i 3 BAR Business Analytics and Reporting

Transcription

1 i 3 BAR Business Analytics and Reporting Intelligent Excel models that transform business reporting Melbourne 7 9 August, November Sydney July, November Spreadsheets remain the predominant tool for reporting, analysis, budgeting and forecasting purposes by all companies. However, few are trained to realise their full potential. i 3 BAR is a three-day, certified course that provides the methodology and know-how to build integrated and intelligent Excel models. + + Achieve greater speed and efficiency in reporting + + Save time through accurate ways of automating data + + Understand the key components of an integrated model + + Learn intelligent budget modelling processes + + Present concise information to management quickly with maximum data integrity + + Create fully functional reports for responsive decision making, maintaining your advantage in 2012 It s a simple but very powerful workshop that will help make our life much better. It is practical and can immediately be applied to our work life. Jeffrey Lam, CPA 21 CLAIM UP TO CPD hours 1

2 i 3 BAR Business Analytics and Reporting About the program i 3 BAR is a three-day, certified hands-on course designed to help finance professionals achieve greater speed and efficiency in preparing reports, budgets and projections. It provides guidance on how to save time through efficient and accurate ways of automating data updating, including training in how to enhance the visual presentation of Excel-based reports. Presented by international finance experts. This course was developed to empower accountants to solve their needs in two main areas of responsibility: + + Business and management reporting + + Forecast and annual budgeting i 3 BAR exploits the power of Excel to build integrated, interactive and intelligent models for business analytics and reporting. + + Integrated: best practice of structured spreadsheet design for flexibility and accuracy + + Interactive: get immediate answers with the click of a button + + Intelligence: enable good decision making for sustainable competitive advantage. Course structure Pre-course preparation In advance of the hands-on training you will be provided with a source file designed to ensure you are familiarised with the Excel functions that will be used in the training. This will be provided to you upon registration. Three-day intensive i 3 BAR course Day 1: Data empire, advanced solutions, product and country report models Day 2: Business reporting model Day 3: Budget and planning cycle Post-course project work Participants will be guided in applying the new i 3 BAR concepts to build interactive Excel models to resolve current work issues. Certificate of Competency An internationally recognised Certificate of Competency is awarded to participants who successfully submitted and assimilated the i 3 BAR concepts in building a working model. Active Community of Practice i 3 BAR alumni can tap into the network for additional support in excel modelling to continue your learning journey. Relevance, practicability and the foundations that the course gives enabled me to bring it immediately onboard in the workplace and make a positive impact. Career Guidance System ACQUIRE KNOWLEDGE CPA Australia s Career Guidance System supports your career development by assisting you to assess your knowledge and skills and access the resources that will increase your knowledge and competencies. For more information and to assess your business knowledge visit careerguidancesystem. cpaaustralia.com.au Expert DEFINE GOAL Career Personal Technical v Guidance Businessss Leader System DETERMINE PATH i 3 BAR covers the business knowledge area and will provide enhanced knowledge with a strategic perspective on the topics, and will focus on the evaluation and synthesis of concepts. Suitable for leaders and specialists looking to achieve an expert level of competency in the area. It is suitable for all accounting and finance professionals including CEOs, CFOs, business owners, bankers, brokers and those in practice who advise them. Prerequisites It is recommended that participants have been using Excel at an expert level for at least two years. ASSESS COMPETENCIES Effectiveness Leadershipersh Vonny Suyono, CPA 2

3 i 3 BAR integrate, interactive, intelligence 1. integrate multiple data sources Program Outline Day 1 Data empire, advanced excel solutions, product and country report models Integrate multiple data sources + + Understand the key components of an integrated model Input, logic, presentation blocks Construct and design a database Database design rules + + Understand bad practices that lead to static reports + + Discover the secrets of interactive reports illustrated in three case studies 2. Build and present interactive reports Day 2 Business reporting model Build and present interactive reports + + Understand the principles of developing interactive charts that change at the click of a button + + Incorporate interactive commentaries that auto-reflect changes made in data + + Turn the integrated, interactive model into an easy-to-navigate board presentation 3. Budget simulation and intelligence Day 3 Budgeting and planning cycle Budget simulation and intelligence + + Common reasons for delay in budget completion + + Design of input templates incorporating data validation and protection + + Modelling business processes to develop intelligent budget models for P&L, cash flow and balance sheet Capital expenditure authorisation model + + Beyond budgeting: use model to review business processes and re-engineer balance sheet + + Develop a what-if simulation model to aid good decision making 3

