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Introduction
Emile Woolf was founded in 1976 to provide training for accountants and is now
well known for offering high quality IFRS and other Continuing Professional
Development (CPD) internationally. In recent years (from our bases in England,
Russia and China) we have worked in a wide range of countries including:

China Slovakia Lebanon


Russia Bulgaria Bahrain
India Hungary Kuwait
USA Romania Saudi Arabia
Brazil Albania Azerbaijan
Pakistan Moldova Malawi
Ukraine Uzbekistan Ghana
Poland Jamaica Tanzania
Czech Republic UAE Kenya
The Baltic states Turkey Egypt
Japan Singapore Every other country in the EU

We look forward to welcoming you onto one


of our great programmes.

Graham Durgan
Chairman of
Emile Woolf International

Some of our recent clients:

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Courses
Who should attend:
Assistants High Partners
Course 1-2 years Potential Managers and Page
Title No. experience Employees Directors No.

Core IFRS Skills – Short Course 1 3 * * * 6

Core IFRS Skills – Long Course 2 3 * 3 3 7

Advanced IFRS Skills 3 * * 3 3 8

IFRS Group Accounting Skills 4 3 * 3 3 9

IFRS Update 5 3 * 3 3 10

IFRS for SMEs 6 * * 3 3 11

IFRS Transition 7 3 * 3 3 12

Leadership 8 * 3 3 3 13

Mentoring 9 * 3 3 3 14

Selling Skills 10 3 3 3 3 15

Presentation Skills (video based) 11 3 3 3 3 16

Strategy and Marketing


12 3 3 3 17
(the key MBA tools and how to apply them) *
Negotiating for Professionals 13 * 3 3 3 18

Working Together Internationally 14 * 3 3 3 19

Time Management and Running


Effective Meetings
15 3 3 3 3 20

Audit Evidence 16 3 * * * 21

Effective Auditing, Quality Control


17 3 22
and Ethics * * *
Audit Reporting and Group Audit 18 * * 3 3 23

3 Should definitely attend


* Should attend as appropriate

To book call or email Nezley Stephenson 3


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Emile Woolf background in IFRS and CPD
• Emile Woolf International (EWI) has extensive experience in helping professional practice firms and large
corporates in training their staff in IFRS and CPD. We have trained over 15,000 people in CPD skills.
• We started our IFRS work in 1998 when our team wrote a series of books entitled ‘International
Accounting Standards – Overview and Application’ for the IASC. We also worked closely with Arthur
Andersen to undertake a worldwide roll-out of IAS/IFRS training. Our team has been running CPD
programmes such as Leadership and Selling Skills since 1988.
• We have since delivered training around the world to both practices and companies; most recently to a
major oil and energy company in USA, Canada and Middle East.
• We have trained the finance professionals at the UKs largest banks, and also designed and delivered
training to listed companies in sectors as diverse as energy, telecoms, retail, transport, hotels,
pharmaceuticals, insurance, investment trusts, hedge funds and more.
• We have also designed and delivered IFRS interpretation training to analysts and others in research.
• From 2003 until 2005 we developed the IFRS courses and trained all the professional staff, including
partners, for Ernst and Young (EY) in both the UK and Ireland (some 3,500 people attended a total of 5
days training each).
• Since then we have continued to train EY staff in the UK, EU and Middle East in IFRS and IFRS transition
matters.
• Our non-IFRS CPD programmes have been delivered in over 12 countries in the last 6 months and we
are acknowledged as market leaders.

Why our clients use Emile Woolf International


• Our tutors – as we outline overleaf, are the most experienced teachers of IFRS/CPD in the world.
• Our material - is always completely up-to-date and is current on the day it is delivered. No other training
organisation is able to offer this degree of up-to-date training.
• Our experience – our satisfied clients prove we provide high quality, relevant and technically accurate
programmes.
• Satisfied delegates – 99.3% of over 10,000 delegates have graded us as Excellent or Good and 100%
have said they would recommend us to others.
• Our client service – we are clear about what we will deliver and when; there is no misunderstanding.
• Our relationship with our clients – we have been providing successful programmes for many clients for
more than 15 years and we value our relationship with them.

