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CGBrochure L5162 FinModeling BudgetingImprovedProfitability SG
CGBrochure L5162 FinModeling BudgetingImprovedProfitability SG
CGBrochure L5162 FinModeling BudgetingImprovedProfitability SG
L A R I D E N
8 - 9 October 2015
15 - 16 October 2015
Shangri-La Hotel, Singapore
Improved Profitability
Alan Fell
Director
Alan Fell Consultancy Ltd., UK
Session B: Financial Modeling for Financial Analysis, Forecasting and Budgeting in Excel
15 - 16 October 2015 (Thursday & Friday) | 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 & Youngs modeling team in Melbourne and was an Assistant Director in their strategic valuations
team in London
Alan Fell
Director
Alan Fell Consultancy Ltd., UK
Alan Fell is a leading, internationally recognized and respected specialist, with over 40 years of financial and business
experience in strategic performance management both in policy formulation and in practical application roles. Alan
has wide practical experience of budgeting and forecasting techniques and has particular interest in the linkage of
budgeting to other planning and performance measurement disciplines.
For the last 17 years, Alan has been operating as an independent management consultant and trainer, covering a wide
breadth of closely related topics from strategic planning and execution through to detailed budgeting and balanced
scorecard. He has led more than 300 conferences, public training seminars and customized in-house training in a
wide range of international locations, especially in the Middle East/Gulf region, followed by Asia, South Africa,
Europe as well as the UK.
Prior to that, he was a senior executive with a major UK commercial bank and in his most recent line management
role, he was Head of Planning and Finance for a major division with 3,000 sta.
List of companies Alan has consulted with and trained:
Trukai Industries
CIMB
Celcom Axiata
Holcim
Mars
Bank Indonesia
Thai Oil Energy Services
2
Contact Admissions Oce at +65 6899 5030 | admissions@claridenglobal.com | www.claridenglobal.com
Dates:
Location:
Program
Essence:
S$2,595
S$2,795
S$2,895
The business climate is characterized by change and compounded by global influences spawning
unforeseen stresses and squeezed margins. Economic uncertainty makes it dicult to set clear goals
and objectives and sustain a financial plan which supports them.
Organizations must become more agile with their financial analysis, budgeting and forecasting
capabilities as they are now more critical than ever for success and survival during volatile economic
times.
The two-day Strategic Financial Planning: Financial Analysis, Forecasting and Budgeting executive
program aims to provide you with the analytical skills to build world-class practices into your
companys budgeting and forecasting systems, and describes how to integrate business strategy,
budgeting and forecasting into a single process. Moving away from the limitations often associated
with traditional static budgeting, this program will have a special focus on the growing trend to
Rolling budgets and forecasts. You will get to learn firsthand about the Beyond Budgeting concept
from a member of the Beyond Budgeting Round Table (BBRT) UK.
The Faculty Director, Alan Fell, brings a highly pragmatic, no-nonsense and robustly disciplined
approach to the subject. The overall approach is that of a higher-level strategic financial management
perspective and is specifically designed for those at management and supervisory level. Throughout
the program, there will be reference to many case study examples, including those from Alans 40+
years of financial and business experiences, that have helped improve the bottom-line for many of his
clients.
This executive program is launched with Financial Modelling for Financial Analysis, Forecasting and
Budgeting in Excel. As both programs are designed to help you establish the right finance capabilities
for your organization to pursue growth, you are encouraged to send in multiple participants to these
two highly popular finance programs.
3
Contact Admissions Oce at +65 6899 5030 | admissions@claridenglobal.com | www.claridenglobal.com
LEARNING OBJECTIVES
Overview of the key elements of strategy management and how strategy and finance align. How strategic finance
is a key element of overall business strategy and the linkage between strategy and budgets a common weakness
in too many organizations.
Understand the importance of strategy execution which is often given insucient management focus. Most
organizations fail in successful strategy implementation.
