strategic financial planning & modeling...

Duncan Williamson

• Author of “Excel Solutions for Accountants” book series• Seasoned trainer and business consultant in Financial, Management Accounting and Spreadsheet Modeling• International experience includes multimillion dollars projects and consultancies in Europe, Middle East and

Asia Pacifi c• Solid commercial experience in process industries, product cost consulting and the oil and gas sector

Strategic Financial Planning & Modeling Series

Knowledge for the world business leaders C L A R I D E N June - July 2016

Stamford Plaza, Auckland

This Program Has Been Independently Certifi ed and Accredited by CPD, an Internationally Recognized Certifi cation Board

Session A: Financial Modeling for Financial Analysis, Forecasting and Budgeting in Excel21 - 22 July 2016 (Thursday & Friday) | Stamford Plaza, Auckland

Session B: Strategic Financial Planning, Forecasting and Budgeting for Improved Profi tability9 - 10 June 2016 (Thursday & Friday) | Stamford Plaza, Auckland

2 Separately Bookable Sessions in 1 Location:The two sessions are designed to provide participants with best practices and top strategies on strengthening their organizations’ fi nancial planning, by applying best practice Excel techniques in their fi nancial analysis, budgeting and forecasting processes. Participants are strongly encouraged to att end both sessions to maximize their learning and bring these skills and actionable plans back to their workplace.

Alan Fell

• Member of Beyond Budgeting Round Table (BBRT) (UK)• Senior Associate of the Balanced Scorecard Institute (BSI)• Led over 300 conferences, seminars and workshops over the past 17 years in a wide range of international locations• Recognized by George Washington University for his excellent training programs

Contact Admissions Offi ce at +61 3 9909 7310 | [email protected] | www.claridenglobal.com

“Valuable knowledge gained” - Philip Morris Sdn Bhd

“Knowledge and vast experience of the trainer that transformed theory into real – life practice approach. Rembell Group is fantastic organizer that delivers what promises.”

- Integrated Petroleum Services Sdn Bhd

“Alan is very well versed in the subject areas and I would defi nitely recommend him National Economic and Fiscal Commission. Very articulate and has in-depth knowledge on subjects presented.”

- Telikom PNG

Alan Fell is a leading, internationally recognized and respected specialist, with over 40 years of fi nancial and businessexperience in strategic performance management – both in policy formulation and in practical application roles. Alanhas wide practical experience of budgeting and forecasting techniques and has particular interest in the linkage of budgeting to other planning and performance measurement disciplines.

For the last 17 years, Alan has been operating as an independent management consultant and trainer, covering a widebreadth of closely related topics – from strategic planning and execution through to detailed budgeting and balancedscorecard. He has led more than 300 conferences, public training seminars and customized in-house training in awide range of international locations, especially in the Middle East/Gulf region, followed by Asia, South Africa,Europe as well as the UK.

Prior to that, he was a senior executive with a major UK commercial bank and in his most recent line managementrole, he was Head of Planning and Finance for a major division with 3,000 staff .

List of companies Alan has consulted with and trained:

FACULTY DIRECTOR

2016 Clariden Strategic Financial Planning & Modeling Series

Strategic Financial Planning, Forecasting and Budgeting for Improved Profi tabilitySession B: 9 - 10 June 2016, Stamford Plaza, Auckland

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Alan FellDirectorAlan Fell Consultancy Ltd., UK

• Member of Beyond Budgeting Round Table (BBRT) (UK)• Senior Associate of the Balanced Scorecard Institute (BSI)• Led over 300 conferences, seminars and workshops over the past 17 years in a wide range of international

locations• Recognized by George Washington University for his excellent training programs

• Bank of Papua New Guinea• Guinness Anchor Berhad• Maybank• Pacifi c Assurance Group• PNG Air Services• PTTEP• TAIB Bank

• Trukai Industries• CIMB• Celcom Axiata• Holcim• Mars• Bank Indonesia• Thai Oil Energy Services

This Program Has Been Independently Certifi ed and Accredited by CPD, an Internationally Recognized Certifi cation Board

Early Bird 1 (Register & pay by 12 April 2016):Early Bird 2 (Register & pay by 10 May 2016): Regular Tuition Fee:

Group discount of 10% for 2nd participant from the same organization. For limited time only by 10 May 2016 register 3 participants and the 4th participant will receive a complimentary seat (one discount scheme applies).

