- 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.
Understanding and implementing
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
◗ Assessing the benefits of impact measurement
◗ Identify evaluation and attribution methods, theory of change, expected impact logic models and identify actual impacts
◗ As a financier, support the departments in charge of sustainable development and CSR actions in 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
✔ UNDERSTANDING | Illustration: results/impacts/outputs diagram
✔ APPLY | Case study: describing the real effects of a social action program
✔ EVALUATE | Quiz: what do you think... 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 grid based on the SROI model
✔ EXPERIMENTALIZE | Case study: building an impact logic chain based on a
a business case
✔ EVALUATE | Quiz: what do you think... What's the logic model for?
◗ 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 test, differences in differences
✔ APPLY | Case study: proposing an evaluation protocol for an HR project
✔ EVALUATE | Quiz: what do you think... Should there always be a control group?
◗ Valuing results and integrating impact into strategy
- Formalizing impact reporting: format, proof, storytelling
- Cross-referencing with regulatory reporting (CSRD, Taxonomy)
- Quantification, monetization and return on investment (measuring Social Return On Investment - SROI)
- Linking impact and performance in decision-making
✔ APPLY | Case study: monetize the results of an environmental action via a SROI
✔ EXPERIMENTATE | Workshop: assess the impact of your activity on several dimensions (eco, social, enviro)
✔ EVALUATE | Quiz: what do you think... Can we reconcile performance and social purpose?
Why choose this course?
Financiers are the guardians of the temple of performance measurement. And he must also be the guardian of extra-financial performance.
This training course provides practical tools to enable the financial officer to implement relevant impact measurement and become a true Business Partner for all corporate functions, co-responsible for the reality of the results announced.
Teaching and assessment methods
Before: self-assessment quiz
During the session: Presentation accompanied by numerous illustrations drawn from current events and actual corporate communications.
Immediate application of the points covered to ensure knowledge acquisition: discussions between participants and with the facilitator, development of roadmaps, quantified application of the concepts covered.
Afterwards: the trainer is available to answer any questions relating to the training.
General training | FinHarmony Conseil & Formation
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Price
1 295 € EXCL. TAX
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Jonathan C.
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