Gain an understanding of how modern budgetary techniques can provide real support to business managers
Learn about the Beyond Budgeting concept from a member of the Beyond Budgeting Round Table
A special focus on the growing trend to Rolling budgets/forecasts
Avoid the traditional limitations often associated with historic/static budgeting
Understand the key aspects of financial analysis and variance analysis
Learn how to use the dierent but aligned disciplines of Forecasting and Budgeting to complement
each other
5
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6
Contact Admissions Oce at +65 6899 5030 | admissions@claridenglobal.com | www.claridenglobal.com
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 & Youngs modeling team in Melbourne and was an Assistant Director in their strategic
valuations team in London
Dr. Liam Bastick has over 25 years experience in financial model development, auditing, valuations, M&A, strategy,
training and consultancy. He has headed Ernst & Youngs financial 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 Oces 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 dierent 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 profile IPOs, LBOs and strategic assignments.
Liam is a regular contributor to the Institute of Chartered Accountants in Australia (ICAA), Certified 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 finance 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 Written:
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 Id known this years ago! - J. Ezard, KPMG
7
Contact Admissions Oce at +65 6899 5030 | admissions@claridenglobal.com | www.claridenglobal.com
Dates:
Location:
Program
Essence:
S$2,595
S$2,795
S$2,895
The ever changing landscape of financial management demands that professionals entrusted with
such duties equip themselves with the advanced working knowledge of financial models as a means
to facilitate smoother financial analysis, forecasting and budgeting. The move to Excel financial
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 companys financial 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 financial
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 finance capabilities for your organization to pursue growth, you are
encouraged to send in multiple participants to these two highly popular finance programs.
8
Contact Admissions Oce at +65 6899 5030 | admissions@claridenglobal.com | www.claridenglobal.com
LEARNING OBJECTIVES
9
Contact Admissions Oce at +65 6899 5030 | admissions@claridenglobal.com | www.claridenglobal.com
10
11
Contact Admissions Oce at +65 6899 5030 | admissions@claridenglobal.com | www.claridenglobal.com
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Contact Admissions Oce at +65 6899 5030 | admissions@claridenglobal.com | www.claridenglobal.com
L A R I D E N
REGISTRATION PAGE
PROGRAM FEES
Session
4 WAYS TO REGISTER
1st Early Bird 2nd Early Bird
Fee Per
Fee Per
Participant
Participant
(If payments
(If payments
Regular Fee
& registrations & registrations Per Participant
are received by are received by
27 Aug 2015)
24 Sept 2015)
S$2,595
Financial Modeling
for Financial Analysis,
Forecasting and Budgeting
in Excel
(15 - 16 Oct)
S$2,595
S$2,795
S$2,895
Email: admissions@claridenglobal.com
Fax: +65 6567 4328
Call: +65 6899 5030
Website: www.claridenglobal.com
PAYMENT METHODS
S$2,795
S$2,895
GROUP DISCOUNTS
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).
Note: GST is applicable to participants from Singapore registered companies.
Booking Contact (Approving Manager) Mr/Mrs/Ms:_____________________
Job Title:_________________________ Department:_____________________
Telephone:_______________________ Fax:____________________________
Email:____________________________________________________________
Organization:_____________________________________________________
Address:_________________________________________________________
__________________________________________Postal Code:____________
I would like to receive more information on hotel accommodation
using Clariden Global coporate rate.
An invoice and registration confirmation will be sent within 7 days, please contact
us if you have not heard from us within 7 days. Payment can be made by credit
card, by bank transfer or by cheque. ALL PAYMENTS MUST BE RECEIVED IN
ADVANCE OF THE EVENT.
Accommodation is not included in the program fee but you will be entitled to use
our corporate rate for your accommodation. Information will be sent along with
your registration confirmation.
Seminar(s):
Session A
Session B
Session A
Session B
Session A
Session B
ACCOMMODATION
REFERENCE L5162_L5160/EC/ML