Program:

Dates: Location:

Strategic Financial Planning, Forecasting and Budgeting for Improved Profi tability 9 - 10 June 2016Stamford Plaza, Auckland

EXECUTIVE SUMMARY

ProgramEssence:


With rapid changes and uncertainties in the business market condition, traditional once-a-yearfinancial planning and budgeting no longer works as the management would be using outdatedfi nancial data to make critical decisions. Organizations today requires more agile financial analysis,budgeting and forecasting capabilities to help them make key business and financial decisions to stayrelevant amidst changing market conditions.

This two-day executive program is designed to help you improve your overall strategic financialplanning, budgetary and forecasting techniques. You will learn how to conduct rigorous financialanalysis to identify key drivers of business costs and profits to bett er manage budget and align itwith your business strategy. You will discover how to map and align your business plans into your financial planning, budgeting and forecasting cycle. You will acquire various effective methodologiesto measure, evaluate and re-calibrate your business performance to set goals and develop strategicplans for your organization. You will also gain a deeper understanding of your existing company’sfinancial performance and maximize your profits by managing costs, optimizing revenue and mitigating risks. At the end of the two-day program, you will become a bett er financial leader in analyzing your company’s financials, evaluating its performance and implementing new budgeting and forecasting techniques.

The Faculty Director, Alan Fell, brings a highly pragmatic, no-nonsense and robustly disciplinedapproach to the subject. The overall approach is that of higher-level strategic financial managementperspective and specifically designed for those at management and supervisory level. Throughoutthe program, there will be reference to many case study examples, including those from Alan’s 40+ years of financial and business experiences that have helped improve the bott om-line for many of his clients.

This interactive two-day executive program is launched concurrently with the Financial Modeling forFinancial Analysis, Forecasting and Budgeting in Excel. As both programs are designed to help youestablish the right finance capabilities for your organization to pursue growth, you are encouraged tosend in multiple participants to these two highly popular finance programs.

NZ$1,995NZ$2,195NZ$2,295

3


Strategic Financial Planning, Forecasting and Budgeting for Improved Profi tabilitySession B: 9 - 10 June 2016, Stamford Plaza, AucklandThis Program Has Been Independently Certifi ed and Accredited by CPD, an Internationally Recognized Certifi cation Board

• Develop and execute a strategic business plan that aligns with your financial plans, budgets and forecasts• Explore different forecasting and trending methods to foresee changing market trends and help you keep up

with the competition• Determine your cost drivers to bett er control your budget and maximize your financial outcomes• Assess and evaluate risk and uncertainty associated with budgeting, forecasting and cost control to improve

your forecasting accuracy• Conduct rigorous financial analysis to evaluate and forecast your future business performance• Design a financial strategy to measure your business performance and use it to optimize your revenue,

costs and cashflow• Discover the key outputs of your financial plans and budgets and use them to establish your key

performance indicators


LEARNING OBJECTIVES

WHO WILL BENEFIT THE MOST

CEOs, CFOs, VPs, MDs, GMs, Chief Accountants, Cost Controllers, Directors, Managers and Analysts, involved in:• Financial Planning / Finance Business Partners / Capital Planning• Management Accounting• Product Control• Planning & Budgeting• Costing • Forecasting & Financial Analysis• Auditing & Internal Control• Risk & Compliance • Statutory & Regulatory Reporting / Policy Planning• Business Planning / Strategic Planning / Business Development• Operations• Portfolio Managementand anyone with vested interests in forecasting trends at the strategic, tactical, operational and planning levels

PROGRAM INTRODUCTION

Deloitt e’s research (2014) into planning, budgeting and forecasting found that 37% of respondents admitt ed to a failure in aligning their planning, budgeting and forecasting effectively with corporate strategy. In these circumstances, there is a risk that the activities of the organization will be misdirected as well as lack focus, alignment and cohesion because expectations have not been properly set. For organizations operating in a world of continuous change, annual budgetsneed to be upgraded to include responsive, flexible continuous forecasting. Rolling forecasts offer greater visibility intofuture operating performance. Unlike budgets, they reflect the fact that operations don’t switch off at year-end.

This two-day Strategic Financial Planning: Financial Analysis, Forecasting and Budgeting executive program aims to provide you with the analytical skills to build on world-class practices into your company’s budgeting and forecastingsystems, and describes how to integrate business strategy, budgeting and forecasting into a single process. Movingaway from the limitations oft en associated with traditional static budgeting, this program will have a special focus on the growing trend to “Rolling” budgets and forecasts. You will get to learn firsthand about the “Beyond Budgeting”concept from a member of the Beyond Budgeting Round Table (BBRT) UK.

