Microsoft Excel Advance for Finance

24 May, 2021, 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 managed 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 specialising in Fast Closing Monthly, Leadership, Strategic Planning, Budgeting, Accounting, Finance, Cost Reduction, Credit Management & Loan Recovery.

Venue Details

Webinar Classroom Training

Contact us

Juliany,
M - 012 2281 247
juliany@ipa.com.my

Michelle,
M - 019 363 7822
michelle@ipa.com.my 

FOR CUSTOMISED IN-HOUSE TRAINING
Yvonne,
M - 012 201 1247
yvonne@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: What If Analysis Excel Goal Seek & Solver - Managing P&L & ROI
  • Module 2: What If Analysis Excel To Improve Financial Ratios Performance
  • Module 3: Excel NPV, IRR, Free Cash Flow Tools To Monitor Your Project Financial Planning
  • Module 4: What If Analysis Excel To Prepare & Monitor Your Budgeting & Sales, Collection Expenses Performance.
  • Module 5: Specific Formula & Function
COURSE OBJECTIVES
Using What if analysis Excel Goal seek & solver to improve your Finance, Budget, Cash Flow & P&L Performance and also using Excel NPV, IRR, and Payback to monitor your financial project is the main purpose of this course. Free practical well tested excel templates are provided.
WHAT YOUR COLLEAGUES ARE SAYING ABOUT THE COURSE…
  • “Good use of advance excels tool of goal seek & solver for 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 using what if analysis tools for preparation of public sectors start using accrual accounting.”
    Internal Audit Division, Ministry of Finance
  • “I now understand more on problem solving tools using NPV, IRR & Payback, more input for decision making process”
    Treasury, Sabah Malaysia, Ministry
AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB WITH PRACTICAL HANDS ON EXPERIENCE ON…
  1. Managing Your Profit & Loss & Cash Flow Position Efficiently.
  2. Planning Your Budgets Effectively.
  3. Using Goal Seek To Hit Management Expectations On Sales, Profit & Cash Flow.
  4. Improving & Increasing Your Financial Project Evaluation Skills.
WHO SHOULD ATTEND
Entrepreneurs, Accountants, Business Managers, Marketing Managers, Treasurers, Supervisors, Executives and Managers and All Professionals who are interested in Microsoft Excel Advance for Finance
METHODOLOGY

Case Study & Group Discussion. Real-Current Issues & Cases Will Be Analyzed And Scenario Solutions Will Be Discussed Within The Course.

Special Feature: Participants Will Receive a Set of Practical Templates suitable for all sectors. These templates;

  • Ease in planning, reporting & decision making process
  • Snapshot of overall issues & problem
  • Financial modeling using goal seek strategies for cash flow, profit, sales target, budgeting & working capital requirements
COURSE CONTENT
9:00

MODULE 1: WHAT IF ANALYSIS EXCEL GOAL SEEK & SOLVER - MANAGING P&L & ROI
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
10.45

MODULE 2: WHAT IF ANALYSIS EXCEL TO IMPROVE FINANCIAL RATIOS PERFORMANCE
Objective: You Will Understand How To Reading The Financial Ratios

  • Liquidity
  • Solvency
  • Efficiency
  • Profitability
  • Asset Management
12.00

MODULE 3: EXCEL NPV, IRR, FREE CASH FLOW TOOLS TO MONITOR YOUR PROJECT FINANCIAL PLANNING
Objective: Assess Project Evaluation & Its Risk. Consider Accepting Or Reject The Project Or Business Proposal After Factor In All Financial & Quality Considerations.

  • Forecasting Relevant Project Cash Flows
  • Project Evaluation Techniques – Payback, NPV, IRR
  • Excel Applications – Using The Payback, NPV And IRR Functions
  • Accepting Or Rejecting Projects
1:00 Lunch
2:00

MODULE 4: WHAT IF ANALYSIS EXCEL TO PREPARE & MONITOR YOUR BUDGETING & SALES,
COLLECTION EXPENSES PERFORMANCE
.
Objective: Will Guide You Step By Step In Arriving At The Following Budget:

  • Sales
  • Cost Of Sales
  • Gross Profit
  • Operation Expenses
  • Net Profit
3:45

MODULE 5: SPECIFIC FORMULA & FUNCTION

  • If formula
  • If (is blank)
  • If error
  • Sum Product Formula
5:00 End of Course