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Description

CSR and Financial Steering: Measuring, Budgeting and Reporting on Commitments

Bringing environmental and social issues into the budget, the reporting cycle and investment decisions

  • 2 days — 14 h
  • In-person or virtual
  • Foundation
  • Up to 6 participants

Finance departments are being approached from every direction: indicators requested by clients, questionnaires from banks and additional criteria written into tender documents. The data already exists but remains scattered across procurement, human resources and operations. The finance function is expected to make it reliable even though it does not produce it.

Two days to organise this data collection and connect sustainability to performance steering: selecting indicators that genuinely support decisions, embedding them in the budget and the reporting cycle, costing the actions undertaken and their expected returns, then preparing responses to stakeholders. Each participant leaves with a dashboard template adapted to their own activity.

Learning objectives

  • Identify the non-financial indicators that are relevant to the company's activity
  • Organise the collection and validation of data from operational departments
  • Embed sustainability commitments in the budget process and periodic reporting
  • Assess the cost and expected effects of an environmental action plan
  • Prepare responses to requests from clients, banks and investors

What makes this programme different

Build a dashboard combining financial and non-financial indicators
Full costing of a consumption-reduction project together with its funding plan
Hands-on work on the sustainability questionnaires received by participants

Programme

1Expectations and the Role of Finance

Understanding what the figures are expected to show

  • Position the expectations of clients, funders and employees
  • Distinguish between commitment, communication and verifiable data
  • Identify the data already available in management systems
  • Define the role of the finance function within the approach

2Indicators and Data Collection

Producing data you can defend

  • Select a limited number of indicators to be tracked over time
  • Define calculation rules and reporting boundaries
  • Organise data flows from procurement, production and human resources
  • Put consistency checks in place

3Budget and Investment

Putting figures on the commitments made

  • Embed sustainability actions in budget preparation
  • Assess the full cost of a consumption-reduction project
  • Adapt investment appraisal criteria
  • Identify available funding sources and support schemes

4Reporting and Dialogue

Reporting without over-promising

  • Build a dashboard that senior management can read at a glance
  • Align financial and non-financial reporting
  • Prepare discussions with banks and investors
  • Rule out claims that are not supported by data

Who is it for

Chief financial officers, finance managers, management controllers, accountants and sustainability managers working alongside the finance function.

Prerequisites

Working knowledge of management control principles and budget preparation.

Dates & locations

36 scheduled dates between November 2026 and December 2027. Seats are confirmed in the order enquiries are received.

November 2026

December 2026

January 2027

February 2027

March 2027

April 2027

May 2027

June 2027

September 2027

October 2027

November 2027

December 2027

None of these dates suit you? We open additional sessions on request, and any programme can be run privately for your team.

Practical details

Before the programme
Online positioning questionnaire. Your development objectives are shared with the trainer, who tailors the practical case studies to your context.
Teaching methods
Theoretical input, workshops and practical case studies. Digital course materials and method sheets provided.
Assessment
Multiple-choice tests and role-play exercises. Assessment of learning at the start and end of the programme, with immediate and 60-day follow-up evaluations.
After the programme
One year of access to the e-learning platform. Self-assessment of the skills acquired and a 30-day follow-up session with your trainer.
How to register
Registration online or on the basis of a quotation.
Lead time
11 working days after confirmation of registration.
Accessibility
Accessible to people of determination. Contact our accessibility coordinator to design a suitable solution: contact@mpf-academy.ae
Start dates
Rolling intake: in addition to the scheduled sessions, this programme can start on request.