ADEQUATE SETUPS: From saying to doing

Adequati Assetti: how to process company data to build the periodic continuity report

Course, exclusively in person, organized by Leanus in collaboration with the 'Order and Foundation of Accountants of Monza and Brianza.

Program:

  • First meeting: Wednesday 19 March – Conference Hall – 14.00pm – 17.00pm
    How to process primary information sources, i.e.: accounting situations, treasury, budget, Central Risk Office
  • Second meeting: Friday 21 March – Conference Hall – 10.00 – 13.00
    Which indicators to choose to evaluate the patrimonial, economic and financial balance, how to represent them
  • Third meeting: Tuesday 1st April Conference room – 10.00am – 13.00pm
    How to verify debt sustainability over twelve months and build the business continuity report

Speakers:

  • Stephen Carrara - Administrator and founder Leanus
  • Michele moglia - Chartered Accountant, Financial Analyst and Trainer
  • Christian Fusili - Banking and financial consultant

Participants' take home:

  • managing the steps needed to find, process and evaluate all the necessary information ;
  • know-how to prepare the Report to be filed and presented to the entrepreneur;
  • know how on how to create the procedures needed for the service in the Studio.

Released material: Complete Business Case (real company) complete procedure; other documents seen together in the course: original CR, elaborated CR, reclassified schemes, Excel file for budget connection.

Foundation of Accountants of Monza and Brianza – Via Lario 15, 20900 Monza (MB)

To register:
The Chartered Accountants must register through the Order and Foundation of Accountants of Monza and Brianza (also accountants of other orders) at the following link
All other users To register they must send an email to: marketing@leanus.it

Download the information sheet here

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