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  • Overview
  • Objectives & Outline
  • Participant Profile
  • Methodology
  • Trainer
  • Overview
    PROGRAMME DETAILS
    DATE
    3 – 4 May 2017
    TIME
    9:00 am – 5:00 pm
    VENUE
    Asian Banking School
    SIDC CPE
    10
    CPE Points
    This 2-day programme works with participants building financial models in Excel in an investment banking context. The workshop will work with participants on the business aspect of financial statements with a key focus on the insights derived from the statements regarding the company’s value creation process. The end product is a financial model built from business and financial logic, supported by evidence. 

    In addition to financial model building, the spreadsheet-based workshop also works with participants on a variety of Excel tools and skills used in financial modelling. These include not only short cuts that enhance work efficiency, but also techniques that enhance model robustness. 

    Based on the business understanding acquired and the financial logic established in the resulting model, participants will work on projections based on “assumptions” that are REASONable and acceptable.  The projected numbers can then be used for decisions in a variety of situations, from credit to valuation.
    LEARNING LEVEL
    Intermediate
    Programme Fee*
    AICB / MIBA member
    MYR
    5,500
    / PAX
    Non-member
    MYR
    6,000
    / PAX
    *inclusive of GST
    Jointly with:
  • Objectives & Outline
    LEARNING OBJECTIVES
    By the end of the programme, participants will:

    • Acquire a strengthened understanding of the inter-relationships among financial metrics

    • Gain insights to the business aspect of financial metrics in modelling

    • Attain the skills to apply Excel tools that enhances modelling efficiency

    • Learn Excel techniques that ensures modelling effectiveness

    • Obtain confidence in handling models, assumptions and projections
    PROGRAMME OUTLINE
    Day 1

    • (N) iNput
      • Working with historicals
      • Model presentation
      • Financial statements integrity assurance: Subtotals v. Source documents

    • (S) Structure
      • Basic structure… Income/Balance Sheet relationships
      • Complex relationships.
     
    • (R) Ratios analysis (of internal relationships in model)


    Day 2

    • (A) Anticipations
      • Research inputs
      • Operational assumptions
      • Policy variables
     
    • (O) Outputs
      • Income projection
      • Balance sheet items projection

    • (E) Evaluation
      • Model logic
      • Trends
  • Participant Profile
    Corporate Finance Professionals; Business Analysts, Business Development / Planning Executives; Banking Sector: Professionals from Corporate Banking and Credit Department; Investment Bankers and other Financial Intermediaries; and M&A Consultants, Chartered Accountants and Legal Experts
  • Methodology
    This programme uses various Excel spreadsheet and scenario analysis throughout the 2 days.
    Participants must have an understanding of Excel functionalities and are required to bring their own laptop to work on building their financial models.
  • Trainer
    DR RONALD CHUNG
    Dr. Ronald Chung is a leading expert in financial markets and strategy with close to 20 years of experience conducting training for investment and private bankers, analysts as well as portfolio and asset managers. He specializes in Private Wealth Management, Corporate Finance, Valuation and Financial Modelling, Derivative Products and Portfolio Management.

    Prior to returning to Asia, Ron served as Director of Research for Credit Research Foundation, USA and Senior Consultant for Treasury Management Association (now Association for Financial Professionals), USA. Since returning to Hong Kong in 1999, Ron has worked with multinational financial institutions as well as Chinese institutions including Barclays Bank, Morgan Stanley, Standard Chartered Bank, Credit Suisse, DBS, HSBC, Lehman Brothers, UBS, Bank of Communications, China Construction Bank and China Merchant Bank.
    Ron has also engaged in financial advisory positions with private companies and consultancy firms with clients from Fortune 500 companies, including AMD, AT&T, Corning, P&G and Pfizer. In addition, he has delivered programmes for government/public organizations in the region including Korean Stock Exchange and Bank of Indonesia. 

    Ron is a Fellow Member of The Hong Kong Institute of Directors (HKIoD) and an APEC Certified Business Consultant. He has published two books, Euro 2000 and Beyond: Value Creation Strategies for International Business, 1998 (published in the U.S.), and VAC Change Management Strategies for CEOs, 2005 (published in H.K.), and is the author of many articles. He received his BA from Stirling University in the UK, and his MBA and PhD in Finance from Drexel University, USA.
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