Product Control - Balance sheet substantiation
All about product control balance sheet substantiation
About the course
“Balance sheet substantiation” is a comprehensive training course. This course will give you an A-Z understanding of:
- Why we need to substantiate the balance sheet
- How we can substantiate the balance sheet effectively
- What can happen when we don’t execute this control effectively
Who should attend
This training will benefit every Finance professional who reconciles a balance sheet in a financial services organisation. This includes Product Controllers & Financial Controllers.
What you will learn
Appreciate the purpose and importance of balance sheet substantiation
Consider the inputs required for effective reconciliations
Walk through our signature 4-step process to reconcile your account and observe how this is applied
Appreciate the importance of injecting professional judgement
Grasp the importance of reconciling transaction currency balances
Learn how to control and reconcile internal and intercompany balances
Gain insight into how unreconciled amounts can be managed
Consider how balance sheet reconciliations exposed the UBS rogue trader
About the instructor
Peter is a Product Control specialist, CFO, Financial Controller, Author and Founder.
Peter founded FINSED in 2015, to deliver better education to Product Controllers globally. Since then, Peter has trained Finance teams in Banks and trading firms across Asia, Europe and the Americas.
Peter is an authority on Product Control and maintains regular dialogue with the industry having lectured with FINSIA and chaired Australia’s Product Control Valuations Forum. He is also the author of the best-selling book on Product Control, Effective Product Control, Controlling for Trading Desks (Wiley, 2017).
More recently, Peter has become aligned to the principles of Bitcoin and continues to learn about blockchain technology and the application of these technologies in banking and the broader community.
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