BDTI（公益社団法人会社役員育成機構）ファイナンス塾　基礎　役員研修

“Finance School” for Those Unfamiliar with Financial Statements

Currently, with the Tokyo Stock Exchange promoting “management mindful of capital costs and stock prices,” companies are under increasing pressure to improve their PBR (price-to-book ratio). In addition, rising investor expectations and the emergence of activist investors have made basic financial literacy essential for directors and executive officers.

However, it has been pointed out that directors of Japanese companies generally lack sufficient knowledge of finance and accounting compared to their counterparts in other major countries. In response to this situation, we are pleased to invite Masahiro Shimizu, President and CEO of CFO Room Inc., as the instructor for a six-session finance training program, “Finance Workshop,” designed for those who lack confidence in financial matters.
The program is structured to provide thorough learning, from financial fundamentals to practical applications. We look forward to the participation of those who wish to strengthen their skills as directors or executive officers.

Format: The program will be conducted using a combination of in-person (hybrid) and online formats, allowing participants to join comfortably even if they live far away or have busy schedules.Even if you cannot attend in person, you can participate online via the hybrid format. If you are unable to attend all sessions, recordings of the missed sessions will be available for viewing (※ Participants are generally expected to attend at least four sessions).

summary
Dates:

12:00 – 14:00 (2 hours per session)
Held twice a year, in the first and second half of the year

Registration for the “Finance Workshop” starting October 29th is now closed.

Session 1: Wednesday, October 29 – In-person (or online)
Session 2: Wednesday, November 12 – Online
Session 3: Wednesday, December 10 – Online
Session 4: Wednesday, January 14, 2026 – In-person (or online)
Session 5: Friday, February 13, 2026 – Online
Session 6: Wednesday, March 11, 2026 – In-person (or online)
Subject:
Those lacking confidence in finance
Those unfamiliar with analyzing financial statements
Those unclear about the role of a CFO
Professionals from backgrounds such as law, academia, engineering, sales, HR, or product development
Executive officers who have transferred from a subsidiary to headquarters
Capacity:
Max. 20 persons
Course fee:
General Price: ¥210,000 (tax included)
Corporate Member Price: ¥147,000 (tax included)
Venue:

Cicom Brains Learning Center Meeting Room
Akihabara Dai Building 7F, 1-18-13 Sotokanda, Chiyoda-ku, Tokyo 101-0021, Japan
https://www.cicombrains.com/about/access.html

Online Sessions:
Conducted via Zoom video conferencing.
BDTI will provide the access URL, meeting ID, and other details approximately one week before each session.
Notes:
Participants who attend at least four out of the six sessions will receive a certificate of completion.

Click here to apply:

Course Materials and Lecture Content

Please purchase “The World’s Most Fun Way to Understand Financial Statements Just by Solving Accounting Quizzes [Practical Edition]” in advance and read Chapter 0. If you feel uncertain about financial statement terminology after reading Chapter 0, we recommend also purchasing the [Basic Edition] of the same book.

  • Session 1: Review of the three financial statements as explained in the textbook [Practical Edition]. Explanation of Chapter 0.
  • Session 2: Continuing from Session 1, reading and understanding the three financial statements.
  • Session 3: How to read securities reports. Gain an understanding of capital costs and capital allocation policies.
  • Session 4: How to read securities reports. Learn to understand the metrics, approach, and strategy for business investments.
  • Session 5: Medium-term business plan and annual budget – Understanding the relationship between the single-year budget and the medium-term plan.
  • Session 6: Investor relations calendar, stock price formation, and the role of the board of directors.

Lecturer

BDTIファイナンス塾講師清水

Masahiro Shimizu, President & CEO, CFO Room Inc.

Graduated in 1988 from Waseda University, School of Political Science and Economics, Department of Political Science. Joined J.P. Morgan Securities. In 2001, became Managing Director and Head of the Equity Capital Markets Division at the same company.
In 2004, joined Fast Retailing. In 2005, became Head of Group Business Development. In 2006, seconded to a subsidiary, Cabin Co., Ltd., serving as Executive Officer and Head of the Management Division.
In 2010, joined Domino’s Pizza Japan as Executive Officer and CFO. In 2016, appointed Director and Executive Officer, CFO.
In 2017, joined Macromill, Inc. as Executive Officer and Global CFO. In 2018, promoted to Executive Vice President and Global CFO.
In 2021, founded CFO Room, providing project-based financial advisory services to investment funds, startups, and other clients.
In 2024, appointed Director at Pioneer Corporation and Director at Benesse Holdings, Inc.

Testimonials from Students

This training was extremely valuable—something I wish I had attended earlier in my career. It helped me develop new perspectives and a language for interpreting financial statements. I highly recommend this program to professionals in legal advisory, government affairs, corporate governance, and related service industries. The discussions with other participants in each session were also very meaningful, making every session something I looked forward to.
Until now, I had never carefully read securities reports and had only received explanations of quarterly financial results at board meetings, which I now regret. Had I taken this course earlier, I believe I could have asked more effective questions. Even during the course, I feel—if I may say so myself—that my questions have become sharper.
Until now, I had read many books on finance multiple times, and while I felt I understood the content immediately after reading, I never truly internalized it. After taking this course, I gained a much clearer understanding of which points and perspectives to focus on when analyzing numbers, and why certain concepts are currently emphasized as particularly important.
The course not only explained the relationship between real-world situations and the numbers using concrete examples, but also clarified why things are that way and how to identify them. Moreover, the advice on how an outside director should ask questions and what perspectives to adopt is invaluable. I highly recommend this course as practical knowledge that can be applied immediately, not just theoretical learning.
Female outside directors are often expected to contribute to governance codes and board diversity, but many may feel a lack of confidence or even a sense of inadequacy due to insufficient basic knowledge in areas like finance. I found the finance training to be extremely valuable in addressing this gap.
I learned a great deal, including how to read securities reports, understand investors’ perspectives, and grasp the roles of outside directors.