The Faculty Director, Alan Fell, brings a highly pragmatic, no-nonsense and robustly disciplined approach to the subject.The overall approach is that of higher-level strategic financial management perspective and specifically designed for those at management and supervisory level. Throughout the program, there will be reference to many case studyexamples, including those from Alan’s 40+ years of financial and business experiences that have helped improve thebott om-line for many of his clients.

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CPD CERTIFICATION DETAILS

This course has been independently certifi ed as conforming to accepted CPD guidelines. On 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 certifi cate of completion.

PROGRAM OUTLINE

DAY ONE

Business And Financial Strategy – And The Linkage To Budgeting• An overview of strategy management:

o Strategic analysis and strategic planningo Alignment of strategy to annual operating plans and budgetso The cascade of corporate strategy to business units or departmentso The imperative of successful execution, supported by robust and relevant monitoring of fi nancial and non-

fi nancial performance• Financial strategy and the use of the Balanced Scorecard to combine fi nancial and non-fi nancial strategic performance

measures• Integrating planning and budgeting: A recent case study on how to implement the general principles of this subject

into a pragmatically managed business

Aligning Budgeting and Forecasting• History and principles of budgeting• Traditional or historic budgeting: Oft en much maligned, but why is it so widely used and what benefi ts can it deliver• The common problems associated with traditional budgeting and how they can be avoided or minimized• Top-down and bott om-up approaches• Creating a “value-add” budget process, where business managers see budgeting as providing genuine help and

benefi t or value to the challenges of business management• Forecasting: How it diff ers from and aligns to budgeting

Newer Trends in Budgeting and Forecasting• What are the newer budgetary techniques and how do they compare with traditional or historic budgeting?• Advantages and disadvantages:

o Performance budgetingo KPI budgetingo Value based budgetingo Zero based budgetingo Activity Based Budgeting

• Creating a Performance Management culture based on good practices, where budgeting is undertaken within mod-ern management practices of accountability, change management, communication, leadership and a performanceor incentive culture

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DAY TWO

Going Beyond Budgeting - A Growing Concept • The sought-aft er benefi ts: How much is about changing the planning and budgeting process and how much is about

management philosophy and culture?• The key principles of Process and Leadership within Beyond Budgeting• Abandoning the negotiated annual performance trap: Incentivizing people to achieve market and benchmark suc-

cess, not to beat an internal negotiated budget• If budgeting is abandoned, what do we use instead? • What management tools are consistent with the principles of Beyond Budgeting?• How the Beyond Budgeting concept has grown internationally through to the present day – the Beyond Budgeting

Round Table

Rolling Budgets and Forecasts• The Rolling concept and its inherent benefi ts and downsides: If traditional budgeting is replaced by a Rolling ap-

proach, what can we NOT do in future• Rolling budgets or Rolling forecasts? Which works bett er? Understanding the management accountability implica-

tions• Diff erent aspects and types of Rolling: Explore the range and scope of possibilities. Should Rolling apply to strategic

and capital budgets? If so, conceptually how can this be done?• The behavioral disciplines: Rolling only works when management act professionally and do NOT play the typical

budgetary “games”. How can this be eff ectively implemented?• The 9 key “decision parameters” of practical implementation for Rolling

Financial Analysis and Variance Analysis• Looking at fi nance from a diff erent management perspective: Management accounting, not fi nancial accounting• How do we undertake relevant fi nancial analysis for our organization, unit and department? What is generic and

what should be specifi c?• How do we align the business needs of fi nancial analysis with budgetary techniques?• Variance reporting is too oft en a poorly handled aspect of business management, with bundled and generalized

analysis and commentary that strictly limits its usefulness to management. Explore how you can overcome these common limitations.

• Underlying causes, not just symptoms: How variances can be analyzed and presented?

Project and Capital Budgeting• Exploring the challenges of project budgeting and the associated capital expenditure, “capex” evaluation disciplines• The basic accounting diff erences between “opex” and “capex” and the consequences in the key fi nancial statements,

including depreciation treatment• The main challenges of project budgeting, combining capex and opex, plus contingency issues• Evaluating capital expenditure: Introduction to the discounted cash fl ow techniques and their practical application• Incorporating sensitivity analysis to support the decision-making process• Applying the necessary post-audit and post project evaluation discipline

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7Contact Admissions Offi ce at +61 3 9909 7310 | [email protected] | www.claridenglobal.com

Duncan Williamson is an author, trainer and business consultant specializing in Financial, Management Accountingand Spreadsheet Modeling with a sustained record of success established in the Financial and Commercialmarketplaces. He is an inspirational presenter whose excellent communication skills have been demonstrated acrosscountries and cultures assisting executive professionals to achieve their full potential.

