Course details

Dates are currently being finalised. Get in touch to find out more
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VAT on Virtual and Online Programmes

VAT is applicable on virtual programmes to delegates attending from the UK*. If participating from the EU, a valid VAT number is required to ensure VAT will not be charged under the reverse charge mechanism. VAT is not applicable to attendees from all other countries.
*For virtual courses ran through our Asia office, VAT may be applicable to HK and Singapore residents only. Find out more by contacting


Claiming Back Your VAT

All attendees of a London based course incur VAT as a part of the cost of attendance.

Euromoney Learning have partnered with VAT IT to allow you the unique opportunity to recoup the VAT incurred.

Using VAT IT's extensive experience and simple sign-up and refund process, every invoice can be turned into cash for your business.

Claim the VAT that's rightfully yours in four simple steps:

1. Register your interest

2. Sign a few simple documents

3. VAT IT processes your claim

4. Receive your refund

Why choose VAT IT 

VAT IT have spent two decades identifying, researching and perfecting the foreign VAT Reclaim process and built the best back end technology in the industry. By partnering with Euromoney Learning, we can provide you with a fast and effective way to reclaim your VAT which helps reduce the cost of your training.

VAT IT will charge a percentage of the VAT refund if/when it is successful. 

Can I claim back the VAT myself?

You can 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.


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.

Strategy & Leadership for CFO's and Senior Finance Executives

Accelerate your career with our market driven CFO Strategy & Leadership Programme
  • The Strategy & Leadership for CFO's and Senior Finance Executives Programme will enhance your ability to lead whilst giving you the wider business expertise required of today’s high-performing CFOs.

    This intensive programme was designed by a former Finance Director with global responsibility and considerable leadership development expertise. It helps current and aspiring CFOs and Finance Directors address the common issues that arise as they move from technical roles into positions of leadership. A key feature of the course is the use of two professional psychometric tools, which allow you to understand your leadership style and how to understand the behaviours and preferences of your teams and senior colleagues.

    This course introduces a range of strategic models through a number of cases, which become the focus of debate to enable peers to share their real-life experiences and challenges in these areas. You will understand how to choose performance measures and communicate them to non-financial colleagues in order to guide your organisation through a transformation program that creates value by aligning financial capabilities with corporate strategy.

    Attend this high-level 5-day course and learn key skills to:


    • Lead the finance function to be a partner to the business
    • Linking financial objectives and performance measures to business strategy
    • Understand your leadership style and link this to financial objectives
    • Evaluate the practical implications of investment decisions and acquisitions
    • Build and lead a high performance finance team
    • Evaluate a deeper insight into how the business model translates into the accounting numbers
    • Meet the different objectives of investors and funders
    • Drive innovation and lead cultural change
    • Lead organisational transformation

    Teaching Methodology

    The teaching methodology used on this course combines formal theoretical instruction with frequent use of exercises and case studies. In addition, two psychometric tools will also be provided. There will be opportunity for debate within the group on their own experience led by the instructor and so to learn from each other’s experience.

    There will be ample time for group discussion with the tutors as most senior managers learn best from their own context and experience. The course is intended to be practical and interactive, with delegates encouraged to ask questions. Each day will allow participants some time to apply the material introduced during the day to their own business, with support from the tutor.

    Note - A good level of spoken and written English is required to attend this course. Delegates should be of an intermediate standard in English at a minimum. Please refer to the Common European Framework of Reference for Languages - as a guide the level required is B2. 

  • Day 1

    The CFO as a Leader – Setting the Parameters
    You: The Evolving CFO

    The programme begins with participants introducing themselves, their expectations and objectives. Focused on the individual participant, this initial session will explore:
    • The scope of the CFO responsibilities
    • Your strategic and leadership skill sets
    • Your career aspirations as a CFO

    Setting the Scene – What does the Modern CFO Do and how do You Spend your Time?

    • Controller
    • Strategic consideration
    • Setting the tone
    • Governance
    • Mergers and acquisitions
    • Investor relations
    • What are the issues?

