Cost: 1500 USD

Duration: 5 Days

Cost: 1500 USD

Duration: 5 Days

Cost: 1500 USD

Duration: 5 Days

Cost: 3995 USD

Duration: 5 Days

This course is comprehensive on grants management and fundraising, spanning the grants lifecycle from pre-award through grant closeout. The course provides the Federal, pass-through, and recipient workforces with the knowledge and skills they need to improve program and public accountability, efficiency, and outcomes for beneficiaries.

COURSE OBJECTIVES

Upon completion of this training course, participants will be able to;

• Identify and understand the critical terms and conditions of grant aid for donor-funded projects
• Ensure compliance with donor terms and conditions
• Understand the donor requirements in relation to supporting documents, correct procurement of goods and services and meeting financial reporting requirements
• Managing multiple-funded programmes
• Understand proposal writing, project planning and problem analysis
• Prepare a donor financial report to match with a project narrative report
• Describe the phases in the grant management cycle clarify key responsibilities and routines needed for successful grant management
• Identify the requirements for closing off a donor grant
• Manage the relationship with donors, head office and implementing partners with greater confidence
• Appreciate  the contribution of the different functions within the organization (program and project staff) and cultivate good work relationship between the teams, finance and programme staff working closely for Successful grant management
• Develop Grants management planning implementation and reporting tools
• Develop Proposal writing skills, project Planning and Project problem analysis 

Course Outline

•     Overview of Grants Management Cycle
•     Basic concepts in grant management
•     Key challenges in grant management
•     The grant management life cycle
•     Grant management plan
•     Responsibilities and routines in grant management
•     The flow of donor funds
•     Assessing the terms and conditions in grant agreements
•     Grant agreements, and accounting and procurement systems
•     Complying with donor reporting requirements
•     Managing key relationships for successful grant management

REQUIREMENTS

Participants should be reasonably proficient in ; During the trainings, participants should come with their own laptops.

TRAINING FEE
The course fee covers the course tuition, training materials, two break refreshments, lunch, and study visits

Cost: 800 USD

Duration: 5 Days

Cost: 3995 USD

Duration: 5 Days

Cost: 3995 USD

Duration: 5 Days

Cost: 3995 USD

Duration: 5 Days

• Identifying the relationship between cash flow and profit
• Development of an integrated cash flow model
• Recognizing it’s all about cash
• Understanding the relationships between the 3 main accounting statements.

• How the P&L has changed over the last 25 years
• Detailed review of the Profit and Loss Account
• Profit types - trading, asset and business
• Inventory, Depreciation, Capitalised interest
• Minority interests and consolidation
• Exceptional and material items

• Detailed review of the Balance Sheet
• Understanding the fixed assets note
• Accounting goodwill – what is it?
• Liabilities, pension fund accounting
• Debt and other liabilities like debt
• Deferred tax, contingent liabilities

• Detailed review of the Cash Flow Statement
• Analyzing and interpreting cash flows
• Summarizing cash flows for analysis
• Cash Flow Analysis
• Defining free cash flow

• Objectives of ratio analysis
• Developing ratio analysis skills
• Understanding the classic ratios
• How much information is there in ratios?
• Ratio rules – avoiding errors of principle

• Introduction to capital budgeting
• Discounted cash flow techniques
• Calculating the internal rate of return

• Understanding the indicators & signals
• Implications of macro-economic change for Investors, Banks and Businesses

• The relationship between business risk & financial risk
• The four phases of the corporate life-cycle
• Identifying appropriate funding structures
• Recognizing the drivers of funding strategies

• Introducing credit analysis frameworks
• Financial analysis - review of the issues
• Non-financial analysis – Developing a framework

• Strategy analysis - what is strategy/business risk?
• Overview of strategy terminology and concepts.

• SWOT/Environmental analysis
• Porters five forces
• Boston portfolio matrix
• Environments matrix

Cost: 3995 USD

Duration: 5 Days

Cost: 3995 USD

Duration: 5 Days

This course is structured to empower you with advanced skills for efficient data management, analysis, and reporting, ensuring you gain the expertise needed to produce professional and insightful reports.

By the end of this course, you'll be capable of creating advanced reports, automating repetitive tasks, and integrating data from various sources to build comprehensive and professional data presentations.

Curriculum

Day 1: Data Massaging – Tools and Techniques

• Consolidating data from different files and sheets
• Advanced data validation: lists, dates, custom rules
• Cell management with functions: LEFT, RIGHT, MID, CONCATENATE, VALUE
• Naming, editing, and managing cells and ranges
• Subtotal, SUMIF, SUMIFS, SUMPRODUCT, COUNT, COUNTIF, COUNTIFS
• Looking up data using VLOOKUP
• Advanced table tools technique
• Slicing dates into day names, weeks, months, quarters, and years
• Text to columns and dynamic trimming with TRIM, LEN
• Managing texts and numbers using REPLACE, FIND, SUBSTITUTE
• Text change functions