Flexibility and your needs


We can run the programmes as outlined or adjust them to meet your specific needs. For instance:
• Where a client had particular exposure to financial instrument issues the financial instruments module
was expanded.
• For a client involved in operating service concessions with Government an IFRIC 12 module was added.
• We ran a bespoke programme for an international network requesting us to focus on strategic tools.

Our people
• Our tutors are unique because they are:
- ACA/FCA qualified
- typically more mature and experienced than other tutors
- experts in their chosen fields yet focused on what matters to accountants and their clients
- excellent communicators
- experts at running train-the-trainer/facilitation programmes
• Our management team is the most experienced and successful in the market today with its members
having been previously Chairman or Managing Director at the two other most successful businesses in
accountancy tuition. The team acquired Emile Woolf in 2002 and transformed it into the dynamic
organisation it is today.

4 To book call or email Nezley Stephenson


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• We set out below details of some members of the tutorial team:
Trainer Experience Qualifications Expertise
Qualified with PwC. Leading expert on IFRS,
29 years training experience firstly Auditing, Law, Financial
Ian Charles BSc, FCA
within PwC and then at FTC and ATC. Reporting, Train the Trainer/
Director at ATC. Director at EWI. Communication skills
Six years in financial training in UK and
Europe. Held position as Senior Audit
IFRS, Auditing, Financial
David Partner with Top 20 Practice. Extensive
FCA, ACMA Reporting, Financial
Stone experience with students from Central
Accounting
and Eastern Europe with ATC
International.
Qualified with Deloitte. 30 years training IFRS, Financial Accounting,
Evie experience with FTC, BPP and ATC Financial Reporting,
FCA
Bowyer before working with EWI. Management Accounting,
Council member ICAEW Train the Trainer
Qualified with KPMG. 25 years Leading IFRS authority,
experience of training firstly with FTC, Financial Reporting, Financial
Robert Tully BSc, ACA Accounting, Taxation, Law
then BPP and ATC. Director at FTC and
ATC and now a director at EWI. Financial Management
Qualified with PwC. 29 years of training
and publishing experience. FTC,
Managing Director at BPP
(Accountancy Courses), CEO and then
Strategy, Corporate
Chairman at ATC, CEO at BNB
Graham BSc(Econ), Governance, Mentoring,
(Resources) plc, Chairman at Foulks
Durgan ACA Leadership, Marketing,
Lynch, Chairman at EWI and of several
Pension Funds
other companies.
Member of Advisory Panel of ICAEW.
Chairman Non-Executive Directors
Association.
Qualified with KPMG. 20 years training IFRS, Financial Accounting,
Charles BSc, MBA,
experience firstly as MD with ATC and Auditing, Financial Reporting,
Tuffin ACA
now as a senior tutor working with EWI. Train the Trainer
Senior tutor with BPP, ATC and EWI.
IFRS, Financial Accounting,
Ann Qualified with Mazars and then worked
BA, ACA Auditing, Financial Reporting,
Jenkins at KPMG before becoming a senior
Train the Trainer
tutor.
Qualified with PwC before joining
Lehman Brothers as an analyst and
Financial Controller. IFRS, Financial Accounting,
Nick
BSc, ACA Management Accounting,
Blackwell Moscow account director.
People in Business, Auditing
Expert in Financial Services, accounting
and auditing.
20 years practical experience, Economic Law
Auditor in Chinese firm, FD in a China Corporate Strategy & Risk
based international company, MD for a Management
consulting company and partner in a BSc, ACA,
Miranda Yu Business Strategy
Chinese local firm. CICPA,
Case Study
Spent a year working in the UK with GT.
Executive Director of Emile Woolf China, Financial Accounting
Expert in accounting and auditing. Auditing
Senior partner of a leading national
accounting firm in China.12 years IFRS
experience in the auditing profession PRC Taxation
ACA, CICPA,
Alan Zhao with a wide variety of sectors including Auditing
HKICPA, MBA
many public companies and banks. PRC Accounting and FR
Expert in Initial Public Offerings
(IPO).Expert in international accounting.

