ARTIFICIAL INTELLIGENCE (AI) IN FINANCE AND ACCOUNTING

28-29 Sep, 2026, Wyndham Grand Bangsar Kuala Lumpur

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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 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 AI Tools, Fast Closing Monthly, Leadership, Strategic Planning, Budgeting, Accounting, Finance, Cost Reduction, Credit Management & Loan Recovery.

Venue Details

Wyndham Grand Bangsar Kuala Lumpur
No 1, Jalan Pantai Jaya Tower 3, 59200 Kuala Lumpur,

https://wyndhamgrand bangsarkl.com.my/



Phone : 03-2298 1888

Contact us

Juliany,

Office: 03 2283 6109

Mobile: +60 122281247

juliany@ipa.com.my

Phoebe,

Office: 03 2283 6100

Mobile: +60 193637822

phoebe@ipa.com.my

Bee Teng,

Office: 03 2282 6112

Mobile: +60 172566121

beeteng@ipa.com.my

FOR CUSTOMISED IN-HOUSE TRAINING

Jane,

Office: 03 2283 6101

Mobile: +60 129418251

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 Overview
  • Module 2: AI in Data Analytical
  • Module 3: Linking TwinMind with ChatGPT
  • Module 4: AI in Budgeting & Forecasting
  • Module 5: Getting Started
  • Module 6: Getting Data
  • Module 7: Application of Power BI (case study)
  • Module 8: Shaping and Transforming Data
  • Module 9: Data Analysis Project with Power BI
OVERVIEW
This is a 2-Day Course for “AI in Finance & Accounting”, tailored for professionals seeking to understand, adopt, and apply AI-driven tools with integrity, strategic insight, and business value in mind.
AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…
  1. Understanding foundational AI concepts and how they apply in finance and accounting.
  2. Identifying AI tools and platforms suitable for various finance functions.
  3. Applying AI for Forecasting, Fraud Detection, Risk Management, and Automation.
  4. Learning how to evaluate ROI, ethical concerns, and governance of AI solutions.
  5. Developing a roadmap to implement AI in your finance functions.
  6. Understanding Power Business Intelligence (BI)
  7. Combining multiple data sources into one dataset.
  8. Building Interactive Reports.
  9. Performing Forecasting & What-If analysis.
  10. Connecting the Data to the Dashboard, BI Tool or Data Warehouse of your choice.
WHO SHOULD ATTEND
  • Accounting and Finance Professionals
  • CFOs, Finance Managers, Accountants, Auditors, Financial Analysts, Controllers
  • Suitable for SMEs, Corporates and Public Sector Finance Teams
METHODOLOGY

Training Approach activities will include the following:

• Interactive Lectures

• Hands-on Practical Exercises and Case Studies • Group Discussion.

DAY 1
9:00

MODULE 1: FINANCIAL OVERVIEW

• Real-time financial metrics

• Monthly Projections & Break-even Analysis

• Safety Cushion

• How much your sales can drop before reaching break-even

• Monthly Growth Factors

• Monthly Revenue Projections


10.45

MODULE 2: AI IN DATA ANALYTICAL

• Sensitivity Analysis

• Scenario Analysis & Planning

 

1:00 Lunch
2:00

MODULE 3: LINKING TWINMIND WITH CHATGPT

• Capture Notes

• Do List

• Link it to ChatGPT

3:45

MODULE 4: AI IN BUDGETING & FORECASTING

• Using latest technology, software, AI tools Goal Seek & Solver for decision making

• Setting up data models for budgeting

• Trend analysis and forecasting visualization

5:00 End of Day 1
DAY 2
9:00

MODULE 5: GETTING STARTED

• Introducing Power BI

• A quick look at Power BI Desktop

• A quick look at the Power BI service

• Setting up Power BI Environment


10.45

MODULE 6: GETTING DATA

• Available data sources in Power BI Desktop

• Connecting to data sources

• Get Data from Folder

• Get Data from CSV file

12.00

MODULE 7: APPLICATION OF POWER BI (CASE STUDY)

• Sales performance

• Web application

• Profit by date

• Unit Sold by Each Country/state

• Profit by product

1:00 Lunch
2:00

MODULE 8: SHAPING AND TRANSFORMING DATA

• Introduction to the Query Editor

• Clean and transform your data with the Query Editor.

• Cleaning irregularly formatted data

• Data categorization

• Relationship view

3:45

MODULE 9: DATA ANALYSIS PROJECT WITH POWER BI

• How well do we sell to which geographical & what are the category

• How do you reflect on individual salesperson performance alone?

5:00 End of Course