Day 2: Reporting, Analysis, and Reconciliation Using Pivot Tables

• The 20 essential rules for pivot tables
• Creating pivot tables and formatting numbers
• Designing report layouts
• Sorting (ascending, descending, and custom)
• Filtering labels and values
• Expanding, collapsing reports, and summarizing data (sum, average, min, max, count)
• Showing values as percentages
• Pivot table options and drill-down features
• Showing report filter pages, inserting formulas, and date analysis
• Copying pivot tables and creating pivot charts
• Dynamic chart labeling and mastering slicers
• Linking pivot tables and graphs with PowerPoint
• Applying conditional formatting in pivot tables
• Designing reports using GetPivotData

Day 3: Modeling and Integration Techniques

• Performing 'what-if' analysis using spinners
• Checkbox data modeling with IF functions
• Option button modeling with IF functions
• List box modeling with CHOOSE functions
• Linking Excel with text files, Access, other Excel files, SQL, and the internet
• Scenario manager techniques

Day 4: Introduction to Macros – The Ultimate Tool in Excel

• Macro basics and planning a macro
• Designing control boards
• Recording, testing, and editing macros
• Macro workshops
• Advanced filtering with macros

Day 5: Excel Tips and Tricks

• Data entry forms
• Custom lists
• Using the camera tool
• Text-to-speech functions
• Protecting worksheets and workbooks

Description

The Advanced Reporting - Next Generation Excel Course is an intensive, hands-on program designed for individuals and professionals seeking to enhance their data reporting capabilities using advanced Excel features. The course offers a structured approach to mastering data massaging, pivot table techniques, data modeling, and automation using macros. Participants will also gain valuable insights into integrating Excel with other data sources, optimizing their workflow and reporting efficiency.

At the end of this course, you will be able to:

• Consolidate and manipulate data from multiple sources using advanced Excel techniques
• Implement advanced data validation and cell management functions
• Master pivot tables for dynamic reporting, analysis, and reconciliation
• Create dynamic charts and dashboards linked to pivot tables
• Automate tasks with macros, improving efficiency and accuracy
• Integrate Excel with external databases, text files, and other sources
• Use data modeling techniques for scenario analysis and decision-making
• Develop professional Excel reports for presentations in PowerPoint
• Protect workbooks and secure data with advanced security measures

Who Is This Course For?

• Financial Analysts and Data Analysts looking to enhance their reporting skills
• Project Managers and Office Managers needing to automate and optimize data processes
• Business Analysts seeking to develop dynamic reports and dashboards
• IT Professionals using Excel for database integration and management
• Business Owners aiming to improve their data analysis and presentation capabilities
• Students and Self-Learners eager to gain advanced Excel expertise

Requirements

• Basic to intermediate knowledge of Microsoft Excel
• No prior experience in macros is required
• Access to Microsoft Excel for practical sessions and exercises

Career Path

Completing this course can lead to advanced opportunities such as:

• Senior Financial Analyst
• Business Intelligence Specialist
• Operations Manager
• Data Reporting Analyst
• IT Project Coordinator
• Business Consultant

Proficiency in advanced Excel skills opens the door to high-level data analysis, reporting, and automation roles, enhancing your career prospects and contributing to organizational efficiency.

Cost: 3995 USD

Duration: 5 Days

Cost: 3495 USD

Duration: 4 Days

Cost: 4690 USD

Duration: 7 Days

Cost: 3195 USD

Duration: 3 Days

Cost: 3195 USD

Duration: 3 Days

Cost: 3995 USD

Duration: 5 Days

Cost: 3995 USD

Duration: 5 Days

Cost: 3495 USD

Duration: 4 Days

Cost: 3495 USD

Duration: 4 Days

Cost: 2570 USD

Duration: 1 Days

• Apply the requirements of the standards to prepare IFRS compliant financial statements, including the determination of appropriate accounting policies and identification of necessary disclosures
• Define the process of transitioning to IFRS and identify the first time adoption exemptions and exceptions Explain how the recognition and measurement principles of the IASB's Framework apply within each accounting standard
• List the standards that require or permit the use of fair value measurement, identify how fair value is measured and specify where
• the fair value changes are recognized
• Apply the new proposed standards on revenue, leases and financial instruments

• Brief history of IFRSs
• Conceptual Framework
• Fair value measurement (IFRS 13)

• Presentation of financial statements (IAS 1)
• Statement of cash flows (IAS 7)
• Accounting policies, changes in accounting estimates and errors (IAS 8)
• Events after the reporting period (IAS 10)
• Operating segments (IFRS 8)
• Related party disclosures (IAS 24)
• Earnings per share (IAS 33)
• Interim financial reporting (IAS 34)
• Discontinued operations (IFRS 5)

• Inventories (IAS 2)
• Property, plant & equipment (IAS 16)
• Borrowing costs (IAS 23)
• Intangible assets (IAS 38)
• Investment property (IAS 40)
• Impairment of assets (IAS 36)
• Non-current assets held for sale (IFRS 5)
• Fixed Assets

• Leases (IAS 17, SIC-27, and IFRIC 4)

