Financial Strategy Essentials

Learn Financial Strategy by doing it!

This experiential learning course puts you in a challenging, real-world situation: Your employer, a consulting firm, has been working with a struggling winery. In the pre-requisite course, Financial Analysis Essentials, your project team analyzed the winery's past and current situation to identify what the major problems are.

Now, you will use the team's analytical work in the first course as the foundation for a new assignment: You will take the information and insights that you learned in the previous course and apply them to the development of solutions for the winery. Specifically, in this course, you will prepare financial forecasts of possible solutions to address the identified issues and present them to the winery's owner. 

Your project team for the course will meet weekly online with a faculty mentor.

Snapshot

  • Format: Online collaboration

    Hours: 96 hours / 9.6 CEUs

    When: '15 Winter or Spring

    Cost: $2,400

Scenario overview
After reviewing the winery's newly proposed business plan and supporting forecasts, you and your teammates will analyze the plan's strengths and weaknesses, and prepare a revised set of five-year financial projections suitable for presentation to the winery's bank to obtain long-term debt financing. Based on new information obtained in meetings with key winery personnel, you will propose improvements to the plan and then make appropriate adjustments to your financial projections. You will:

  • incorporate management feedback into the business plan
  • propose alternative ways the winery can shore up its future financial position
  • recommend which alternative offers the best outcomes for winery, and formally present your plan to winery management.

Your job
In this course, you will be working as if you are a financial analyst employed by the consulting firm. You and your colleagues will produce the same deliverables a client company would expect from its consulting firm — and you will be evaluated on the work you produce.

 

What you will learn

The skills that you developed and practiced in Financial Analysis Essentials gave you a framework for analyzing and solving a wide range of financial and business problems. In that course, you examined the two primary areas of the winery's operations:

  • How company managers make decisions for allocating resources to achieve business goals.
  • How the company obtains the funds required to maintain its activities, and the compensation that it must provide to lenders and investors in return.

This course builds on the framework of what you have learned about financial analysis. Now you will be drawing upon that experience to forecast future financial conditions and variables. This involves formulating, projecting and executing plans to help any organization meet is financial and business goals.

 

What you will do

You and your colleagues will:

  • Prepare financial projections for a company based on its current finances and operations
  • Propose alternative financial approaches to deal with a company's financial problems
  • Prepare financial projections for a company based on a proposed alternative plan
  • Prepare and deliver a presentation covering financial projections and alternative plans
  • Identify elements of an alternative financial plan that deliver the greatest value to a company
  • Course Information

    Course Date Info: 

    Winter Session — Register Now
    January 26 – March 20, 2015
    #84435

    Spring Session — Register Now
    March 23 – May 15, 2015
    #84436

    Experiential learning. Your team will meet weekly in an online environment with your faculty mentor. Mentors are seasoned professionals who facilitate group discussions and help you solve complex problems on your own. The mentors are available by phone, text and email to answer questions, point you in the right direction, and provide in-depth feedback on every deliverable you produce. Supporting materials and resources are provided online.

    Course Fee(s): 

    $2,400

    Continuing Education Information: 

    96 hours/9.6 CEU's
    Visit the University of Georgia CEU policies for more details. 

    Sebastian Barajas, Economist and MBA, has more than 30 years of experience as a consultant and entrepreneur. He began his professional career by founding Cash Management Consulting (CMC) with 4 partners in 1980, a company dedicated to developing information systems for financial management for large corporations.  In 1989 CMC was acquired by Arthur Andersen, and Sebastian joined Andersen Consulting in the Financial Systems Division. In 1993 Sebastian moved to a new field of practice, change management, with a focus on the complexities of organizational and human behavior, learning and performance. In 2000 he joined Deloitte Consulting as Director of Change Leadership and education for the Iberia practice (Spain and Portugal).

    In 2002 Sebastian returned to his entrepreneurial roots, becoming Managing Director of SEISA (www.seisa.es) a small corporate finance boutique in Barcelona.  He also founded Learningworks (www.learningworks.es) a company which develops learning by doing training projects, and in 2005 helped found Intelectium (www.intelectium.com) an eBusiness accelerator.

    Financial Analysis Essentials