Reclaiming Your VAT
Reclaim the VAT on your Euromoney Training Courses in the UK
Why am I being charged VAT?
The EU VAT Directive stipulates that all training and educational courses that are provided in the UK must include a VAT charge on payment.
Can I reclaim my VAT back?
Overseas delegates who attend our courses in the UK are eligible to claim their VAT back once it has been paid.
How can I claim the VAT back paid on a course?
There are two ways in which you can claim back VAT back from the UK.
Option 1 - Directly through HM Revenue and Customs
The most cost-efficient way is to claim back VAT directly from the UK Tax Authority (HMRC) by completing the following form.
For European clients, please refer to form VAT 65.
All other clients, please refer to form VAT 65A.
Option 2 - Through our Recommended VAT Reclaim Service – VAT IT
The specific rules for VAT reclaim will vary according to the laws of your country of residence. This can be complicated and time-consuming.
Euromoney have an exclusive partnership with VAT IT, specialists in international VAT reclaim. VAT IT will review, process and submit your VAT refund on your behalf.
VAT IT will charge a percentage of the VAT refund if/when it is successful.
If you want to find out more about this service, please email your details to: email@example.com
You may also be able to claim back your VAT against courses taking place outside of the UK, and we would recommend contacting VAT IT, our specialist partner, to discuss how to do this.
Success as a CFO is rarely determined by technical ability. Mastery of the technical aspects of finance is a given; what makes the difference is the ability to lead and operate in areas where there is no right answer. Today’s CFOs are expected to play diverse and challenging roles with ability to influence and persuade when required.
Beyond the traditional role of being a steward and running a tight finance operation that is efficient, CFOs now need to help shape overall strategy and direction, instilling a partnering approach and mind set to help other parts of the business perform better. This requires softer skills of dealing with conflicts between stakeholders in a pragmatic manner and energising talent within finance to deliver high performance.
For the newly appointed or aspiring CFO, this course will empower them to succeed by helping to map out their future with confidence, exposing them to a full range of skills and proven tactics. For the established CFO, it will offer a refresher in current best practices, opportunity to network and interact with peers, and provide valuable insights into range of initiatives being deployed to enhance the value they bring to their organisation.
Attend this programme and learn about:
- Financial leadership in action that embraces personal and wider risks of the role
- Fostering a winning relationship with the CEO/Board
- Strategic engagement, alignment, goal congruence, delivering concrete outcomes
- Acquiring commercial insights, perspectives that feed into decisions making
- Leading through change, business transformation and performance optimisation
- Communicating business insights, decision choices more succinctly and intelligently
- Embracing the power of digital and associated risks
- Nurturing finance talent and leadership pipeline
Who should attend:
- CFOs from listed and unlisted organisations representing the commercial, financial services, privately-owned and not-for-profit sectors.
- Aspiring finance directors, senior finance executives, controllers as well as non-finance board directors would also benefit from attending this programme.
Day 1 defines the context of the CFO’s leadership role: fundamental challenges as well as opportunities with focus on how to adapt your approach, build on strengths, add value.
Exploring your Stories as CFOs
Quickly build trust and rapport with your colleagues and the Course Director
- Your professional Story: how it shaped the leader you are today
- Practical tips, techniques, hurdles overcome
Financial Leadership in Action
Building internal / external presence with reputation for excellence
- Commanding priorities, top concerns and expectations
- Managing the complex needs of a growing number of stakeholders
- Addressing barriers (internal, external, knowledge gaps)
Aligning the organisation around its strategy with more integrated planning
- Strategic engagement/ goal congruence / concrete outcomes
- Translating strategic imperatives into operational plans
- Overcoming strategic bottlenecks, staying on track
- Finance vision, mission, goals and values
Interactive sessions & tasks: Delivering on goal congruence, developing a financial strategy
Hazards in the Boardroom
- CFO as a member of the board
- Board behaviours, Group Think, When the board disagrees
Interactive session: Working harmoniously alongside fellow board members
Day 2 focuses on techniques to drive finance efficiency, create agility, deliver foresight.