Duncan’s international experience includes multimillion dollars projects and consultancies carried out in the MiddleEast, Africa, Central Asia, South Asia, the Caucasus, the Balkans, Central Europe and Denmark. In addition to workingas a consultant and trainer, Duncan worked in a wide variety of sett ings, ranging from working as a managementaccountant in process industries in the UK to product cost consulting in several industries in Eastern Europe and theOil and Gas industry in the Middle East.

Duncan has published widely over the years on cost and management accounting, and is a major contributor tovarious magazines, journals and websites. His latest book is Finance for the “Non Financial Manager” which has justbeen published, January 2016. Prior to that, he has writt en “Excel Solutions for Accountants” in three volumes in June2015, and “The Accounting and Bookkeeping Coach”, published in April 2014.

FACULTY DIRECTOR


Financial Modeling for Financial Analysis, Forecasting and Budgeting in Excel

Session A: 21 - 22 July 2016, Stamford Plaza, AucklandThis Program Has Been Independently Certifi ed and Accredited by CPD, an Internationally Recognized Certifi cation Board

Duncan Williamson

• Author of “Excel Solutions for Accountants” book series• Seasoned trainer and business consultant in Financial, Management Accounting and Spreadsheet Modeling• International experience includes multimillion dollars projects and consultancies in Europe, Middle East and

Asia Pacifi c• Solid commercial experience in process industries, product cost consulting and the oil and gas sector

ProgramEssence:

8Contact Admissions Offi ce at +61 3 9909 7310 | [email protected] | www.claridenglobal.com

Excel fi nancial modeling is the centre piece supporting major decisions in fi nancial analysis, budgetingand forecasting. Oft en, fi nancial executives rely on results from spreadsheet models to make strategicdecisions. However, fl awed models with poorly conceived objectives, layout and design result ininaccurate fi nancial analyses and costly errors that can be irreversible.

This highly practical executive programme will show you how to improve your fi nancial modellingand reduce your margin for error by building accurate and robust fi nancial models using a structureddesign strategy. You will be equipped with practical experience and cutt ing edge techniques on howto create powerful and accurate forecasting models in Excel to analyze data eff ectively. You will alsodiscover how to build robust budgeting models to predict revenues, control costs, manage risks; and provide sound justifi cation for critical business decisions.

You will learn how to analyse your fi nancial statements more eff ectively and realise the pitfalls whenextrapolating your future performance and perform strategic fi nancial planning more eff ectivelyusing simulations and scenario analysis in Excel. Additionally, you will be introduced to BusinessIntelligence (BI) where you will discover the strength of Power Query, Power Pivot and Power BI.

By the end of this course, you will be able to use and incorporate important analytical models(ie spreadsheet modeling, optimization and simulation) to help you improve your managerial and fi nancial decision making.

Program:

Dates: Location:

Financial Modeling for FinancialAnalysis, Forecasting and Budgetingin Excel21 - 22 July 2016Stamford Plaza, Auckland

EXECUTIVE SUMMARY

Early Bird 1 (Register & pay by 12 April 2016):Early Bird 2 (Register & pay by 10 May 2016): Regular Tuition Fee:

Group discount of 10% for 2nd participant from the same organization. For limited time only by 10 May 2016 register 3 participants and the 4th participant will receive a complimentary seat (one discount scheme applies).

NZ$1,995NZ$2,195NZ$2,295

This interactive two-day executive program is launched concurrently with the Financial Analysis, Forecasting and Budgeting for Improved Profi tability. As both programs are designed to help you establish key fi nance capabilities that will advance your organization as it pursues growth, you are encouraged to send in multiple participants to these highly popular fi nance programs.




