Management Excellence 3-in-1: Financial Statement Analysis, Business Valuations and Due Diligence


Date: Nov 21, 2023 - Nov 21, 2023

CPD hours: 2 Hours

Time: 10:00 - 12:00

Event Type: Webinar

Presenter: Constance Kawelenga CA(SA)
CEO

As an accountant, your role transcends mere number-crunching; you are, in fact, a Business Advisor.

Overview   

As an accountant, your role transcends mere number-crunching; you are, in fact, a Business Advisor. It is your responsibility to convey to your clients the importance of financial analysis as a fundamental tool for fostering a sustainable business. Connect the dots between financial analysis, financial discipline and the value of a business.   

The due diligence process relies heavily on financial discipline so the three cannot be looked at in isolation.  

The webinar underscores the significance of regularly monitoring a business's financial health, emphasizing it as a crucial practice for any committed business owner. This diligent approach contributes to the establishment of a robust and enduring business, increasing its appeal to prospective investors. By instilling these habits from the outset of a business's journey, entrepreneurs are laying a strong foundation for long-term success.  

Join Constance Kawelenga CA(SA) on 21 November 2023 from 10:00 a.m. to 12:00 p.m. as she takes you through how to increased revenue, referrals, and, consequently, organic expansion of your practice.  


Learning objectives  

By attending this webinar you will gain the following competencies: 

  • Attain an understanding of the purpose and significance of the three primary financial statements: Income Statement, Balance Sheet, and Cash Flow Statement. 

  • Understand and be able to assess the financial health of an organisation through the use of essential financial ratios.   

  • Possess thorough understanding business valuation methods, including the income approach, market approach, and asset-based approach and understand when and how to apply each method. 

  • Understand the definition of diligence and its role in assessing the risks and opportunities in a business transaction. 

  • Get an Illustration of financial statement analysis, business valuations, and due diligence are interconnected in the context of making informed business decisions. 


Content  

The webinar will cover the following topics:  

  • Financial Statement Analysis 

    • Introduction to Financial Statements 

    • Key Financial Ratios 

    • Trend Analysis 

  • Business valuations 

    • Valuation Methods 

    • Market Comparable 

    • Valuation Considerations 

  • Due Diligence 

    • Due Diligence Overview 

    • Types of Due Diligence 

    • Types of Due Diligence 


Obtaining your CPD certificate 

This training is compliant with the International Education Standard (IES7) issued by the International Federation of Accountants and recognised for CPD by relevant professional bodies including ACCA, CIMA, IAC, IIA, SAICA and SAIPA. 

All attendees are issued with a CPD certificate available in an online profile.   


About the presenter 

Constance Kawelenga CA(SA) 

Constance Kawelenga is a chartered accountant with a broad proficiency in finance, taxation and auditing. She has attained a diverse range of experience - from Big 4 audit experience, commercial multinational exposure to running an audit and consulting boutique over the past 8 years. In 2013, Constance founded the Zuva Group of entities, focusing on audit, financial management, taxation, secretarial, business mentorship as well as business valuations.   


Who should attend? 

The following persons will benefit from attending this webinar: 

  • Practising accountants including: CA(SA), Professional Accountant (SA), AGA(SA), FCCA, BAP(SA), BA(SA) and ACCA. 

  • Registered auditors. 

  • Accounting officers. 

  • Tax Practitioners. 

  • Regulatory and compliance officers. 

  • Bookkeepers. 

  • Accounting educators. 

  • Trainee accountants. 


Price          

  • R 450.00 - Online admission - Individual. 

  • Group Price 1 - From R184 per person (up to 5 users) 

  • Group Price 2 - From R121 per person (up to 10 users) 

  • Group Price 3 - From R109 per person (over 11 users) 

 

Steps to register for the event:  

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here to find out about the Technical Resource Centre & CPD Subscription options. 


Additional material 

By attending this webinar you will be provided with: 

  • A summarised slide presentation. 

  • Reference documents and/or course material where available. 

  • You can ask questions during the webinar and you will also have access to the presenter after the webinar. 


Corporate training solutions 

At the Accounting Academy, we recognize the evolving needs of businesses in today's dynamic environment. Beyond our standard webinar offerings, we provide tailored corporate training solutions designed to empower your team with the latest in accounting and professional skills. Whether you're looking for online sessions or face-to-face training, our programs are crafted to ensure a comprehensive and engaging learning experience. 

Drawing inspiration from modern training methodologies, our corporate solutions are interactive, adaptable, and focused on real-world applications. We prioritize hands-on learning, ensuring your team can immediately apply their newfound knowledge in practical scenarios. 

Interested in a bespoke corporate training experience? Reach out to us at [email protected] or call 010 593 0466. Together, let's design a training program that elevates your team's capabilities and aligns with your organizational goals. 


Contact us 

Have any questions or need any assistance? Contact us today! 

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