The Influential CFO / Building Relationships
- Personal effectiveness, presence and credibility
- Communication skills and social interactions
- Holding centre stage effectively
- Building relationships (CEO/Chairman/Audit Committee/Investors/Analysts/banks)
- Partnering with other corporate functions and business management
Interactive session: How to influence people within the business
Case Study and Discussion: Developing relations with the CEO and stakeholders
Strategic Budgeting and Business Partnering
- Linking planning process to the business life cycle and strategy
- Outcome driven budgets and event driven rolling forecasts
- Level of connection and challenge via business partnering
- Quality of business decisions
Interactive session: Obtaining ownership, accountability and buy-in from the budget holder
Business Performance and Transformation
Optimising your business model, improving returns, creating value
- Countering massive moves in revenue and margins
- Stress testing initiatives for growth
- Engaging in negotiations with banks (funding choices, cash optimisation)
Intelligent Information Flow / Digitizing the Finance Function
Acquiring commercial insights, gaining trust of main board and line functions
- Insightful analysis (trends, competitor, decision choices)
- Activating critical success factors (financial and non-financial)
- Empowering budget owners to make informed decisions, submit realistic budgets
Unleash the power of “Big Data “, “Data Analytics” and sophisticated software
- Interactive analytics reporting tools
- Deploying sophisticated analytics software
- Tracking real-time digital performance to drive business forward
Interactive sessions & tasks: Innovative practices in performance management and analytics.
Day 3 focuses on proven strategies to nurture talent. You will also learn about management practices to identify and mitigate emerging business and treasury risks.
Advancing Finance Capabilities
- Nurturing leadership pipeline (succession, attitude, agility)
- Enhancing financial literacy skills and capabilities
- Building cushion into go-forward plans, forecasts, legacy and manual systems
Interactive session on developing talent strategy
Oversight of New and Complex Risks / Crisis Management
- Building insights and emerging risk profiles (e.g. cyber, social media, regulatory)
- Gathering intelligence on potential perpetrators
- Identifying key assets to protect
- Assessing crisis situation, identify biggest problems
- Scenario planning / Use of advisers / Plan B
Interactive session on developing risk management policy / crisis management: Why first few days are most critical
Leading Corporate Treasury
- Getting to grips core treasury elements (e.g. policy, funding, investing)
- Critical treasury risks (interest rate, currency, bank risks)
- Derivatives and complex financial instruments (swaps, forward contracts)
Interactive session: What can go wrong: high profile cases where weak controls collapsed
- Balance sheet optimization
- Capital planning and allocation
- Re-investment, M&A, debt servicing, dividends, share buybacks
- Tax planning, transfer pricing & thin capitalisation
Discussion on international tax planning (Starbucks/Google) and impact on reputation.
Capitalising on M&A Opportunities
- Defining acquisition criteria and planning acquisition process
- Financial and commercial due diligence
- Valuing and evaluating the target
- Deal negotiation Financing the deal
- Purchase and sale contract
- Taking charge and integrating the business
Case Study and Discussion: Recent examples of worst takeover deals and what went wrong
CFO’s role in corporate governance
- International governance frameworks
- The UK Corporate Governance Code - main principles
- The Companies Act 2006 - Directors responsibilities in law
- Corporate governance and public reviews
Case Study and Discussion: Prominent failures in corporate governance.
Key Elements of Bank Risk Management and Implications for Corporates
Link between finance and risk management and the impact on bank relations
The session is characterized by:
- Integration of actual real-life examples, financial crises and regulatory responses
- Focus on bridging financial risk management, financial accounting and corporate financial management
- Idiosyncrasies and conventions of bank risk management
- Introduction to the bank regulatory capital adequacy framework
- The catch-all nature of Operational Risks and its implications
- Understanding Credit Risk: concepts, practice and limitations
- Liquidity risks for banks and effects on Corporates
- Market risks - interest rates and currencies: techniques and applications
- Hedging techniques with derivative instruments
- Identifying an ethical framework
- Corporate culture and personal responsibility
- Appreciating importance of behaviours
- Connecting business values and ethical values
- Setting the ethical framework
Exercise and Discussion: Tackling ethical dilemmas.
Fraud, Bribery and Corruption
- Motives and indicators of fraud
- Fraud prevention
Case Study and Discussion: Warning signals and what to look for (including potential fraud in M&A)
Bribery and Corruption
- Definitions and prohibited practices
- Foreign Corrupt Practices Act, OECD convention
- The Bribery Act 2010 –practical implications
Case Study and Discussion: Conducting investigations into bribery, corruption and fraud with potential impact on business reputation
Personal Feedback Session
- Main takeaways from the programme
Interactive sessions: Lessons learnt from this programme, commit to any action?
