CLARIDEN

Singapore | Sydney | Melbourne | Dubai | Hong Kong | London | New York | San Francisco | Toronto | Auckland

CLARIDEN GLOBAL FINANCE LEADERSHIP INSTITUTE

ADVANCED MODELING WITH EXCEL VBA, DATA ANALYSIS AND ADVANCED EXCEL FUNCTIONS 2017 February 15 - 17 (Melbourne) February 20 - 22 (Sydney)

Augment Your Financial Models with Practical VBA Skills

AUSTRALIA Melbourne: InterContinental Melbourne The Rialto | Sydney: InterContinental Sydney

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.

CONTENTS

3

The Clariden Experience

4

Why Clariden Global Executive Education?

5

Advanced Excel Modeling: VBA, Data Analysis and Advanced Excel Functions 5 7 8 9

12

Program Introduction Faculty Director Program Overview Program Outline

Concurrent program: Delivering Powerful, Concise and Persuasive Financial Presentation to Stakeholders and Shareholders 12 14 15 16

Program Introduction Faculty Director Program Overview Program Outline

18

Participating Companies

19

Testimonials

20

In-house Custom Executive Programs

21

Contact Us

22

Registration

THE CLARIDEN EXPERIENCE ENJOY LEARNING WITH THE FIRST-CLASS, WELL-ROUNDED EXPERIENCE

To maximize both your enjoyment and professional development, Clariden Global holds its executive programs at five star hotels, some of which include:

Shangri-La Hotel, Singapore Singapore

InterContinental Melbourne The Rialto Melbourne, Australia

Amidst lush gardens, this 3-wing luxury hotel is 6 km from the iconic Marina Bay Sands resort and 9 km from Sentosa. 

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. 

Conrad London St James London, United Kingdom

Grand Hyatt: Union Square San Francisco Hotel San Francisco, United States

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. 

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.

Terms & Conditions: Clariden Global International Limited reserves the right to change the venue of the program due to reasons beyond their control. Contact Pravind Ravindran, Program Director at +61 3 9909 7310 | [email protected]

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5,000+

10,000+

Companies

Participants

15+

50+

Countries

Industries

WHY CLARIDEN GLOBAL EXECUTIVE EDUCATION? GLOBAL 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 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 PARTICIPANTS Clariden 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 LEADERSHIP To 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

PROGRAM B ADVANCED MODELING WITH EXCEL VBA, DATA ANALYSIS AND ADVANCED EXCEL FUNCTIONS

PROGRAM INFORMATION DATES 15 - 17 February 2017 (Melbourne) 20 - 22 February 2017 (Sydney) LOCATION Sydney: InterContinental Sydney Melbourne: InterContinental Melbourne The Rialto

PROGRAM ADVISOR Pravind Ravindran Email: [email protected] Phone: +61 3 9909 7310

TUITION FEES Early 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).

FACULTY DIRECTOR Jon von der Heyden •

Leading financial 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

PROGRAM ESSENCE According to an SAP CFO research in 2015, majority of financial executives emphasize the importance of improving efficiency in financial 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 financial planning and analysis would yield substantial financial benefits. 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 routine tasks and set the foundation for more sophisticated financial models. Led by Jon von der Heyden, a leading and renowned financial 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 and consolidation so that you can perform better and more

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

5

PROGRAM B ADVANCED MODELING WITH EXCEL VBA, DATA ANALYSIS AND ADVANCED EXCEL FUNCTIONS

complex data analysis. You will also learn increase your model efficiency 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 scenario manager, PowerQuery and PowerPivot to produce better analysis, reports and dashboards. At the end of the program, you will walk away with enhanced confidence in utilizing solid VBA and advanced functions with Excel that will help you produce better analysis, better reports and better decisions.

KEY BENEFITS •

Understand what is VBA, its difference from Macros, its benefits and limitations as well as its role in financial modeling

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Build a solid foundation for VBA, including the Excel Object Model, variable definition, data types, codes for specific tasks as well as best practices in VBA programming

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Confidently navigate through the Visual Basic Editor and Developers Tab of Excel

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Learn to write simple VBA script that allows for replication and customized data manipulation

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Develop advanced looping routines to automate repetitive tasks

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Best practices and systematic review of VBA project to identify error and check for sound logic, formatting and ease of use

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Explore additional native tools such as Power Query and Power BI that can enhance the efficiency of financial modeling

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Effectively utilize native Excel scenario manager and VBA to overcome its limitations

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Understand and develop user-defined functions based on common needs to simplify otherwise complex calculations

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Create a fully functional Add-in wizard that allows data consolidation, extraction and manipulation

WHO WILL ATTEND THIS PROGRAM This program is designed for Financial Planning and Analysis professionals with at least intermediate proficiency in Excel and a solid foundation of accounting, finance and financial modeling knowledge, including but not limited to: • • • • • • •

Chief Finance Officer 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

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

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PROGRAM B ADVANCED MODELING WITH EXCEL VBA, DATA ANALYSIS AND ADVANCED EXCEL FUNCTIONS

FACULTY DIRECTOR Jon von der Heyden Independent Financial Modeling Expert and Trainer

Jon von der Heyden is a leading and renowned financial 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 financial 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.

