Non-Financial Reporting and CSRD - Fundamentals [R735]
  • 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.

Acquire the fundamentals

Target audience

- Financial analysts
- Chartered accountants, statutory auditors
- Audit committee members
- Finance, consolidation and accounting managers

1 day

CSRD Training - Fundamentals of non-financial reporting

The framework for non-financial reporting is being strengthened with the entry into force of the CSRD and the application of ESRS standards. This CSRD training course is designed for professionals wishing to understand the challenges and expectations of this major regulatory change.

You'll learn to distinguish key concepts, to understand the obligations (DPEF, taxonomy, CSRD), and to structure a reliable reporting approach. Illustrated by case studies and real-life corporate communications, this training course will enable you to contribute effectively to the quality of the extra-financial information produced by your organization.

Prerequisites

No special prerequisites are required.

Objectives

- Understand the main concepts, international standards and challenges of non-financial reporting

- Understand regulatory obligations (DPEF and CSRD) and how financiers can effectively contribute to their fulfillment

Training content

> Key concepts: UN SDGs, GRI, TCFD, DPEF, taxonomy, CSRD, materiality, ESRS, IFRS S1 and S2...

French and European regulatory requirements and voluntary practices for industrial and commercial companies

- Current obligations for French listed companies: Sapin 2, duty of care, carbon impact, etc.
- Current and future European obligations: DPEF, taxonomy, CSRD
- Risk analysis and materiality: a strategic challenge for the company
- The connectivity principle: reconciling non-financial reporting with
impacts accounted for in the company's financial performance

> Key players (standard-setters, financiers, rating agencies)

- Key texts, standards and guidelines (ISO 26000, GRI, SASB, IIRC, etc.)
- The European action plan for sustainable finance, the ECB's position and recent publications
- SRI investors (socially responsible investors), Green Finance andImpact Investing
- Non-financial rating organizations (DJSI, MSCI, etc.)

> Company organization to meet the challenges of CSRD implementation

- The role of governance and the impetus provided by General Management
- What is expected of internal contributors and the difficulties encountered
- The contribution of the Finance Department
- The role of other Finance functions: Investor Relations, Treasury, M&A

> Illustrations and practical workshops based on case studies

Why take CSRD training?

The non-financial reporting framework is being significantly strengthened, particularly under the impetus of the European Union. From 2024 onwards, many companies will be subject to the reporting obligations set out in the CSRD, and will have to apply European reporting standards (ESRS).
This training course is aimed at financial and operational managers who wish to understand the challenges and expectations of this major change in standards, and contribute to improving the quality of non-financial information.

Pedagogy and assessment methods

During the session: presentation of regulatory obligations and work in progress, accompanied by numerous illustrations drawn from current events and actual institutional communications. Immediate application of the points covered to ensure knowledge acquisition.

Afterwards: documentation.
The trainer is available to answer any questions relating to the training.

Price

1,240 EXCL. TAX

Testimonials

CSRD training

CSRD training

CSRD training

Jonathan C.
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