Workshop 2: Managerial Finance | 2019-20

Managers in every functional area are increasingly required to understand and apply the basic principles of financial accounting and finance to improve the effectiveness of their operations and strategy, to ensure the completeness and correctness of financial forecasts and budgets, and to work more effectively with the financial managers of their organizations. This workshop builds on the learning and experience from the online courses on financial accounting and corporate finance from HBSP and ensures that participants develop a vocabulary and a working knowledge of important financial measures that can help them become more successful in their careers. The emphasis of this workshop will be on the application of accounting and finance concepts to several real life situations as experienced by case studies and filings from real organizations.

Faculty

Prof. Ravi Jain

Prof. Ravi Jain

Prof. Ravi Jain is a Visiting Faculty in Finance at the National University of Singapore (NUS) and the Indian School of Business.  He also teaches regularly in executive programs for UC Berkeley and UCLA. He has previously taught at the University of Southern California, Temple University, and Cheung Kong Graduate School of Business, and in executive programs for Accenture, Aditya Birla Group, Citibank India, Citibank Singapore, Indian School of Business, LIC, McKinsey, NTPC, NUS Business School, Oberoi Group, the Risk Management Institute at NUS, Standard Chartered Bank, UBS Global Asset Management, and UBS Wealth Management. He has served as the Academic Director of the NUS MSc (Management) and CEMS Master’s in International Management (MIM) programmes and as a consultant on international financial markets for the United Nations Conference on Trade and Development (UNCTAD) in Geneva.

 

Prof. Jain is a recipient of several teaching awards at NUS including the university’s Annual Teaching Excellence Award, the business school’s Outstanding Educator Award, and the MBA Program’s Best Lecturer Award.  He is a co-author (with Zvi Bodie, Alex Kane, and Alan J. Marcus) of Investments Asia Global Edition (published by McGraw Hill), a textbook on investments and portfolio management that is widely used in the top Asian business schools. He has published papers in academic journals on topics such as dividend policy, ownership structure, closed-end fund discounts, market microstructure, reverse takeovers, and direct share purchases.  He has a PhD in Finance from the University of California, Los Angeles (UCLA).

Learning Objectives:

By the end of this workshop, you should be able to

  • Understand the three key financial statements and links between them.
  • Analyze financial statements and make projections.
  • Develop key financial ratios and metrics.
  • Use various financial metrics to evaluate the health of an organization.
  • Understand the differences between various industries with respect to financial ratios.
  • Apply appropriate techniques to evaluate investment projects and to value firms.
  • Have a basic understanding of the DCF mechanism and the ability to build a simple financial model.
  • Develop a vocabulary to converse on various financial metrics and understand the language of finance as used in business.

Workshop Methods & Schedule

The sessions will be interactive and participants will be encouraged to ask questions. Hands-on exercises, examples and case studies will be used from a wide range of industries and markets.  Extensive lecture slides will be provided for all topics in addition to the readings and case studies assigned.  Participants must bring a laptop to the sessions.

09:00 am – 10:30 am

Fundamentals of Accounting

10:30 am – 11:00 am

Coffee Break

11:00 am – 13:00 pm

Introduction to Financial Statements

13:00 pm – 14:00 pm

Lunch

14:00 pm – 15:30 pm

Financial Analysis

15:30 pm – 15:45 pm

Coffee Break

15:45 pm – 17:15 pm

Financial Analysis

09:00 am – 11:00 am

Overview of Corporate Finance

11:00 am – 11:30 am

Coffee Break

11:30 am – 13:00 pm

Essential Tools for Valuation

13:00 pm – 14:00 pm

Lunch

14:00 pm – 15:30 pm

Making Investment Decisions

15:30 pm – 15:45 pm

Coffee Break

15:45 pm – 17:15 pm

Case valuation Exercise

08:30 am – 10:30 am

Making Investment Decisions (Case Exercise)

10:30 am – 11:00 am

Coffee Break

11:00 am – 13:00 pm

Valuing a Firm using DCF Valuation (Case Exercise)

13:00 pm – 14:00 pm          

Lunch

14:00 pm – 15:30 pm

Valuing a Firm using DCF Valuation (Case Exercise)

15:30 pm – 15:45 pm

Coffee Break

15:45 pm – 17:15 pm

Valuing a firm using Relative Valuation

Support

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