    Case Study:
    Home Depot
    Exploring the issues that CFOs face during a time of change


    Setting Financial Objectives– Key Financial Issues

    • Shareholder value
    • Setting financial objectives
    • Capital structure
    • Economic value added
    • Need for growth
    • Organisational issues

    Choosing Financial Measures

    • Using the Performance Prism
    • Shareholder Value metrics
    • Using the balanced scorecard

    Behavioural Finance and Personal Bias

    • Understanding bias in financial data
    • The risks of believing the numbers
    • The risks of sales forecasts
    • The problem of too much cost control

    Day 2

    The Strategic Context – What are the Organisation’s Objectives?
    Introduction to Strategy

    • Where does strategy come from?
    • The purpose of the firm
    • Levels of strategy – corporate, business unit and operational
    • Determinants of strategy
    • Sources of data

    Designing and Implementing Strategy

    • Analytic tools and techniques to design and build the strategy
    • Integrating financial strategy into current operational plans and priorities
    • Influencing, formulating and implementing strategy

    Designing Strategy – Strategy from the Outside

    • Introduction to industrial economic value of strategy
    • PESTEL analysis
    • Porter’s five force model
    • Supply chain analysis

    Case Study:
    The European Brewery Industry
    Applying the tools of competitive strategy to an industry


    Designing Strategy – Strategy from the Inside

    • Resource based theory
    • VRIN model
    • Strategic assets
    • Implications for strategy

    Linking Financial Objectives to Organisational Strategy
    Aligning Strategies

    • Introduction to value drivers
    • Need for sustainable competitive advantage
    • Identifying sources of competitive advantage

    Public Share Markets and Share Prices

    • Linking financial performance to share prices
    • Understanding fundamental value
    • The difference between firm performance and share price performance
    • The role of stock market analysts
    Case Study: Royal Mail Group: Reviewing share price and analyst report to determine strategy

    Day 3

    Personal Style: Understanding Yourself
    Personal Style

    • Who am I?
    • Decision Profile analysis – understanding the dimensions of risk, luck, decisiveness and intuition

    Personal Style and Managing Others

    • The Myers-Briggs type indicator and managing different styles
    • The Transformational CFO: Leading Change

    Day 4

    Personal Style, Leadership and Culture
    The Transformational CFO

    • Building sustainable leadership
    • Building individual leadership capacity through self- awareness
    • Becoming more reflective about leadership and how it works
    • Changing the way the organisation thinks about leadership

    Organisational Culture

    • Culture web

    Building and Leading a High-Performing Finance Team

    • Assessing the strengths and weaknesses of your team
    • Developing, influencing and motivating individuals
    • Managing dynamics to ensure that your team is working at their peak performance

    Day 5

    The CFO as a Leader and Business Partner
    Leading through Successful Change

    • Analysing the impact of change on people and the organisation
    • How your personal change style impacts your approach to leadership of change
    • Supporting people through change
    • Overcoming conflicts and chaos situations

    Strategic Communication

    • Investor relations strategy
    • Designing the message externally and internally

    Case Study
    : Kuehne and Nagel
    • Managing internal messages
    • Preparation for own personal strategic plan

    Course summary and close


  • 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 – 10/10 of the world’s largest banks have chosen us as there training provider and we have delivered training across the largest banks and have trained over 25,000 professionals.
    • Knowledge – our 100+ 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 25,000 events both in person and online, using simultaneous translation to delegates from over 99 countries.
    • Recognition – we are accredited by the British Accreditation Council and the CPD Certification Service. In an independent review by Feefo we scored 4.2/5 on service and 4.7/5 on Coursecheck
This course can be run virtually online or as an in-house, tailored learning solution


  • Lance Moir

    Having 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.


    The 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.



The course will take place at a Central London hotel.

The map attached details some of our most frequently used venues

If you need help booking accommodation for your visit, please contact and one of our partners will help you get the best rate possible.