C LARIDEN Singapore | Sydney | Melbourne | Dubai | Hong Kong | London | New York | San Francisco | Toronto | Auckland DELIVERING POWERFUL, CONCISE AND PERSUASIVE FINANCIAL PRESENTATIONS TO STAKEHOLDERS AND SHAREHOLDERS 2017 CLARIDEN GLOBAL FINANCE LEADERSHIP INSTITUTE CLARIDEN CREDENTIALS AND ENGAGEMENT Clariden Global is the pre-eminent and influential global business leadership institution. Today, we host more than 200 global executive education and major conference events around the world. We have partnered with professional organizations such as the Association of Chartered Certified Accounts (ACCA) and thought leaders from prestigious universities such as Harvard University John F. Kennedy School of Government, Wharton School of the University of Pennsylvania and Stanford University. Captivating Financial Reports and Presentations for Stakeholder and Shareholder Buy-In February 23 - 24 AUSTRALIA Amora Hotel Jamison Sydney
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C L A R I D E N Singapore | Sydney | Melbourne | Dubai | Hong Kong |
London | New York | San Francisco | Toronto | Auckland
DELIVERING POWERFUL, CONCISE AND PERSUASIVE FINANCIAL PRESENTATIONS TO STAKEHOLDERS AND SHAREHOLDERS 2017
CLARIDEN GLOBAL FINANCE LEADERSHIP INSTITUTE
CLARIDEN CREDENTIALS AND ENGAGEMENTClariden Global is the pre-eminent and infl uential global business leadership institution. Today, we host
more than 200 global executive education and major conference events around the world. We have partnered
with professional organizations such as the Association of Chartered Certifi ed Accounts (ACCA) and thought
leaders from prestigious universities such as Harvard University John F. Kennedy School of Government,
Wharton School of the University of Pennsylvania and Stanford University.
Captivating Financial Reports and Presentations for Stakeholder and Shareholder Buy-In
February 23 - 24
AUSTRALIAAmora Hotel Jamison Sydney
The Clariden Experience
Why Clariden Global Executive Education?
Delivering Powerful, Concise and Persuasive Financial
Presentations to Stakeholders and Shareholders
5 Program Introduction
7 Faculty Director
8 Program Overview
9 Program Outline
Concurrent program: Advanced Modeling with Excel VBA,
Data Analysis and Advanced Excel Functions
11 Program Introduction
13 Faculty Director
14 Program Overview
15 Program Outline
Participating Companies
Testimonials
In-house Custom Executive Programs
Contact Us
Registration
4
5
11
18
20
21
22
CONTENTS
3
19
To maximize both your enjoyment and professional development, Clariden Global holds its executive
programs at fi ve star hotels, some of which include:
Shangri-La Hotel, SingaporeSingapore
Conrad London St JamesLondon, United Kingdom
InterContinental Melbourne The RialtoMelbourne, Australia
Grand Hyatt: Union Square San Francisco HotelSan Francisco, United States
Amidst lush gardens, this 3-wing luxury hotel is 6
km from the iconic Marina Bay Sands resort and
9 km from Sentosa.
Across the street from St. James’s Park tube
station, this sophisticated hotel is 10 minutes’
walk from Buckingham Palace and 2 miles from
the Victoria and Albert Museum.
Set in a grand 1891 building, this upscale chain
hotel is 3 blocks from the Yarra River, and an
8-minute walk from the SEA LIFE Melbourne
Aquarium.
Less than a block from Union Square, this stylish
high-rise hotel is an 11-minute walk from the
Moscone Center and 1.9 miles from Pier 39.
Contact Pravind Ravindran, Program Director at +61 3 9909 7310 | [email protected]
Terms & Conditions: Clariden Global International Limited reserves the right to change the
venue of the program due to reasons beyond their control.
THE CLARIDEN EXPERIENCEENJOY LEARNING WITH THE
FIRST-CLASS, WELL-ROUNDED EXPERIENCE
3
WHY CLARIDEN GLOBAL EXECUTIVE EDUCATION?
