Good Practice Financial and Economic Cases

Webinar

This training will equip you to strengthen your Finance and Economic cases by learning:

Good Practices: Discover what constitutes a quality Finance and Economics case.
Pitfalls & Solutions: Identify common errors in Finance and Economics cases and learn how to avoid them.
Foundational Principles: Understand the core principles underpinning robust Finance and Economic cases.

Sharpen your skills and enhance your business case impact!

Participants are expected to have a basic understanding of the business case lifecycle and both finance and economic cases ahead of this training. Participants are therefore encouraged to review the Introduction to Business Case guidance ahead of the session.

Timestamps

0:00 – 2:58 – Introduction and Agenda

02:58 – 03:57 – Context of the finance and economics case & 5 Case Model

03:57 – 6:16 – The Economic Case lifecycle

6:16 – 13:49 – CSFs, long list and short list

13:49 – 19:17 – Uncertainty and risk

19:17 – 21:00 – Benefit Cost Ratio (BCR)

21:00 – 23:29 – The Financial Case and the difference to the Economic Case

23:29 – 29:25 – The funding requirement

29:25 – 30:50 – PARS

30:50 – 31:58 – Resources

Transcript

About the speakers

Karen Conway is a Qualified Accountant (ACCA) with over 20 years' experience in the private and public sector. Across the public sector she has had a number of roles within finance. She also has a breadth of experience as a Finance Business Partner working and developing financial and management reporting, planning, budgeting and forecasting within finance functions and Major Programmes.

Fiona Martin has over 8 years of experience in the private and public sector. Fiona has held positions both developing and performing quality review of business cases, including Government Major Projects Portfolio cases. Fiona also has expertise in programme finance management, including budgeting, forecasting and management reporting.
Bill Beattie is an experienced leader of large and complex strategic real estate and regeneration-led programmes, often with a significant public interest angle. Bill has over 25 years of experience in funding, delivering and assuring such programmes from inception, through their business case, into supply chain procurement and ultimately to a successful execution and handover.