Managerial Finance Skills for Managers and Executives

24 Nov, 2021, Virtual Classroom Training

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Dr Wendy Tee has over fifteen years of experience in senior management and human resources positions for diversified industrial and business environments. Graduated with a Doctor of Business Administration (UUM), Master of Business Administration (UM), Master of Information Technology (UM), Certified Financial Planner (CFP), Certified Business Coach (UM), Registered Financial Planner (RFP), Certified Trainer (PSMB) and Certified Advance Human Resource Practitioner (MIHRM), she has undergone intensive academic training in various human development and knowledge improvement. As a trainer, speaker and consultant, Dr Wendy had spent hundreds of hours in training, speaking and conducting training related to personal development and performance management over the years. Her training sessions are enhanced with trainees getting exposure to personal development, improve service productivity and performance toward productivity. She commits herself towards creating results in personal excellence and inspiring people to do their best at whatever they do. Her vast experience and exposure in different industry has given her an in depth understanding training and development needs which she delivers with passion, performance, positive, integrity and energetic .

 

Dr Wendy is actively involved in management consultancy, management training and research. Her latest responsibility involves the business coaching, financial training, management consultancy, Accounting and Financial lecturing of Degree programs for Kolej Universiti Tunku Abdul Rahman . She has experience managing training programs covering from local universities, in house training and public seminar training, from designing training needs assessment, developing training materials, monitoring and tracking of training programs successfulness and implementing training evaluation. Having been trained as a qualified trainer, her skill and knowledge has been enhanced in operations effectives, fitness analysis, gap analysis and needs assessments.

 

Dr Wendy is also a Human Resource consultant and certified trainer now appointed from Harrison Assessment Talent solutions (HATS), Pembangunan Sumber Manuasia Berhad (PSMB) and National Human Resources Centre (NHRC), providing comprehensive and independent Human Resource advisory to clients. In addition to consulting with and servicing clients, she is responsible for HR assessment, HR training, coaching & advisory for the company.

 

Dr Wendy completed and passed her GST and SST exams organized by Chartered Tax Institute of Malaysia (CTIM) with the cooperation and support from the Royal Malaysian Customs Department (RMC). She has trained more than 75 SME companies in Malaysia for getting prepared on the post implementation of GST and SST, mainly dealing with the tax authorities over various indirect tax issues, elements and scope of indirect tax, cycle and operations, rulings, registration, administration, audit and investigations on behalf of her clients.

Venue Details

Virtual Classroom Training

Contact us

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

Phoebe,
M - 019 363 7822
phoebe@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 : Scope and Nature of Managerial Finance
  • Module 2 : Tools of Financial Analysis and Planning
  • Module 3 : Cash Flow and Financial Planning
  • Module 4 : Capital Budgeting
  • Module 5 : Working capital and current assets management
INTRODUCTION

Corporate Financial Management course has been designed specifically to help you to develop leadership skills across the fields of accountancy, corporate finance, investment banking, and business management.

 

This course is designed to support you in acquiring the skills, competencies, and business acumen needed to take your career forward. We’ve developed this course to give you the chance to refine your decision making and analytical skills, increasing your employability value in a competitive job market.

AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…
  1. Discussing the role of financial management in creating shareholders’ wealth, capital budgeting, management of assets and sources of financing within a corporate.
  2. Demonstrating proficiency in financial analysis skills by examining a company performance.
  3. Applying financial tools in solving the financial management problems faced by corporations.
  4. Understanding the firm’s statement of cash flows, operating cash flow and free cash flow.
  5. Understanding the key elements of the capital budgeting process.
  6. Understanding working capital management, net working capital and the related trade off between profitability and risk.
WHO SHOULD ATTEND
Financial professionals, accounts assistant manager or executives who are interested understanding the application of company accounting and financial statement so that they can make some decisions on their own and can participate in the financial decisions of their business.
METHODOLOGY
Interactive lectures, practical exercises & discussion on all relevant aspects of company accounts and financial statements to ensure participants grasp clearly aspects presented.
COURSE CONTENT
9:00

MODULE 1: SCOPE AND NATURE OF MANAGERIAL FINANCE

  • Financial management and its roles
  • The financial staff’s responsibilities
  • Goal of the firm: profit maximization
    - Financial management decision
    - The four basic principles of finance
    Financial skills all managers should have
    Skill 1 : Financial statement analysis
    Skill 2 : Financial Fluency
    Skill 3: ROI Calculation
    Skill 4 : Budgeting
    Skill 5: Financial Performance measurement
10.45

MODULE 2: TOOLS OF FINANCIAL ANALYSIS AND PLANNING

  • Ratio analysis:
    - Liquidity ratio: current ratio, quick ratio
    - Asset management: inventory turnover (days/ times), debtor days
    - Debt management ratio: creditor days, debt ratio
    - Profitability ratio: gross profit margin, net profit margin
    - Market value: earnings per share, book value per share
  • The limitations of ratio analysis
  • The users of ratio analysis
12.00

MODULE 3: CASH FLOW AND FINANCIAL PLANNING

  • Analyzing the firm’s cash flow
  • The financial planning process
  • Long term financial plans
  • Short term financial plans
  • Cash budgets
  • Profit planning : Pro Forma Statements
  • Preparing the pro forma income statement
  • Preparing the Pro Balance Sheet
1:00 Lunch
2:00

MODULE 4: CAPITAL BUDGETING

  • Introduction to capital budgeting
    - Independent projects
    - Mutually exclusive projects
  • Capital budgeting techniques
    - Net present value (NPV)
    - Payback period (PP)
  • Capital budgeting techniques
    - Profitability index (PI)
    - Internal rate of return(IRR)
    - Comparing NPV and IRR Techniques
3:45

MODULE 5: WORKING CAPITAL AND CURRENT ASSETS MANAGEMENT

  • Working capital management
  • Net working capital
    - Important of working capital management
  • Cash Conversion cycle
    - Strategies for managing the cash conversion cycle
  • Inventory Management
  • Differing viewpoint about inventory level
  • Common techniques for managing inventory level
  • ABC system, EOQ model, total cost of inventory
  • Account Receivable Management
    Credit selection and standards
  • Credit terms
  • Analyzing the credit applicant
    - Sources of information
    - Credit analysis: The 5C’s system
    - Credit scoring
    - Credit decision
5:00 End of Course