Course Summary

Duration8 hours

PresenterCormac Lucey

Course Overview

Session 1: An Increasingly Precarious Investment Landscape

Cormac Lucey as he takes us through this 4 part full day course which is aimed at finance professionals working within SMEs and their professional advisers who wish to remain up to date on the corporate finance environment facing them, including:

  • Practising accountants who are advising clients on corporate finance matters
  • Accountants who are trusted advisors to the family business
  • Accountants in business who wish to get up to speed on corporate finance topics
  • Advisors who wish to gain fresh ideas for finance options and company valuations 

This session will cover the following: 

  • After the pandemic rebound, where is the economy going now?
  • Could inflation make a return? And what would be the consequences?
  • Are deposit interest rates ever going to rise again?
  • When asset values are so high, is there anywhere safe to invest?
  • What are the most likely scenarios to unfold over the next 2-5 years?


    Session Facilitator: 
    Cormac Lucey – Finance Lecturer & Economics Columnist


    Session 2: Corporate Finance Bootcamp I

    Cormac Lucey as he takes us through this 4 part full day course which is aimed at finance professionals working within SMEs and their professional advisers who wish to remain up to date on the corporate finance environment facing them, including:

    • Practising accountants who are advising clients on corporate finance matters
    • Accountants who are trusted advisors to the family business
    • Accountants in business who wish to get up to speed on corporate finance topics
    • Advisors who wish to gain fresh ideas for finance options and company valuations 

    This session will cover the following:

    The key techniques of corporate finance covered in just 2 sessions, part 1

    • Analysis of financial statements – a basic template for analysing financial statements
    • What are the warning signs that there’s something wrong with the financials?
    • Revisiting discounted cash flow (DCF) analysis to correct a major shortcoming of the internal rate of return (IRR) method
    • The use and abuse of valuation multiples


      Session Facilitator: 
      Cormac Lucey – Finance Lecturer & Economics Columnist


      Session 3: Corporate Finance Bootcamp II

      Cormac Lucey as he takes us through this 4 part full day course which is aimed at finance professionals working within SMEs and their professional advisers who wish to remain up to date on the corporate finance environment facing them, including:

      • Practising accountants who are advising clients on corporate finance matters
      • Accountants who are trusted advisors to the family business
      • Accountants in business who wish to get up to speed on corporate finance topics
      • Advisors who wish to gain fresh ideas for finance options and company valuations 

      This session will cover the following:

      The key techniques of corporate finance covered in just 2 sessions, part 2

      • Why cost of capital matters and how to estimate it
      • Company valuation: theory, practice and key techniques
      • Valuing SMEs and complicated situations
      • Signposts to help navigate the business and valuation cycles


        Session Facilitator: 
        Cormac Lucey – Finance Lecturer & Economics Columnist


        Session 4: Buying and Selling a Business

        Cormac Lucey as he takes us through this 4 part full day course which is aimed at finance professionals working within SMEs and their professional advisers who wish to remain up to date on the corporate finance environment facing them, including:

        • Practising accountants who are advising clients on corporate finance matters
        • Accountants who are trusted advisors to the family business
        • Accountants in business who wish to get up to speed on corporate finance topics
        • Advisors who wish to gain fresh ideas for finance options and company valuations 

        This session will cover the following:

        • Steps in a transaction
        • Head of agreement
        • Due diligence
        • Legal documentation
        • The MBO market & recent transactions


          Session Facilitator: 
          Cormac Lucey – Finance Lecturer & Economics Columnist


              CPD Course Facilitator:

              Cormac Lucey – Finance Lecturer & Economics Columnist

              Cormac Lucey teaches finance at the Irish Management Institute, University College Dublin and Chartered Accountants Ireland. He is a chartered accountant and has worked in various financial roles in banking and in industry in Ireland and in Germany. He lives in Dublin with his wife and son.