To book call or email Nezley Stephenson 5


on +44 (0) 1344 751676 or nezley.stephenson@ewiglobal.com
Course 1 Core IFRS Skills – Short Course

Dates 2 days - to be arranged

Location To be arranged

Objective By the end of this course participants will be able to:


• Prepare financial statements for non-listed enterprises in compliance
with the presentation and disclosure requirements of International
Standards (IAS 1, 7, 8, 10, 32 (part) and IFRS 5)
• Select and correctly apply accounting methods for recognition and
measurement of:
- Inventories (IAS 2)
- Construction Contracts (IAS 11)
- Property, Plant and Equipment (including capitalisation of
borrowing costs) (IAS 16 and IAS 23)
- Revenue (IAS 18)
- Provisions, Contingent liabilities and Contingent assets (IAS 37)
- Investment Properties (IAS 40)
The course objectives will be met by a combination of lectured sessions
covering the key points of the relevant standards, and the hands-on
completion under the tutor’s guidance of the various case studies.
After an initial introduction to the standards that deal with the classification,
presentation and disclosure of financial statements and elements (IAS 1,
IAS 7, IAS 8, IAS 10, IAS 32 (part) and IFRS 5), attendees will be guided
through a series of case studies that illustrate the many points of these
standards.
The attendees are then guided through the key requirements of a number of
core standards (see above), each area once completed being explored with
“mini-case studies” that illustrate and cement the principles learnt. These case
studies take around 50% of the allotted course time.

Who All assistants with one to two years experience. We believe that it is essential
should that all assistants should have a firm grounding in the core concepts, including
attend? the opportunity to undertake practical case studies.

6 To book call or email Nezley Stephenson


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Course 2 Core IFRS skills – Long Course

Dates 5 days - to be arranged

Location To be arranged

Objective By the end of the course the participants will be able to:
• Prepare financial statements for single companies in compliance with the
standards covered on the programme
• Prepare financial statements for groups in compliance with the standards
covered
• Prepare financial statements incorporating many aspects of financial
instrument accounting

The programme covers all the extant IASs and IFRSs except:
• IFRS 4 Insurance Contracts
• IFRS 6 Exploration for and Evaluation of Mineral Resources
• IFRS 7 Financial Instruments: Disclosures
• IAS 26 Accounting and Reporting by Retirement Benefit Plans
• IAS 29 Financial Reporting in Hyperinflationary Economies
• IAS 33 Earnings per Share
• IAS 34 Interim Financial Reporting
• IAS 41 Agriculture
The course will also deal with the IFRIC and SIC announcements that are
relevant to the core standards covered on the programme.

Who All professional staff with responsibility for preparation or audit of financial
should statements prepared in accordance with IFRS.
attend?

To book call or email Nezley Stephenson 7


on +44 (0) 1344 751676 or nezley.stephenson@ewiglobal.com
Course 3 Advanced IFRS Skills

Dates 2 days - to be arranged

Location To be arranged

Objective By the end of this course participants should be able to:


• Prepare financial statements for a first time adopter of IFRS
• Account for the effects of share-based payment transactions
• Account for employee benefits
• Account for deferred taxation, both for single company financial
statements and group accounts
• Account for certain aspects of financial instruments
The standards that are addressed on this module often have considerable
impact on entities that extend beyond the financial statements. Many
companies will need to explain the volatility that may result from employee
benefit and share-based payment accounting, and financial instrument
accounting.
There are considerable systems implications for many of these areas (e.g.
benefits and hedge accounting). Entities are addressing as a policy issue
whether to remunerate staff in different ways and there is the question within
Europe about which version of IAS 39 to implement.
The course objectives will be met by a combination of lectured sessions
covering the key points of the relevant standards, and the hands-on completion
under the tutor’s guidance of the various case studies.
• Four major case studies are worked under tutor guidance during the
course, each one lasting for some 3 hours.
• These cases are supported by initial brief lectures setting out the key
points of the standards.
• Assumed knowledge for the First Time Adoption Case Study includes
the basic requirements of the following standards: IASs 2, 8, 10, 16, 17,
19, 32, 36, 37, 38, 40, IFRS 3. For this reason, the First Time Adoption
Case Study is undertaken on the afternoon of the first day, after the
module on employee benefits has been completed.