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

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PROGRAM OVERVIEW ADVANCED MODELING WITH EXCEL VBA, DATA ANALYSIS AND ADVANCED EXCEL FUNCTIONS

OVERVIEW As many organizations focus on cost reduction to increase competitiveness, the finance 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 their peers, through a combination of automation and more efficient use of resources. In addition, 83% of finance 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, to increase the speed, accuracy and functionality of the financial models. Therefore, it is urgent for FP&A professionals and modelers to become VBA-proficient to achieve greater performance for the entire finance 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 foundation for more sophisticated financial models. Led by Jon von der Heyden, a leading and renowned financial 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 and consolidation so that you can perform better and more complex data analysis. You will also learn increase your model efficiency 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 scenario manager, PowerQuery and PowerPivot to produce better analysis, reports and dashboards. At the end of the program, you will walk away with enhanced confidence in utilizing solid VBA and advanced functions with Excel that will help you produce better analysis, better reports and better decisions.

CPD CERTIFICATION DETAILS This course has been independently certified 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 certificate of completion.

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

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PROGRAM OUTLINE ADVANCED MODELING WITH EXCEL VBA, DATA ANALYSIS AND ADVANCED EXCEL FUNCTIONS

09:00 - 17:00 / 15 & 20 February 2017 Day One: Introduction to VBA Programming 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 Exercises A 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

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

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PROGRAM OUTLINE ADVANCED MODELING WITH EXCEL VBA, DATA ANALYSIS AND ADVANCED EXCEL FUNCTIONS

09:00 - 17:00 / 16 & 21 February 2017 Day Two: Beyond the Macro Recorder 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 Tasks Learn different loop methods such as: • • •

Do While/Until to loop through files 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 Exercises Handle 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, filtering, sorting) Tables (creating, referencing, deleting from and appending to) Names (creating, referencing and evaluating)

Debugging and Error Handling – with Exercises Learn 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 Exercises A 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.

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

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PROGRAM OUTLINE ADVANCED MODELING WITH EXCEL VBA, DATA ANALYSIS AND ADVANCED EXCEL FUNCTIONS

09:00 - 17:00 / 17 & 22 February 2017 Day Three – Complete a Project User Defined Functions (UDF’s) – with Exercises UDF’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 specific element from a delimited text string GetNumber: Gets a number from an alpha-numeric text string

Consolidate data – with Exercises Build a wizard that facilitates quick and easy data consolidation from multiple files in a directory folder • • •

Do While/Until to loop through files 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 Exercises Build 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

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

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YOU MAY BE INTERESTED IN PROGRAM A DELIVERING POWERFUL, CONCISE AND PERSUASIVE FINANCIAL PRESENTATIONS TO STAKEHOLDERS AND SHAREHOLDERS

PROGRAM INFORMATION DATES 20 - 21 February 2017 (Melbourne) 23 - 24 February 2017 (Sydney) LOCATION Sydney: InterContinental Sydney Melbourne: InterContinental Melbourne The Rialto

PROGRAM ADVISOR Pravind Ravindran Email: [email protected] Phone: +61 3 9909 7310

TUITION FEES Early Bird 1 (Register & pay by 21 December 2016): AU$2,595 Early Bird 2 (Register & pay by 18 January 2017): AU$2,795 Regular Tuition Fees: AU$2,895 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).

FACULTY DIRECTOR Deborah Torres Patel •

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

PROGRAM ESSENCE 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 buyin 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

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

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PROGRAM A DELIVERING POWERFUL, CONCISE AND PERSUASIVE FINANCIAL PRESENTATIONS TO STAKEHOLDERS AND SHAREHOLDERS

delivering your message. You will discover how to communicate complex financial information and deliver it in a way your audience can easily understand. You will learn strategies to communicate effectively and prepare yourself to handle tough questions especially when faced with skeptical audience or when delivering bad news. By the end of the program, you will be able to deliver a presentation that positively conveys your organization’s financial performance and achieve an optimal response from your shareholders.

