Description
Understanding And Analysing Financial Statement With Gst Impact
INTRODUCTION
The primary goal of this workshop is
to help professionals who have some
knowledge in ?nance and accounting in
developing sound ?nancial knowledge
to read and understand ?nancial reports.
Real-current problematic ?nance and
business cases will be analysed and
scenario solutions will be discussed within
the workshop.
LEARNING OUTCOMES
By the end of this workshop, participants
will be able to:
• use cash ?ow statement to evaluate
performance
• understand the relationship between
cash ?ow statement and balance sheet
• how to look for information ef?ciently in
the annual report
• learn how to size up a company quickly
by reading their ?nancial ratios
• understand investment techniques and
time value of money
• decision making based on project
evaluation
• understanding GST impact on ?nancial
statements (comprehensive case study)
• understand risk modelling skills and
?nancial impact
WHO SHOULD ATTEND
Entrepreneurs, Bankers, Accountants,
Finance managers, CFO, Business
Managers, Marketing Managers &
Accounting Supervisors
PRESENTER
Dr Steven Liew Woon Choy
NOTE: Please bring laptop along
TAXATION
UNDERSTANDING AND
ANALYSING FINANCIAL
STATEMENT WITH GST IMPACT
KUALA LUMPUR 22 APRIL 2016
EVENT DETAILS
Friday 22 April 2016
TIME
9.00am – 5.00pm
VENUE
CPA Australia
Seminar Room
Suite 10.01, Level 10
The Gardens South Tower
Mid Valley City
Lingkaran Syed Putra
59200 Kuala Lumpur
FEE (inclusive of 6% GST,
lunch and tea-breaks)
Member: RM349.80
REP/Member staff:
RM455.80
Non-member: RM583.00
CLAIM UP TO
8 CPD HOURS
LEVEL
PROFICIENT
KEY TOPICS COVERED
Day 1
Module 1: Financial ratios analysis (Case Study)
• Learn how to size up a company quickly by reading their
?nancial ratios
• Liquidity
• Solvency
• Ef?ciency
• Pro?tability
• Asset Management
• Assessing drivers of company pro?tability and growth
• Operations and investment strategies and management
Module 2: Formulation of ?nancial turnaround strategies
(Case Study)
• Asset conversion (conversion of assets to cash or pro?t)
• Collection (focus on collection and debt recovery )
• Cost reduction (review all aspects of costs drivers)
• Revenues (review all aspect of revenue drivers)
• Purchasing policy (focus on top ?ve key suppliers; focus
on fast moving items, etc.)
Module 3: Investment appraisal (Case Study)
• Calculate return on investment (ROI)
• Calculate net present value (NPV), internal rate of return
(IRR), and payback period
• Recommendation to proceed or reject based on
?nancial and non ?nancial considerations
Module 4: GST impact on ?nancial statements ( Case
Study)
• Asset purchase
• Expenses incurred
• Credit note and debit note
• Advance payment
• Deemed supplies
• Reverse Charge mechanism
• Bad debt relief and recover
• Financial reporting (trial balance, P&L, Equity statement,
Balance sheets & cash ?ow Statement)
Module 5: Risk modelling skills
• Analysing the potential risks facing an organisation
• Mitigating controls
• Weight the ?nancial impact
• Cost/bene?t decision analysis
• Risk model software
SPEAKER’S PROFILE
DR STEVEN LIEW WOON CHOY
Dr Steven Liew is a fellow member of the Chartered
Institute of Management Accountants, UK and is a
Chartered Accountant by profession. He has a Asia Paci?c
Executive MBA (for senior executives) from the National
University of Singapore and a PhD in international ?nance
with Rushmore University of USA.
He had worked in private sector companies, ranging
from family-run businesses to professionally managed
multi-national corporations in South Asia and the
ASEAN region. He has accumulated more than 28 years’
working experience in senior ?nancial and operational
management positions spearheading the pro?tability and
growth of companies.