Who Supervisors, managers and partners.


should
attend?

8 To book call or email Nezley Stephenson


on +44 (0) 1344 751676 or nezley.stephenson@ewiglobal.com
Course 4 IFRS Group Accounting Skills

Dates 2 days - to be arranged

Location To be arranged

Objective By the end of this course participants should be able to:


• Prepare calculations of goodwill arising on an acquisition made during
the year, including the recognition and valuation of intangible assets
acquired
• Prepare Group accounts incorporating the results of subsidiaries,
associates and joint ventures held throughout the period where those
companies all prepare financial statements in the same currency.
• Account for the effects of changes in exchange rates, both for single
companies and within groups
• Prepare financial statements for groups that include the effect of an
investment disposed of during the year
• Apply the standard IAS 36 Impairment of Assets, especially in the
context of impairment of goodwill
The course objectives will be met by a combination of lectured sessions
covering the key points of the relevant standards, and the hands-on completion
under the tutor’s guidance of case studies.
After an initial introduction to the standards that deal with aspects of group
accounting, and the types of group transactions that can be involved, the
course progresses through a sequence of short lectures, followed by tutor led
case studies that deal with:
• The acquisition event (IFRS 3 Business Combinations and IAS 38
Intangible Assets)
• On-going treatment of investments (consolidation (IAS 27), equity
accounting (IAS 28) and proportionate consolidation/equity (IAS 31))
• The effects of changes in foreign exchange rates (IAS 21)
• Disposal of an investment
• Impairment of goodwill (IAS 36)

Who All professional staff with responsibility for preparation or audit of financial
should statements prepared in accordance with IFRS.
attend?

To book call or email Nezley Stephenson 9


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Course 5 IFRS Update

Dates 1 day - to be arranged

Location To be arranged

Objective By the end of the course the participants will be able to correctly apply the
amendments made to IFRS standards and interpretations that take effect for
accounting periods commencing on or after 1 January 2011.
The programme covers all the amendments or new standards/interpretations
that take effect for 2010/11 or later, including:
• IFRS 3 Business Combinations
• IAS 27 Consolidated and Separate Financial Statements
• 2009 annual improvements amendments (11 standards affected)
• IFRS 9 Financial Instruments
• IFRS 2 and IFRIC 11 amendments “Group cash-settled transactions”
• IFRS 1 “Additional exemptions for first-time adopters”
• IAS 24 Related Party Disclosures
• IAS 32 “Classification of rights issues”
• IFRIC 17 Distributions of Non-cash Assets to Owners
• IFRIC 18 Transfers of Assets from Customers
• IFRIC 19 Extinguishment of Financial Liabilities with Equity Instruments

Who All professional staff with responsibility for preparation or audit of financial
should statements prepared in accordance with IFRS.
attend?

10 To book call or email Nezley Stephenson


on +44 (0) 1344 751676 or nezley.stephenson@ewiglobal.com
Course 6 IFRS for SMEs

Dates 1 day - to be arranged

Location To be arranged

Objective By the end of the course the participants will be able to correctly apply the
IFRS for SMEs published in July 2009.
The programme covers the full application of the IFRS for SMEs including
setting out the key differences between full IFRS and the SME standard.
Particular differences between full IFRS and the SME standard that will be
highlighted and explained include:
• Scope
• Statement of income and retained earnings
• “Combined” financial statements
• Financial instrument accounting for SMEs
• Associates and JVs accounting
• Investment properties
• Property, plant and equipment
• Intangibles and goodwill
• Impairment
• Borrowing costs
• Employee benefits
• Income taxes
• Transition to the IFRS for SMEs

Who All professional staff with responsibility for preparation or audit of financial
should statements prepared in accordance with the IFRS for SMEs.
attend?

