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Interpreting Accounting
and
Financial Statement
Analysis
Programme Date 4-5 October 2012 | Venue Concorde Hotel Kuala Lumpur
DONPETERSON centre of excellence www.donpeterson.com.my
Interpreting Accounting and Financial Statement Analysis
Organizations are increasingly seeing the WHO SHOULD ATTEND/WHO WILL BENEFIT
importance of accurate and efficient financial Financial professionals, accounts assistant manager or
statement analysis technique in shaping a more executives who are interested understanding the
successful and prosperous organization overall. Users application of company accounting and financial
of the financial statement of the company is usually statement so that they can make some decisions on
concerned with and need to be informed about the their own and can participate in the financial
financial position, results of operations and changes decisions of their business.
in financial position as a whole. This course is
intended to familiarize participants with the revised
approved international standards on accounting as METHODOLOGY
well as presentation of the financial statements. You Interactive lectures, practical exercises & discussion
will able to apply financial management knowledge on all relevant aspects of company accounts and
to your work, business and personal life. financial statements to ensure participants grasp
clearly aspects presented.
COURSE OBJECTIVES
TRAINER'S PROFILE
» Reading and interpreting any financial statements
Wendy Tee has over eight years of experience in senior
confidently
management and academic positions for diversified
» Applying financial tools and techniques to
industrial and business environments. Graduated with
measure and evaluate business performance
a Master of Business Administration (UM), Master of
including those of competitors
Information Technology (UM), Certified Financial
» Identify the various uses of financial statements
Planner (CFP), Registered Financial Planner (RFP) and
» Understand how financial statements are used to
Certified Trainer (PSMB), she has undergone intensive
assess company performance
academic training in various human development
» Knowing how to improve business performance
and knowledge improvement. For the past eight years
and profitability through the understanding of
she has been involved in lecturing and training in
cash flow statement
Financial Accounting, Business Administration and
» Being better able to use and present financial
Human Resource and Marketing. Her services are
information
sought after by leading institutions of higher learning
» Knowing the different techniques for preparing
locally as well as in the Asean region. She has also
cash flow projections
provided customized training for staff of a local
» Calculate and interpret liquidity, managerial
newspaper.
efficiency, financial stability and profitability ratios
» Recognize the current financial reporting
Wendy is actively involved management training and
practices by companies in Malaysia
research. Her latest responsibility involves the financial
» Apply financial statement analysis to assess the
training, corporate financial planning, business
performance of a business
development, management and planning of Business
» Describe the establishing improvements to
programs for leading UK universities She has
corporate management and reporting
experience managing training programs cover from
» Develop skills in analyzing accounting reports and
local universities, in house training and public seminar
evaluating organizational performance through
training, from designing training needs assessment,
statement of change in financial position
developing training materials, monitoring and
» Knowledge of master financial planning,
tracking of training programs successfulness and
forecasting and budgeting, learning how to
implementing training evaluation. Having been
mange the financial management effectively in
trained as a qualified trainer, her skill and knowledge
organization
has been enhanced in operations effectives, fitness
analysis, gap analysis and needs assessments.
Date: 4-5 October 2012
Early Bird Fee: RM1800 per participant Wendy is now a business owner with Academic
Management, business consultant, certified PSMB
Early Bird Registration: 7th September 2012
trainer, university lecturer, college lecturer as well as a
Normal Fee: RM2000 per participant – 3 or more
licensed financial planner with several financial
participants less RM100 per participant
advisory companies and she is now pursuing her
Closing Date: 28 September 2012
Doctor of Philosophy (PhD) from University of Malaya.
