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LAST CALL !!! Essential Business And Financial Acumen (15 & 16 July 2025)

Please call 012-588 2728

 email to pearl-otc@outlook.com

HYBRID PUBLIC PROGRAM

ESSENTIAL BUSINESS AND FINANCIAL ACUMEN

(** Choose either Zoom OR Physical Session)

Remote Online Training (Via Zoom)  &

Wyndham Grand  Bangsar Kuala Lumpur Hotel   (Physical)

  (SBL Khas / HRD Corp Claimable Course)

Date : 15 July 2025 (Tue)  |  9am – 5pm        By Joyce

16 July 2025 (Wed) |  9am – 5pm           .        .

OVERVIEW

In today’s volatile business conditions, there is a need for all workplace personnel to grasp, understand and apply fundamentals of business and financial acumen to ensure their organisations achieved success.

By acquiring business acumen, it will enable them to better understand to add value in their daily business activities. Financial acumen is important because ability to understand financial indicators and manage financial resources enables effective decision in investment and plan financial strategies to stir businesses during uncertain times. These 2 days programme will increase financial and business acumen.

Who should attend: Any person who had no formal training in key basics -intermediate level business acumen and basic finance but wish to enhance business acumen and increase financial intelligence for personal mastery and business success.

 

OBJECTIVES

On completion of the programme, participants will be able to:-

1.        Master the essentials key framework of business strategies and importance of setting business goals.

2.        Understand how business strategy is translated into financial numbers via strategic planning process

3.        Identify key financial indicators and issues concerns in personal and business financial management.

4.        Know how to interpret key financial indicators to make good finance decisions.

5.        Understand the concepts, language and basic rules of accounting & finance to interpret financial statements

6.       Equip oneself with business financial knowledge in order to effectively manage financials in a business organization.

 

TRAINING APPROACH

Where appropriate, activities will include the following:

·       Lecture & Videos

·       Faciliated Group Discussions & Spot Quiz

·       Practical financial analysis exercises using excel and case studies

·       Board games

 

DURATION

2 days (14 hours)

OUTLINE OF WORKSHOP

Module 1: Building Business Acumen

-       Common business issues faced today

-       Identify value add business activities and reduce value destroying activities

-       Strategic planning, execution and tracking process

-       Setting key targets and execute action plan to mitigate actual results versus budget/forecast.

-       Interpret business variance reports.

Module 2: Financial Knowledge: Understanding financial statements

-       Essential Business Financial Terminology

-       Understand BASIS framework for understanding importance of financial statements

-       Profit & Loss, Balance Sheet and Free Cash flow for personal financial management.

Module 3: Business Financial Management

-       Learn the golden rule of financial management

  • Why rich companies get richer?
  • Cash versus profit measures – Which is more important
  • Passive income/revenue versus active income/revenue sources

-       Application of finance terminologies in day-to-day life with examples.

  • Which financial statements is used to understand the true profitability of a company?
  • Calculate, understand and interpret key financial indicators.

-       Real life application of financial knowledge in running successful businesses

  • Working capital formula and application.
  • Managing investments by understand calculation of return on investment (ROI).

o   Learning methodologies: Practical Exercises 

Module 4:  Application of Knowledge: Strategic planning

-       Preparation of key forecast data linked to business strategies via excel.

-       Group presentation.

Module 5: Cashflow board games.

-       Knowing the games rules

-       Selection of players, briefing of roles – 6 players, one banker and one auditor

-       Session 1 Challenge:  Getting Out From the Active Income Trap/Rat Race

-       Session 2 Challenge: Building Your Wealth Legacy and Kingdom

-       Debriefing and Self Reflection

** Certificate of attendance will be awarded for those who completed the course

 

ABOUT THE FACILITATOR

JOYCE

Chartered Accountant, Fellow ACCA UK (Year 2008) and MIA (Year 2003)

Certified Train the Trainer (TTT), PSMB, 2015 No: 13320

Certified Neuro Linguistic Programme (NLP) Practitioner & Certified TimeLine Therapy NLP Coach, 2017 (ABNLP) & Licensed Hypnotherapist (Association of Hypnotherapy Practitioners Malaysia AHPM 2017)

