As the world’s industries continuously evolve, the corporate reporting landscape has advanced to deal with the increasing number of new complex transactions that previous reporting standards had not provisioned for. Our IFRS workshops aim to reinforce and enhance the current skills of delegates while reducing any knowledge gaps, providing them with a competitive edge when executing their duties. Corporate reports serve as one of the primary communication tools with stakeholders and it is important for the reports to be presented in line with international requirements as companies raise finance globally and have stakeholders across the globe. It is critical for companies to understand and apply the various provisions of the International Financial Reporting Standards (IFRS) on accounting reports. It is also a statutory requirement in most jurisdictions for large companies to make use of IFRS when preparing Financial Statements.

Our comprehensive IFRS workshops aim to zoom in on the key application areas of standards by identifying common mistakes when applying standards and make use of practical tailor-made examples to explain the treatment. The workshops will also highlight the complexities inherent in some of the standards and how the updates aim to reduce or eliminate those complexities. Throughout our workshops we will also ensure that delegates are equipped with the knowledge of why certain accounting treatments are necessary instead of just how to account for transactions.

In today’s data-driven world, MS Excel remains an indispensable tool for professionals across industries. Even with the rise of Business Intelligence (BI) systems, Excel serves as a flexible, user-friendly platform for quick data analysis, visualization, and reporting. Excel bridges the gap between high-level BI tools and everyday data management tasks, enabling you to adapt quickly to any scenario.

Most Excel users are self-taught, picking up skills on the go to meet immediate needs. While this approach provides basic familiarity, it often leads to gaps in knowledge. Key features and techniques that could drastically improve efficiency and accuracy are frequently overlooked. A structured course ensures that you don’t just learn Excel – you learn how to use it effectively, building a foundation that allows you to work smarter, not harder.

Structured learning takes you through Excel systematically, introducing not only its features but also the best practices for using them. You’ll discover tools and functions you may never have encountered and learn how to integrate them into your workflow. The result? A more efficient, confident, and empowered way of working with data. By investing in structured training, you’re not just learning Excel – you’re unlocking its full potential to boost your productivity and make better-informed decisions.

A company will automatically be registered for corporate income tax with SARS and will have to declare corporate income tax annually. In addition, and where applicable, the company may also be required to register for VAT and Pay as you earn (PAYE) and will be liable for these taxes.

Every business in South Africa is required by law to have its tax affairs in order. A tax clearance certificate provides written confirmation from SARS that a taxpayer’s tax affairs are in order at the date of issue of the certificate. However, most businesses struggle with tax compliance, in fact, tax compliance is one of the biggest reasons why businesses fail, especially small businesses. It’s not just about paying taxes—it’s about following the rules, filing the right forms, and staying on the good side of the South African Revenue Service (SARS).

Navigating the complexities of tax compliance is a critical skill for businesses and individuals operating in South Africa. This one-day training program provides a comprehensive and practical understanding of Value-Added Tax (VAT), Pay-As-You-Earn (PAYE), Income Tax, and Provisional Tax. Delegates will gain hands-on experience with tax calculations, filing returns on SARS eFiling, and managing interactions with SARS, including audits and assessments.

Understanding these tax principles is crucial not only for ensuring legal compliance but also for optimizing financial management, avoiding penalties, and fostering transparency. For businesses, particularly small and medium enterprises, adhering to tax regulations is vital for maintaining credibility, securing financing, and sustaining operations in a competitive market. By attending this course, participants will enhance their professional competence, ensure their organizations remain compliant, and contribute to a culture of ethical and effective tax management.

In today’s rapidly evolving business environment, even if you’re not currently using Business Intelligence (BI) systems, it’s only a matter of time before they become essential to your role as a finance professional. BI tools offer unparalleled efficiency, transforming complex data into actionable insights at the click of a button. As businesses increasingly rely on data-driven strategies, mastering BI systems will not only streamline your reporting and analysis tasks but also enhance your ability to make informed, strategic decisions. Investing in BI skills now prepares you for the future, ensuring you stay ahead in a data-centric world where efficiency, accuracy, and deeper insights are key to success.

In today’s competitive finance environment, data is key to making informed decisions and driving business success. Power BI, one of Microsoft’s leading business intelligence tools, transforms raw financial data into actionable insights, empowering finance professionals to make informed decisions.