To book call or email Nezley Stephenson 11


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Course 7 IFRS Transition

Dates 4 days - to be arranged

Location To be arranged

Objective By the end of this course participants should be able to prepare and interpret
IFRS based financial statements.
The standards that are addressed on this module include:
• IAS 1 Presentation of Financial • IAS 31 Interests in Joint Ventures
Statements • IAS 32 Financial Instruments:
• IAS 2 Inventories Presentation
• IAS 7 Statement of Cash Flows • IAS 36 Impairment of Assets
• IAS 8 Accounting Policies, Changes in • IAS 37 Provisions, Contingent
Accounting Estimates and Errors Liabilities and Contingent Assets
• IAS 10 Events after the Reporting • IAS 38 Intangible Assets
Period • IAS 39Financial Instruments:
• IAS 11 Construction contracts Recognition and Measurement
• IAS 12 Income Taxes (Overview)
• IAS 16 Property, Plant and Equipment • IAS 40 Investment Properties
• IAS 17 Leases • IFRS 1 First-time Adoption of
International Financial Reporting
• IAS 18 Revenue
Standards
• IAS 19 Employee Benefits
• IFRS 2 Share-based Payment
• IAS 20 Government Grants and Transactions (Overview)
Government Assistance
• IFRS 3 Business Combinations
• IAS 21 The Effects of Changes in
• IFRS 5 Non-Current Assets Held for
Foreign Exchange Rates
Sale and Discontinued Operations
• IAS 23 Borrowing Costs
• IFRS 7 Financial Instruments:
• IAS 24 Related Party Disclosures Disclosures (Overview)
• IAS 27 Consolidated and Separate • IFRS 8 Operating Segments
Financial Statements (Overview)
• IAS 28 Investments in Associates
For each of the standards covered, the essential requirements of related
Interpretations (SIC and IFRIC) will be highlighted.
Standards and interpretations that have application to specific circumstances
will not be addressed on this course. These include:
• IAS 26 Accounting and Reporting by Retirement Benefit Plans
• IAS 29 Financial Reporting in Hyperinflationary Economies
• IAS 33 Earnings per Share
• IAS 34 Interim Financial Reporting
• IAS 41 Agriculture
• IFRS 4 Insurance Contracts
• IFRS 6 Exploration for and Evaluation of Mineral Resources
• IFRIC 12 Service Concession Arrangements
The course objectives will be met by a combination of lectured sessions
covering the key points of the relevant standards, and the hands-on completion
under the tutor’s guidance of the various mini-case studies.
One major case study is worked under tutor guidance during the course; this
lasts for some 3 hours.

Who Supervisors, Managers and Partners from public practice firms.


should Financial executives responsible for implementing the transition to IFRS.
attend? Analysts and professional investors.

12 To book call or email Nezley Stephenson


on +44 (0) 1344 751676 or nezley.stephenson@ewiglobal.com
Course 8 Leadership

Dates 1 day - to be arranged

Location To be arranged

Objective Participants will understand what is required of them if they wish to lead, how to
lead and what they should require from their followers.

They will leave with a better understanding of:


• What makes a great team work
• How to be ‘aware’
• How to both develop and get buy-in on strategy
• The difference between management and leadership
• Core followership principles

The Leadership course is run using the 9 principles of leadership which focus on
the need to:
• Have a clear vision
• Be enthusiastic and Inspire
• Be a good communicator
• Set the pace and check for progress
• Demand change and innovation
• Have courage and integrity
• Build alliances
• Select and train good followers
• Have fun

Who High potential employees, managers, directors and all partners.


should The sessions will be very interactive and will draw upon the experiences of all
attend? attendees. Case studies will also be used. Participants should expect to find this
a challenging and stimulating programme.

To book call or email Nezley Stephenson 13


on +44 (0) 1344 751676 or nezley.stephenson@ewiglobal.com
Course 9 Mentoring

Dates 1 day - to be arranged

Location To be arranged

Objective Mentoring can transform a person and make them more effective in business
and their personal life.

The programme is delivered by senior business people who have all run
sizeable listed companies (minimum $250m turnover).