4 International speakers Mr Tang is a member of the Institute of Chartered Accounts in England and Wales (ICAEW), and a Fellow of the Institute of Certified Public Accountants of Singapore (ICPAS). He served as a member of the ICPAS Council from and was the Chairman of its IT Services Committee. He was also part of the governing body of XBRL International, a consortium that develops and promotes the XBRL standard for electronic financial reporting. Mr Tang has a track record of over three decades of business and financial analysis in financial institutes and public-listed companies. Drawing on his extensive experience, he was instrumental in the development of the Institute s programmes. Ms Chong is a member of the Institute of Certified Public Accountants of Singapore (ICPAS). She holds an MBA and is a Certified Microsoft Office Specialist. Ms Chong s industry experience spans 16 years and includes auditing, financial analysis, management reporting and enterprise system implementation. She has served in management positions for companies in the financial, commercial and education sectors. While a Financial Controller at a multinational company, she received various global awards in management reporting that credited her achievements in the areas of accuracy, timeliness and effective presentation. Her inspiring and engaging presentation style has motivated many course participants to exceed their own expectations, and make dramatic transformations in the workplace. This course has helped thousands of accountants worldwide to transform their business reporting Testimonials Here is what international course participants have said about i 3 BAR: Thanks for presenting an outstanding course, with an outstanding level of enthusiasm and presentation style. I haven t previously witnessed something that is so relevant to ALL business, whether large or small. If only these methodologies were taught during our original training as accountants, there would have been a lot of wasted time saved. But now I know how some of this is done, it is time to seize the opportunity and change the way I think for the rest of my career! The course exposed me to ideas and techniques which enable powerful and efficient use of Excel to process data which I would never have contemplated on my own. The course and supporting material were exceptionally well structured and excellently presented, building my confidence while developing the understanding required to take these concepts forward. I thoroughly enjoyed the course and would strongly recommend it to anyone using Excel on a daily basis who is looking to review their current working practices and reports, and by imaginative thinking and a bit of time, take them to the next level. I have shrunk a 36 pages report to just 3 pages and that helped to sustain the interests of the management team during the short 30 minutes presentation. Turnaround time of budget scenario simulation used to comprise rounds and rounds of follow up meeting. This model allows instant budget simulation to be conducted in 1 short meeting, facilitating efficient decision making. Time saved equates more timely and effective decision making. This model has allowed management to quickly and easily analyse the key metrics of the business, without having to perform additional ad hoc analysis themselves. This model has also reduced the time to prepare the monthly Buyer reporting, by 90 per cent, and with a much reduced error rate. View more testimonials at i3bar.com 4

5 Order Form 2012 i 3 BAR Business Analytics and Reporting SOURCE CODE: TR Enquiries Choose a workshop 2. Register your details 3. Make your payment 4. Agree to terms & conditions Time: 9.00AM 5.00PM Address Date Code VIC 7-9 Aug 2751 Training choice Ground Floor, 50 Queens Street, Melbourne VIC Nov 2752 Training choice Ground Floor, 50 Queens Street, Melbourne NSW Jul 2751 Training choice Level 6, 1 Elizabeth Plaza, North Sydney NSW Nov 2752 Training choice Level 6, 1 Elizabeth Plaza, North Sydney Lunch, morning and afternoon tea is provided. Please advise if you have any special dietary requirements. Dress code is smart casual. 2.1 Are you a CPA Member? Yes è Provide your membership number... No è Provide your non-member ID Provide your name and details Copy this form for multiple registrations Mr Miss Mrs Ms Other... First Name Last Name Organisation Position Postal Address Private Company Postcode Contact phone number ( ) Contact Tell us about any special dietary requirements 3.1 Choose your option and fee (incl GST) Type Rate Fee Workshop Early Bird CPA member $2,400 Workshop Early Bird Non-member $2,880 Workshop CPA member $2,640 Workshop Non-member $3,170 è Total $ Choose how you would like to pay Send your payment with this form Pay by cheque or money order Payable to CPA Australia Ltd è Go to 3.3 Pay by CPA American Express or Amex Visa MasterCard Diners Card number Expiry date / Name on card è Cardholder s signature Date 3.3 Sign section 4 and send your order and full payment* Fax Credit card only Mail CPD Registration CPA Australia Ltd GPO Box 2820 Melbourne VIC 3001 * When we process your payment we will send you a confirmation letter. Present this letter to gain entry. 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By completing this form, you agree to the use of your personal information by CPA Australia to contact you about our products and services, to disclose to third parties providing services to CPA Australia, and for internal purposes. CPA Australia processes payments for CPD Events using online technologies. All transactions processed by CPA Australia meet industry security standards to ensure your details are protected. Tax invoice: Where an individual registration is for less than $1000 (incl GST) this document becomes a tax invoice for GST purposes upon completion of payment. NOTE: Individual forms must be completed for each attendee. Please sign and date below. è Signature To agree to above & for tax invoice Date. If you do not wish to receive further CPD information by mail, tick the box and fax to CPA Australia on (do this in addition to mailing/faxing your order) I do not wish to receive CPD material by mail CPA S2_WL 01/2012 CPA Australia Ltd ABN