Our Power BI courses are specifically designed for finance professionals looking to enhance their data analytics skills. These courses offer practical, real-world applications using a business case approach, ensuring that you not only learn the theory but also gain hands-on experience in solving finance-related challenges.

Our workshop provides an overview of the debt collection industry, including the regulations governing debt collection, ethical and professional standards for debt collectors, and effective communication strategies for interacting with debtors (including effective negotiation and how to handle difficult conversations). In addition, the workshop covers Debt collection telephone etiquette, a critical aspect of debt collection practices. Debt collection can be a sensitive and stressful topic for debtors, as such we transfer skills that enable the credit personnel to treat them with respect and understanding. This approach encourages customers to engage in meaningful discussions, leading to mutually beneficial solutions.

Late payments or unpaid debts can significantly impact a business’s cash flow, which can have a domino effect on the company’s financial health. Effective debt collection ensures that businesses receive payment promptly, which can help maintain a healthy cash flow.

Overall, our workshop leads to effective debt collection and telephone etiquette which is essential for an organization’s success in debt recovery. It promotes professionalism, builds relationships, increases collection success, ensures legal compliance, protects the organization’s reputation, retains customers, and enhances operational efficiency. By prioritizing respectful and empathetic communication, organizations can achieve better outcomes and maintain positive customer relationships even in challenging situations.

Note that we offer a variety of courses within the credit environment including Credit Management, The NCA, Business Rescue – get in touch with our consultants for more information.

Many businesses struggle to manage credit because they are so focused on their core function, however credit management can have far reaching effects on the overall business, so it should be considered as part of it. According to research it’s estimated that one in five business bankruptcies among small to medium companies occur because customers default on their invoices. Thus, creating a knock-on effect on your business: late payments by your customers have implications on your own creditworthiness and the overall financial health of your business.

This comprehensive workshop provides individuals with the basic knowledge and skills to perform the day-to-day duties required in the Credit Environment. Equipping your team with credit management skills is important because it reinforces your organisation’s liquidity position (improve your cashflows and lower the rate of late payments) while building good relationships with your customers at the same time.

This course is a building block to some of our advanced courses within the Credit Management environment.

The Consumer Protection Act (CPA) is a vital legal framework that governs business practices and enforces consumer rights in South Africa. As the modern marketplace evolves, it’s crucial for companies, managers, and employees to understand the implications of the CPA. Not only does it protect individual consumers, but businesses with a total annual turnover of less than R2 million are also safeguarded under this legislation. The knowledge of consumer rights, fair business practices, and compliant marketing strategies is essential for maintaining ethical business operations and avoiding legal penalties.

Many businesses may inadvertently violate consumer protection laws due to a lack of understanding, leading to financial losses, damaged reputations, and legal action. This course will provide practical insights into the CPA, ensuring that companies not only comply with the law but also foster consumer trust and loyalty by adhering to ethical business practices. Understanding consumer rights is crucial for enhancing service delivery, promoting transparency, and ensuring fair treatment in the consumer market.

 Recently there have been some calls to update the consumer protection legislation, one of the main ones having to do with online consumers. The Consumer Goods and Services Ombud has called for updates to the CPA, especially focusing on improving protection for online consumers. There are gaps in the current legislation, particularly when dealing with third-party sellers on online marketplaces. The Ombud recommends clearer laws and more transparency to ensure consumers are protected.

We have designed a workshop aimed at introducing delegates to the provisions of the National Credit Act 34 of 2005 as amended (NCA). Many organisations in South Africa operate in the credit environment in one way or another. It, therefore, becomes imperative for their employees to be familiar and understand the National Credit Act. The NCA, promote and advance the social and economic welfare of South Africans, promote a fair, transparent, competitive, sustainable, responsible, efficient, effective and accessible credit market and industry.

Overall, the National Credit Act 34 of 2005 is a comprehensive piece of legislation that aims to protect both lenders and borrowers from harmful lending practices and to promote responsible lending in South Africa. It is important for both credit providers and consumers/clients to understand the provisions of the act and to comply with its requirements. Complying with the NCA is important for both lenders and borrowers as it promotes responsible lending and borrowing, protects consumers, ensures fair credit practices, and maintains the stability of the credit industry.

