27.3.4. How to prepare and present the periodic report required by the Adequate Organizational Structures
Correct implementation of the new analysis and reporting processes introduced by Crisis Code, it is a priority for millions of Italian businesses. Those who deal with it, however, complain of some practical obstacles which, if not resolved, risk preventing the correct implementation of what is required by the legislation, limiting the benefits in preventing a business crisis.
In this context, Leanus proposes a practical course during which, using a case of one SMEs Italian, we'll see together how to deal with the most complex parts of the analysis and evaluation activities requested by the Adequate Structures and in particular:
- how to process interim data to assess eco-fin imbalances, bringing together: trial balances, treasury and banking information;
- how and what to read about Central Risks and how to integrate it into the Report;
- how to build financial sustainability analysis at 12 and 24 months, reconciling it with the accounting years;
- which stress test do and how to do them to analyze the company risk profile;
- how to construct, formalize and present the Adequate Asset Reports periodically and manage the checklist in a sensible way.
Programme:
14.00 14.30 How to present the new Report Adequati Assetti service to the Entrepreneur and why it is useful for the company - Michele moglia
14.30 15.15 From the trial balance to the analysis of eco-fin imbalances – Stephen Carrara
15.15 16.00 What to watch and track in the Risk Center – Michele moglia
16.00 16.15 Coffee break
16.15 17.15 Building the debt sustainability analysis – Michele moglia
17.15 18.00 How to create the Adequate Assets Report and share it – Stephen Carrara
18.00 18.45 Aperitif
Speakers:
Stephen Carrara - Leanus Administrator
Michele moglia - Chartered Accountant, financial analyst, trainer and inFinance Advisor
Participation fee:
175€
Free for the customers Leanus Premium (send request email to marketing@leanus.it)
The price includes:
- The course material;
- an elaboration made with Leanus, in key Adequate Structures of a Trial Balance and a Central Risks (PDF Bankit) provided by the participant, in the days following the course.
Download the information sheet here
Post your feedback on this topic.