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  • Strategic Financial Planning & Modeling Series

    Knowledge for the world business leaders C L A R I D E N 8 - 9 October 201515 - 16 October 2015

    Shangri-La Hotel, Singapore

    Dr. Robert A. Howell Improved Profi tability 8 - 9 October 2015 (Thursday & Friday) | Shangri-La Hotel, Singapore

    Session B: Financial Modeling for Financial Analysis, Forecasting and Budgeting in Excel 15 - 16 October 2015 (Thursday & Friday) | Shangri-La Hotel, Singapore

    2 Separately Bookable Sessions in 1 Location: The two sessions are designed to provide participants with best practices and top strategies on strengthening their organizations’ fi nancial planning, by applying best practice Excel techniques in their fi nancial analysis, budgeting and forecasting processes. Participants are strongly encouraged to att end both sessions to maximize their learning and bring these skills and actionable plans back to their workplace.

    Alan Fell

    Dr. Liam Bastick, FCA, FCMA, CGMA, MVP

    Director Alan Fell Consultancy Ltd., UK

    Director SumProduct

    • Member of Beyond Budgeting Round Table (BBRT) (UK) • Senior Associate of the Balanced Scorecard Institute (BSI) • Led over 300 conferences, seminars and workshops over the past 17 years in a wide range of international locations • Recognized by George Washington University for his excellent training programs

    • Fellow of the Institute of Chartered Accountants in England and Wales (ICAEW) and Institute of Chartered Management Accountants (CIMA)

    • Regular contributor to professional accounting bodies like CPAA and CIMA, Finance 3.0 and various LinkedIn specialist discussion groups

    • Headed Ernst & Young’s modeling team in Melbourne and was an Assistant Director in their strategic valuations team in London

  • 2 Contact Admissions Offi ce at +65 6899 5030 | admissions@claridenglobal.com | www.claridenglobal.com

    Dr. Liam Bastick has over 25 years’ experience in fi nancial model development, auditing, valuations, M&A, strategy, training and consultancy. He has headed Ernst & Young’s fi nancial modeling team in Melbourne and was an Assistant Director in their strategic valuations team in London. He was also a senior member of the UK Post Offi ce’s M&A and strategy teams and has assisted various other Australian modeling companies including BPM, Corality, Navigator Project Finance, PKF and SumProduct.

    Liam has considerable experience in many diff erent sectors including banking, energy, mining, oil and gas, private equity, transport and utilities. Liam has worked in the UK, Belgium, Denmark, France, Germany, Switzerland, Hong Kong, Indonesia, Malaysia, Vietnam, New Zealand and Australia, with many internationally recognized clients, constructing and reviewing strategic, operational and valuation models for many high profi le IPOs, LBOs and strategic assignments.

    Liam is a regular contributor to the Institute of Chartered Accountants in Australia (ICAA), Certifi ed Practising Accountants Australia (CPAA), the Chartered Institute of Management Accountants (CIMA), Finance 3.0 and various LinkedIn specialist discussion groups. He is also an experienced facilitator for ICAA. He has previously contributed to the Best Practice Spreadsheet Modeling Standards, providing key principles for modeling adopted by many fi nance professionals.

    Liam is a Fellow of the Institute of Chartered Accountants (ICAEW), a Fellow of the Institute of Chartered Management Accountants (CIMA) and is a professional mathematician. He was named one of Most Valuable Professionals (MVP) in Excel by Microsoft .

    Partial List of Articles Writt en: • Analyzing Multiple Data with Multiple Criteria (Microsoft ) • Forecasting Tips (CIMA) • Rolling Budgets (CIMA) • Strategic Budgeting and Forecasting (CPA) • Working Capital Adjustments (SumProduct)

    FACULTY DIRECTOR

    Dr Liam Bastick , FCA, FCMA, CGMA, MVP Director SumProduct

    2015 Clariden Strategic Financial Planning & Modeling Series

    Financial Modeling for Financial Analysis, Forecasting and Budgeting in Excel Session B: 15 - 16 October 2015, Shangri-La Hotel, Singapore

    • Fellow of the Institute of Chartered Accountants in England and Wales (ICAEW) and Institute of Chartered Management Accountants (CIMA)

    • Regular contributor to professional accounting bodies like CPAA and CIMA, Finance 3.0 and various LinkedIn specialist discussion groups

    • Headed Ernst & Young’s modeling team in Melbourne and was an Assistant Director in their strategic valuations team in London

