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Building Financial Models with REASON®
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Building Financial Models with REASON®
  • Overview
  • Objectives & Outline
  • Methodology
  • Participant Profile
  • Trainer
  • Overview
    PROGRAMME DETAILS

    DATE

    9 – 10 May 2018

    TIME

    9:00 AM – 5:00 PM

    VENUE

    Asian Banking School

    SIDC CPE

    10

    CPE Points
    This programme works with participants to build financial models in Excel in an investment banking context and 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 that is supported by evidence.

    Participants will also work on a variety of Excel tools and skills used in financial modeling. 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
    Upon completion of the programme, participants will be able to:
    • Acquire a strengthened understanding of the inter-relationships among financial metrics
    • Gain insights to the business aspect of financial metrics in modeling
    • Attain the skills to apply Excel tools that enhances modeling efficiency
    • Learn Excel techniques that ensures modeling effectiveness
    • Obtain confidence in handling models, assumptions and projections
    PROGRAMME OUTLINE
    Day 1
    (N) iNput
    • Working with historicals
      • Presentation : Positive vs Negative
      • Model logic (BS-IS-CS)
      • Policy & Strategic Relationships
      • Future Assumptions/Anticipations (macro / industry relationships)
    • Model presentation
      • Financial modelling ‘Black Box’
        • Excel = key tool
        • A few best practices & tricks
        • Allows flexible management of assumptions/challenges
    • Financial statements integrity assurance:
      • Subtotals v. Source documents
      • Ensure subtotals match results from source documents

    (S) Structure
    • Basic structure – Income/Balance Sheet relationships 
    • Complex relationships 
      • Working capital, Debt, Equity, Buyback, Dividends 
      • Depreciation 
    • Model consistency and extract key variables 

    (R) Ratios analysis (of internal relationships in model)
    • Are numbers consistent with common sense 
    Day 2
    (A) Anticipations
    • Macroeconomics and industry factors
    • Research inputs
      • Management, industry
    • Growth – drivers, supporting growth & terminal growth
    • Operational assumptions
    • Policy variables

    (O) Outputs
    • Income projection : interest rates
    • Balance Sheet items projection : cash
    • Key outputs of the integrated model (SPEIGEL)

    (E) Evaluation
    • Structure
    • Model logic
    • Stress test
    • Trends
  • Methodology
    Instructor led facilitation in a workshop together with various industry case studies, Excel based exercises and current business analysis with interactive exercises & group discussions where appropriate. Participants must have a basic understanding of Excel functionalities.

    Requirements: Participants MUST bring their own laptop for the workshop
  • Participant Profile
    Investment bankers, corporate finance executives, analysts, financial advisory professionals and any professional who wants to gain a comprehensive understanding of this topic
  • Trainer

    Dr Ronald Chung

    Dr Ronald Chung is one of Intuition’s Learning Consultants and he manages his own independent training consultancy. He 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. Ron specializes in Corporate Finance, Valuation and Financial Modelling, Derivative Products, Portfolio Management and Private Wealth Management.

    Prior to returning to Asia, Ron served as Director of Research for Credit Research Foundation, and Senior Consultant for Treasury Management Association (now Association for Financial Professionals,) in the U.S. Since returning to Hong Kong in 1999, he has worked with multinational financial institutions and held financial advisory positions with private companies and consultancy firms with clients from Fortune 500 companies, including AMD, AT&T, Corning, P&G, Pfizer, etc. In addition, he has delivered programmes for government/public organizations in the region including the 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 provided training workshops for premier corporations, including Board of Directors of Bank of China and nominee of Directors of World Bank. 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.

    Ron received his B.A. from Stirling University in the U.K., and his M.B.A. and Ph.D. in Finance from Drexel University, USA.

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