[Online] Advanced Excel For Finance And Business Decisions
Course Information
  • 01-Jul-2021
  • Online
  • Dr Steven Liew
  • English
  • RM 700 RM 650
    Until 23 Jun 2021
  • 9:00am - 5:00pm
** 2nd Intake **

[01] INTRODUCTION

Excel is one of the most important programs for the Accounting professionals. Anyone with a strong Excel knowledge will find it can be readily applied in various business processes, from analyzing stocks, business viability, budgeting, generating financial results, or financial planning. Simply put, Excel skill is an indispensable tool for supporting major business decisions. Learn What-if analysis, Goal Seek & Solver to improve your finance, budget, cash flow & P&L performance. Familiarise with widely used techniques using Excel NPV, IRR, Payback to monitor your financial projects. Software programs with well tested excel templates will be provided. Attendees will also learn better via the handholding workshop session filled with examples, exercises and practical.

[02] COURSE OBJECTIVES

By the end of this course you will be able to (practical hands on experience)
• How to manage your Profit & Loss, Cash Flow position in Excel
• How to plan your Budgets
• Using Goal Seek to manifest Management Expectations on Sales, Profit & Cash Flow
• Improve your Financial Project Evaluation Skills

[03] METHODOLOGY

Case Study & Group Discussion, Exercises.

[04] PRE-REQUISITES

NOTE: Please bring laptop along equipped with Microsoft Excel 2016 or above

[05] WHO SHOULD ATTEND

Accountants, Business Managers, Marketing Managers, Treasurers, Entrepreneurs Supervisors, Executives and Managers and all professionals who are interested in Microsoft Excel Advance for Finance

[06] DATE, TIME & FEE

Date: 1 July 2021 (Thu)
Time: 9.00am - 5.00pm
Mode: Online/ Interactive

[HRDF CLAIMABLE - SBL KHAS]

FEE:

- Early Bird Offer (before 9 June 2021) - RM600
- Special Offer (before 23 June 2021) - RM 650
- Normal Fee - RM 700

>> Fee includes Course Notes & Certificate of Completion and 6% Government Service Tax

** OFFER **
- 10% Cashback for SST2u Learner Card+ (SLC+) members. T&Cs applied.

[07] COURSE OUTLINE

[01] What-If Analysis, Excel Goal Seek & Solver - Managing P&L & ROI
• Introduction
• Revisit measurements Sales, Purchases, Operating Expenses, Investment, Capital Injection, Depreciation & Interest Payment
• Understand your own P&L, Balance Sheet, Cash Flow & Equity
• Suggest Strategies (using Goal Seek) to improve your Cash Flow & P&L positions

[02] What-If Analysis to improve Financial Ratios Performance
Objective: Understand how to interpret the Financial Ratios
• Liquidity
• Solvency
• Efficiency
• Profitability
• Asset Management

[03] What-If Analysis to Prepare & Monitor Budgeting & Sales, Collection, Expenses, Performance
Objective: Step-by-Step Guidance in Budget Making
• Sales
• Cost of Sales
• Gross Profit
• Operation Expenses
• Net Profit

[04] Excel NPV, IRR, Free Cash Flow Tools for Project Financial Planning & Monitoring
Objective: (i) Assess Project Evaluation & its Risks (ii) Accepting/ Rejecting Project or Business Proposal after factoring 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

[05] Specific Formula & Function
• Gantt Chart (Project Scheduling)
• Scenario Planning (Best, Worst & Likely Scenario)

Questions & Answers Session

[08] TESTIMONIALS

“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 of Finance

“Real life practical experience shared from expert Dr Steven Liew”
- Manager, R&D, UMW Corporation Sdn Bhd

“Got many hidden technique and formula in excel“
- Product Development Engineer UMW Corporation Sdn Bhd

“New formulas being introduced”
- Group Accountant, Ban Seng Lee Industries Sdn Bhd

[09] SPEAKER PROFILE

DR STEVEN LIEW
Certified HRDF Trainer
Consultant

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 a GST Tax Consultant.

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 Forecasting, Fast closing monthly, leadership, Strategic Planning, budgeting, accounting, finance, cost reduction, credit management & loan recovery.

[10] ENQUIRY & REGISTRATION

Enquiry: SSTcourse@gmail.com
Contact:
- Teo (011 - 3178 9203)
- Logesh (012 - 503 0346)
- Siti (012 - 383 8603)
- Han (019 - 323 0507)