    “Very well run, clear, interactive and doubtless will be extremely useful” - M. Ross, Boston Consulting Group “A lot to take in – a very well structured course” - B. Jackson, Orchard Funds Management “Easy to follow lecturer with well-paced examples” - E. Reinstadler, Commonwealth Bank of Australia “Excellent trainer, very enthusiastic. If only I’d known this years ago!” - J. Ezard, KPMG

  • Program Essence:

    3 Contact Admissions Offi ce at +65 6899 5030 | admissions@claridenglobal.com | www.claridenglobal.com

    The ever changing landscape of fi nancial management demands that professionals entrusted with such duties equip themselves with the advanced working knowledge of fi nancial models as a means to facilitate smoother fi nancial analysis, forecasting and budgeting. The move to Excel fi nancial modeling has become a globally embraced journey that has empowered thousands of leading and small businesses alike, becoming the cornerstone of both short and long term business decisions that dictate a company’s fi nancial future.

    Led by Dr. Liam Bastick, one of the Most Valuable Professionals (MVPs) in Excel bestowed by Microsoft , this Financial Modeling for Financial Analysis, Forecasting and Budgeting in Excel executive program is woven in a manner that is both engaging and vastly instrumental, placing emphasis on delegates gaining solid, practical experience in designing and constructing fi nancial models in MS Excel. By turning historical data into future management information, you will be able to identify revenue opportunities, reduce or reallocate costs, explain variances, identify key drivers and ratify Key Performance Indicators (KPIs), and subsequently produce objective budgets and forecasts understood by senior management and bought into by operational and divisional heads.

    This interactive two-day executive program is launched concurrently with the Strategic Financial Planning: Financial Analysis, Forecasting and Budgeting program. As both programs are designed to help you establish the right fi nance capabilities for your organization to pursue growth, you are encouraged to send in multiple participants to these two highly popular fi nance programs.

    Program:

    Dates: Location:

    Financial Modeling for Financial Analysis, Forecasting and Budgeting in Excel 15 - 16 October 2015 Shangri-La Hotel, Singapore

    EXECUTIVE SUMMARY

    Early Bird 1 (Register & pay by 27 August 2015): Early Bird 2 (Register & pay by 24 September 2015): Regular Tuition Fee:

    Group discount of 10% for 2nd participant from the same organization. For limited time only by 24 September 2015 register 3 participants and the 4th participant will receive a complimentary seat (one discount scheme applies).

    S$2,595 S$2,795 S$2,895

    2015 Clariden Strategic Financial Planning & Modeling Series

    Financial Modeling for Financial Analysis, Forecasting and Budgeting in Excel Session B: 15 - 16 October 2015, Shangri-La Hotel, Singapore

  • Contact Admissions Offi ce at +65 6899 5030 | admissions@claridenglobal.com | www.claridenglobal.com

    • Provide a thorough understanding of data forecasting and budgeting • Quantify the risks and rewards of estimating future assumptions • Explore diff erent forecasting and trending methods • Teach you several practical and eff ective ways to analyze and present key outputs • Provide a practical process for undertaking ratio and other fi nancial analysis

    LEARNING OBJECTIVES

    WHO WILL BENEFIT THE MOST

    CEOs, CFOs, VPs, MDs, GMs, Chief Accountants, Cost Controllers, Directors, Managers and Analysts, involved in: • Financial Planning / Finance Business Partners / Capital Planning • Management Accounting • Product Control • Planning & Budgeting • Costing • Forecasting & Financial Analysis • Auditing & Internal Control • Risk & Compliance • Statutory & Regulatory Reporting / Policy Planning • Business Planning / Strategic Planning / Business Development • Operations • Portfolio Management and anyone with vested interests in forecasting trends at the strategic, tactical, operational and planning levels

    PROGRAM INTRODUCTION

    According to Deloitt e’s research (2014), collecting, aggregating and analyzing data via the ubiquitous spreadsheet still constrains most businesses, making the process of dynamic forecasting and planning slow, opaque and prone to error. Where purpose built soft ware is employed, its modeling and analytical capabilities are oft en not properly exploited. Although the use of Excel spreadsheets for designing fi nancial models is widespread, many users are not aware of, or do not maximize the features built into the Excel package. This leads to costly errors, undetected errors in worksheets that have a negative impact and decisions based on scanty information which have not been fully analyzed.

    Aimed at all fi nance professionals involved in the analysis and preparation of budgeting and forecastin

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