• Employee benefits (IAS 19)
• Provisions, contingent liabilities and contingent assets (IAS 37)
• Share-based payment (IFRS 2)

• Financial assets and liabilities, hedging and
• derivatives (IAS 32, IAS 39, IFRS 9)
• Financial instrument disclosures (IFRS 7)

• Income taxes (IAS 12)

• Revenue Recognition
• Revenue (IAS 18, IFRIC 13 and 18)
• Construction contracts (IAS 11)
• Revenue from Contracts with Customers (IFRS 15)
• Foreign Currency Issues
• The effects of changes in foreign exchange rates (IAS 21)

Cost: 3995 USD

Duration: 5 Days

• Identify the various kinds of business assets
• Describe the structure and elements of an internal control system
• Develop asset control activities
• Explain how to implement asset control activities effectively

• What is Internal Control
• The Elements of an Internal Control System
• Types of Accounts
• Cash and Bank Accounts
• Accounts receivable
• Equity and Liability
• Inventory
• Various and kinds of Assets
• Fixed Assets
• Financial Reports
• Notes of Managers
• Cost Center
• Cost Codes
• Cost and Expenses
• Price and cost Differences
• Finance Policies and Manual
• Auditing Practice
• Difference between Auditing and other types of Control
• Report Ethics
• Global Practice

Cost: 3495 USD

Duration: 4 Days

• Identify the various kinds of business assets
• Describe the structure and elements of an internal control system
• Identify business possible risks and initiate plans to manage them properly
• Develop asset control activities
• Explain how to implement asset control activities effectively

• Various kinds of business assets
• What is internal control
• The elements of an internal control system
• What risk management is and why it is important
• Finance policies and manuals
• Risk based Internal Auditing
• International Practice Frameworks (IPPF, GAAP and IFRS)
• Risk identification and control
• Continuous control and investigation
• Data collection and analysis
• Reporting and decision making
• Business processes that can produce risk
• Delegation of authority and process of project management
• Business decision making and legal aspects
• Fraud risk and prevention
• Conducting internal audit and risk management
• Influence and communication
• Change management
• Negotiation and conflict management
• Communication skills
• Leadership skills
• Ethics and objective approach

Cost: 3995 USD

Duration: 5 Days

• Identify the functions of accounting information in decision making process
• Explain elements of financial statements
• Conduct basic analysis of financial performance
• Use accounting information for decision making

• Role of accounting in making decisions
• Classifying accounting information
• Balance sheet
• Income statement
• Cash flow statement
• Notes to financial statements
• Introduction to analysis techniques and analysis benchmarks
• Fraud and its minimization techniques
• Financial data audit
• Controlling manager's authority
• Profitability, liquidity, business cycle, financial risk
• Accounts role in business development

Cost: 3195 USD

Duration: 3 Days

• Identify different types of costs
• Define the role of finance
• What is accounting and what are main accounts
• How financial statements are prepared
• Difference between profit and cash
• What is important in numbers (of a financial statement)
• Financial Report - a report by numbers
• Analyze financial statements
• Evaluate the financial feasibility of a project
• Budget types and how to prepare a budget

• Basics of Accounting
• Common definitions and jargons in accounting
• Accrual versus cash
• Types of Accounts
• Income statement
• Major Accounts
• Assets, Liabilities and Equity
• Balance sheet
• Cash flows
• Profit and its difference with cash
• Costs and expenses
• Direct costs and indirect costs
• Time value of money
• Reading a financial statement
• Interpretation of the financial statement is to reflect business sustainability and profitability
• Basic principles of appraisal
• Budgets
• Types of budgets

Cost: 3195 USD

Duration: 3 Days

• Acquire best practices in budgeting
• Understand the strategic role of cost concepts
• Explain the costs concepts to the use of cost information for management control
• Describe the role of budgets in the management process
• Discuss the importance of strategy and its role in the master budget
• Prepare a master budget and explain the inter-relationships among its supporting schedule
• Understand zero-base, activity-based, and kaizen approaches to budgeting
• Explain the essence of control systems
• Develop flexible budgets for evaluating short-term financial performance
• Identify different cost control measures
• Measure and evaluate performance

• Project management methods
• Budgeting Overview
• The budgeting process
• How and whom to engage
• Budgetary statements
• Budgeting Methods
• Top-down & bottom-up budgeting
• Zero-based versus activity based budgeting
• Types of Budgets
• Departmental budgets
• Cash budgets
• Capital and operating budgets
• Master budgets
• Types of Costs
• Fixed & variable costs
• Controllable & uncontrollable costs
• Budgeting and Forecasting
• Creating forecast for revenue and expenditure
• Rolling forecast as a catalyst for change
• Variance reporting template
• Reporting template
• Financial and non-financial key performance indicators (KPIs)
• Annual Budget and Forecasting Cycle
• Budget and forecasting timetable
• The different types of reports and their use
• Risk Management
• Risk management in corporate governance
• Finance' role in supporting risk management
• Cost Control and how to reduce costs
• Cost management and motivation
• Embedding cost control in the business

Cost: 3995 USD

Duration: 5 Days