Mark Twain
Setting KPIs in Turbulent Time
7th-8th October 2009, Legend Hotel Kuala Lumpur
Dear Friend,
Could you imagine driving your car without a speedometer or gas gauge? Driving solely based on your rear-view mirror? This is exactly the situation now exists in today's current financial crisis that also ravages the Malaysian economy. The Malaysian economy will shrink by more than what was predicted for the year given the current economic backdrop. "It will definitely be a little lower than the -1% predicted for the whole year," our Deputy Finance Minister said.
Effective key performance indicators then enable businessmen, managers and staffs to keep their fingers on the pulse of their companies to ride out of this recession. KPIs are financial and non-financial measures to help you define and evaluate how successful you had been, typically in terms of making progress towards your long-term goals.
The GLC Transformation manual of the Malaysian government had again set up another benchmark for the Malaysian companies to adopt; either to fend off business closures or to grow aggressively for the benefits of the shareholders. Thus KPIs are given by the Board to the management of the companies. Some called these KPIs as scorecards, which include in details the initiatives or thrusts or stretch targets for every CEO to yield the agreed profitability. So, whatever rates of return planned are not based only on the capital of the shareholders but also on the debt financing of the assets now owned by the business. There must be enough funds to cover OPEX and CAPEX. Otherwise, YOUR business will fail.
What is this workshop all about?
This workshop is designed to enable you to realistically assess your business and then set up the attainable KPIs that you and your staffs can quickly exercise them to navigate your ways out of the abyss of uncertainty in this troubling crisis. The program will illustrate the actual and large case situations of the GLCs and PLCs commonly encountered, the arguments made by corporate institutions in setting their own KPIs, ways companies may want to direct its staffs to achieve their critical success factors and its future plan, and go through a business model to navigate your ways out of this financial crisis. You will be exposed to numerous simple but practical accounting tools to achieve your goals in the business.
This 2 day workshop cover the 6 crucial lessons
Lesson 1: A situational analysis of the business environment so as to set up in advance the strategic growth of the business in these troubling days
- What is SWOT Analysis?
- Why concern with the Strengths, Weaknesses, Opportunities and Threats of your Business?
- What is Balance Scorecards?
- Why set your Visions and Mission?
- What are the uses for Strategies and Critical Success Factors?
- How to lay down and prioritise the Key Performance Indicators?
- CASE STUDY on Balance Scorecards
Lesson 2: The growth of a company is solely dependent on its own assets and the resources of its shareholders to set up realistic KPIs
- What is Leverage?
- Why prefer Quantitative Analysis to Qualitative Analysis?
- Why bother to compare ROA to ROE or to ROI?
- Why study the ROI in detail?
- What are the benefits of these Rates of Return?
- How financial leverage or debt separates ROE from ROA?
- What's about other social or political targets?
- CASE SITUATIONS on Tenaga, MBB, Proton, Sime Darby, KYBB, YKGI, & MAS
Lesson 3: Use the existing financial reports to gauge and measure the performances of the business yesterday, today and tomorrow
- What is Fundamental Analysis?
- How to use Annual, Management and Auditor Reports?
- How to probe the Income Statement, Balance Sheet and Cash Flow Statement?
- Why pay attention on the Notes to Financial Statement?
- CASE STUDIES on CPIB, &l Cash Flows Statement
Lesson 4: Business model is about how company makes money, which also tells how well it manages its assets and resources to remain steadfastly in the market
- How Fundamental Analysis assesses Liquidity, Asset Quality, Earnings, Leverage, Debt Service Coverage, Profitability and Growth?
- How to use P/E ratio as a guidepost?
- How P/E ratio can lead to Dilutive or Accretive deals that can or will not benefit the shareholders?
- How a business model remains the bedrock of every successful business?
- CASE STUDIES on MAS, & CPIB
Why should you attend this workshop?
You will learn the 6 essentials skills that could make a BIG impact to your business success.