Many participants choose to undertake a personal mentoring programme after


completing this course.

The Mentoring programme includes:


• The value of mentoring
• The role of a mentor
• Key mentoring skills
• An outline of the mentoring process
• The value of psychometric testing
• Two simple tests
• How to listen, probe and inspire
• How and what to record
• Setting objectives/ development plans
• Reviewing performance
• Issues in mentoring
• Personal analysis
• Practice sessions

One of the outputs is a personal action plan.

Who High potential employees, managers, directors and all partners.


should The sessions will be very interactive and will draw upon the experiences of all
attend? attendees.
Case studies will also be used. This is a demanding but highly rewarding
programme.

14 To book call or email Nezley Stephenson


on +44 (0) 1344 751676 or nezley.stephenson@ewiglobal.com
Course 10 Selling Skills

Dates 1 day - to be arranged

Location To be arranged

Objective The theory and discipline of selling is missing from the skills base of most
professional services people. This course plugs that gap.
By the end of the course the participants will be able to:
• Deliver a successful sales presentation to clients
• Formulate a sales strategy
• Understand how to implement it
• Appreciate how to ‘close the sale’

The sales element of the programme covers both Tactical and Strategic Selling
and includes:
• Understanding of Tactical Selling
• Win-Win
• USPs
• Benefits not features
• Qualifying
• Closing techniques
• Understanding the 4 types of Buyer and their different needs and modes
• The sales funnel
• Preparing a sales analysis
• Using sales ‘reminder cards’.

Attendees will prepare and deliver a sales presentation and undertake role
plays.

Who All professional staff but particularly partners, directors and senior managers
should with selling roles.
attend?
Many firms now train their new joiners in selling to ensure a sales culture is
developed.

To book call or email Nezley Stephenson 15


on +44 (0) 1344 751676 or nezley.stephenson@ewiglobal.com
Course 11 Presentation Skills (video based)

Dates I day - to be arranged

Location To be arranged

Objective By the end of the course the participants will be able to:
• Prepare effective presentations
• Make good use of visual aids including PowerPoint
• Deliver a successful presentation to clients and internally

The course covers areas such as:


• The planning checklist
• Audience analysis
• Writing notes and handouts which work
• Humour
• Personal appearance
- dress
- hair
- outline
• Controlling the environment:
- seating plans
- room size
- temperature
• Use of voice
- projection
- modulation
- phrasing
- gaps
• Use of Technology
- when and how to use PowerPoint
- smart boards
- computer projectors
- overhead projectors
- video conferencing
- webinars
• Seeking and handling questions and feedback
• Body language
• The differences between presentations and speeches

The course is intensively “hands-on” with the opportunity for attendees to


prepare and deliver more than one presentation.
Video recordings will be made and effective feedback provided.

Who All professional staff.


should Giving presentations is a crucial management tool. All great leaders are great
attend? communicators and all professionals now need to develop business; this
inevitably involves making presentations.

16 To book call or email Nezley Stephenson


on +44 (0) 1344 751676 or nezley.stephenson@ewiglobal.com
Course 12 Strategy and Marketing (the key MBA tools and how to apply them)

Dates 1day - to be arranged

Location To be arranged

Objective This is a highly intensive programme and will provide attendees with the
knowledge of key strategic and marketing tools and how to use them in practice.
Delegates will leave having either revised their existing knowledge or learnt
some of the key techniques now taught in every business school.
The strategic element will cover:
• ACI
• PEST (EL) analysis
• SWOT
• Mission statements
• The value creation loop
• Handy’s five steps to effective change management
• Deal and Kennedy’s cultural analysis
• Lewin’s force analysis

The marketing element will cover:


• Brands
• The difference between marketing and selling
• Porter’s five forces
• BCG matrix
• Product life cycle
• Ansoff’s analysis
• Gap analysis
• AIDA
• 4 Ps

Who High potential employees, managers and partners.


should The sessions will be very interactive and will draw upon the experiences of all
attend? attendees and the course leader who, having originally qualified as an
accountant has since been a CEO at a plc and is today Chairman of several
companies.
Business school case studies will be used.
Participants should expect to be excited and challenged by this programme.

