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Step Up Conducts Training on Financial Management

FM participants during the training workshops.

FM participants during the training workshops.

The Bol-anon United Sectors Working for the Advancement of Community Concerns (BUSWACC) contracted Step Up Consulting to conduct a series of financial management training for its member organizations, assisted cooperatives, individual entrepreneurs, and people’s associations . The training on Basic Financial Management was conducted last 27-28 August 2014 at the FCB Foundation training room.

The training is the first of a series of training activities on financial management sponsored by BUSWACC. Ms. Arlen Canares, training specialist on financial management of Step Up was the resource person for the activity.

The participants appreciated the learning sessions that focused on the importance of recording, financial analysis, cash management, and internal control.  The workshop employed a variety of training methodologies that enabled the participants not only to learn the concepts but also try specific skills on their own.  Financial management training is one of the core expertise of the firm.

Step Up Assists Bukidnon Province on PFM

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A training on Fiduciary Risk Assessment on the Use of Financial and Procurement Systems for PRMF Funds was conducted on June 4-7, 2013 at The Gardens, in Malaybalay, Bukidnon.  The training was attended by representatives from the different road-sector related offices of the Provincial Government of Bukidnon, more particulary, the Provincial Engineer’s Office, Provincial General Services Office, Provincial Budget Office, Provincial Treasurer’s Office, Provincial Planning and Development Office, Provincial Internal Audit Services Office, Provincial Accountant’s Office, Provincial Legal Office, the Provincial Human Resource Management and Development Office, and the Bids and Awards Committee Secretariat.

The objective of the engagement is to improve the capacities of the Provincial Government of Bukidnon on risk assessment particularly fiduciary risk and determine measures or treatments that could be implemented to reduce the impact of the fiduciary risks.

Managing Consultant of Step Up Consulting was the resource person for the said training.  The participants expressed high satisfaction of the results of the training.  As customary, evaluation sheets were distributed to participants where they rated their experience in term of three areas – content, process and facilitator. The ratings indicated that the content is applicable to the workplace of the participants, that there is appropriate amount of information discussed in the workshop, and that the knowledge they have learned are new to them.  They also said that they were able to fully participate in the sessions, discuss and form their ideas,  and that they are eager to apply their learning when they go back to their work stations.

Capacity building is one of the strongest areas of Step Up’s services.  As expected, the participants commented that the learning facilitator managed the learning process and time well, that he relayed the knowledge to participants in an understandable and clear manner. Mr. Canares was also seen as very responsive to participants questions and flexible enough to adapt to the learning temperament of participants.

 

Step Up Assists a new resort in Panglao

Step Up Consulting Services, th255rough its managing consultant Michael Canares, was hired to assist the planning session of an upcoming resort in Panglao, Bohol.  The resort is due to open this year.

Mr. Canares has a substantial experience in the resort and restaurant business. He served as management consultant for almost ten years in one of the premier properties in Alona Beach – the Alona Palm Beach Resort and Restaurant before it was sold in early 2011.

Currently, Mr. Canares is also management consultant of C U Restaurant, and C U at Sun Restaurant in Panglao. In a recent talk series at the Yuchengco Museum to celebrate 150 years of Swiss presence in the Philippines, Mr. Canares, together with Alona Palm Beach Resort and Restaurant owner Mr. Marcel Brunner, talked on planning, maintaining, and constructing a beach resort in paradise.

Step Up signs 2 new financial management contracts

Step Up Consulting Services starts today work on 2 new financial management contracts that involves preparation of financial statements. The contract signed between the firm and two repeat clients was intended to clean up financial data and prepare financial statements for three periods.

Financial management has been a core expertise of the firm for more than 10 years. The primary services offered by Step Up Consulting when it started in 1998 was training (what Step Up now calls as capacity building) and financial management.  It started with small contracts until of small firms until such time that it was able to handle corporate accounts.  The experience of Step Up on financial management is also extensive – from government institutions, to corporations, and non-profits.

In the past, Step Up has several companies – Save and Earn, Alona Palm Beach Resort and Restaurant, Dagohoy World Travel, Sparks Financing Corporation, Feed the Children Philippines among others. As it embarked on new forms of services, more particularly research, Step Up decided to streamline its financial management services and accepts only select clients in the recent years.