5,000+Companies
15+Countries
10,000+Participants
50+Industries
GLOBAL ENGAGEMENT Clariden Global is the pre-eminent and infl uential global business leadership institution. Today, we host
more than 200 Global Executive Education and major conference events across 15 countries and 17 cities,
including Singapore, London, Hong Kong, Sydney, Melbourne, Perth, New Zealand, San Francisco, Toronto,
Johannesburg, Shanghai, Beijing, Kuala Lumpur, Dubai, Toronto, The Netherlands, New York and Zurich.
INTERNATIONALLY DIVERSE, SENIOR-LEVEL PARTICIPANTSClariden Global Executive Education programs have attracted participants from more than 5,000 global
MNCs, regional corporations, and FORTUNE 500 companies, from more than 40 countries. All applications
are reviewed based on professional achievement and organizational responsibility. Designed for individuals
at all levels, from top executives to emerging leaders, each intensive program is crafted to equip leaders
with essential capabilities to improve corporate performance and position their organizations to thrive.
THOUGHT LEADERSHIPTo provide strategic insights and relevant world-class executive education to global organizations, Clariden
Global engages the best thought leaders and leading authorities from around the world. These include
professors and faculty leaders from Harvard University, Stanford University, University of Pennsylvania
Wharton, London Business School and other premium institutions to deliver transformational knowledge.
Contact Pravind Ravindran, Program Director at +61 3 9909 7310 | [email protected] 4
Contact Pravind Ravindran, Program Director at +61 3 9909 7310 | [email protected] 5
PROGRAM ADELIVERING POWERFUL, CONCISE AND
PERSUASIVE FINANCIAL PRESENTATIONS
TO STAKEHOLDERS AND SHAREHOLDERS
FACULTY DIRECTOR
PROGRAM ESSENCE
• Multi-award winning speaker and leading authority on public speaking and presentation
advisor with more than 26 years of experience and taught hundreds of thousands of people
in 74 countries
• Having been on international radio, TV, Broadway and world-class concert stages with celebrities like Whitney Houston and spoken on global event platforms with leaders like Former British Prime Minister Tony Blair
• Renowned coach to many of the world’s best-selling authors, professional speakers, and
senior leaders of Fortune 500 Companies and featured in international media including
CNBC, Time, Channel News Asia, CNN and Forbes
Deborah Torres Patel
Over the years, there has been an increasing need for financial leaders who are normally more comfortable with
numbers than speaking in public to take center stage. Today’s CFO needs to communicate strategically with the
media, analyst community, investors, shareholders and board members. As a public figure for their company,
finance leaders need to know how to establish positive relationships and trust with key stakeholders, get buy-
in from board members and convey complex financial results and business performance to an international
audience.
This highly interactive 2-day program will provide CFOs and emerging finance leaders with time-tested
presentation techniques and step-by-step communication systems to ensure clarity, confidence and impact when
DATES23 - 24 February 2017
LOCATIONAmora Hotel Jamison Sydney
TUITION FEESEarly Bird 1 (Register & pay by 21 December 2016): AU$3,465
Early Bird 2 (Register & pay by 18 January 2017): AU$3,665
Regular Tuition Fees: AU$3,765
Group discount of 10% for 2nd participant from the same organization. For limited time only by
18 January 2017 register 3 participants and the 4th participant will receive a complimentary seat (One
Contact Pravind Ravindran, Program Director at +61 3 9909 7310 | [email protected] 6
• Learn the essential elements of a powerful opening and making a great fi rst impression
• Use simple language to explain complex and abstract fi nancial reports and ideas
• Communicate verbally and non-verbally with infl uence and impact
• Learn critical do’s and don’ts for visual aids and fi nancial reports
• Build confi dence and trust with stakeholders and shareholders
• Get buy-in and understanding when reporting performance
• Speak persuasively and confi dently to your colleagues when discussing change
• Learn a simple structure for spontaneous speaking and how to logically articulate your thoughts to stay calm
under pressure.
• Learn how to diplomatically handle tough questions and challenging situations
This course is designed for Finance Chief, Financial Manager, Financial Control Manager, Financial Planning
and Reporting Director/Manager, Corporate Budgeting and Analysis Manager, Financial Planning and Reporting,
Accounting Department Manager, Corporate Financing, Revenue Accounting and Controls Section Chief, Research
Director.
