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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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Page 1: DELIVERING POWERFUL, CONCISE AND PERSUASIVE FINANCIAL ... · confidence and impact when delivering your message. You will learn how to communicate complex fi nancial information

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

Page 2: DELIVERING POWERFUL, CONCISE AND PERSUASIVE FINANCIAL ... · confidence and impact when delivering your message. You will learn how to communicate complex fi nancial information

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

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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

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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

Page 5: DELIVERING POWERFUL, CONCISE AND PERSUASIVE FINANCIAL ... · confidence and impact when delivering your message. You will learn how to communicate complex fi nancial information

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

discount scheme will apply).

PROGRAM ADVISORPravind RavindranEmail: [email protected]

Phone: +61 3 9909 7310

PROGRAM INFORMATION

Page 6: DELIVERING POWERFUL, CONCISE AND PERSUASIVE FINANCIAL ... · confidence and impact when delivering your message. You will learn how to communicate complex fi nancial information

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

Page 7: DELIVERING POWERFUL, CONCISE AND PERSUASIVE FINANCIAL ... · confidence and impact when delivering your message. You will learn how to communicate complex fi nancial information

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

Page 8: DELIVERING POWERFUL, CONCISE AND PERSUASIVE FINANCIAL ... · confidence and impact when delivering your message. You will learn how to communicate complex fi nancial information

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

Page 9: DELIVERING POWERFUL, CONCISE AND PERSUASIVE FINANCIAL ... · confidence and impact when delivering your message. You will learn how to communicate complex fi nancial information

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

Page 10: DELIVERING POWERFUL, CONCISE AND PERSUASIVE FINANCIAL ... · confidence and impact when delivering your message. You will learn how to communicate complex fi nancial information

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

Page 11: DELIVERING POWERFUL, CONCISE AND PERSUASIVE FINANCIAL ... · confidence and impact when delivering your message. You will learn how to communicate complex fi nancial information

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

discount scheme will apply).

PROGRAM ADVISORPravind RavindranEmail: [email protected]

Phone: +61 3 9909 7310

PROGRAM INFORMATION

• Leading fi nancial modeler and trainer with more than 15 years of experience in financial modeling

• Trusted advisor for multinational corporations across various industries, such as The

Economist, AXA, BG Group, Hays, Dell, NATS, British Sky Broadcasting, Baird, Stanhope PLC,

Canary Wharf and Greater London Authority

• 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

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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

Page 13: DELIVERING POWERFUL, CONCISE AND PERSUASIVE FINANCIAL ... · confidence and impact when delivering your message. You will learn how to communicate complex fi nancial information

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

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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

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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)

• VBA programming concepts (best practises, naming conventions)

• An introduction to the Visual Basics Editor (VBE)

The Visual Basics Language (Syntax, Code Elements)• Procedures, including subroutines, functions and event routines.

• Scoping (modules, variables, procedures)

• Variable declaration and data types

• Code branching and code blocks

Advanced Routines using the Macro Recorder – with Exercises• Open and close Workbooks

• Cut and Copy sheets

• Cut, copy and append ranges (data)

• Filtering and deleting ranges (data)

• Optimize the Recorder Code

Day One: Introduction to VBA Programming

Contact Pravind Ravindran, Program Director at +61 3 9909 7310 | [email protected] 15

09:00 - 17:00 / 15 & 20 February 2017

PROGRAM OUTLINEADVANCED MODELING WITH EXCEL VBA,

DATA ANALYSIS AND ADVANCED

EXCEL FUNCTIONS

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Contact Pravind Ravindran, Program Director at +61 3 9909 7310 | [email protected] 16

Advanced Logical Branching – with Exercises• If…Else…End If logical branches

• If…ElseIf…Else…End If logical branches

• IIf logical statements

• Select Case…End Select logical branches

• Use of labels

Use Loops for Repetitive TasksLearn different loop methods such as:

• 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

Handling Reference Objects – with ExercisesHandle the core Excel objects, and discover many related methods:

• Workbooks (creating, opening, copying, saving, closing)

• Worksheets (creating, cutting, copying)

• 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

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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

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PARTICIPATING COMPANIESMore than 5,000 companies have participated in our programs

ADVERTISING, INTERNET, MEDIA,PUBLISHINGBBC Worldwide

CNN

eBay

LinkedIn

MediaCorp

Saatchi & Saatchi

Singapore Press Holdings

The Financial Times

The Hoffman Agency

The Walt Disney Company

Thomson Reuters

CONGLOMERATEFraser & Neave

General Electric

General Motors

Mitsubishi

Monsanto

Siemens AG

Sodexo

FINANCIAL SERVICES, INSURANCEBank of America Merrill Lynch

AIA

Allianz Global Investors

American Express

Aviva

AXA

Barclays Bank

Citibank

DBS Bank

Deutsche Bank

HSBC

JP Morgan Chase Bank

Manulife

MasterCard

Maybank

Mizuho Bank

OCBC Bank

PayPal

Prudential

Rabobank

Standard Chartered Bank

Suncorp

Swiss Reinsurance

TD Securities

Visa

Westpac

Zurich Insurance

FOOD, BEVERAGECoca-Cola Beverages

Danone

Ferrero

Heineken

McDonald

PepsiCo

Contact Pravind Ravindran, Program Director at +61 3 9909 7310 | [email protected] 18

