Corporate Change and Learning Subjects Covered 

Since joining WTO, China's financial services industry has been accelerating its opening and aligning with international standards.  How to improve a banker's competitiveness is an issue that many Chinese bankers are thinking of.  We have developed a series of practical domestic and overseas programs that are designed specially for Chinese bankers.  These programs aim at enabling participants to access best practices and experiences from international capital markets and financial institutions, significantly improving managing capabilities of local banks.
 
Program outline

• Lending activities and credit risk management
   
  Credit analysis and credit risk management have always been the core subjects of bank management.  This program covers: the organization and structure of credit management, techniques and models of credit analysis, credit review process and quantitative management of credit risk.
          
• Budgeting and financial management
        
  If risk management is the foundation of bank management, then efficiency improvement and cost reduction are keys to a bank's profitability.  This part of the program covers costing and budgeting, funds transfer pricing, asset and liability management, economic and regulatory capital management, RAROC and performance evaluation.
   
• Wealth management and retail services
   
  The key to successful retail business is to know your customers through collection of information and high quality services.  It requires attracting different customers to use appropriate channels, and providing appropriate products to different customers.  Workshops include electronic banking channels, financial planning, private banking, customer relationship management, sales force management, etc.
   
• Bank Strategic Planning & Operation Modeling
   
  Operation modeling provides unique opportunity for users to conduct strategic planning and analyze the full picture of a bank's operation.  By dynamic and rigorous sensitivity testing with historical data, the model can provide great insights with numerous what-if scenarios on product profitability, market share and shareholder value creation.  The model takes into account the direct and indirect costs, the subtle balancing between volume and profitability, growth and capital constraints, performance measurement and resources allocation.  Therefore, it can function as an effective planning and decision support tool.

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Corporate finance management is no longer a supporting function sitting behind the front line; instead, it is becoming the business partner of marketing and sales, production and distribution.  To better assume the new role and handle the challenges in an organization, financial professionals need to continuously improve their technical skills and increase exposure to different areas in financial management.
 
At the end of this program, the target audience will be able to:

• Have a complete picture of corporate financial management
• Understand different functions in corporate financial management
• Grasp the latest development of modern financial management tools and best practices
• Realize their new role as business partner instead of the traditional supporting role

Modules

• Finance for Non-financial Managers
• Corporate Financial Analysis
• Customer/Product/Channel Profitability Analysis
• Budgeting Management
• Cost Allocation and System Optimization
• Effective Cash Management
• Optimized Capital Structure
• Foreign Exchange Risk Management
• Financial Performance Evaluation

Learn more on our Public Programs.

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Most finance executives know what the current GAAP differences are in the Financial Statements, but may be too busy to grasp the latest development of GAAPs and obtain an overall clear picture of the accounting standards and systems.  Furthermore, if financial professionals only indulge in daily accounting work, how can they provide valuable insights on top management's decisions that have potential financial risks embedded?
 
At the end of this program, the target audience will be able to:

• Have a "big picture" of PRC GAAP and its development
• Understand the key difference between GAAPs
• Grasp the methodology and approach of some difficult issues
• Be aware of the role and responsibility of relevant parties

Modules

• The latest development of PRC GAAP
• IFRS convergence and its impact
• Key differences between GAAPs
• Interpretation on some technical issues

Learn more on our Public Programs.

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How to compare and choose capital investment projects?  How to take full consideration of the risk and opportunities in a specific project?  How to analyze a project in practice?  What are the most important criteria?  Why is NPV better than other analysing tools in making investment decision?  How to integrate measures to offset the NPV's limitations in application?  How to evaluate the reasonableness of assumption values and conduct thorough sensitivity analyses?  What comprise the primary value and risk for a project?  And how to best use management options to minimize risk and maximize opportunities?
 
At the end of this workshop, the target audience will be able to:

• Assess investment risks and choose the best way to reduce them
• Balance the potential risk and return in comparing projects and reflect the risk-adjusted rate of return in capital budgeting
• The proper usage of NPV, Payback, Yield Index, IRR in investment decision making
• Analyze the effectiveness and weakness of other investment criteria

Outline:

• Measuring and controlling risks of investment projects based on risk-adjusted ROI
• Comparing and choosing capital investment projects
• Understanding the key points of investment decision making process and the techniques of structuring investment models
• Project management - a consistent and standard procedure (identifying projects, business case analysis, project authorization, budgeting and review)
• Best practice in project proposal, approval and review procedure

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Risk-based Internal Control

• Highlights of the PCAOB and SEC guidance
• COSO Internal Control Framework
• Sarbanes-Oxley Section 404 Readiness
• Overview of responsibilities in S404 readiness process

Learn more on our Public Programs.

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As the Chinese capital market matures, investment professionals are required to equip with solid analytical techniques and skills.  At PwC TRANSFORM, we combine our accounting expertise, investment experience, and international network in the securities investment community to help clients achieve their goals.
 

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Tax Series

• Foreign Enterprise Income Tax
• Foreign Enterprise Value Added Tax
• Individual Income Tax
• Business Tax
• Transfer Pricing

Learn more on our Public Programs.

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