To book call or email Nezley Stephenson 17


on +44 (0) 1344 751676 or nezley.stephenson@ewiglobal.com
Course 13 Negotiating for Professionals

Dates 1 day - to be arranged

Location To be arranged

Objective Participants will leave the programme understanding the theory and practice of
negotiating.
Delegates will find this an illuminating and challenging programme and will leave
well equipped to handle negotiations in the future whether selling and handling
pricing issues or buying and wanting to retain good relationships with suppliers.
The course covers:
• Negotiating styles
- Analysing your own style
• The principles of negotiation
• Characteristics of a successful negotiator
• Preparing for a negotiation
- Pre-negotiation research
- Planning the negotiation strategy
- Setting objectives
- The four stages of a negotiation
- Estimating the variables
- Costing concessions
- Establishing your bottom line
• Negotiation techniques
- Creating the right climate
- Opening the negotiation
- Establishing the negotiation parameters
- Trading concessions
- Winning outcomes
• Dealing with conflict in negotiation
• The effect of giving a discount
• Avoiding the common mistakes
• Negotiating in competitive markets
• Negotiating with skilled buyers
• Confirmation and contracts
• Practical exercises with individual feedback and review
• Self development techniques for the future

Who Managers, all partners and high potential employees.


should The sessions will be very interactive and will draw upon the experiences of all
attend? attendees and the Course Leader.
Participants should expect to find this a difficult and stimulating programme.

18 To book call or email Nezley Stephenson


on +44 (0) 1344 751676 or nezley.stephenson@ewiglobal.com
Course 14 Working Together Internationally

Dates 1 day - to be arranged

Location To be arranged

Objective Participants will leave the programme understanding more about each other’s
businesses, each other and how to work together better.
This understanding and knowledge will enable them to refer more work between
their respective firms.
Individuals refer work if the people they are referring to are ‘liked, trusted and
believed to be capable of carrying the work out in a high quality way’. These
tests cannot be satisfied if those involved do not know each other.
This programme formalises the ‘get to know you’ process and aims to develop
trust and understanding.
The course covers:
• A review of the referral process including:
- Response times
- Billing arrangements
- Central support
• Personal (in depth) introductions
• Teambuilding (trusting each other)
• Country (economic) reviews
• Business reviews/introductions including:
- Products/services
- Key clients
- Key personnel
- Previous experience of referrals
ƒ What worked and why
ƒ What didn’t work and why
• Commitments made

Who Managers and partners; particularly those involved in business development.


should The sessions will be very interactive and will draw upon the experiences of all
attend? attendees.

To book call or email Nezley Stephenson 19


on +44 (0) 1344 751676 or nezley.stephenson@ewiglobal.com
Course 15 Time Management and Running Effective Meetings

Dates 1 day - to be arranged

Location To be arranged

Objective By the end of this course participants will be able to:


• Prepare for and plan business meetings
• Be an active and relevant participant
• Chair meetings effectively
• Prepare timely, concise and accurate minutes of meetings with
appropriate follow up and action points
• Present written and numerical information about business matters
clearly, concisely and accurately
• Manage their own time;
- The 1,2,3 approach
- Delegating effectively
- Prioritise and differentiate between important and urgent tasks
- Deal effectively with the top time wasters:
ƒ Meetings
ƒ The telephone
ƒ Emails
ƒ Unplanned interruptions
ƒ Procrastinators
• Control the paper/email battle
• Avoid unnecessary meetings
• Know when to meet in person and when to telephone, email or video
conference.

Who Anyone who has not previously attended this programme.


should The course objectives will be met by a combination of theoretical explanations
attend? supported by practical case studies.
There will be substantial opportunities for role-plays and participants should
expect to be challenged.