GOVERNMENT, NONPROFITAustralian Securities and Investments

Commission

Central Provident Fund Board

Changi Airport Group

Economic Development Board

GIC

NSW Treasury

Serco

Temasek Group

HEALTHCARE, PHARMACEUTICALSAbbott Laboratories

Eu Yan Sang

Glaxosmithkline

Hoffmann-La Roche

Johnson & Johnson

Merck

Pfi zer

Sanofi

HOSPITALITYCapitaLand

Far East Organization

Frasers Hospitality

Hilton Worldwide

Marriott Hotels

Pan Pacifi c Hotels Group

Shangri-La Hotels & Resorts

MANUFACTURING (CONSUMER)British American Tobacco

Estee Lauder

Fonterra Brands

Heineken

Kimberly-Clark

Kraft Foods

Lego

Mars Foods

Nestlé

Procter & Gamble

Unilever

MANUFACTURING (INDUSTRIAL)Airbus

Corning Optical Communications

Daimler

Harley Davidson

Intel Semiconductor

Rolls-Royce

Volvo Group

Wearnes Automotive

OIL & GAS, NATURAL RESOURCESCaltex

Chevron

ConocoPhillips

ExxonMobil

Maersk

Petronas

Santos

Saudi Arabian Oil

Schlumberger

Shell

PROFESSIONAL SERVICESAECOM

Aon Hewitt

Ernst & Young

PricewaterhouseCoopers

RETAIL, TRADEAdidas

Cargill

DFS

Harvey Norman

Hennes & Mauritz

IKEA

L’Oreal

Marks and Spencer

NTUC Fairprice

Tesco

TECHNOLOGY, ELECTRONICS3M

Apple

Canon

Dell

Hewlett Packard

Intel Technology

Lenovo

Micron Technology

Microsoft

Oracle

SAP

Sony Electronics

TE Connectivity

TELECOMMUNICATIONSEricsson

Nokia

Olive Communications

Singtel

Starhub

Tata Communications

Telstra

Verizon

Vodafone

TRANSPORTATIONAuckland Transport

Cathay Pacifi c Airways

Dubai Air Navigation Services

New Zealand Transport Agency

Fiji Airways

Metro Trains Melbourne

NSW Trains

SBS Transit

Page 19: DELIVERING POWERFUL, CONCISE AND PERSUASIVE FINANCIAL ... · confidence and impact when delivering your message. You will learn how to communicate complex fi nancial information

Contact Pravind Ravindran, Program Director at +61 3 9909 7310 | [email protected] 19

FACULTY DIRECTOR

DEBORAH TORRES PATEL’STESTIMONIALS

This was an excellent

session. Very

informative and a

very knowledgeable

presenter. Really good

and would like to see

what other courses

are available.

So much energy

in the room, it was

impossible to be

anything other than

motivated

FMA PartnersCommercial and Finance Offi cer

TDSi2

““ ““

Find more of Deborah Torres Patel’s testimonials here:http://www.claridenglobal.com/download/EffectiveFinComms_Reviews.pdf

Page 20: DELIVERING POWERFUL, CONCISE AND PERSUASIVE FINANCIAL ... · confidence and impact when delivering your message. You will learn how to communicate complex fi nancial information

PROGRAM ADVISORPravind RavindranEmail: [email protected]

Phone: +61 3 9909 7310

CONTACT US

Contact Pravind Ravindran, Program Director at +61 3 9909 7310 | [email protected] 20

IN-HOUSE

CUSTOM

EXECUTIVE

PROGRAMS

Clariden Global delivers custom learning programs for organizations all around the world. Whatever your business

challenges are, we create focused learning experience that enables your organization to achieve success. Through

partnerships with the most renowned thought leaders, industry experts and professors from around the world,

these in-house custom executive programs will equip you with essential skills and capabilities to develop and

implement strategies more effectively at your organization.

Engage with our thought leader today:

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, confi dence and credibility.

Multi-award Winning Speaker and Founding Member of Asia Professional Speakers Association

Deborah Torres Patel

Page 21: DELIVERING POWERFUL, CONCISE AND PERSUASIVE FINANCIAL ... · confidence and impact when delivering your message. You will learn how to communicate complex fi nancial information

CONTACT US

Contact Pravind Ravindran, Program Director at +61 3 9909 7310 | [email protected] 21

We encourage you to learn more about Clariden Global Executive Education custom and open-enrollment programs.

Our staff will be happy to answer your questions and help you determine the programs work best for you and your

organization.

