Financial Analysis & Reporting

21-22 Sep, 2020, Virtual Classroom Training

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Dr Steven Liew is a fellow member of the Chartered Institute of Management Accountants, UK and is a Chartered Accountant by profession. He has an Asia Pacific Executive MBA (for senior executives) from the National University of Singapore and a PhD in international finance with Rushmore University of USA.

 

Dr Liew had worked in private sector companies, ranging from family-run businesses to professionally manage multi-national corporations in South Asia and the ASEAN region. He has accumulated more than 30 years working experience in senior financial & operational management positions spearheading the profitability and growth of companies. He has worked for the MBF Finance & its related group of companies over the 10 years’ period.

 

He is a registered Trainer with the Government Human Resources Development Berhad (Pembangunan Sumber Manusia Berhad). And he is a GST Tax Consultant and had successfully completed the Custom examination.

 

Dr Steven Liew had conducted various seminars for corporate clientele including Association of Credit Management Malaysia, Chartered Institute of Management Accountants, Malaysia Institute of Management, Malaysia Institute of Accountants, Institute of Bank Bank Malaysia, Nestle, IQPC Worldwide Pte Ltd , Singapore, Lexis Nexis,, Proton Edar Malaysia , Brunei Investment Agency, Small Medium Industries Development Corporation , Ministry of Development, Brunei , BICPA Asean Management, Brunei, Risda Group Of Companies, Sales & Marketing Training Forum, Sri Lanka, Giant Retail Sdn Bhd, Telekom Brunei & Ministry of Foreign Affairs, Malaysia, Sabah Electricity Sdn Bhd, Bank Islam Brunei Darussalam. Continental Tyres, Sime Darby Bhd ,Sony Malaysia Sdn Bhd , Perodua Sdn Bhd & Credit Guarantee Corporation (M) Bhd; Fujixerox, UDA Holdings, SPNB, Diners Club, Elk Desa Capital Bhd, Antah Schindler, UCSI & Ministry of Finance; Seccom Sdn Bhd; Bridgestone Chemical Products (M) sdn Bhd; Dialog Group Bhd; SEDCO, KK ; Hosiden Electronics (M) Sdn Bhd; STO Maldives; Indah Water Consortium Sdn Bhd; CPA Australia (M) Sdn Bhd.

 

He is currently providing management consultancy and training specialising in GST, Forecasting, Fast closing monthly, leadership, Strategic Planning, budgeting, accounting, finance, Cost reduction, credit management & loan recovery.

Venue Details

Virtual Classroom Training

Contact us

Juliany,
03 2283 6109
juliany@ipa.com.my

Phoebe,
03 2283 6100
phoebe@ipa.com.my 

FOR CUSTOMISED IN-HOUSE TRAINING
Jane,
03 2283 6101
Jane@ipa.com.my

ADDRESS 
A-28-5, 28th Floor, Menara UOA Bangsar, 
No.5, Jalan Bangsar Utama 1, 
59000 Kuala Lumpur
www.ipa.com.my

FOCUSING ON
  • Module 1: Financial Ratios Analysis (Case Study)
  • Module 2: ‘Altman Z’ Score-Insolvency Predictor (Case Study)
  • Module 3: Financial Analysis Strategies for Business Turnaround (Case Study)
  • Module 4: Breakeven Sales
  • Module 5: Cash Flow Crisis Management
  • Module 6: Risk Modelling Financial Skills

    SPECIAL FEATURE: Participants Will Receive a Set of Practical Excel Templates suitable for all sectors.

    Laptop Required

    Limited to 20 pax only
OBJECTIVE

The primary goal of this course is to help professionals who have some knowledge in finance and accounting in developing sound financial knowledge to read and understand financial reports. Real-current problematic finance & business cases will be analyzed and scenario solutions will be discussed in the course.

WHO SHOULD ATTEND
Entrepreneurs, Bankers, Accountants, Finance managers, CFO, Business Managers, Marketing Managers & Accounting Supervisors
METHODOLOGY

Interactive Lectures, Case Studies & Group Discussions. Real-current problematic cases will be analyzed, and scenario solutions will be discussed within the course.

AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…
  1. Using Cash Flow Statement To Evaluate Financial Performance
  2. Understanding The Relationship Between Cash Flow Statement And Balance Sheet
  3. Knowing How To Look For Information Efficiently In The Annual Report
  4. Applying Altman Z Score- Output Of A Credit-Strength Test That Gauges & Predictable Of Company’s Failure
  5. Learning How To Size Up A Company Quickly By Reading Their Financial Ratios
WHAT YOUR COLLEAGUES ARE SAYING ABOUT THE COURSE…
  • “Overall good. I am a bit slow due to not very good in accounting. I can say it is totally new to me. Big thank you, Dr Steven. I will discuss with my top management regarding to the budget aspects of my role for the next management meeting. Will implement this budget analysis to control branding & advertisement costs in 6 month times” Brand Development & operation Manager, DC Comics Super Heroes
  • “This course is good to refresh my knowledge on accounting treatment. It also helps me in making analysis on financial statement as well as preparing scenario and sensitivity analysis which are relevant to my current task at Fiscal and Economic Division.” Fiskal dan Ekonomi, Ministry of Finance
  • “I’ve learnt the systematic ways to measure a company’s performance right from the beginning when the project kicked-off until forecasting the ability of the company to survive in the industry. This knowledge is very useful which it is very much related to my work nature.” Nur Diyana Binti Ab. Manap, Government Investment Corporation, GIC, Ministry of Finance
  • “Knowledge gained from this course has opened my eyes towards the intricacies of finance in private sector and maybe contribute back this knowledge to the government.” Aizwan bin Anuar, Housing Loan Division, Ministry of Finance
DAY 1
9:00

Module 1: FINANCIAL RATIOS ANALYSIS (CASE STUDY)

  • Learn how to size up a company quickly by reading their financial ratios
  • Liquidity
  • Solvency
  • Efficiency
  • Profitability
  • Asset Management
  • Assessing drivers of company profitability and growth
10.15

Module 2: ‘ALTMAN Z’ SCORE- INSOLVENCY PREDICTOR (CASE STUDY)

  • Earnings Before Interest & Taxes
  • Total Assets
  • Net Sales
  • Market Value of Equity
  • Total Liabilities
  • Current Assets
  • Current Liabilities
  • Retained Earnings
11.30

Module 3: FINANCIAL ANALYSIS STRATEGIES FOR BUSINESS TURNAROUND (CASE STUDY)
Objectives

  • Asset conversion
  • Fees & Collection
  • Spreading costs
  • Manpower review
  • Stock management
  • Product market study
  • Sales
12.30 End of Day 1
DAY 2
9:00

Module 4: BREAKEVEN SALES

  • Review next 6 months performance
  • Review your cost structure
  • How to manage your fixed costs & salary
  • Impact on your bottom-line
10.45

Module 5: CASH FLOW CRISIS MANAGEMENT

  • Review your term of collection & payment
  • Create cash flow scenarios
  • Reduce cash flow deficit
11.30

Module 6: RISK MODELLING FINANCIAL SKILLS

  • Analyzing the potential risks facing an organization
  • Mitigating controls
  • Weight the financial impact
  • Cost/benefit decision analysis
  • Risk Model software
12.30 End of Course