KPI & Board Reporting

BVCA Learning & Development | Boards

Led by industry experts, this course is designed to help investment professionals boost value creation across their portfolio by improving the quality and impact of board-level reporting. Participants will explore how data and KPIs underpin strategic decision-making, with a focus on the key components of an effective elevator dashboard and board pack.

The course features group exercises and practical assessments of real board packs, including reviews of attendees’ own materials, to identify best practices and common pitfalls.

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
     

Format

In-person, London
 

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.

 

For further information or booking enquires, please contact the BVCA Training Team

Get in touch