ENQUIRY FOR THIS PROGRAMPravind RavindranEmail: [email protected]

Phone: +61 3 9909 7310

SINGAPOREEmail: [email protected]

Phone: +65 6899 5030

Fax: +65 6567 4328

Address: Clariden Global Pte Ltd 3 International

Business Park #04-29, Nordic European

Centre Singapore 609927

LONDONEmail: [email protected]

Phone: +44 (0) 20 7129 1222

Fax: +44 (0) 84 3218 0413

Address: 1 King Street London,

EC2V 8AU United Kingdom

AUSTRALIAEmail: [email protected]

Phone: +61 3 9909 7310

Fax: +61 3 9909 7788

Address: Clariden Global Pty Ltd

530 Little Collins Street, Level 1

Melbourne VIC 3000, Australia

CUSTOMIZED PROGRAMSPravind RavindranEmail: [email protected]

Phone: +61 3 9909 7310

REGISTRATION & PAYMENT MATTERSEmail: [email protected]

Phone: +61 3 9909 7310

Page 22: DELIVERING POWERFUL, CONCISE AND PERSUASIVE FINANCIAL ... · confidence and impact when delivering your message. You will learn how to communicate complex fi nancial information

REGISTRATION

Program B(February 20-22):

Advanced Modeling with Excel: VBA, Data Analysis and Advanced Excel Functions

AU$3,465 AU$3,665 AU$3,765

Program A (February 23-24):

Delivering Powerful, Concise and Persuasive Financial Presentations to Stakeholders and Shareholders

AU$2,595 AU$2,795 AU$2,895

PROGRAM FEES

C L A R I D E N

Program1st Early Bird Fee

(If payment & registrations are received

by 21 Dec 2016)

2nd Early Bird Fee(If payment &

registrations are received by 18 Jan 2017)

Regular Fee Per Participant

Amora Hotel Jamison Sydney

20 - 24 February 2017

11 Jamison St,

Sydney NSW 2000, Australia

+61 2 9696 2500

http://www.sydney.amorahotels.com/

Email: [email protected]

Fax: +61 3 9909 7788

Call: +61 3 9909 7310

Website: www.claridenglobal.com

By Cheque/ Bank Draft

By Telegraphic Transfer

By Credit Card

Group discount of 10% for the 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 discount scheme applies.

An invoice and registration confi rmation will be sent within 7 days, please

contact us if you have not heard from us within 7 days. Payment details will

be sent together with the invoice based on your preferred payment method.

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 confi rmation.

Once we have received your booking, the place(s) are confi rmed. No refunds

will be made for any cancellations, however, program credits of equivalent

value only applicable for Clariden Global events will be provided. Credits

can only be redeemed for 1 program and is valid for only one (1) year from

date of issue.

Substitution with a qualifi ed candidate is allowed by providing at least 5

working days of advance notice to Clariden Global. One time substitution

is allowed with no charges. Subsequent substitutions will be charged 10%

admin fee.

PLEASE NOTE: Clariden Global International Limited reserves the right to

change the content and timing of the programme, the speakers and the date

and venue due to reasons beyond their control. If in the unlikely event that

the course is cancelled, Clariden Global International Limited will refund

the full amount and disclaim any further liability.

PRIVATE DISCLOSURE STATEMENT: Any information provided by you in

relation to this event is being collected by Clariden Global International

Limited and will be held in the strictest confi dence. It will be added to our

database for the primary purpose of providing you with information about

future events and services.FEE RECEIVED REFERENCE L7018_L7020/ZY/PR

4 WAYS TO REGISTER 3 PAYMENT METHODS

VENUE AND ACCOMMODATION INFORMATION

CANCELLATIONS AND SUBSTITUTIONS*All cancellations must be received in written form.

GROUP DISCOUNTS

FOR OFFICIAL USE

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.

Please register the following participant for this seminar.

(Please tick to select your seminar(s). You may tick more than one.)

1st Participant Name (Mr/Mrs/Ms):_________________________________

Job Title:___________________ Department:__________________________

Telephone:_________________________ Fax:_________________________

Email:_________________________________ Date of Birth:_____________

2nd Participant Name (Mr/Mrs/Ms):_________________________________

Job Title:___________________ Department:__________________________

Telephone:_________________________ Fax:_________________________

Email:_________________________________ Date of Birth:_____________

3rd Participant Name (Mr/Mrs/Ms):_________________________________

Job Title:___________________ Department:__________________________

Telephone:_________________________ Fax:_________________________

Email:_________________________________ Date of Birth:_____________

4th Participant Name (Mr/Mrs/Ms):_________________________________

Job Title:___________________ Department:__________________________

Telephone:_________________________ Fax:_________________________

Email:_________________________________ Date of Birth:_____________

Seminar(s): Program A Program B□ □

Seminar(s): Program A Program B□ □

Seminar(s): Program A Program B□ □

Seminar(s): Program A Program B□ □