20-21 July 2026
Brunei
TBA
Overview
Join the Strategic Finance for Decision Makers Masterclass with internationally renowned trainer, author, and speaker, Ted Wainman. This event is designed to enhance your ability to make critical, strategic decisions with lasting impact by building financial awareness and interpreting your company’s financial situation effectively.
Why Attend?
Every strategic decision has a financial consequence. Leaders who understand the financial drivers of their business consistently make better decisions. Many strategic decisions fail not because of poor strategies, but because leaders lack financial insight behind the numbers. This workshop will help you understand the financial drivers of business performance to make decisions with greater clarity and confidence. You will learn practical financial insights needed to interpret key metrics, evaluate opportunities, and connect financial outcomes directly to strategic actions to create sustainable value for your organisation.
Who Should Attend?
Suitable for executives from all functional backgrounds who may or may not have an accounting or finance background, including:
- CEOs & Managing Directors, Board Members
- Divisional and Regional Directors
- Heads of Departments & Budget Holders
- General Managers & Finance Managers
- Strategic Planning, Project Managers
- Managers in Operations / Marketing / HR / IT / Sales
- Technical Managers & Senior Engineers
Benefits for Participants – What Will You Learn by the End of This Course?
Financial Insight for Better Decision Making
- Understanding the strategic trade-offs between Debt and Equity financing.
- Interpreting key performance metrics such as EBITDA and ROCE in a capital intensive business.
- Calculating the cost of capital using WACC and CAPM to support investment decisions.
Evaluating Investments and Creating Value
- Applying Discounted Cash Flow (DCF) techniques using NPV and IRR.
- Understanding how organisations create value through Economic Value Added (EVA).
- Interpreting valuation metrics such as Yields and PriceEarnings (PE) ratios.
Strengthening Financial Control
- Understanding the role of Liquidity and Working Capital Requirement (WCR).
- Distinguishing between Operating, Free and Net Cash Flow.
- Using budgeting and forecasting to deliver operational strategy
COURSE FACILITATOR
Ted Wainman
Published Author & YouTuber Ernst & Young (ACA) | JPMorgan Investment Management (MBA) | International Business Skills Trainer
Achievements
Ted Wainman is a highly experienced business trainer and keynote speaker specialising in financial, commercial and strategic capability building for managers and senior professionals. Ted began his career at EY (Ernst & Young), where he trained and qualified as an Associate Chartered Accountant (ACA)
He then spent six years at JPMorgan Investment Management, rising to Vice President, and completed a company-sponsored MBA in International Management of Financial Services, graduating top of his class with merit.
Since 2003, Ted has designed, developed and delivered practical, high-impact learning programmes for both the private and public sectors. He works closely with senior stakeholders to ensure training is commercially relevant, tailored to the organisation’s strategic objectives, and focused on delivering sustained behavioural and decision-making change.
With a strong foundation in finance, Ted’s core focus is on:
- Financial and commercial awareness
- Strategy and leadership
- Reading and interpreting financial statements
- Global Macro-Economics and market dynamics
Ted has a focus on financial and commercial training (including finance, strategy & leadership and Global Macro Economics). Ted has worked with over 400 companies – primarily private or listed – from blue chips to financial services, including banks, building societies and insurance companies.
Ted has worked in more than 35 countries globally and is experienced in addressing the needs of programmes across varying cultural backgrounds.
He delivers training through:
- Face-to-face workshops
- Live virtual programmes (Microsoft Teams, Zoom, Adobe Connect and similar platforms)
- Recorded and on-demand learning solutions
Has Worked With
Trainer Videos
Book(s) Published

Agenda
Strategic Finance for Decision Makers
During the workshop we will be examining a number of Case Studies. Delegates are encouraged to bring their own accounts or those of their competitors, which will also be used as Case Studies during the workshop to ensure the concepts are clearly explained and their relevance understood.
Day 1
Examine Financial Drivers at a big picture level for strategic decision making
Financing the Business: The Cost of Capital
We start the workshop understanding how a business is financed through debt and equity – and learn the advantages and disadvantages of each.
- Capital – Debt & Equity
- Transfer of Risk
- Advanced funding – Debt, Equity, Loans, Bonds & Derivatives
- The role of banks in the Capital Markets
Case Study: How A Business is Funded
Generating a Return on Capital
Building on session 1, we then start to look at how companies measure the return on the capital that is invested.
- Profit, EBIT, and EBITDA
- Measuring ROI, ROCE, & ROA
Case Study: Calculating the ROCE
Calculating the Cost of Capital & Value Creation
Having established the return that capital is generating for an organization, we then turn to calculating the cost of that capital.
- Cost of Debt
- Cost of Equity (CAPM)
- Calculating the WACC
- Calculating EVA
Case Study: Calculating the WACC & EVA
Working Capital
Having established the importance of Investment Capital and ensuring that the return on that Capital exceeds the Cost of the Capital, we focus on Working Capital – that keeps the business alive on a day-to-day business
- Liquidity & Working Capital
- Calculating the Working Capital Requirement (WCR)
- Cash is King: operational decisions to improve the WCR
- Cash Flow analysis – OCF, FCF & NCF
Case Study: Calculating the WCR
Time Value of Money
CapEx and investment decision making is based on the ROCE / WACC / EVA principles will involve more detailed analysis including:
- The Time Value of Money
- Calculating the NPV
- Calculating the IRR
- Decision making
Practical Exercise in Excel to choose between various projects. Please bring your laptop.
Day 2
A Granular Look at the Organisation’s Finances from an Operational / Departmental Level
We will review and consolidate the material and concepts – giving more practical application of the concepts covered to new case studies and organisations.
Review of Day 1
Budgeting and Forecasting
Using budgets and forecasts to deliver on the strategy of the organisation.
- Linking Strategy to budgets
- Top down v Botton up budgeting
- Incremental v Zero Based Budgets
- How budgets add value to an organisation
The Concept of Free Cash Flow
Techniques based on free cash flow have become the predominant way of determining the value of any business. When considering an acquisition or takeover free cash flow is used to establish the right price to pay to acquire the target business. Free cash flow also allows managers to understand whether a business is growing in a way that is balanced and sustainable. As such, understanding free cash flow is essential for senior managers.
- Profit and cash flow
- How you can be profitable and broke
- Estimating free cash flow
- Using free cash flow to value a business
Practical Exercise: What would you pay to acquire a company?
Creating Economic Value
The method of measuring organisational success is changing from profit-based methods to value-based methods. These days the economic objective of businesses is to create value rather than create profits. To be a successful manager you need to understand the difference between value and profit and to know how you can create economic value in your role.
- Accounting value, market value, and economic value
- Why is value different than profit?
- How you can create economic value
- Measuring value created
- Economic Value Added (EVA)
BRING A CASE STUDY
During the workshop we will be examining a number of Case Studies. You are welcome to bring your own accounts (or a competitor), which can also be used as Case Studies during the workshop, to ensure the concepts are clearly explained and their relevance understood.
Value Creation
This final session links the operational decisions in day 2 to the organizational decisions from day 1 and examines how to ‘create value’ in an organization.
- Relative vs absolute valuation
- Yields & PE ratios
- Property, Shares & Bonds – valuation fundamentals
- The impact of Risk and Interest Rates on Asset Valuation
- Irrational Exuberance – how to spot a bubble
Valuation of the Case Studies covered during the workshop
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TESTIMONIALS
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