Having the ability to understand financial statements is no longer enough. Business leaders must have a firm understanding of how to use financial information to drive decisions and strategy, and to understand the health and capabilities of your business. This course will enable you to achieve both, as well as to establish warning indicators, and assess the true value of your business to make informed and effective decisions. You will learn the practical value of financial performance dashboards to monitor and communicate key performance measures.
This course is tailored for directors, shareholders, senior management and next generation leaders.
*Please note the session time is set in AEDT and adjust accordingly for your local time zone.
Course outline
- Learn how to use financial information correctly for decision-making in accordance with your strategic plan
- Develop your key indicators so that you can interpret the true performance of your business
- Create a financial dashboard to help you determine strengths and weaknesses in your business
- Learn about different methodologies to value your business
This online course is delivered across two weekly sessions, followed by an optional coaching session. All sessions will be held via zoom.
Between sessions you will be provided with activities to help you work through the content and apply it back in your family business to help you gain the most from the course. You can then bring your questions / challenges to the next session to help resolve them.
Key Learning
- Identify the key indicators to monitor the true performance of your business
- How directors can make accurate solvency judgements
- Using financial information for strategic decision making
Who should attend
- Directors and shareholders
- Senior management teams
- Next generation members of the family business
Course Structure
| Date | Session | Duration |
| Thursday, 27 March, 2025 | Session 1 | 11.30am - 3.30pm (AEDT) |
| Thursday, 3 April, 2025 | Session 2 | 11.30am - 3.30pm (AEDT) |
Facilitators
Louisa Andreucci | Hood Sweeney
With more than 10 years of professional experience, Louisa advises professionals and business clients across industries with the management of their income tax affairs, GST and the preparation of financial statements. Louisa’s clients include businesses in construction and food and hospitality, and family owned and run businesses.
Building relationships with her clients and understanding what they hope to achieve helps Louisa develop business plans and metrics around them to support the achievements and success of her clients.
Matthew Bartemucci | Hood Sweeney
Matthew Bartemucci is a chartered accountant with 20 years of experience, specialising in accounting and business advisory for family businesses, small to medium-sized enterprises and high net worth individuals. He is also an accredited Family Business Adviser with Family Business Association.
Client focused, dedicated, and understanding, Matthew specialises in the areas of business financial and management accounting, taxation and compliance, business strategy, asset protection, succession planning and governance for his clients.
Early bird rates close on Thursday, 13 February 2025.
Click here to view the terms and conditions.
Please contact the office on 1800 249 357 or education@familybusiness.org.au if you have any questions or need assistance registering for this event.
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