KEY BENEFITS
WHO WILL ATTEND THIS PROGRAM
PROGRAM ADELIVERING POWERFUL, CONCISE AND
PERSUASIVE FINANCIAL PRESENTATIONS
TO STAKEHOLDERS AND SHAREHOLDERS
Over the years, there has been an increasing need for financial leaders who are normally more comfortable with
numbers than speaking in public to take center stage. Today’s CFO needs to communicate strategically with the
media, analyst community, investors, shareholders and board members. As a public figure for their company,
finance leaders need to know how to establish positive relationships and trust with key stakeholders, get buy-
in from board members and convey complex financial results and business performance to an international
Contact Pravind Ravindran, Program Director at +61 3 9909 7310 | [email protected] 7
Multi-award Winning Speaker and Founding Member of Asia Professional Speakers Association
Deborah Torres Patel is a multi-award winning speaker and leading authority on public speaking and presentation
advisor. For the past 26 years, she has taught hundreds of thousands of people in 74 countries to communicate with clarity, confidence and credibility.
Having been on international radio, TV, Broadway and world-class concert stages with celebrities like Whitney
Houston and spoken on global event platforms with leaders like Former British Prime Minister Tony Blair, Deborah
is also coach to many of the world’s best-selling authors, professional speakers, and senior leaders of Fortune 500 Companies. She’s been featured in international media including CNBC, Time, Channel News Asia, CNN and
Forbes with clients including Time Warner, Disney, HP, Shell, BMW, Morgan Stanley and Standard Chartered Bank.
She is co-contributing author to the best-selling book ‘88 Essential Secrets for Achieving Greater Success at Work’
published by Marshall Cavendish Business.
Deborah has lectured in leading universities including UCLA (Los Angeles), NUS, SMU, NTU in Singapore and Hong
Kong Baptist University. She is also a founding member of Asia Professional Speakers Association.
FACULTY DIRECTOR
PROGRAM ADELIVERING POWERFUL, CONCISE AND
PERSUASIVE FINANCIAL PRESENTATIONS
TO STAKEHOLDERS AND SHAREHOLDERS
Deborah Torres Patel
Contact Pravind Ravindran, Program Director at +61 3 9909 7310 | [email protected] 8
As CFOs and Finance Executives, it is essential to providefinancial advice and communicate results to your shareholdersin a clear and concise manner, to enable them to make soundbusiness decisions. However, it can be challenging to convey
complex fi nancial data to your board members in a way that is easy
to understand.
Specially designed for senior fi nancial executives to ensure
effective fi nancial communication with your shareholders, this
highly interactive 2-day program will provide CFOs and emerging
fi nance leaders with time-tested techniques to ensure clarity,confidence and impact when delivering your message. You will
learn how to communicate complex fi nancial information that is
important to your audience and deliver it in the most effective manner that communicates with your stakeholders.
OVERVIEW
PROGRAM OVERVIEWDELIVERING POWERFUL, CONCISE AND
PERSUASIVE FINANCIAL PRESENTATIONS
TO STAKEHOLDERS AND SHAREHOLDERS
average, this executive program contributes 16 hours towards your CPD. Delegates must register
at the start and close of each workshop to be awarded a certifi cate of completion.