KEY BENEFITS •

Learn the essential elements of a powerful opening and making a great first impression

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Use simple language to explain complex and abstract financial reports and ideas

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Communicate verbally and non-verbally with influence and impact

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Learn critical do’s and don’ts for visual aids and financial reports

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Build confidence and trust with stakeholders and shareholders

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Get buy-in and understanding when reporting performance

•

Speak persuasively and confidently to your colleagues when discussing change

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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

WHO WILL ATTEND THIS PROGRAM 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.

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

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PROGRAM A DELIVERING POWERFUL, CONCISE AND PERSUASIVE FINANCIAL PRESENTATIONS TO STAKEHOLDERS AND SHAREHOLDERS

FACULTY DIRECTOR Deborah Torres Patel 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.

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

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PROGRAM OVERVIEW DELIVERING POWERFUL, CONCISE AND PERSUASIVE FINANCIAL PRESENTATIONS TO STAKEHOLDERS AND SHAREHOLDERS

OVERVIEW As CFOs and Finance Executives, it is essential to provide financial advice and communicate results to your shareholders in a clear and concise manner, to enable them to make sound business decisions. However, it can be challenging to convey complex financial data to your board members in a way that is easy to understand. Specially designed for senior financial executives to ensure effective financial communication with your shareholders, this highly interactive 2-day program will provide CFOs and emerging finance leaders with time-tested techniques to ensure clarity, confidence and impact when delivering your message. You will learn how to communicate complex financial information that is important to your audience and deliver it in the most effective manner that communicates with your stakeholders.

CPD CERTIFICATION DETAILS

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 certificate of completion.

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

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PROGRAM OUTLINE DELIVERING POWERFUL, CONCISE AND PERSUASIVE FINANCIAL PRESENTATIONS TO STAKEHOLDERS AND SHAREHOLDERS

09:00 - 17:00 / 20 & 23 FEBRUARY 2017 DAY 1 – MORNING Look, Sound and Be Confident Speaking in Front of Groups • • • • • • • •

3 Pillars of Executive Presence Essential elements of an excellent first impression How to gain credibility in the opening moments of your presentation Demonstrating leadership through your non-verbal communication How to look and sound confident, 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

DAY 1 – AFTERNOON 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 financial presentations to achieve best results Practice turning your complex data into clear, impressive communication and receive expert feedback

09:00 - 17:00 / 21 & 24 FEBRUARY 2017 DAY 2 – MORNING Make the Best Impression with Shareholders and External Stakeholders • • • • • • •

•

Design your presentation materials and financial 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

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

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PROGRAM OUTLINE DELIVERING POWERFUL, CONCISE AND PERSUASIVE FINANCIAL PRESENTATIONS TO STAKEHOLDERS AND SHAREHOLDERS

DAY 2 – AFTERNOON 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

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

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PARTICIPATING COMPANIES

More than 5,000 companies have participated in our programs

ADVERTISING, INTERNET, MEDIA, PUBLISHING BBC Worldwide CNN eBay LinkedIn MediaCorp Saatchi & Saatchi Singapore Press Holdings The Financial Times The Hoffman Agency The Walt Disney Company Thomson Reuters CONGLOMERATE Fraser & Neave General Electric General Motors Mitsubishi Monsanto Siemens AG Sodexo FINANCIAL SERVICES, INSURANCE Bank 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, BEVERAGE Coca-Cola Beverages Danone Ferrero Heineken McDonald PepsiCo

GOVERNMENT, NONPROFIT Australian Securities and Investments Commission Central Provident Fund Board Changi Airport Group Economic Development Board GIC NSW Treasury Serco Temasek Group HEALTHCARE, PHARMACEUTICALS Abbott Laboratories Eu Yan Sang Glaxosmithkline Hoffmann-La Roche Johnson & Johnson Merck Pfizer Sanofi HOSPITALITY CapitaLand Far East Organization Frasers Hospitality Hilton Worldwide Marriott Hotels Pan Pacific 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 RESOURCES Caltex Chevron ConocoPhillips ExxonMobil Maersk

Petronas Santos Saudi Arabian Oil Schlumberger Shell PROFESSIONAL SERVICES AECOM Aon Hewitt Ernst & Young PricewaterhouseCoopers RETAIL, TRADE Adidas Cargill DFS Harvey Norman Hennes & Mauritz IKEA L’Oreal Marks and Spencer NTUC Fairprice Tesco TECHNOLOGY, ELECTRONICS 3M Apple Canon Dell Hewlett Packard Intel Technology Lenovo Micron Technology Microsoft Oracle SAP Sony Electronics TE Connectivity TELECOMMUNICATIONS Ericsson Nokia Olive Communications Singtel Starhub Tata Communications Telstra Verizon Vodafone TRANSPORTATION Auckland Transport Cathay Pacific Airways Dubai Air Navigation Services New Zealand Transport Agency Fiji Airways Metro Trains Melbourne NSW Trains SBS Transit

