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Understanding Financial Statements To Set Up Key

Perfomance Indicators For High Performance
Organisation
Overview

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A practical and comprehensive approach for any staff in a statutory body, government agency
or public corporation to understand the financial statements, made simple, to run its business
or to protect its investment or to manage the business left by its Ministries.
Obviously a supervisor, executive or manager, appointed by the Ministry, is expected to read,
analyse and interpret the financial goals set by them. These days our Malaysian economy is
adversely affected by the poor performance of Global economy, everyone, especially
government departments or agencies, will have to be watchful of its own performance.

Effective key performance indicators then enable YOU, managers, head, and other staffs to
keep their fingers on the pulse of your department or agency 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. You can use them too.

So, whatever the situations may be, either good or bad times, you must know how to set up
practicable KPIs distinctly so that your team can follow. Then you have to be finance savvy
with the understanding of the accounting and the financial statements to map your KPI and
other goals

Learning Outcomes

Key Objectives

To lay down your expectation of whats constitute a good operated department/agency

To avail to all available accounting information to assess and set up own goal posts to
achieve
To maintain a continuous vigilance on the management of department/agency by all
staffs
To appraise goals and strategies planned as well as to make immediate correction on
these strategies,
To learn how to plan and set up Realistic Key Performance Indicators that would guide
you out of any economic crisis
To 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

Who Must Attend

After completing the course, you will be able to develop your personal skill in reading and
interpreting the accounting issues and the impacts from these financial statements, and at the
same times, you would be confident enough to set down the various key performance
indicators better.
This "Understanding Financial Statements To Set Up Key Perfomance Indicators For High
Performance Organisation| intensive training program is suitable for Supervisors, Executives,
Assistant Managers,Manager, Accountants,Department Heads,General Managers and Senior
Management

Course Details

DAY ONE
Module 1:FULL SET OF ACCOUNTS AND HOW TO READ ITS NUMBERS FOR
BUSINESS

Nature and limitations of financial statements

Measurement and interpretation
Current trends in accounting procedure
Some pertinent Financial Reporting Standards

Module 2:TECHNIQUES OF FINANCIAL STATEMENT ANALYSIS

Corporate financial statements

Statements of causes and changes
Changes in financial position
CASE SITUATIONS: GUTHRIE INDO and MPLANT

Module 3: VARIATION IN INCOME

Statement accounting
Analysis of gross profit margin

 Analysis of variation in sales

Analysis of variation in cost of goods sold
Module 4:REVIEWING BASICS OF FINANCIAL STATEMENTS
Balance sheet
Profit and loss statement
Different ratios and percentages

Module 5: STATEMENT OF CASH FLOW

Cash flow from operating activities
Cash flow from investing activities
Cash flow from financing activities
Module 6:STATEMENT OF RETAINED EARNINGS

DAY TWO
Module 7:ASSET MANAGEMENT

Managing debtor policy

Stock valuation methods
Depreciation
CASE SITUATION: TH HIN

Module 8: MORE RATIOS

Investment ratios and how to use them
CASE SITUATIONS: KPJ and KULIM
Module 9: FINANCIAL PLANNING

Break-even analysis
Leverage
Decision tree analysis
Cost-benefit analysis

Module 10: FINANCIAL REPORTS MEASURE PERFORMANCE

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, and Cash Flows Statement

Module 11: BUSINESS MODELS FOR ALLOCATION OF RESOURCES

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 MAYBANK, MAS, and CPIB

Methodology

Course Leader

Mr Lee

B Econ (Hon) AIB D.MM

C.FP AIBM
Certified Professional Trainer

He has more than22 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.

Lee holds Honours Degree in Economics (major in Business Administration) from Universiti
Malaya, Associate of Institute of Bankers (London), Diploma in Marketing Management (NPC)
Certificate in Financial Planning (MII), and Associate of Institu- Institut Bank Malaysia.

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This course is for in-house or be spoke.

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