CPD Seminars Information Technology Series

Transcription

1 CPD Seminars Information Technology Series Hong Kong Institute of CPAs proudly presents this information technology series of seminars between October 2009 and November Programmes Date / Programme code Topic CPD credit 12 October :30 p.m. Introduction to Accounting Information Mr. Sammy So 3 (S091012AS) 9:30 p.m. Systems (AIS) 21 October :30 p.m. Make Smart Decisions with Right-on- Mr. Tang Kok Kwai 1.5 (S091021S) 8:00 p.m. Information: Build Intelligent, Interactive & Simple-to-Understand Reports 23 October :30 p.m. Introduction to Basel II and Project Mr. Lam Hon Yin, 3 (S091023AS) 9:30 p.m. Implementation Experience Sharing Hymen 28 October :30 p.m. Introduction to E-Marketing, E-Advertising Mr. Jefferson Wat 3 (S091028S) 9:30 p.m. and Customer Relationship Management (CRM) 4 November :30 p.m. Managing information Resources and the Mr. Lincoln Tso 3 (S091104S) 9:30 p.m. Business IT Strategy 12 November :30 p.m. Introduction to IT Security and Business Mr. Jefferson Wat 3 (S091112S) 9:30 p.m. Continuity Planning 16 November :30 p.m. Multi-Locations Work Environment Mr. Samson Chow 3 (S091116S) 9:30 p.m. and Daily Work Management Target audience Hong Kong Institute of CPAs Training Centre, 27/F., Wu Chung House, 213 Queen s All parties who are interested in maximising the benefits of information technology in their workplace; members in practice; members working in business This is a Support Programme, 5% of the seats in this event are available free of charge to HKICPA members who are unemployed and planning to rejoin the workforce. The Institute reserves the right to select those CPD events for which this offer applies. 598_ITS_090909

2 Introduction to Accounting Information Systems (AIS) Programme Code: S091012AS Mr. Sammy So, Master of Management, FITA, HKRFP, Hon Certified information Resources Planner (HonCiRP) Date Monday, 12 October 2009 Mr. So has over 20 years of working experience in IT & Accounting. He is the Executive Director of FlexSystem Holdings Ltd (GEM Listed Company) and the founder and President of IT Accountants Association. Mr. So is very active in social and public affairs as guest speaker and part-time lecturer at universities, academic organisation and semi-government bodies in recent years. He is also a renowned columnist for newspapers and magazines in topics related to PRC business & enterprise computerisation. Seminar with AIS demonstration Information Technology Intermediate Level * - Sound understanding of the knowledge area. The ability to apply knowledge and skills to a range of situations and able to deal with new situations. CPAs interested in Accounting Information Systems (AIS) The workshop aims at providing participants a good understanding of what an Accounting Information System ( AIS ) is, the challenges of choosing and implementing an AIS and its impact on the enterprise in internal control, corporate governance and general management. It introduces different AIS currently available in the market: 1) very large sophisticated AIS designed for large corporations; 2) the medium sized systems which fit many Hong Kong companies, as well as 3) small systems designed for small companies. Topics include: Introducing Accounting Information Systems (AIS). Definition of Accounting Information System (AIS). Role of Accounting Information System (AIS) in enterprise. Basic functions of AIS functional flowchart. Functions & features of an Accounting Information System (AIS) including data capture, process & output (from Low-End to High-End broad system). Budgeting and ledgers consolidation. Internal control and corporate governance. Information technology role in internal control. Financial accounting information and management accounting information. Finding and implementing the right AIS.