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

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FACULTY DIRECTOR JON VON DER HEYDEN’S TESTIMONIALS

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Finance Director TE Connectivity Germany GmbH

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“

Great, condensed overview in three days enabling me to have a broad understanding of key topics and theories and a repository to go back to if more details are needed. Great facilitators

This was an excellent session. Very informative and a very knowledgeable presenter. Really good and would like to see what other courses are available.

Commercial and Finance Officer TDSi2

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

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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:

Jon von der Heyden Independent Financial Modeling Expert and Trainer Jon von der Heyden is a leading and renowned financial 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 financial 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.

CONTACT US PROGRAM ADVISOR Pravind Ravindran Email: [email protected] Phone: +61 3 9909 7310

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

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CONTACT US

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 PROGRAM Pravind Ravindran Email: [email protected] Phone: +61 3 9909 7310 REGISTRATION & PAYMENT MATTERS Email: [email protected] Phone: +61 3 9909 7310 CUSTOMIZED PROGRAMS Pravind Ravindran Email: [email protected] Phone: +61 3 9909 7310

SINGAPORE Email: [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 LONDON Email: Phone: Fax: Address:

[email protected] +44 (0) 20 7129 1222 +44 (0) 84 3218 0413 1 King Street London, EC2V 8AU United Kingdom

AUSTRALIA Email: [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

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

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CLARIDEN REGISTRATION PROGRAM FEES Program

1st 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

Program A (Feb 20-21, Melbourne | Feb 23-24, Sydney): Delivering Powerful, Concise and Persuasive Financial Presentations to Stakeholders and Shareholders

AU$2,595

AU$2,795

AU$2,895

Program B (Feb 15-17, Melbourne | Feb 20-22 Sydney): Advanced Modeling with Excel: VBA, Data Analysis and Advanced Excel Functions

AU$3,465

AU$3,665

AU$3,765

4 WAYS TO REGISTER

3 PAYMENT METHODS

Email: [email protected]

By Cheque/ Bank Draft

Fax: +61 3 9909 7788

By Telegraphic Transfer

Call: +61 3 9909 7310

By Credit Card An invoice and registration confirmation 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.

Website: www.claridenglobal.com GROUP DISCOUNTS 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. 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.

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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:______________ Seminar(s): Program A: Melbourne Program B: Melbourne Sydney Sydney

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1st Participant Name (Mr/Mrs/Ms):_________________________________ Job Title:___________________ Department:__________________________ Telephone:_________________________ Fax:_________________________ Email:_________________________________ Date of Birth:______________ Seminar(s): Program A: Melbourne Program B: Melbourne Sydney Sydney

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1st Participant Name (Mr/Mrs/Ms):_________________________________ Job Title:___________________ Department:__________________________ Telephone:_________________________ Fax:_________________________ Email:_________________________________ Date of Birth:______________ Seminar(s): Program A: Melbourne Program B: Melbourne Sydney Sydney

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1st Participant Name (Mr/Mrs/Ms):_________________________________ Job Title:___________________ Department:__________________________ Telephone:_________________________ Fax:_________________________ Email:_________________________________ Date of Birth:______________ Seminar(s): Program A: Melbourne Program B: Melbourne Sydney Sydney

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FOR OFFICIAL USE FEE RECEIVED

REFERENCE L7018_L7020/ZY/PR

ALL PAYMENTS MUST BE RECEIVED IN ADVANCE OF THE EVENT.

VENUE AND ACCOMMODATION INFORMATION InterContinental Melbourne The Rialto

InterContinental Sydney The Rialto

15 - 17 February 2017 20 - 21 February 2017

20 - 22 February 2017 23 - 24 February 2017

495 Collins Street Melbourne, 3000 Australia

117,Macquarie St, Sydney NSW 2000, Australia

+61 3 8627 1400

+ 61 2 9253 9000

http://www.melbourne. intercontinental.com/

http://www.ihg.com/ intercontinental/hotels/gb/eb/ sydney/sydha/hoteldetail

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 confirmation.

CANCELLATIONS AND SUBSTITUTIONS *All cancellations must be received in written form. Once we have received your booking, the place(s) are confirmed. 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 qualified 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 confidence. It will be added to our database for the primary purpose of providing you with information about future events and services.