He is a registered trainer with the Government Human
Resources Development Berhad (Pembangunan Sumber
Manusia Berhad) and had conducted various seminars for
corporate clientele. He is specialise in fast closing monthly,
leadership, strategic planning, budgeting, accounting,
?nance, cost reduction, credit management and loan
recovery.
UNDERSTANDING AND ANALYSING FINANCIAL STATEMENT
WITH GST IMPACT
1 PARTICIPANT DETAILS
PARTICIPANT 1 Attending as £ Member £ REP / Member staff £ Non-member
Full name as
per I/C
(Dato’ / Datin / Dr / Mr / Mrs / Ms)
CPA Australia
Member ID
Position Email
Mobile Special dietary
requirements
(if any)
PARTICIPANT 2 Attending as £ Member £ REP / Member staff £ Non-member
Full name as
per I/C
(Dato’ / Datin / Dr / Mr / Mrs / Ms)
CPA Australia
Member ID
Position Email
Mobile Special dietary
requirements
(if any)
PARTICIPANT 3 Attending as £ Member £ REP / Member staff £ Non-member
Full name as
per I/C
(Dato’ / Datin / Dr / Mr / Mrs / Ms)
CPA Australia
Member ID
Position Email
Mobile Special dietary
requirements
(if any)
2 CONTACT AND BILLING INFORMATION
Contact
Person
Billing Address
Phone
Email
Company
Billing Name
State Postcode
Business
Registration
no.
Industry
3 WORKSHOP AND PAYMENT DETAILS
NO. WORKSHOP TITLE DATE LOCATION PRICE QTY FEE (RM)
1
2
3
NOTE: This form serves as an invoice. TOTAL RM
4 MAKE A PAYMENT
Do you want the electronic tax invoice/receipt to be under the company’s name? £ Yes £ No
Payment method £Credit card: Visit cpaaustralia.com.au/malaysiatraining to register and pay with your credit card with MYR.
£ Cheque: Make payable to ‘CPA Australia (M) Sdn Bhd’ Cheque number
Please indicate registrants full name, membership number and contact number on the back of the cheque.
£ For other methods of payment, call +603 2267 3388
Terms and conditions: 1. CPA Australia Ltd (CPA Australia) reserves the right to alter the program/s or presenter/s without further notice, however the event/s is/are intended
to run as advertised. 2. CPA Australia reserves the right to cancel the event/s due to insuf?cient numbers. Registrants will be noti?ed and refunded in full should this occur.
3. Registrations for events are on a ?rst-come-?rst-served basis. 4. Registrations for events must be accompanied by full payment. 5. Cancellations or transfers must be advised in
writing and received by CPA Australia at least 5 working days prior to the event. Registrants will otherwise be liable for payment, including in the event of non-attendance. Transfers are
subject to the applicable registration rate and additional payment may be required. 6. Credit transferred must be utilised within the same year from the date of transfer. 7. Registrants
who travel to attend the events are required to obtain the workshop con?rmation from CPA Australia before the travel arrangement (i.e. ?ight, bus, hotel etc.) are con?rmed.
By signing where indicated below, I agree that I have read, understand and accept the Terms and Conditions above and the Privacy Statement which can be found
at CPA Australia’s Privacy Policy cpaaustralia.com.au/utilities/privacy/privacy-policy.
Signature / /
REGISTRATION FORM / INVOICE
ADMITTANCE WILL ONLY BE PERMITTED UPON FULL PAYMENT. REGISTRATION MUST BE FOLLOWED UP BY IMMEDIATE PAYMENT.
CPA Australia (M) Sdn Bhd (291307-P), Suite 10.01, Level 10, The Gardens South Tower,
Mid Valley City, Lingkaran Syed Putra, 59200 Kuala Lumpur
T: +603 2267 3388 F: +603 2287 3030 E: [email protected]
cpaaustralia.com.au
To register, complete this form and fax, email or post it to CPA Australia. You can also register online at cpaaustralia.com.au/malaysiatraining
SUBMIT VIA EMAIL
doc_721360709.pdf
Understanding And Analysing Financial Statement With Gst Impact
INTRODUCTION
The primary goal of this workshop is
to help professionals who have some
knowledge in ?nance and accounting in
developing sound ?nancial knowledge
to read and understand ?nancial reports.