3 Make Smart Decisions with Right-on- Information: Build Intelligent, Interactive & Simple-to-Understand Reports Programme Code: S091021S Mr. Tang Kok Kwai, B Comm (Acc) Hons, ACA FCPA Date Wednesday, 21 October 2009 Mr. Tang is the developer of the renowned program, Business Analytics and Reporting which is conducted in various countries, including the United Kingdom. With his vast working experience with DBS Bank, and as Financial Controller and Treasury Director in several Singapore publicly listed companies, he has many insights to share in the field of Business Intelligence making him a much sought speaker with many professional bodies, e.g. Institute of Banking and Finance (IBF), Institute of Certified Public Accountants of Singapore (ICPAS), Malaysian Institute of Accountants (MIA) and The Institute of Chartered Accountants in England and Wales (ICAEW). 6:30 p.m. 8:00 p.m. HK$190 for HKICPA member or student; and IA/HKIAAT s member or student HK$180 for online enrolment HK$330 for non-member Seminar Management and Leadership Skills, Information Technology Intermediate Level * - Sound understanding of the knowledge area. The ability to apply knowledge and skills to a range of situations and able to deal with new situations. CPAs, Business Owners, Senior Management with Organisational Strategy and Planning responsibilities. Business Development Managers, Marketing Managers, Investors, Analysts and Researchers 1.5 hours This talk will provide you with a graphical interpretation of the current economic landscape and insights on how to manage your finances better. You will learn lessons from how big companies e.g. Cisco, HP, IBM and Apple adopted strategies that helped them emerge from a slump to become even stronger. This session will introduce the tools to generate the right-on-time information without any additional investment in software or hardware, allowing you to generate highly customizable interactive and auto-update reports and providing you immediate access to critical information. Keep up-to-date with these tools and increase your competitive edge, be it at an individual or organisational level. Insights gained: 1. Learn survival strategies on how to see your organisation through this crisis. 2. Insights of analysis reports used by companies to evaluate their strategies using Microsoft Excel.

4 Introduction to Basel II and Project Implementation Experience Sharing Programme Code: S091023AS Date Friday, 23 October 2009 Mr. Lam Hon Yin, Hymen Mr. Lam is an experienced Information Technology practitioner. He is a specialist in retail banking systems and has been responsible for retail systems development for an International bank for many years. His recent assignments include the establishment of retail banking systems for a national bank in China and the implementation of Basel II in Hong Kong for a regional bank. Seminar Corporate Governance, Information Technology Foundation Level * - General awareness of the competency. Apply the knowledge in a limited range of situations. All parties interested in how the Basel II accord works and how it affects operations of banks around the world, and in particular, the challenges of its implementation. As one of the top financial centres in the world, banks from all around the globe have a presence in Hong Kong, offering opportunities for professional accountants to work with or for these financial institutions. The 2 nd Basel Accord was published in 2004 by the Basel Committee on Banking Supervision. This seminar introduces Basel II and the speaker will share his experience in implementing Basel II in a major regional bank. Topics include:- Background and history of the Basel Accord and The Basel Committee on banking supervision. What is Basel II. - Its objectives. - Some highlights of the Basel II Accord. Current status on Basel II implementation. Case study: - Sharing experience of a Basel II implementation. - A project in Hong Kong. - Project chanllenges.

5 Introduction to E-Marketing, E-Advertising and Customer Relationship Management (CRM) Programme Code: S091028S Mr. Jefferson Wat, MSc. in Computer Science, BSc., FITA, HKCS Life Fellow, Director of CPU-I. Mr. Wat is a 30-year IT veteran with large scale information technology especially in software development and management. Mr. Wat has worked for IBM, Renful Chinese Computer, Jardine Logica, Unisys (Sperry). He has taught at the Hong Kong Management Association on Internet Technologies, at the PolyU and the Hong Kong Productivity Council on e-business, and at the Applied Science & Technology Research Institute on Software Development Process Improvement and related tools. He is an advisor to the Hong Kong Computer & Emergency Response Team on Information Security issues. Date Wednesday, 28 October 2009 Seminar with demonstration of IT tools and case study Information Technology, Management and Leadership Skills Foundation Level * - General awareness of the competency. Apply the knowledge in a limited range of situations. All parties who are interested in knowing how to leverage technology in sales and marketing, and those who have to support such an operation. The seminar will introduce the concept of E-Marketing, E-Advertising, customer relationship management CRM concepts, technologies, and implementation across the border. The best practices in the strategy setup process, project management, and business intelligence will also be explained. Topics include:- E-Marketing including marketing. Various E-Advertising schemes. Search Engine Optimisation. CRM concepts & models. Customer strategy development. Pre-sales, sales, & post-sales considerations. Market segmentation & customer acquisition. Customer lifecycle management & lifetime value. CRM workflow & technologies. CRM event project management. Issue Tracking System. Analytical CRM Business Intelligence (BI). Data source, processing & mining. Collaborative CRM. Team work knowledge management. Case studies.