CPD CERTIFICATION DETAILS
Look, Sound and Be Confident Speaking in Front of Groups• 3 Pillars of Executive Presence
• Essential elements of an excellent fi rst impression
• How to gain credibility in the opening moments of your presentation
• Demonstrating leadership through your non-verbal communication
• How to look and sound confi dent, even when you are not feeling it
• How to engage and connect quickly with your audience
• Create a commanding and authoritative public speaking presence
• Introduce yourself in front of a group and receive empowering feedback
Make the Best Impression with Shareholders and External Stakeholders• Design your presentation materials and fi nancial documents for maximum impact
• Using numbers in the most effective way
• Making complex information easier to understand
• Using charts, diagrams, pictures for clearer communication
• Tips for Better use of PowerPoint
• Visual aids vs Handouts vs Speakers Notes – What works, what doesn’t
• 9 step formula for creating effective handouts
o Work in tandem with the corporate communications team
o Get to know journalists, analysts and stakeholders and their agendas
• Prepare a presentation and receive expert feedback
Plan and Prepare a Concise Financial Presentation that Ensures Trust• Reverse engineer your presentation to achieve your ideal outcome
• Identify what matters most to your audience and what it means to them
• Use clear language that compels people to listen
• Effective use of stories to get your point across
• Prepare for both everyday and unexpected presentations
• 6 steps to structure your fi nancial presentations to achieve best results
• Practice turning your complex data into clear, impressive communication and receive expert feedback
DAY 1 – MORNING
DAY 2 – MORNING
DAY 1 – AFTERNOON
Contact Pravind Ravindran, Program Director at +61 3 9909 7310 | [email protected] 9
09:00 - 17:00 / 20 & 23 FEBRUARY 2017
PROGRAM OUTLINEDELIVERING POWERFUL, CONCISE AND
PERSUASIVE FINANCIAL PRESENTATIONS
TO STAKEHOLDERS AND SHAREHOLDERS
09:00 - 17:00 / 21 & 24 FEBRUARY 2017
Contact Pravind Ravindran, Program Director at +61 3 9909 7310 | [email protected] 10
PROGRAM OUTLINEDELIVERING POWERFUL, CONCISE AND
PERSUASIVE FINANCIAL PRESENTATIONS
TO STAKEHOLDERS AND SHAREHOLDERS
Persuade the Board, Stakeholders and Shareholders• The three key elements of a persuasive argument
• Structuring a persuasive conversation to best get your way
o How to respond when shareholders ask blunt or insulting questions
o How to pacify stakeholders and not place blame on others
o Storyline for presenting bad news
• Prepare to deal with a skeptical audience
• Handling tough questions and staying calm under pressure
• Final set of exercises to practice the new techniques and demonstrate the power of clear communication
• Summary of the two day program with next steps
DAY 2 – AFTERNOON
Contact Pravind Ravindran, Program Director at +61 3 9909 7310 | [email protected] 11
YOU MAY BE INTERESTED INPROGRAM B
ADVANCED MODELLING WITH EXCEL VBA, DATA ANALYSIS AND ADVANCED
EXCEL FUNCTIONS
FACULTY DIRECTOR
PROGRAM ESSENCE
According to an SAP CFO research in 2015, majority of fi nancial executives emphasize the importance of improving
effi ciency in fi nancial planning is a key concern as 83% of them agree that reducing the amount of time and resources for
data migration and manual reconciliation connected with fi nancial planning and analysis would yield substantial fi nancial
benefi ts.
This intensive 3-day program is designed for finance leaders, directors and managers with little to no programming
experience to build practical VBA skills and utilize advanced Excel functions to help you analyze complex data, reduceroutine tasks and set the foundation for more sophisticated financial models. Led by Jon von der Heyden, a leading and
renowned fi nancial modeler and Excel expert, you will discover how to build a solid foundation with VBA, write your ownVBA code for effective financial data manipulation, migration and consolidation so that you can perform better and more
DATES20 - 22 February 2017
LOCATIONAmora Hotel Jamison Sydney
TUITION FEESEarly Bird 1 (Register & pay by 21 December 2016): AU$3,465
Early Bird 2 (Register & pay by 18 January 2017): AU$3,665
Regular Tuition Fees: AU$3,765
Group discount of 10% for 2nd participant from the same organization. For limited time only by
18 January 2017 register 3 participants and the 4th participant will receive a complimentary seat (One
• Respected member of the Excel community and recognized as an MVP (Most Valuable Poster) and moderator on MrExcel.com, one of the largest Excel online community with more than
350,000 members
Jon von der Heyden
Contact Pravind Ravindran, Program Director at +61 3 9909 7310 | [email protected] 12
• Understand what is VBA, its difference from Macros, its benefi ts and limitations as well as its role in fi nancial
modeling
• Build a solid foundation for VBA, including the Excel Object Model, variable defi nition, data types, codes for specifi c
tasks as well as best practices in VBA programming
• Confi dently navigate through the Visual Basic Editor and Developers Tab of Excel
• Learn to write simple VBA script that allows for replication and customized data manipulation
• Develop advanced looping routines to automate repetitive tasks
• Best practices and systematic review of VBA project to identify error and check for sound logic, formatting and
ease of use
• Explore additional native tools such as Power Query and Power BI that can enhance the effi ciency of fi nancial
modeling
• Effectively utilize native Excel scenario manager and VBA to overcome its limitations
• Understand and develop user-defi ned functions based on common needs to simplify otherwise complex calculations
• Create a fully functional Add-in wizard that allows data consolidation, extraction and manipulation
This program is designed for Financial Planning and Analysis professionals with at least intermediate profi ciency in
Excel and a solid foundation of accounting, fi nance and fi nancial modeling knowledge, including but not limited to:
KEY BENEFITS
WHO WILL ATTEND THIS PROGRAM
PROGRAM BADVANCED MODELING WITH EXCEL VBA,
DATA ANALYSIS AND ADVANCED
EXCEL FUNCTIONS
According to an SAP CFO research in 2015, majority of fi nancial executives emphasize the importance of improving
effi ciency in fi nancial planning is a key concern as 83% of them agree that reducing the amount of time and resources for
data migration and manual reconciliation connected with fi nancial planning and analysis would yield substantial fi nancial
benefi ts.
