Closer To Clients: Boardroom Finance

Intended audience:
Solicitors dealing with commercial clients

3 hours

Small group workshop with tutor-led discussions and practical case studies

To develop a broad understanding of how successful businesses are run and managed to make it easier for a solicitor to be more commercial in conversations with clients.


  • Why and how are business plans prepared?
  • Preparing annual budgets
    • Alternative ways of predicting income
    • Optimum levels of expenditure
  • Management information systems
    • Managing cash flows – the useful ratios
    • Managing profit – key KPIs
  • Cash flow forecasts – why and how are they prepared?
  • Investment decisions
    • Improving ROI
  • Payback periods
  • Net present values
  • Internal rates of return


  • Participants will understand how successful companies plan for both the short and long term to minimise risks and maximise returns
  • Participants will feel more comfortable when talking to owners and managers of businesses and, more generally, about business and finance issues
  • Participants will have a better understanding of how to develop stronger working relationships with key clients

Training Team

Module Leader
Robert Mowbray

Fresh Professional Development  Ltd, The Forum, 277 London Road, Burgess Hill, West Sussex, RH15 9QU
t. 01454 550066, e., w. © Fresh Professional Development Ltd. 2017

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