Venue: Concorde Hotel Kuala Lumpur
DONPETERSON centre of excellence www.donpeterson.com.my
COURSE OUTLINE
DAY ONE DAY TWO
9:00AM COMPREHENSIVE FINANCIAL STATEMENTS 9:00AM ANALYSIS AND INTERPRETATION OF
The importance to understand accounts FINANCIAL STATEMENTS
Types of business organization in Malaysia Firm's financial ratios
Accounting concepts and rules Common size statement analysis
Users of financial statements Classification of ratios
Characteristics of financial statements Ratio analysis
The accounting principles Liquidity ratio
The accounting policies Asset management ratio
The accounting process Debt management ratio
The accounting cycle Profitability ratio
The accounting equation Investment ratio
Interpretation and analysis
10:30AM Morning Break
10:30AM Morning Break
10:45AM FINANCIAL STATEMENT – INCOME
STATEMENT AND STATEMENT OF CHANGES 10.45AM FINANCIAL REPORTING
IN EQUITY Regulatory framework
Revenues Objectives of financial reporting
Cost of sales The Malaysian reporting environment
Expenses Statutory and regulatory framework of
Dividend and interest income financial accounting and reporting
Profit before taxation Financial reporting standards
Taxation Companies Commission of Malaysia
Extraordinary items (CCM)
Appropriation of profits Securities Commission and KLSE
Earning per shares Bursa Malaysia listing requirement
Dividend per share Bank Negara Malaysia
1:00PM Lunch 1:00PM Lunch
2:00PM FINANCIAL STATEMENT – BALANCE SHEET 2:00PM COMPANY ANNUAL REPORT
Balance sheet equation Company annual report
Assets Corporate information
Liabilities Corporate achievement
Capital Director's profile
Non current assets Statement of corporate governance
Current assets Audit committee report
Current liabilities Director report
Long term liabilities Financial statement
Provisions and charges Analysis of shareholdings
Shareholders' equity Notice of annual general meeting (AGM)
3:30PM Tea Break 3:30PM CORPORATE FINANCIAL BUDGET, PLANNING
AND CONTROL
3:45PM FINANCIAL STATEMENT – CASH FLOW The basis for corporate control
STATEMENT Resource assessment, gap analysis and
Developing statement of cash flow financial modeling
Operating activities Corporate financial planning flow
Investing activities Preparing cash flow projections
Financing activities The role of managers in the operational
Working capital management – inventory, and financial budgets
receivable and payables Pro forma Income statement
Cash flow planning and projection Pro forma Balance sheet
Developing statement of cash flow Master budget
Cash Budget
5:30AM End of Day 1 Sales budget
Purchase budget
Inventory budget
5:30PM End of Course
DONPETERSON centre of excellence www.donpeterson.com.my
Interpreting Accounting
and
Financial Statement Analysis
Programme Date 4-5 October 2012
Venue Concorde Hotel Kuala Lumpur
Company: ...............................................................................................................................................................................
Contact Person: ............................................................................................ Designation: ..................................................
Address: .................................................................................................................................................................................
Tel: ................................................... Fax: ................................................................ Email: ................................................
Delegate(s):
1. .............................................................................. Designation: ............................ Email: ................................................
2. .............................................................................. Designation: ............................ Email: ................................................
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5. .............................................................................. Designation: ............................ Email: ................................................
* Please indicate title of delegate(s) (Dato’/Datin/Dr/Mr/Mrs/Ms) and use a separate sheet if you have more than 5 delegates.
Payment Options
Registration Fee Cheque Bank ...................................................................... Cheque No. ....................................
Early Bird Fee: RM1800 per pax Payable to ‘Donpeterson Sdn Bhd’
Early Bird Registration: 7 Sep * Please write delegate(s) name(s) & event at the back of the cheque
2012
Normal Fee: RM2000 Payment Policy: Upon signing this form, you are deemed to have read and understood the Registration
Group Attendance: 3 or more Guidelines, Procedures and Policies, and have accepted the terms contained therein. This registration
participants, RM100 less per pax form together with the payment MUST reach us at least 5 working days before the commencement of
the event. Where payment is be made after the event, Letter of Undertaking (LOU) is allowed provided
Closing Date: 28 Sep 2012
Donpeterson Sdn Bhd is notified beforehand in writing by an authorized personnel. However, payment
must not exceed 30 calendar days after the event; otherwise late payment charges may apply.
Cancellations
All cancellations of registration must be made to Donpeterson
Sdn Bhd in writing.
If cancellations are received:
(a) more than 14 days before the event, a full refund of the fees
less a 10% administrative charge will be given;
(b) 7 - 14 days before the event, a 50% refund will be given;
(c) less than 7 days before the event, no refund will be given;
(i) a substitute delegate is welcome to take your place, or
(ii) a set of course materials will be given.
Company Stamp
Substitution of Delegate(s):
This is allowed provided Donpeterson Sdn Bhd is notified in writing of the name(s) and designation(s) of the new delegate(s) at
any time prior to commencement of the event. Transfer of registration to other courses is not allowed.
Signature: ............................................................................................... Date: .............................................................
Name: ..................................................................................................... Designation: ..................................................
Please attention this to Donald & send payment together with this form to: Donpeterson Sdn Bhd (903754-X)
Donpeterson Centre of Excellence, 1005, Block B, Level 10, Phileo Damansara 1, 9, Jalan 16/11,
off Jalan Damansara, 46350 Petaling Jaya, Selangor Darul Ehsan Tel: 03-5636 5862 Fax: 03-5636 5863
Email: info@donpeterson.com.my Website: www.donpeterson.com.my