This intensive 3-day program is designed for finance leaders, directors and managers with little to no programming
experience to build practical VBA skills and utilize advanced Excel functions to help you analyze complex data, reduce
• Chief Finance Offi cer
• Head of Finance
• Chief Business Analyst
• Financial Controller
• Senior Accounting Manager
• Senior Financial Planning& Analysis Manager
• Senior Financial Analyst
• Financial Modelers
• Senior Business Performance Manager
• Senior Finance Manager
• Business & Finance Analysts
• Investment Managers and Analysts
• Project Managers and Accountants
• Investment & Corporate Bankers
Contact Pravind Ravindran, Program Director at +61 3 9909 7310 | [email protected] 13
PROGRAM BADVANCED MODELING WITH EXCEL VBA,
DATA ANALYSIS AND ADVANCED
EXCEL FUNCTIONS
Independent Financial Modeling Expert and Trainer
Jon von der Heyden
Jon von der Heyden is a leading and renowned fi nancial modeler and Excel expert with more than 15 years of experience. He has been an avid and respected member of the Excel community for over a decade where he
contributedto tens of thousands of helpful forum and blog posts onExcel and fi nancial modeling topicsto help
others learn. Due to his continuous commitment, Jon was recognized as one of the Most Valuable Poster (MVP) by MrExcel.com, one of the largest Excel online community with more than 350,000 members.
Jon has been a full-time trainer and consultant since 2008 where he has conducted and facilitated trainings in the Europe, Africa, Asia, the Middle-East and Australia. Companies that Jon consulted for and trained include The Economist, AXA, BG Group, Canary Wharf, Hays, Dell, British Sky Broadcasting, Baird, NATS, Stanhope PLC as well as the Greater London Authority. As apassionate and energetic speaker,John not only provide excellent
technical learning, but also ensure that participants get the best value and enjoyment from his classes.
Prior to consulting, Jon worked for Siemens PLC where he took on an instrumental role in the standardization
of a Global Shared Services product catalogue and pricing, and a strategic and controlling role in major synergy
savings projects. In recognition for his outstanding contribution, Jon earned a number of awards for his service at
the company.
FACULTY DIRECTOR
Contact Pravind Ravindran, Program Director at +61 3 9909 7310 | [email protected] 14
As many organizations focus on cost reduction to increase
competitiveness, the fi nance functions is becoming a key focal point
for such cost reduction activities. According to PWC Global Finance
Benchmark Report in 2015, top-tier finance departments achieved 40% lower cost of finance as a percentage of revenue than theirpeers, through a combination of automation and more efficient useof resources. In addition, 83% of fi nance executives highlighted the
need to reduce manual data migration and reconciliation in FP&A
processes.
However, many FP&A professionals have limited understanding and experience in using VBA, the Excel in-built automation tool, toincrease the speed, accuracy and functionality of the fi nancial models.
Therefore, it is urgent for FP&A professionals and modelers to become
VBA-profi cient to achieve greater performance for the entire fi nance
function.