Our Tailored Learning Offering
Do you have five or more people interested in attending this course? Do you want to tailor it to meet your company’s exact requirements? If you’d like to do either of these, we can bring this course to your company’s office. You could even save up to 50% on the cost of sending delegates to a public course and dramatically increase your ROI.
If you want to run this course at a location convenient to you or if you want a completely customised learning solution, we can help.
We produce learning solutions that are completely unique to your business. We’ll guide you through the whole process, from the initial consultancy to evaluating the success of the full learning experience. Our learning specialists ensure you get the maximum return on your training investment.
We have a combined experience of over 60 years providing learning solutions to the world’s major organisations and are privileged to have contributed to their success. We view our clients as partners and focus on understanding the needs of each organisation we work with to tailor learning solutions to specific requirements.
We are proud of our record of customer satisfaction. Here is why you should choose us to help you achieve your goals and accelerate your career:
- Quality – our clients consistently rate our performance ‘excellent’ or ‘outstanding’. Our average overall score awarded to us by our clients is nine out of ten.
- Track record – we have delivered training solutions for 95% of worlds’ top 100 banks and have trained over 250,000 professionals.
- Knowledge – our 150 strong team of industry specialist trainers are world leading financial leaders and commentators, ensuring our knowledge base is second to none.
- Reliability – if we promise it, we deliver it. We have delivered over 20,000 events both in person and online, using simultaneous translation to delegates from over 180 countries.
- Recognition – we are accredited by the British Accreditation Council and the CPD Certification Service. In an independent review by Feefo we scored 96% on service and 95% on product
Lance MoirHaving 30+ years experience as a CFO, Corporate Financier and Treasurer, I know what distinguishes a great CFO from a merely adequate one. As such, my courses focus on developing the knowledge and skills of those attending so they can get to the next level.
BiographyThe Course Instructor has over 30 years financial experience as CFO, Corporate Financier and Treasurer in international companies. He had been CFO of WIN plc and Executive Director of IMImobile, Group Finance Director of First Choice Holidays PLC, Director of Corporate Finance at Bass PLC and Head of Corporate Finance and Strategy at Storehouse PLC. He currently has a portfolio career as an adviser, non executive director and management educator. He is a Visiting Professor at Cranfield School of Management, where he was on the full time faculty, and is a Non Executive Director and Chair of the Audit Committee of Henderson Global Trust PLC.
Raj GandhiI have 25 years’ experience in the financial services, energy and retail sector and have built up expertise in finance, treasury, internal audit, risk and governance.
BiographyRaj Gandhi - days 1-3:The course instructor is FCCA and FCT with 25 years’ experience in the financial services, energy and retail sector, who has built up expertise in finance, treasury, internal audit, risk and governance. He is the former CFO of London Capital Group Holdings plc, and other prominent roles include business analyst in group reporting/global audit manager (treasury) for Royal Dutch Shell plc and group treasurer of Empire Stores Group Plc. Since becoming a trainer and independent consultant in 2009, he has developed reputation for delivering highly pragmatic learning with a practitioner perspective. He is a founder and director of GGV Treasury, Finance & Risk Solutions with clients in the UK and internationally.
BiographyEelco is based in Zurich and Singapore and serves as a director and trustee on boards of alternative funds and family foundations. His consulting engagements include strategic, operational and product-focused projects in alternative investments, emerging markets and wealth management. Also, he lectures on Risk Management, Finance Ethics and Alternative Investments and regularly speaks on asset management topics. Previously, he was a.o. COO with Credit Suisse with teams in Zurich, New York and London, operationally responsible for USD 17 bn in alternative investments, Group-CFO of London-based Millennium Global Investments, a global USD 15 bn alternative and emerging market investment group, and CFO and Head Corporate Development of Centrum Bank, a USD 10 bn UHNWI-manager in Vaduz. He started his career as a corporate and institutional banker with ABN AMRO in Amsterdam. A member of the London-based Institute of Directors, he holds degrees and designations in a.o. Economics (PhD), Finance, Law and Engineering.
London Marriott Hotel County Hall
Your training venue will be confirmed by one of our course administrators approximately 3-4 weeks before the course start date.
As such we have detailed our most frequently used training destinations in London on this map. If you need help booking accommodation for your visit to our training courses, please contact firstname.lastname@example.org and one of our partners will help you get the best rate possible."