leader in Today’s Business Environment.


  • Understanding Strategic Management
  • Strategic Financial Management Principles
  • The Role of Strategic Management in Organizations
  • Linking Financial Strategy with Business Strategy

  • Overview of Strategic Management Steps
  • Initial Assessment
  • Strategy Formulation
  • Strategy Implementation
  • Strategy Evaluation


  • Developing Strategic Options
  • Exploring Competitive and Growth Strategies
  • Hierarchy of Strategy
  • Corporate Strategy
  • Business Unit Strategy
  • Functional Strategy
  • Policies and Strategy Formulation Policies
  • Guiding Principles for Strategy Implementation

  • Project Management
  • Planning and Executing Strategic Projects
  • Project Time and Cost Management
  • Techniques for Managing Project Budgets and Timelines


Who Should Attend

Financial analysts seeking to enhance their strategic decision-making abilities.=Managers and executives responsible for financial planning and analysis within organizations.=Project managers tasked with leading strategic initiatives and implementing organizational changes.=Financial advisors and consultants assisting clients with strategic financial planning and investment decisions.