FINANCIAL RATIO - POINTERS TO PROGRESS, PROFITABILITY AND PROSPERITY (1)
1. (A SIDC CPE-approved course)
Financial Ratio – Pointers to Progress,
Profitability and Prosperity
By attending the course, participants will be able to:
1. Analyse the financial Ratios to identify the company’s inner strength and weaknesses
2. Formulate financial and non-financial strategies to progress, profit and prosper further
3. Navigate/direct the company with the developed strategies towards the company’s vision and mission
4. Apply the employ the organic and transformational plans to achieve its profound results
5. Prescribe a holistic approach by stay focus on inner strength and response appropriately to the changes of
Profile of Mr. James Oh
James Oh BAC (Hons), LLB (Hons), CA (M), CPT, Author, Speaker and Chartered Accountant. He is a Chartered
Accountant with more than 20 years experience in the corporate fields. Served as Financial Controller (FC) both in
Malaysia and Singapore; has broad exposure; diversified experiences together with his passion, enthusiasm and
commitment that make him a significant difference maker.
James brings a truly unique perspective to his writings and talks. He has published five books, namely Better than The
Best, Letting Go and Moving On, Growing Your Wealth Exponentially, Mindset Shift: Employee to entrepreneur & Looking
Beyond Financial Statements. James specializes in helping people to develop practical financial skills, knowledge and
strong mindset. He is passionate about making finance relevant, understandable and fun. He empowers people to see
the invisible and do the impossible and also to apply financial management practices that suit their organization’s
needs and circumstances. He is passionate about helping people succeed in using their minds to see new opportunities
in life without losing sight of the details. That is, to see things in a new, fresh light and that’s very conducive to
James Oh’s approach is highly practical hands on, using only financial principles and theories that people need to know,
and building sane, sound, solid skills and knowledge. He is able to provide “real life” advice based on his experience
in FC roles and his experience of managing major Capital expenditure financing, implementing financial systems,
improving and reengineering financial processes and procedures and achieving ongoing efficiency savings. James is a
CPT graduate from Quest Learning Sdn. Bhd., Competent Communicator from Toastmasters International and a certified
Human Resources Development Fund Train-the Trainer by Human Resources Development Bhd. (PSMB)
Date: 18 April 2015, Saturday (Full Day)
Venue: Dewan Berjaya, Bukit Kiara Equestrian & Country Resort, Kuala Lumpur
CE/CPD/CPE: 10 CE Point / 10 CPD Points / 8 CPE Points
Instructor: Mr. James Oh
2. CE Course Itinerary
Time Function / Paper Title
8:30 - 9:00am Registration
9:00 - 10:00am Understanding what makes Progress, Profitability
Appropriate Perspective of Progress, Profitability and Prosperity
What makes progress, profitability and prosperity
Details discussion of what to focus to achieve Progress, Profitability and Prosperity in
today’s rapidly changing world.
10:00 - 10:30am Go Beyond the Numbers
Why do we need to go beyond the numbers. Cause and Consequences
Numbers provide us patterns and predictability based on the possibilities
Numbers can tell stories
A brief explanation of the Mission, Vision and Strategy.
Complete, comprehensive and clear approach – begin with strategy and vision,
end with models and analytical insights. Thus driving improved operational
decision making and business process.
The difference between core competencies and capability
Switching your mind and making transformational plans from intuitions to careful
assessments, evidence of business analyst tapping into the advancement of
10:30 - 10:45am Coffee break
10:45 - 1:00pm Main Type of Financial Ratio
This session explores what are the main types
Understand and interpretation of each and every ratio
Their relationship, function and limitations
What they tell us of our financial performance and position
Benchmark them against the industry so as to serve as pointers for profitability,
progress and prosperity
How to habituate ourselves with the use of mind faculties to uncover the hidden
to the casual observer and build competitive edges to our organizations.
make honest assessment of our position and use the ratios as navigator to our
Make wise use of your ratios, stay focus on your core competencies and response
well to the rapidly changes of the world to bring the company’s overall success.
Real life examples and discussion
1:00 - 2:00pm Lunch break
3. 2:00 - 3:30pm Inner Strength – Use the Various Financial Ratios to develop your inner strength
and build competitive edge
This session explores the various financial diagnosis, meanings, relationships,
dimensions and their implications. Benchmarking, efficiency and improvement
Where they are and how they want to be?
How to shape its predetermined strategically and transformational plans to achieve
its breakthrough results?
Hand on practice, Walmart, Sony
3:30 - 3:45pm Coffee break
3:45 – 4:15pm Cash Conversion Cycle
4:15 - 5:00pm How are you going to response to the rapidly changes to The External Factors
(Market Driven) and stay ahead
The various external factors are discussed
i) Industry Trend - Competitive edge
ii) International markets, currency exchange ratios and interest Rate regime
iv) Technological influences
Summaries and Q & A
4. CE COURSE REGISTRATION FORM
Title of Course: Financial Ratios: Pointers and Progress, Profitability and Prosperity
Speaker: Mr. James Oh
Date: 18 April 2015 / Saturday [Full day]
Venue: Dewan Berjaya, Bukit Kiara Equestrian & Country Resort
Jalan Bukit Kiara, Off Jalan Damansara, 60000 Kuala Lumpur
Registration: 8.30 am – 9.00 am
Time: 9.00 am – 5.00 pm
Early Bird Special; RM 280 (FPAM Member), RM 400 (Non-members)
Payment by 1st
Normal – RM 320 ( FPAM Member), RM 450 (Non-members)
Fee includes seminar materials, buffet lunch and refreshments.
Instructions: Please fill-up this form and fax to +603 7954 9400 or e-mail to email@example.com by 1st
April 2015 for early bird discount.
CE Points (FPAM):
Payment/Invoice: By cheque: Payable to ‘Financial Planning Association of Malaysia’.
Address: Unit 305, Block A, Phileo Damansara I, Jalan 16/11, off Jalan Damansara,
46350 Petaling Jaya, Selangor.
By credit card: We will process and charge your credit card upon receipt of this form.
This page serves as our official invoice. No further invoice will be issued.
Terms: Registration is on a first-come-first-served basis. Confirmation is subject to payment
before the course. Walk-in participant/s will be admitted on the basis of space
availability. FPAM reserves the right to amend the program, speaker, date, venue, etc,
without prior notice.
Enquiries: Send e-mail to firstname.lastname@example.org or call Cik Aniza at +603 7954 9500
YES, PLEASE REGISTER ME!
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