Real-current problematic ?nance and
business cases will be analysed and
scenario solutions will be discussed within
the workshop.
LEARNING OUTCOMES
By the end of this workshop, participants
will be able to:
• use cash ?ow statement to evaluate
performance
• understand the relationship between
cash ?ow statement and balance sheet
• how to look for information ef?ciently in
the annual report
• learn how to size up a company quickly
by reading their ?nancial ratios
• understand investment techniques and
time value of money
• decision making based on project
evaluation
• understanding GST impact on ?nancial
statements (comprehensive case study)
• understand risk modelling skills and
?nancial impact
WHO SHOULD ATTEND
Entrepreneurs, Bankers, Accountants,
Finance managers, CFO, Business
Managers, Marketing Managers &
Accounting Supervisors
PRESENTER
Dr Steven Liew Woon Choy
NOTE: Please bring laptop along
TAXATION
UNDERSTANDING AND
ANALYSING FINANCIAL
STATEMENT WITH GST IMPACT
KUALA LUMPUR 22 APRIL 2016
EVENT DETAILS
Friday 22 April 2016
TIME
9.00am – 5.00pm
VENUE
CPA Australia
Seminar Room
Suite 10.01, Level 10
The Gardens South Tower
Mid Valley City
Lingkaran Syed Putra
59200 Kuala Lumpur
FEE (inclusive of 6% GST,
lunch and tea-breaks)
Member: RM349.80
REP/Member staff:
RM455.80
Non-member: RM583.00
CLAIM UP TO
8 CPD HOURS
LEVEL
PROFICIENT
KEY TOPICS COVERED
Day 1
Module 1: Financial ratios analysis (Case Study)
• Learn how to size up a company quickly by reading their
?nancial ratios
• Liquidity
• Solvency
• Ef?ciency
• Pro?tability
• Asset Management
• Assessing drivers of company pro?tability and growth
• Operations and investment strategies and management
Module 2: Formulation of ?nancial turnaround strategies
(Case Study)
• Asset conversion (conversion of assets to cash or pro?t)
• Collection (focus on collection and debt recovery )
• Cost reduction (review all aspects of costs drivers)
• Revenues (review all aspect of revenue drivers)
• Purchasing policy (focus on top ?ve key suppliers; focus
on fast moving items, etc.)
Module 3: Investment appraisal (Case Study)
• Calculate return on investment (ROI)
• Calculate net present value (NPV), internal rate of return
(IRR), and payback period
• Recommendation to proceed or reject based on
?nancial and non ?nancial considerations
Module 4: GST impact on ?nancial statements ( Case
Study)
• Asset purchase
• Expenses incurred
• Credit note and debit note
• Advance payment
• Deemed supplies
• Reverse Charge mechanism
• Bad debt relief and recover
• Financial reporting (trial balance, P&L, Equity statement,
Balance sheets & cash ?ow Statement)
Module 5: Risk modelling skills
• Analysing the potential risks facing an organisation
• Mitigating controls
• Weight the ?nancial impact
• Cost/bene?t decision analysis
• Risk model software
SPEAKER’S PROFILE
DR STEVEN LIEW WOON CHOY
Dr Steven Liew is a fellow member of the Chartered
Institute of Management Accountants, UK and is a
Chartered Accountant by profession. He has a Asia Paci?c
Executive MBA (for senior executives) from the National
University of Singapore and a PhD in international ?nance
with Rushmore University of USA.
He had worked in private sector companies, ranging
from family-run businesses to professionally managed
multi-national corporations in South Asia and the
ASEAN region. He has accumulated more than 28 years’
working experience in senior ?nancial and operational
management positions spearheading the pro?tability and
growth of companies.
