Financial Analysis & Strategy for Board Directors


This 2-day workshop is designed to strengthen the ability of current and prospective Board Members of both private and public entities ("Participants") in order to allow them to exercise good financial governance and participate fully in developing and overseeing financial strategies for the entities for which they are responsible. The workshop will inform Participants on the review and analysis of financial statements, including management accounting reports, as well as the assessment of business strategies and plans presented by executive management.

Participants will gain specific insight into the application of financial management techniques to ensure that time spent with senior management staff is productive. Participants will be better prepared to engage, inform and /or interact with senior management allowing an entity to anticipate challenges as they arise or even avoid potential problems altogether.

Target Audience

This workshop would be beneficial to:

  • Existing members of Boards of Directors
  • Potential candidates for membership to Boards of Directors
  • Chief Executive Officers and Senior Management, who interface with Boards of Directors
  • Corporate Secretaries

Learning Objective

Upon completion of this workshop, participants should be able to:

  • Comprehend financial statements and management reports on entity performance
  • Utilise vital financial indicators suitable for performance assessment of your specific entity
  • Facilitate proactive engagement with senior management, shareholder groups and regulators (as necessary) in order to achieve maximum shareholder value.
  • Assess business risks and the potential financial impacts of such risks on the entity, as appropriate.
  • Understand and appreciate the capital financing strategies available to an entity and the factors impacting decision making in this regard.

Programme Outline

Designed to run over a 2-day period, this workshop will cover specific deliverables on:

  • The review and evaluation of financial reports from a Board perspective
  • Designing entity performance metrics and management assessment methodologies
  • The evaluation of long term/strategic investment decisions using appropriate assessment methodologies
  • Business Risk identification and Impact assessment
  • The "Optimal Capital Structure" for an entity
  • Negotiation of financial instruments and contracts

Facilitator: Mr. Ian Chinapoo

Currently Managing Director, Trinidad & Tobago and Regional Investment Banking at First Caribbean International Bank Limited, Ian is in his eighth year with FirstCaribbean and has 15 years overall in Banking. Ian first served at First Caribbean as Director of Origination for the Southern Caribbean where he was responsible for the development and origination activities for Capital Markets products. In 2005, he went on to head the regional Capital Markets business.

In his Investment Banking role, Ian leads a regional team operating in 17 jurisdictions and comprising the Directors of Origination and Capital Markets Products, Institutional Relations, Syndications and Deals Management. In his operating company role, he is responsible for overview and management of FirstCaribbean's franchise in Trinidad and Tobago.

Prior to joining FirstCaribbean International Bank, Ian worked as Vice-President, Business Head (CGIB) - Citibank NA, Bahamas, where he was responsible for the operations of Citigroup's Global Corporate and Investment Bank. He was also part of Citigroup's team based in Miami in his role as Vice-President – Senior Transactor- Andean, Caribbean and Central America.

From 1995 to 1997, he tutored in the undergraduate Accounting programmes at the Faculty of Social Sciences, St. Augustine Campus, University of the West Indies and from 1996 to 2000, he lectured at the Institute of Business (now Arthur Lok Jack Graduate School of Business) in the Post Graduate Diploma in Human Resources (now Masters in Human Resources), the International MBA and Executive MBA programmes. From 2008, upon returning to Trinidad & Tobago, he resumed lecturing in the MBA and MSc International Finance programmes. Working with the school, he has also designed and delivered several professional development workshops for companies and targeted public audiences over the years from 1995.

Ian holds a B.Sc in Accounting with First Class Honours from The University of the West Indies. He is a graduate of the Executive Leadership Programme from The Wharton School of Business, University of Pennsylvania. He is a member of the Board of Directors of FirstCaribbean International Bank (Trinidad and Tobago) Ltd, as well as FirstCaribbean Trust and Merchant Bank (Barbados) Ltd. From September 2009 to December 2010, he was also Vice Chairman of the Board of Directors of the National ICT Company Limited ("iGovTT") and Chairman of iGovTT's Finance Committee.



Date View Event Calendar 13th - 14th October 2014
Time 8:30 pm – 4:30 pm
Duration 3 Days
Cost TT $3,500.00 (inclusive of training materials, refreshments and Certificate of Participation) 
Please note that prices are subject to change without notice.
Venue Arthur Lok Jack Graduate School of Business
Max Richards Drive,
Uriah Butler Highway, North West,
Mt. Hope


Tel: 645-6700
Fax: 662-1411


Brent Cassim - ext. 330
Anastasia Mohammed - ext. 328



Certificates will only be issued to participants who have attained a minimum attendance rate of 75% for the duration of the course.

Course Cancellation/ Reschedule Policy

Arthur Lok Jack GSB (ALJGSB) reserves the right to cancel training at any time. If ALJGSB cancels the training due to unforeseen circumstances beyond the control of ALJGSB, you are entitled to a full refund of the course fee, or your course fee can be credited toward a future training, based upon availability (providing payments have been made before original advertised date).

ALJGSB reserves the right to reschedule training at any time. If ALJGSB reschedules training due to unforeseen circumstances beyond the control of ALJGSB, the training will take place at the next available time. Participants will be informed via phone and/or e-mails.



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