6 Managing information Resources and the Business IT Strategy Programme Code: S091104S Date Wednesday, 4 November 2009 Mr. Lincoln Tso, MBA, BSc., FLMI, AICB, FITA, (Hon.) CBiP, Managing Director, CPU-I. Mr. Tso has over 25 years of experience in the IT field, having held senior regional IT and general management positions with a number of multinationals including Citibank, Standard Chartered Bank, Intel, Origin, Mapics etc.. He has been invited to give speeches on various topics relating to: ERP, ebusiness, Supply Chain Management and information Resources Management (irm) in conferences and seminars throughout China, Hong Kong and Taiwan, the latest being at the International Conference of IT and Management at Hong Kong PolyU. Hong Kong Institute of CPAs Training Centre, 27/F., Wu Chung House, 213 Queen s Seminar Information Technology, Management and Leadership Skills Foundation Level * - General awareness of the competency. Apply the knowledge in a limited range of situations. Professionals in management positions, particularly those who are heavily involved IT as a user and /or managing the provision of IT services This seminar introduces a management process for managing IT from a non-technical perspective. information Resources Management is introduced as a practical way for non-it people (like accounting professionals) to help organisations formulate an integrated Business IT Strategy. Topics include:- IT Strategy vs Business IT Strategy. The 3 basic organisation resources: Financial, Human and Information. The use of Information at different levels of Management: Operational, Tactical and Strategic levels. Strategic Positioning for information Resources. Managing the ir Finances: setting a reasonable level ir Investment and Expenditure. Managing the ir Human Resources: Management of the ir Skills Matrix. Preparing the IT/iR Strategic Plan - ir Blueprint and ir Investment Roadmap. Setting up an ir Management Structure.

7 Introduction to IT Security and Business Continuity Planning Programme Code: S091112S Date Thursday, 12 November 2009 Mr. Jefferson Wat, MSc. in Computer Science, BSc., FITA, HKCS Life Fellow, Director of CPU-I. Mr. Wat is a 30-year IT veteran with large scale information technology especially in software development and management. Mr. Wat has worked for IBM, Renful Chinese Computer, Jardine Logica, Unisys (Sperry). He has taught at the Hong Kong Management Association on Internet Technologies, at the PolyU and the Hong Kong Productivity Council on e-business, and at the Applied Science & Technology Research Institute on Software Development Process Improvement and related tools. He is an advisor to the Hong Kong Computer & Emergency Response Team on Information Security issues. Seminar Information Technology, Risk Management Foundation Level * - General awareness of the competency. Apply the knowledge in a limited range of situations. All users of IT as well as those who are in management position responsible for overall operations of the business The seminar will introduce the basic Information Security principles and policies, to promote awareness of the potential risks and threats of a computer network connecting to the Internet, and to introduce some of the preventive measures that can be taken to guard against threats. IT is also an important tool to ensure business continuity. With proper planning and use of IT capability, companies can continue to operate during period of disaster such as fire and flood in the office, bird flu pandemic etc., when staff could not return to their normal work place. Topics include: Managing Information Security. - Information security needs. - Security risks. - Unauthorised access. - Hacking. - Frauds. - How to safeguard? - Secure remote access strategy. - Secure communications. - Internal security controls. - Comply with policies. - Shared responsibilities people, process, technology. - Policy sample. Operation Contingency Plan. - Risks management. - Contingency plan and set up. - Testing of contingency plan. - Plan maintenance.