Certified Change Management Practitioner (PROSCI USA – 2017)

Joyce is a Fellow Member of Chartered Association of Certified Accountants (ACCA), United Kingdom (UK) and a Chartered Accountant member of Malaysia Institute of Accountants (MIA). Her career began in one of the largest Malaysia conglomerate, Berjaya Group of Companies in role of a group financial accountant. She then moved into telecommunications (Maxis Communications, Nokia Networks) and ICT industry (IBM Malaysia) in various roles in management, business & operational finance, finance analysis, planning & budgeting. Since year 2012 & beyond, she was headhunted to join one of the established regional and global FMCG food/beverage, finance tech and recently, Avon, a global cosmetics single and multi -level marketing industry in a senior commercial finance leadership role.

Her interest in training and facilitation began in Nokia Networks Malaysia when she was requested to train business managers the essentials of finance analysis, Sarbannes Oxley (SOX) compliance requirements and interpretation of financials.

Due to passion and interest in public speaking, training and development she was the Past President of Malaysian Insititute of Human Resource Management (MIHRM) Toastmasters Club in year 2007-2008. She successfully obtained Advance Communication Bronze, Advanced Communication Silver (ACB, ACS) and Competent Leader (CL) communication awards from Toastmasters International, USA.  In addition, she was Past President of Rotaract Club of Port Klang Centennial, part of Rotary International Organisation.

What you can expect from Joyce is the ability to explain some how complex financial concepts in layman’s terms. Plus point is her vast experience in business, finance, accounting & people management gained in Malaysia PLCs and global multi-national companies will enriches participants’ knowledge and increases their aptitude for appreciating the intricate subject of Finance and Management. She also familiar with training of junior accountants in shared services accounting function environment due to exposure in IBM Malaysia in shared services regional accounting & finance center.

She has conducted various programs such as:

1.       Finance for Non Finance Personnel & Managers

2.       Use of Financial Information for Strategic Cost Management

3.       Effective Financial Management.

4.       Effective Credit Control Management and Processes

5.       Business Accounting & Accounting Functions

6.       Budgeting & Strategic Planning

7.       Financial Wellness & Literacy Workshop: Money and Me programmes.

8.       Accounting standards workshop and training

The list of clients who had benefitted from her expertise were:

1.     PMI Industries Sdn Bhd, & Mackenzie Industries (subsidiaries of Wah Seong Group)

2.     Star Media Radio Group of Companies

3.     MyWIN Academy Berhad (Prime Minister’s Department)

4.     Wah Seong Group Corporation Berhad

5.     Clipsal Manufacturing (Schneider Electric)

6.     Bintulu Development Authority (BDA)

7.     Sudong (subsidiary company of Singtel Telecommunications Inc) Malacca & Klang

8.     UMW Corporation Berhad SL1M programmes

9.     Gentpac Malaysia (Shared Services Accounting and Finance Center)

10.  UEM Edgenta Malaysia Berhad

11.  Construction Industrial Development Berhad (CIDB)

12.  Malaysian Communications and Multimedia Commission (MCMC)

13.  Amway Malaysia Holdings Berhad

14.  Salcon Engineering Berhad

15.  Malakoff Corporation Berhad (MCB) and subsidiaries.

16.  Human Resource Development Fund (HRDF) Finance Public Programmes: PENJANA for Small & Medium Size (SME)

(SBL Khas / HRD Corp Claimable Course)

TRAINING FEE

14 hours Remote Online Training (Via Zoom)

RM 1,296.00/pax     (excluded 8% SST)

2 days Face-to-Face Training

(Physical Training at Hotel)

RM 1,900.00/pax     (excluded 8% SST)

Group Registration: Register 3 participants from the same organization, the 4th participant is FREE.
(Buy 3 Get 1 Free) if
Register before 4 July 2025. Please act fast to grab your favourite training program!

 

We hope you find it informative and interesting and we look forward to seeing you soon.

Please act fast to grab your favorite training program!

Please call 012-588 2728 or email to pearl-otc@outlook.com

 

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Thanks 

Regards

Pearl


by "pearl@otcsb.com.my" <pearl@otcsb.com.my> - 01:12 - 12 Jun 2025