Our comprehensive course covers all aspects of the National Credit Act, providing you with a detailed understanding of the legislation and how it impacts both consumers and credit providers. You will learn about the key provisions of the Act, as well as the latest amendments and regulatory updates, ensuring that you are fully up to date with the latest developments. Our facilitator is a renowned legal expert with years of experience in the credit and financial services industry, and they bring this expertise to the classroom, providing you with practical insights and real-world examples that will help you to apply your knowledge in your daily work. Our workshop is unique because it also incorporates new case law within the credit environment in South Africa to give you a practical element of the Act.

More and more stakeholders are becoming conscious of the privacy of their data, and they want to be assured that the organisations they trust their data with, will protect them against misuse and breaches.

The Protection of Personal Information Act (POPI Act) regulates how personal information is collected, used, stored, retained, destroyed, and generally processed from the moment of collection until the moment of destruction, keeping data subjects’ right to privacy of their own personal information at the forefront of how organisations use, share and handle their information. POPI Act was signed into law in November 2013 and the substantive provisions of the Act commenced on the 1st of July 2020. Businesses were given until the 1st of July 2021 to ensure full compliance with the Act and now it has become fully enforceable.

Any organisation that deals with people’s private information should do so with an understanding that, section 14 of the Constitution, 1996, provides that, everyone has the right to privacy. The right to privacy includes a right to protection against unlawful collection, retention, dissemination, and use of personal information. The POPI Act was developed based on this preamble, and any organisation which is non-compliant is guilty of an offence and liable to a penalty of up to R10 million.

Our workshop zooms in on the eight conditions that businesses must comply with when processing the personal information of data subjects among other POPIA provisions: Accountability, Processing Limitation, Purpose Specification, Further Processing Limitation, Information Quality, Openness, Security Safeguards and Data subject participation.

In the realm of business finance, the management of accounts receivables is a critical function that can significantly impact a company’s liquidity, profitability, and overall financial health. Strong internal control procedures for managing accounts receivable are critical to improving cash flow, ensuring the reliability of financial information and combating the risk of fraud, error and loss of assets. The right tools and clear data can help you establish strong internal control of your accounts receivable management processes. These tools and data can inform how you standardize invoice creation, maintain and report receivable accounts, and how you collect and record invoice payments.

According to research more than 60 percent of businesses suffer from poor cash flow. This puts smaller businesses at risk of insolvency and hinders larger businesses in forecasting and planning for the future. A large factor in this is late and inconsistent customer payments. As most finance and accounting professionals with experience in accounts receivable will know, late payments are a problem for most businesses selling on payment terms. Your accounts receivable process shouldn’t begin once an invoice becomes overdue. We believe that the accounts receivable process begins from the very first contact you have with a customer.

Effective accounts receivables management directly contributes to a company’s profitability by ensuring that sales translate into actual cash flow. By minimizing the risk of non-payment through diligent credit checks and effective collections (balancing assertiveness with customer relations is key to ensuring payments while maintaining business relationships), businesses can maintain a healthier cash flow, reduce the need for external financing, and increase their return on investments.

Our course on Accounts Receivables and Control of Accounts is designed to provide a comprehensive understanding of the importance, processes, legal, and best practices involved in managing debtors/receivables. Participants will gain insights into the critical role this function plays in maintaining a healthy financial status for the business and learn strategies to optimize the collection process.

Our transformative workshop, “Finance Essentials for Non-Finance Managers,” demystifies the world of finance and empowers you with the knowledge and skills needed to make informed financial decisions with confidence. In today’s fast-paced business environment, financial acumen isn’t just reserved for finance professionals – it’s a crucial competency for managers across all functions and industries. Whether you’re leading a team, overseeing a project, or driving strategic initiatives, understanding financial principles is essential for driving organizational performance and achieving business objectives.

Many non-finance managers find themselves at a disadvantage when it comes to interpreting financial reports, analysing budgets, or evaluating investment proposals. Our workshop is designed specifically for individuals who may not have a background in finance but are eager to enhance their financial literacy and make meaningful contributions to their organizations. Through engaging discussions, hands-on exercises, and real-world case studies, we’ll equip you with the foundational knowledge and practical tools needed to navigate financial complexities and add value to your role and your organization.