8 Multi-Locations Work Environment and Daily Work Management Programme Code: S091116S Mr. Samson Chow Director, Norray Professional Computer Ltd Date Monday, 16 November 2009 With 23 years of experience in the IT industry, Mr. Chow managed many software projects and delivered numerous training programmes on computer related subjects. Software development projects managed by Mr. Chow includes tailor-made solutions for specific clients and industries, a computerised accounting package and most recently, a Customer Relationship Management System (CRM) that gives businesses an effective and efficient boost in managing their customers. In addition to the vast experience in software development, he has over 15 years of teaching experience. He was the course leader for one of the courses on the ITAA QF syllabus. More recently, he has devoted part of his time as a volunteer for an non-profit organisation, he teaches computer application programs to under-privileged school students in rural China and acting as the Information Technology Director. Seminar with tools demonstration Information Technology Foundation Level * - General awareness of the competency. Apply the knowledge in a limited range of situations. CPAs who want to work more efficiently with other people in multiple locations. The objective of this seminar is to demonstrate some useful technology and applications that facilitate team work among team members in multiple locations. Topics included: 1. Conducting an effective multiple location meeting using free technology such as Skype. 2. Demonstration of a Daily Work Management System which facilitates, with a simple click on the computer: to document and keep track of work and tasks. to allocate tasks to staff and colleagues. to follow up work that have been assigned to others/subordinates. to manage simple projects, tasks or jobs. to provide transparency through a system that can be shared by participants.

9 HONG KONG INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS CPD ENROLMENT FORM (For Support Programme) To confirm your CPD booking, just log on to MyCPA at Operation & Finance Department, Hong Kong Institute of CPAs, 37/F, Wu Chung House, 213 Queen s Road East, Hong Kong Payment & Enrolment Status Enquiry: finance@hkicpa.org.hk Fax : Deadline: 7 working days before the date of the programme Course Information Enquiry: cpd@hkicpa.org.hk FOR OFFICE USE No. Membership Full Name of Participant(s) No. Status (1) (Block Letters) Company CT System (2) Programme Code Fee (HK$) Total (HK$) I am unemployed and planning to rejoin the workforce. The Institute reserves the right to allocate places to enable the enjoyment of more members in this event. The Institute s decision is final. Applicant must submit the enrolment form 10 working days before the event. Contact Person : Tel No. : Fax No. : Payment Method (Please tick the appropriate box) Cheque (payable to Hong Kong Institute of Certified Public Accountants ) Cheque No.: Visa / Master Credit Card Card Number : Cardholder s Name : (Please print) Date : Bank: Card Expiry Date (month/year) : Cardholder s Signature : FOR OFFICE USE Auth. Code No. Handled by Date Notes: 1. Membership Status: NP = Non-Practising, P = Practising, IA = International Affiliate, S = Student, HKIAAT = HKIAAT Student or Member, GAA = GAA Passport holder, NM = Non-Member. 2. Please put a in this column to indicate you wish to register by Computerized Ticketing System. Instead of a ticket you will receive a confirmation receipt by post. Details of the system can be found at 3. All applications are on a first-come-first-served basis. In the event of over-subscription, priority will be given to members and students of HKICPA. 4. Application by fax will ONLY be accepted when payment is made by Visa/Master credit card. Please ensure all the particulars relating to payment are completed, otherwise the application cannot be processed. There is NO need to send in the enrolment form again if it has already been faxed to the Institute. 5. Cheque(s) should be made payable to Hong Kong Institute of Certified Public Accountants. Please issue SEPARATE CHEQUE for each event. 6. Successful applicants will receive admission ticket or confirmation notice (for those who opt for Computerised Ticketing System) at least 3 working days before the event. Unsuccessful applicants will also be notified around the same time. If you have not heard from the Institute regarding your registration 2 days before the event and if you have other enquiries related to the programme, please make enquiry at or NO REFUND/CANCELLATION will be entertained after the application is processed. If you are unable to attend the enrolled programme, you may nominate a substitute to take your place, provided that the Institute is notified in writing at least two working days prior to the event date. 8. All scheduled events will be cancelled and postponed to a date to be announced in the event of typhoon signal no. 8 or above or if a Black Rainstorm warning is hoisted. For details of bad weather arrangement for CPD programmes, please refer to the Institute s homepage. 9. The Institute reserves the right to change the venue, date or speaker of the event due to unforeseen circumstances. 10. All personal data collected from the enrolment process, and administration of the CPD Programmes will only be used for the purpose of the administration of the course on which members are enrolled. Please fill in the following label CLEARLY for mailing of admission ticket: Name : Name : Company : Company : Address : Address :