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Description

Non-Financial Data in Mid-Sized Companies: Collecting, Consolidating and Leveraging Your Indicators

Turn ESG data into a financial argument with banks, investors and major clients

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

In mid-sized companies, non-financial data already exists but remains scattered: consumption figures tracked by technical teams, social indicators held by human resources, supplier commitments known only to the procurement function. Without consolidation, this information serves neither internal performance management nor the dialogue with providers of capital.

These two days focus on making the most of this data rather than on producing a regulatory report: consolidating sources, building a concise dashboard, aligning it with financial data and developing a clear case for banks, investors and large clients.

Learning objectives

  • Identify the non-financial data already produced within the company
  • Consolidate this data into a concise set of performance indicators
  • Link non-financial indicators to existing financial indicators
  • Build a compelling case for providers of capital and major clients
  • Organise the updating of indicators over time

What makes this programme different

The programme starts from the data actually available rather than from a theoretical framework
A concise non-financial dashboard is built during the two days
The case developed is tested before the group acting as a financing committee

Programme

1Taking stock of existing data

Finding what the company already produces

  • Mapping the data held by each function
  • Distinguishing between raw data, indicator and commitment
  • Quality of sources and associated level of confidence
  • Identifying missing data that is genuinely useful

2Building performance indicators

Reducing the number to improve clarity

  • Criteria for selecting an indicator that supports decision-making
  • Precise definition of calculation rules and reporting scope
  • Choice of units and comparison baselines
  • Alignment between environmental, social and governance indicators
  • Realistic updating frequency

3Connecting non-financial and financial data

Speaking the language of the finance function

  • Aligning indicators with cost and capital expenditure lines
  • Impact of commitments made on future costs
  • Addressing sustainability-related risks and opportunities
  • The place of this data in management reviews

4Leveraging data with stakeholders

Turning data into arguments

  • What banks and investors expect in terms of data
  • Responding to assessments and questionnaires from major clients
  • Building a sober and verifiable message
  • Avoiding accusations of overstated claims

Who is it for

Chief financial officers, management controllers, sustainability managers, treasurers and investor relations managers in mid-sized companies.

Prerequisites

Ability to read financial statements and standard management indicators.

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.