He is a registered trainer with the Government Human
Resources Development Berhad (Pembangunan Sumber
Manusia Berhad) and had conducted various seminars for
corporate clientele. He is specialise in fast closing monthly,
leadership, strategic planning, budgeting, accounting,
?nance, cost reduction, credit management and loan
recovery.
UNDERSTANDING AND ANALYSING FINANCIAL STATEMENT
WITH GST IMPACT
1 PARTICIPANT DETAILS
PARTICIPANT 1 Attending as £ Member £ REP / Member staff £ Non-member
Full name as
per I/C
(Dato’ / Datin / Dr / Mr / Mrs / Ms)
CPA Australia
Member ID
Position Email
Mobile Special dietary
requirements
(if any)
PARTICIPANT 2 Attending as £ Member £ REP / Member staff £ Non-member
Full name as
per I/C
(Dato’ / Datin / Dr / Mr / Mrs / Ms)
CPA Australia
Member ID
Position Email
Mobile Special dietary
requirements
(if any)
PARTICIPANT 3 Attending as £ Member £ REP / Member staff £ Non-member
Full name as
per I/C
(Dato’ / Datin / Dr / Mr / Mrs / Ms)
CPA Australia
Member ID
Position Email
Mobile Special dietary
requirements
(if any)
2 CONTACT AND BILLING INFORMATION
Contact
Person
Billing Address
Phone
Company
Billing Name
State Postcode
Business
Registration
no.
Industry
3 WORKSHOP AND PAYMENT DETAILS
NO. WORKSHOP TITLE DATE LOCATION PRICE QTY FEE (RM)
1
2
3
NOTE: This form serves as an invoice. TOTAL RM
4 MAKE A PAYMENT
Do you want the electronic tax invoice/receipt to be under the company’s name? £ Yes £ No
Payment method £Credit card: Visit cpaaustralia.com.au/malaysiatraining to register and pay with your credit card with MYR.
£ Cheque: Make payable to ‘CPA Australia (M) Sdn Bhd’ Cheque number
Please indicate registrants full name, membership number and contact number on the back of the cheque.
£ For other methods of payment, call +603 2267 3388
Terms and conditions: 1. CPA Australia Ltd (CPA Australia) reserves the right to alter the program/s or presenter/s without further notice, however the event/s is/are intended
to run as advertised. 2. CPA Australia reserves the right to cancel the event/s due to insuf?cient numbers. Registrants will be noti?ed and refunded in full should this occur.
3. Registrations for events are on a ?rst-come-?rst-served basis. 4. Registrations for events must be accompanied by full payment. 5. Cancellations or transfers must be advised in
writing and received by CPA Australia at least 5 working days prior to the event. Registrants will otherwise be liable for payment, including in the event of non-attendance. Transfers are
subject to the applicable registration rate and additional payment may be required. 6. Credit transferred must be utilised within the same year from the date of transfer. 7. Registrants
who travel to attend the events are required to obtain the workshop con?rmation from CPA Australia before the travel arrangement (i.e. ?ight, bus, hotel etc.) are con?rmed.
By signing where indicated below, I agree that I have read, understand and accept the Terms and Conditions above and the Privacy Statement which can be found
at CPA Australia’s Privacy Policy cpaaustralia.com.au/utilities/privacy/privacy-policy.
Signature / /
REGISTRATION FORM / INVOICE
ADMITTANCE WILL ONLY BE PERMITTED UPON FULL PAYMENT. REGISTRATION MUST BE FOLLOWED UP BY IMMEDIATE PAYMENT.
CPA Australia (M) Sdn Bhd (291307-P), Suite 10.01, Level 10, The Gardens South Tower,
Mid Valley City, Lingkaran Syed Putra, 59200 Kuala Lumpur
T: +603 2267 3388 F: +603 2287 3030 E: [email protected]
cpaaustralia.com.au
To register, complete this form and fax, email or post it to CPA Australia. You can also register online at cpaaustralia.com.au/malaysiatraining
SUBMIT VIA EMAIL
doc_721360709.pdf