Finance for Non-Finance Professionals

16-17 Nov, 2020, Webinar 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 28 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.

 

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

Venue Details

Webinar 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: Managing P&L & ROI (Simulation Exercise)
  • Module 2: Profit & Loss Statement
  • Module 3: Cash Flow Statement
  • Module 4: Improve Cash Flow & Profitability Position (Practical Case Study)
  • Module 5: Financial Ratios Analysis

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

The primary goal of this course is to help professionals who have little or no 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 within the course.

AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…
  1. Understanding the importance and relevance of financial principles such as Expected Return and Return on Investment (amongst others)
  2. Analysing, understanding and managing their own Income and Expenditure accounts more effectively
  3. Understanding the importance of Cash flow and Cash management
  4. Using internal Management Accounts to monitor and improve performance against Budget
  5. Recognising areas of concern and recommend ideas for improving financial performance and productivity
  6. Feeling much more confident about their understanding of financial terms and jargon
WHO SHOULD ATTEND
Entrepreneurs, Business Managers, Marketing Managers, Supervisors, Executives and Managers and all professionals who are interested in Finance for non-Finance
METHODOLOGY

Interactive Lectures, Exercises, Case Study & Group Discussion.

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
  • “Good introduction to the basics of accounting and financial analysis using practical real life examples. Participants are able to grasp concepts quicker as it is hands on and interactive.” Legal Division, Ministry of Finance
  • “This course gives me better understanding about accounting & financial analysis as a preparation when public sectors start using accrual accounting in 2015.” Internal Audit Division, Ministry of Finance
  • “I now understand the following better: Understanding the balance sheet, Know how to identify the profitable company/projects, Understanding more on problem solving tools, more input for decision making process.” Treasury, Sabah Malaysia, Ministry of Finance
  • “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
DAY 1
9:00

MODULE 1: MANAGING P&L & ROI (SIMULATION EXERCISE)
Objective:

  • with little or zero accounting knowledge, will walk you through Your business or new business on sales, purchases, operating expenses, investment, capital injection, depreciation & interest payment
  • you see your own P&L, Balance sheet, cash flow & equity
  • provide strategies (using goal seek) to improve your cash flow & P&L position
10.30

MODULE 2: PROFIT & LOSS STATEMENT

  • How to read Profit & Loss Statement
  • Use Profit and Loss Statement to evaluate performance
  • Concept of margins and profit analysis
  • Relationship between P&L statement to balance sheet
  • Profit & Loss accounting model
  • Why profit is different from cash
11.30

MODULE 3: CASH FLOW STATEMENT

  • Lifeblood of business – Cash Flow Statement
  • Relationship between cash flow statement and balance sheet
  • 3 streams of cash flow, Operating ,Investing &Financing
  • How to determine financial health from cash flow pattern
  • Determining if the company is using internal cash flow to finance growth or relying on external financing
12.30 End of Day 1
DAY 2
9:00

MODULE 4: IMPROVE CASH FLOW & PROFITABILITY POSITION (PRACTICAL CASE STUDY)

  • Applying what if analysis (goal seek)
  • Applying profitability strategy management framework
    - Formulation stage
    - Execution stage
    - Evaluation stage
11.00

MODULE 5: FINANCIAL RATIOS ANALYSIS

  • 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:-
  • Operations and investment strategies : operating and investment management
12.30 End of Course