Financial Modelling with What If Budget Variance

Transcription

1 Document for SBL submission 100% claimable form PSMB in accordance to PSMB guidelines Financial Modelling with What If Budget Variance Analysis Training Programme by Aug 18, Penang & Block B, Krystal Point Jln S ultan Az lan S hah S g Nibong Penang, Malaysia atc her.asia enquiry@ dreamc atc her.asia /

2 Synopsis Spending too much time on budgeting? Scenario Changes have been keeping you crazy and busy? This course equips you with powerful tools to plan out the budget worksheets, integrate the business factors, variance reporting and chart presentation at clicks. The course is designed by an experienced Accountant who knows your needs. Gearing up with Excel skills is not only adding value to your company but also YOURSELF in career. What You Will Learn Unders tand the roles of budgeting in line with Corporate Objectives Learn the different approaches to complete a budget Prepare various core budgets Understand the strengths & weaknesses of budget Automate What-If Budget Scenarios Identify & prepare variance analys is report effectively Who Should Attend Finance Executives, Accountants, Managers, Controllers, CFOs Prerequisite Advanced knowledge of Micros oft Excel Course Methodology Steps by steps instruction, quick tips, exercises, challenges and case studies for immediate hands on application. Course Duration 2 day(s), 9am - 5pm Course Structure MODULE 1 : BUDGET OVERVIEW How to plan, coordinate and controlling your budget MODULE 2 : BUDGET APPROACHES What the common approaches to prepare your budget? page 2/9

3 How to use them practically? MODULE 3 : CORE BUDGET PREPARATION Plan out and prepare the core budget worksheets Set up integrated business factors Real life budget : Case Study MODULE 4 : CREATE WHAT IF SCENARIOS DASHBOARD Steps by steps guidance to set up the integrated budget scenarios for decision making purpos es Simple and us eful Excel tricks are introduced to build the dynamic das hboard (Pleas e click for demo) page 3/9

4 MODULE 5 : VARIANCE ANALYSIS AND CHART INTEGRATION Prepare integrated variance report Learn the amazing tools for Dynamic Variance Charts page 4/9

5 Course Instructor(s) Ms Joanne Kok Ms Joanne Kok Yee Lan, FCCA, is a certified accountant with more than 27 years of divers e experience in the fields of audit, manufacturing, inves tment holding and training. Having s erved as a Financial Controller during her career, s he honed her managerial, operational and financial analytical s kills to achieve goals beyond managing credit, inventory and bus ines s processes. Ms Kok s bus ines s mindednes s and attention to detail have contributed million-dollar s avings to the organizations s he s erved. During her three year tenure with a Multi-national organization in China, Ms Kok s et up and es tablis hed a joint venture bus ines s. The experience further broadened her bus ines s s ens e and management analytical s kills, which s he brings into the classroom and shares with her participants. Ms Kok has trained on various topics mainly related to Finance for Non Finance Managers, Financial Planning and Budgeting, MS Excel Data Management and Analys is Tools, Financial Modelling for Decis ion Making and other finance related topics. Her training s es s ions are practical and performance orientated hence both experiential and beneficial to participants. Her pas s ion and beliefs on leverage on the technology for improving efficiency and page 5/9

6 effectiveness at work have moved her continuously to enrich the training topics. page 6/9

7 Administrative Details Programme Logistics Duration: 2 day(s), 9am - 5pm Date: Aug 18 Venue: Dream Catcher Cons ulting Sdn Bhd, Penang Morning break, lunch and tea break will be provided throughout the cours e duration. Cours e Manual and Certificate of Attendance will be provided. Your Investment Type Condition Price per Pax GST (0%) Price per Pax incl GST Regular Fee 1 Pax RM2, RM0.00 RM2, Early Bird Dis count Group Dis count for regis tration before 11-Jul N/A for SBL KHAS For every 3 pax registered, receive 1 complimentary s eat RM1, RM0.00 RM2, RM0.00 RM1, RM2, Additional cost may incur for customization or extra material request. Course fee is 100% claimable from PSMB (SBL s cheme) in accordance to PSMB guidelines. 3 Easy Steps to Register Phone / 7112 Fax registration form to registration form to regis ter@dreamcatcher.as ia page 7/9

8 Method of Payment Crossed cheque / bank draft made in favour of DREAM CATCHER CONSULTING SDN BHD. Regis tration form together with payment to be couriered to : Dream Catcher Cons ulting Sdn Bhd & Block B, Krystal Point Jln Sultan Azlan Shah Sg Nibong Penang, Malays ia Payment must be received no later than 10 working days before the course commences. An undertaking may be accepted in cases where payment is delayed. However all payments must be made before the course commences. Closing registration date is 25-Jul Refund and Cancellation Fees will only be refunded in full for cancellation received in writing more than 10 working days prior to the commencement date. Subs titute attendee(s) will be accepted at no extra charge. Disclaimer Dream Catcher Consulting Sdn Bhd reserves the right to change the instructors, date and to vary/cancel the programme s hould unavoidable circums tances aris e. All effort will be taken to inform participants of the changes. Upon sending the registration form, you are deemed to have read and accepted the terms. Enquiries call us at / 7112 or us at enquiry@dreamcatcher.asia page 8/9

9 Registration Form Course Title Financ ial Modelling With What If Budget Varianc e Analysis Course Date Aug 18 Location Dream Catc her Consulting S dn Bhd, Penang ( s are required to ensure notification of any changes reach the participant) IC No (for HRDF No. Name Job Title claim) 1 Fee (RM) Total Amount ( s are required to ensure notification of any changes reach the participant) S ubmitted by: Company Name: Company Address: Contac t Person: Dept: Designation: Phone: Please complete this form with an authorised signature below and fax to fax registration form to or to egistration form to register@dreamcatcher.asia. Call us at phone / 7112 for any enquiry Authorised S ignature: Name: Dept: * Please print full name (authorised signature) if you submit via Designation: Date: This registration is invalid without a signature. Payment must be made no later than 10 working days before the course commences. An undertaking may be accepted in cases where payment is delayed, However all payment must be made before the course commences. Participants who registered but did not attend will be invoiced accordingly. Fees will only be refunded in full for cancellation received in writing more than 10 working days prior to the commencement date. S ubstitute attendee(s) will be accepted at no extra charge. Please send payment with this form to & Block B, Krystal Point Jln S ultan Az lan S hah S g Nibong Penang, Malaysia Enclosed cheque/bank draft no made in favour of DREAM CATCHER CONS ULTING S DN BHD page 9/9