Course overview

The course is designed to boost value creation within the portfolio. Understand how data and KPIs are fundamental to enhanced value creation and discover best practice and core components of an informative board pack.

 

Key topics include

  • The importance of data and insight in board decision making
  • The importance of data and KPIs in understanding the health of a business
  • How to construct an elevator dashboard
  • How a board pack contributes to better board decision making
  • Reviewing key elements of your board pack and more

 

What will delegates take away?

  • An understanding of how data and KPIs underpin value creation activities
  • The key constituents of an elevator dashboard and board pack
  • Be motivated to improve the board reporting for the investee companies they work with

 

Course Director

Jon Andrew

Jon Andrew

Course Director

Jon works alongside investment teams to support operational value creation within investee companies. He shares best practice across the portfolio supporting management teams as they develop growth strategies and helps them monitor performance.

After gaining a degree in Molecular Biology & Biochemistry at Durham University, Jon qualified as a chartered accountant with PwC and held roles within the Training, Transaction Services and Consulting teams. During this time, Jon designed and rolled out PwC’s inaugural Due Diligence Training Programme across Europe in 1997.

In 2005, Jon joined LDC to focus on performance improvement in its portfolio companies. Over his 15-year private equity career Jon has gained significant experience in a wide range of value creating activities and has particular expertise in driving change through complex integrations, IT implementation programmes, as well as 100-day planning initiatives.

Jon was born in Middlesbrough and because he believes the team chooses you, is a long-suffering Boro fan. He is also an ardent Yorkshire Cricket Club follower and enjoys running and tennis. When not trying to keep in shape, Jon likes to spend time with his three daughters.

 

CPD accreditation

This course is CPD accredited by the CPD Certification Service for 12 hours. By attending this course, you will receive a digital certificate from Diplomasafe. This certificate allows you to share and save your new CPD accredited qualification on LinkedIn, adding instantly verifiable credentials and strengthening your professional profile.