You will learn how to:
- Use the SWOT Analysis to realistically gauge your past performances in these trying moments
- Apply the Balance Scorecards to set up your Strategies, Critical Success Factors, Visions & Mission, Future Plan and Key Performance Indicators
- Plan and set up Realistic Key Performance Indicators that would guide you out of this crisis
- Probe on how to survive or even perform better in your business
- Look at the historical performance data to estimate the future performance of your business, especially today
- Plan a business model to achieve the KPIs
Course Leader
aGEE Lee has more than 22 years of experience in the commercial banking in Malaysia and has worked in Malayan Banking Berhad and seconded to Kwong Yik Bank Berhad in 1980 to set up a Legal Documentation Department.
He started as a trainee officer moving up to Branch Manager, Loan Manager managing Corporate and Commercial Loans and finally as Head of Loan Recovery Division bringing down NPLs to RM65m from RM800m.
He also worked in a property development company, then constructing a condominium and Nilai 3, for 2 years, and involved in a manufacturing company before working for 2 years in a construction company, executing federal contracts on roads, schools and colleges, in Kota Kinabalu, Sabah.
Besides marketing and approving the commercial loans, he was instrumental in setting up the Loan Recovery Section supervising about RM1.9b NPLs and was involved in structuring loans and lecturing modules on debt collecting and legal documentation on securities for 13 years.
His last appointment was with Hong Leong Bank Berhad in 2003/4 as Head of Remedial Management Department.
Agee Lee holds Honours Degree in Economics (major in Business Administration) from Universiti Malaya, Associate of Institute of Bankers (London), Diploma in Marketing Management (NPC) and Certificate in Financial Planning (MII).
He is now a Training Consultant for IBBM, MIA and Banks in Malaysia and Vietnam. Currently he has been giving talks on practical topics that will boost skills and confidence of participants.
What others have to say after they have attended aGEE workshop
“Informative and good personal experience from the speaker”
Wilson Wong, Schenker Logistics (M) Sdn Bhd
“Job well done”
Chong Kim Cheng, WRP Specialty Products (M) Sdn Bhd
“Relevance to the working environment and filled with examples”
Choo HC, Teck Ping Chan (1976) Sdn Bhd
“Overall session has gone with good presentation in improving planning & leveraging cash flow”
Mohd Asrizan, Neural Oilfield Service Sdn Bhd
“I like best about the discussion on real life cases during the session”
Munirah Othman, Selia Selenggara Selatan Sdn Bhd
Who Should Attend
Senior Executives, Managers, Financial Controllers, General Managers, Businessman, CFO, COO, CEO and Directors.Workshop Size
Registration is strictly to the first 25 people. This cannot be altered. If the past is any indication of the future, spaces fill up very quickly. If you are interested in attending, call us now or download the registration form here and fax it back to us at ++6 03 40235716.HRDF Claimable
This workshop is claimable under the HRDF SBL Scheme. Checks with your department to make sure you are eligible.Tax Deductibility
In all likelihood this seminar is tax deductible. Check with your accountant to be sure.Workshop Investment $$
RM 1690.00 per delegates. This includes all workshop materials. Lunch will be provided.Early Bird Offer!!
If you register yourself EARLY, you will enjoy a discount of RM100.00. For more information, please refer to the registration form here.
Group Discount!!!
If you register in group of 3 persons or more, you will enjoy additional 5% discount, and if your group are 5 persons or more, you will get a much greater discount of 7%, and 10% discount shall be entitled for group of 8 persons or more. So get your friend or colleagues to register with you!
100% Satisfaction Guaranteed
We understand that some of you don't know us. That is why we make this workshop a 100% satisfaction guaranteed. If for any reason whatsoever you don't feel like you have received more than your money worth by lunch break, simply hand in your materials for a complete 100% refund. No weasel clauses, no hassles, no questions asked. We won't lie, as rarely we have to make refund to our participants; however it is our integrity which makes our business successful.
If you like what you have gone through so far, you may register yourself by downloading the full brochure here, and fax the registration form back to us at ++6 03 40235716. And if you happen to have some friends or colleagues who are looking for ways to improve their company overall performance, please forward this link to them.
Yours Sincerely,
BIZFinanceSeminar.com
Tel: ++6 03 40216000
Fax: ++6 03 40235716
Email: bfs@bizfinanceseminar.com