Designed for Financial Planning and Analysis (FP&A) professionals,
this intensive 3-day program is designed to help you build practical
VBA skills and utilize advanced Excel functions to so that you can
analyze complex data, reduce routine tasks and set the foundationfor more sophisticated financial models. Led by Jon von der Heyden,
a leading and renowned fi nancial modeler and Excel expert, you will
discover how to build a solid foundation with VBA, write your own VBA code for effective financial data manipulation, migration andconsolidation so that you can perform better and more complex data
analysis. You will also learn increase your model effi ciency by using macros to automate repetitive and often monotonous tasks, thereby
reducing time and effort spent on manual tasks. Last but not least,
you will learn to use advanced Excel native tools such as scenariomanager, PowerQuery and PowerPivot to produce better analysis,
reports and dashboards.
At the end of the program, you will walk away with enhanced confidencein utilizing solid VBA and advanced functions with Excel that will help
you produce better analysis, better reports and better decisions.
OVERVIEW
PROGRAM OVERVIEWADVANCED MODELING WITH EXCEL VBA,
DATA ANALYSIS AND ADVANCED
EXCEL FUNCTIONS
This course has been independently certifi ed as conforming to accepted CPD guidelines. On
average, this executive program contributes 24 hours towards your CPD. Delegates must register
at the start and close of each workshop to be awarded a certifi cate of completion.
CPD CERTIFICATION DETAILS
Introduction • The role of VBA in Financial Modelling, Analysis and Reporting
• What is VBA well suited for?
• Discuss Financial Modelling fundamentals and principles
• What is the future of VBA? What is the future of Microsoft Excel?
Primer in Excel VBA – with ExercisesA chapter intended for those who are not familiar with Excel VBA and Macros:
• An introduction to the Excel Object Model
• The Excel Macro Recorder (Hello World! Exercise)
• Ranges (referencing, inserting, deleting, formatting, copying, fi ltering, sorting)
• Tables (creating, referencing, deleting from and appending to)
• Names (creating, referencing and evaluating)
Debugging and Error Handling – with ExercisesLearn how to write bulletproof code:
• Identifying and avoiding syntactical errors
• Debugging and handling Runtime errors
• Debugging and handling Logical errors
A look at Alternatives – with ExercisesA study of lesser known Excel tools that can often be used as a more suitable alternative to VBA
• Use of Query tools (especially Power tools) to automate data import and data transformation.
• Scenario Manager, a powerful build-in feature that facilitates the set-up of scenario models, and comparison of
different scenario outputs.
• Implementation of Custom Views to facilitate multiple interfaces and reports.
Day Two: Beyond the Macro Recorder
PROGRAM OUTLINEADVANCED MODELING WITH EXCEL VBA,
DATA ANALYSIS AND ADVANCED
EXCEL FUNCTIONS
09:00 - 17:00 / 16 & 21 February 2017
Contact Pravind Ravindran, Program Director at +61 3 9909 7310 | [email protected] 17
User Defined Functions (UDF’s) – with ExercisesUDF’s work like other worksheet functions, but can be written to simplify otherwise complex calculations
• UniqueValues: Produces a list of unique items for a range of values
• GetElement: Gets a specifi c element from a delimited text string
• GetNumber: Gets a number from an alpha-numeric text string
Consolidate data – with ExercisesBuild a wizard that facilitates quick and easy data consolidation from multiple fi les in a directory folder
• Do While/Until to loop through fi les in a directory folder
• For Each…Next to loop through items in a collection, such as Workbooks, Worksheets and Ranges
• For…Next to loop sequentially through a set of numbers
Split Data – with ExercisesBuild a wizard that facilitates quick data separation
• Split multiple sheets into separate workbooks, for easy distribution
• Unique data separation, to create separate reports for each division, department of other key element of a
consolidated report.
Userforms and Interfaces – with Exercises• Present your project to users using user-friendly userforms and ActiveX controls
• Build a menu interface using CommandBar controls
• Add a right-click contextual menu
Packaging a VBA Project – with Exercises• How and when to use PERSONAL.xlsbm
• Using a default workbook
• Package your project using a distributable Addin
• Protect your project
Getting Help• Recommended Forums and Blogs
• Other online technical support references
• Recommended books
Day Three – Complete a Project
PROGRAM OUTLINEADVANCED MODELING WITH EXCEL VBA,
DATA ANALYSIS AND ADVANCED
EXCEL FUNCTIONS
09:00 - 17:00 / 17 & 22 February 2017
PARTICIPATING COMPANIESMore than 5,000 companies have participated in our programs