- Regulatory, financial, risk and ethics frameworks - Know the regulatory, financial, risk and ethics frameworks (Sarbanes-Oxley, AMF and SEC regulations, etc.).
- Financial communication - Financial communication: preparing an AGM, a roadshow, writing a financial communication document, media strategy
- Financial information and the Universal Reference Document - Present account analyses and half-yearly and annual accounting and financial reporting, quarterly information and segment reporting. Understand the content of the Reference Document and how to read it.
- Public institutions and bodies - Learn about public institutions and bodies: Autorité des marchés financiers (France, International), Autorité des normes comptables, IASB, EFRAG, Autorité de la concurrence, parliamentary committees, etc.
Improvement
Target audience
- Chartered accountants, statutory auditors
- Finance managers
- Anyone in charge of a CSR or sustainable development project within their organization.
1 day
Prerequisites
It is necessary to master the challenges and expectations of internal and external stakeholders in terms of CSR, and the fundamental principles of non-financial reporting.
Objectives
◗ Assess the value of the impact measurement.
◗ Identify the actual impacts of evaluation and allocation methods, the theory of change, and logical models of expected impact.
◗ As a finance professional, support the departments responsible for sustainable development and CSR initiatives throughout all these stages.
Training program
◗ Understanding the logic of impact assessment
- Difference between results, achievements and impacts
- Impact typology: environmental, social, economic
- Impact expectations of stakeholders and investors
✔ UNDERSTAND | Illustration: Results/Impacts/Outputs Diagram
✔ APPLY | Case Study: Describe the actual effects of a social action program
✔ EVALUATE | Quiz: In your opinion… What is a measurable impact?
◗ Planning the impact of a program
- Draw up impact maps and build reliable indicators
- Integrate notions of deadweight, displacement, attribution and drop-off
- Formalize expectations using the theory of change and the logic model
✔ UNDERSTAND | Analysis: Impact assessment framework based on the SROI model
✔ PRACTICE | Scenario: Build an impact logic chain based on a business case
✔ EVALUATE | Quiz: In your opinion… What is the purpose of the logic model?
◗ Implement rigorous impact assessment
- Collection methods: sampling, baseline, control groups
- Choosing the right tools: before-and-after surveys, matching, randomization
- Limits and biases: validity conditions, exogenous effects, ethics
✔ UNDERSTAND | Study of methods: matching, A/B testing, differences-in-differences
✔ APPLY | Case study: Propose an evaluation protocol for an HR project
✔ EVALUATE | Quiz: In your opinion… Is a control group always necessary?
◗ Valuing results and integrating impact into strategy
– Formalizing impact reporting: format, evidence, storytelling
– Cross-referencing with regulatory reporting (CSRD, Taxonomy)
– Quantification, monetization, and return on investment (SROI measurement)
– Linking impact and performance in decision-making
✔ APPLY | Case Study: Monetizing the Results of an Environmental Initiative Using SROI
✔ EXPERIMENT | Workshop: Assessing the Impact of Your Business Across Multiple Dimensions (Economic, Social, Environmental)
✔ EVALUATE | Quiz: In your opinion… Can performance and social purpose be reconciled?
Why choose this course?
The financier is the guardian of the temple of performance measurement. And he must also be the guardian of non-financial performance.
This training course provides practical tools that enable finance professionals to implement effective impact measurement and become true business partners to all departments within the company, sharing responsibility for ensuring that reported results are accurate.
Teaching and assessment methods
Submit your expectations via your online portal 15 days before the training begins and complete a self-assessment of your skills.
A variety of teaching methods to cater to different learning styles, encourage active participation, and reinforce learning through experimentation and practice.
Educational materials: presentation materials, reference materials (summary sheets, tables, etc.), and other resources available in your account.
During the training: theoretical concepts are alternated with examples drawn from real-life cases. Participants are given the opportunity to engage in role-playing exercises. Numerous practical exercises allow participants to demonstrate their mastery of the skills as the training progresses.
Training monitoring and evaluation: attendance sheet and certificate of completion. Immediate and post-training evaluations conducted using the LearnEval platform.
Price
€1,295 (excluding tax)
Testimonials
CSR Training
CSR Training
CSR Training
CSR Training
CSR Training
Jonathan C.
Company
Training