We believe that finance shouldn’t be intimidating or inaccessible – it should be empowering and enlightening. That’s why our experienced facilitators are committed to breaking down complex financial concepts into digestible, relatable insights that resonate with non-finance professionals. Whether you’re looking to understand financial statements, interpret key performance indicators, or develop a budget for your department, our workshop provides a supportive learning environment where you can ask questions, share experiences, and build confidence in your financial capabilities.

In today’s interconnected business landscape, financial acumen isn’t just a requirement for finance professionals – it’s a critical competency for individuals across all functions and levels of an organization. From marketing managers to operations supervisors, HR directors to project leaders, understanding financial principles is paramount for driving strategic decision-making, optimizing resource allocation, and achieving business objectives.

In today’s rapidly evolving business landscape, mastering strategy (Corporate, Business, and Operational strategy) is no longer an option — it’s a necessity for sustained success. Our comprehensive workshop, “Transforming Corporate Strategy in a Digital World,” is meticulously crafted to equip managers with the essential tools and insights to thrive in this dynamic environment. In today’s landscape of modern business, strategic agility isn’t just advantageous – it’s imperative for survival and success.

Our workshop delves deep into the core principles and practical applications of strategic thinking in today’s ever-changing environment. Now more than ever, the ability to navigate complexities, seize opportunities, and mitigate risks through effective strategic planning is paramount for organizations aiming to thrive amidst constant disruption.

Strategic prowess isn’t confined to boardrooms or executive suites – it’s a skill set that every manager, from frontline supervisors to C-suite leaders, must cultivate. Strategy isn’t just about setting lofty goals; it’s about charting a clear path forward in the face of uncertainty, aligning resources and capabilities with organizational objectives, and driving sustainable growth. In a world where technological advancements, market shifts, and societal changes occur at breakneck speed, the ability to anticipate and adapt to these forces through strategic decision-making becomes a competitive advantage like no other.

We understand that mastering the different levels of strategy isn’t a one-size-fits-all endeavor. That’s why we have created a comprehensive workshop that covers every aspect of the strategic process, from formulation to execution, tailored to meet the diverse needs and challenges faced by today’s managers. Whether you’re grappling with digital transformation, navigating industry disruption, or seeking to capitalize on emerging opportunities, our workshop equips you with the insights, tools, and frameworks needed to steer your organization towards sustained success.

Join us as we embark on a transformative journey towards strategic excellence. Together, we’ll explore the intricacies of strategy formulation, generate innovative options for growth and adaptation, and delve into the critical role of governance, ethics, and organizational dynamics in shaping strategic outcomes. By mastering corporate strategy in the digital age, you’ll not only elevate your leadership capabilities but also position your organization for relevance, resilience, and prosperity in today’s ever-changing world.

Employees do not switch themselves from their private lives when they walk into corporate doors; in most cases, they bring with them the complexities and challenges of their personal experiences. Similarly, the stresses and demands of the workplace often accompany them back home. Since local and international lockdowns, the world has faced unexpected amounts of change and stress, which directly affected employees in both their personal and professional lives. As we readjust into yet another “new normal”, employees are starting to feel the effects of the past 5 years and the strain it has had on their holistic wellbeing. Whether it manifests as burnout, stress, depression, anxiety, or disengagement, the toll on employees’ well-being affects not only their personal lives but also their performance in the workplace.

In recognizing the multifaceted nature of wellness, it becomes imperative for organisations to adopt a holistic approach that encompasses various dimensions of well-being. Occupational wellness, emotional wellness, mental wellness, financial wellness, social wellness, and physical wellness are all interconnected aspects that directly influence an employee’s overall performance and satisfaction. Neglecting any of these dimensions can lead to decreased productivity, higher turnover rates, and ultimately, a less resilient workforce.

In response to the evolving landscape of work and the increasing recognition of the importance of employee well-being, we have developed a comprehensive wellness training course. This course aims to empower both management and employees with the knowledge and tools necessary to promote a safe, supportive, and inclusive environment where everyone can thrive. By investing in the well-being of their workforce, organizations not only enhance their bottom line but also demonstrate a commitment to the health and happiness of their most valuable asset — their people.

By equipping employees with the skills to navigate interpersonal dynamics, manage stress, and communicate effectively, organizations can foster a culture of collaboration, empathy, and mutual support.

This workshop is the first step to our comprehensive wellness programme that is tailored to the needs of individual organisations. These sessions are interactive, and they transfer practical tools that help organisations to convert theory into practice.