20 To book call or email Nezley Stephenson


on +44 (0) 1344 751676 or nezley.stephenson@ewiglobal.com
Course 16 Audit Evidence

Dates 2 days - to be arranged

Location To be arranged

Objective By the end of this course participants will be able to:


• Plan and undertake the collection of audit evidence in compliance with
the evidence ISAs (500 series):
- ISA 500 Audit evidence
- ISA 501 Audit evidence – additional considerations for selected
items
- ISA 505 External confirmations
- ISA 510 Initial audit engagements – opening balances
- ISA 520 Analytical procedures
- ISA 530 Audit sampling
- ISA 540 Auditing accounting estimates including fair value
accounting estimates, and related disclosures
- ISA 550 Related parties
- ISA 560 Subsequent events
- ISA 570 Going concern
- ISA 580 Written representations

Who All assistants in their first year of experience.


should The course objectives will be met by a combination of theoretical lectures
attend? supported by practical case studies. Participants will be involved in matters
relevant to their day-to-day working lives.

To book call or email Nezley Stephenson 21


on +44 (0) 1344 751676 or nezley.stephenson@ewiglobal.com
Course17 Effective Auditing, Quality Control and Ethics

Dates 2 days - to be arranged

Location To be arranged

Objective By the end of this course participants will be able to:


• Plan and undertake audit work in compliance with relevant professional
standards, avoiding many of the common pitfalls:
- ISA 210 Agreeing the terms of audit engagements
- ISA 230 Audit documentation
- ISA 300 Planning an audit of financial statements
- ISA 315 Identifying and assessing the risks of material
misstatement through understanding the entity and its
environment
- ISA 320 Materiality in planning and performing an audit
- ISA 330 The auditor’s responses to assessed risks
- Avoiding over/under auditing
- ISA 610 Using the work of internal auditors
- ISA 620 Using the work of an auditor’s expert
• Appreciate the need for Quality Control and the role of Ethics:
- ISA 220 Quality control for an audit of financial statements
- ISQC1 Quality control for firms that perform audits and reviews of
financial statements, and other assurance and related services
engagements
- ES1 Integrity, objectivity and independence
- ES2 Financial, business, employment and personal relationships
- ES3 Long association with the audit engagement
- ES4 Fees, remuneration and evaluation policies, litigation, gifts
and hospitality
- ES5 Non-audit services provided to audit clients
- PASE Provisions available to small entities

Who All assistants with one to two years experience.


should The course objectives will be met by a combination of theoretical lectures
attend? supported by practical case studies.
Participants will be involved in matters relevant to their day-to-day working
lives.

22 To book call or email Nezley Stephenson


on +44 (0) 1344 751676 or nezley.stephenson@ewiglobal.com
Course18 Audit Reporting and Group Audit

Dates 1 day - to be arranged

Location To be arranged

Objective By the end of this course participants will understand:


- ISA 260 Communication with those charged with governance
- ISA 265 Communicating deficiencies in internal control to those
charged with governance and management
- ISA 450 Evaluation of misstatements identified during the audit
- ISA 600 Special considerations – audits of group financial
statements (including the work of component auditors)
- ISA 700 The auditor’s report on financial statements
- ISA 705 Modifications to the opinion in the independent auditor’s
report
- ISA 706 Emphasis of matter paragraphs and other matter
paragraphs in the independent auditor’s report
- ISA 710 Comparative information – corresponding figures and
comparative financial statements
- ISA 720 The auditor’s responsibilities relating to other information
in documents containing audited financial statements
- ISA 810 Engagements to report on summary financial statements

Who Seniors, supervisors, managers and partners.


should The course objectives will be met by a combination of lectured sessions
attend? covering the key points of the relevant standards and practical demonstrations
using relevant client documentation and relevant best practice guidance.
Participants will also be asked to complete several small case studies using
the documentation.
In addition, the lecturer will lead some discussion/brainstorming sessions
where participants can share their own experiences relating to participation in
group audits.

To book call or email Nezley Stephenson 23


on +44 (0) 1344 751676 or nezley.stephenson@ewiglobal.com
Our learning partners include:

Some of our corporate clients:

24 To book call or email Nezley Stephenson


on +44 (0) 1344 751676 or nezley.stephenson@ewiglobal.com

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