• Construct a robust fi nancial model from scratch, or modify and improve an inherited model • Identify key cost, revenue and fi nancial drivers and integrate them into your fi nancial model to improve

forecasting and budgeting accuracy• Create a 3-way fully integrated model using Income Statement, Balance Sheet and Cash fl ow Statement• Compliment proactive and reactive cost management practices for optimal budgeting• Build dynamic, powerful and concise fi nancial dashboards, reports and charts for management presentation• Improve Financial Model Analysis using Scenario Modelling, Breakeven Analysis, Ratio and

Variance Analysis, KPI’s and ROI


LEARNING OBJECTIVES

WHO WILL BENEFIT THE MOST

CEOs, CFOs, VPs, MDs, GMs, Chief Accountants, Cost Controllers, Directors, Managers and Analysts, involved in:• Financial Planning / Finance Business Partners / Capital Planning• Management Accounting• Product Control• Planning & Budgeting• Costing • Forecasting & Financial Analysis• Auditing & Internal Control• Risk & Compliance • Statutory & Regulatory Reporting / Policy Planning• Business Planning / Strategic Planning / Business Development• Operations• Portfolio Managementand anyone with vested interests in forecasting trends at the strategic, tactical, operational and planning levels

PROGRAM INTRODUCTION

According to Deloitt e’s research (2014), collecting, aggregating and analyzing data via the ubiquitous spreadsheet remains challenging for most businesses, making their process of dynamic forecasting and planning slow, opaque and prone to error. Where purpose-built soft ware is employed, its modeling and analytical capabilities are oft en not properly exploited. Although Excel spreadsheets are highly useful for designing financial models, many users are not aware of, or do not maximize the features built into the Excel package. This leads to costly, undetected errors in worksheets which may result in poorly made business decisions based on flawed financial models, oft en detrimentalto future business performance.

Aimed at all finance professionals involved in the analysis and preparation of budgeting and forecasting, this executive program will equip you with the practical experience and cutt ing-edge design ideas to create powerful and accurate forecasting models in Excel to bett er analyze data, build bett er budgeting model, predict revenues, control costs, manage risks - and justify critical business decisions. Using Excel, you will learn how to assess your business performance and bett er forecast your budget by using a plethora of financial ratios to analyze your key financial statements. Discover the issues you need to consider when conducting budgeting and forecasting activities as well as the pitfalls involved when extrapolating your future performance. You will also learn how to perform strategic financial planning more effectively using simulations, sensitivity and scenario analysis in Excel. Moreover, you will pick up practical, quantitative tools to create robust budgeting models that accommodate for risks and variances. By the end of this course, you will be able to use and incorporate important analytical models (i.e. spreadsheet modeling, optimization and simulation) to improve your business and financial decision-making.

Catering to all levels of financial modeling analysis knowledge as well as Excel proficiency, this course will enableyou to build a powerful and concise financial model through a step-by-step approach integrating a blend of real-lifecase studies, practical examples and advanced Excel tools. Aside from the program booklet, you will also receivenumerous practical Excel example files which you can refer to and practise at your workplace.

9




CPD CERTIFICATION DETAILS

This course has been independently certifi ed as conforming to accepted CPD guidelines. On 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 certifi cate of completion.


DAY ONE

Preamble• Introduction - Modeling as a Communication Tool• Model Mapping & Stakeholder Objectives• Model Structure• Dashboard Analysis• Modeling Principles (Best Practice Modeling)• Financial Analysis, Forecasting and Budgeting Overview

Budgeting• Key Elements to building a Budget• Importance of budgeting and the budget cycle• Types of budgets and budgeting methodologies

o Incrementalo Top Downo Bott om Upo Combination Top Down and Bott om Up

• Budget risk• Factors to consider in developing a budget• Developing a budgeting model

Budget Management• Managing costs

o Proactive v Reactive Cost Managemento Understanding cost driverso Direct & Indirect Costso Cost Volume Profi t (CVP) and breakeven analysiso Activity Based Management and Activity Based Costing principleso Inventory managemento Debtor factoringo Value chain analysis

Forecasting• Key Elements to building a Forecast• Various forecast methods• Diff erence between forecasting and budgeting• Integrating Forecast and Budget

PROGRAM OUTLINE

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Actual Data• Incorporating actual data as it becomes available• Keeping a consistent level of granularity• Creating a Functional Actual/Budget/Forecast model

Variance Analysis• Flexible budget variances• Operational versus planning issues• Key variances

o Sales price o Sales volumes o Sales mix o Materials o Labour o Overheads

• Modeling variance analysis: management by exception

DAY TWO

Creating a Fully Integrated Model • Cash model versus accruals based model• Purpose of fi nancial reporting/fi nancial statements• Three key and inter related fi nancial statements:

o Income Statement o Balance Sheet o Cash Flow Statement

• What three way integration means

Financial Analysis• Key concepts of fi nancing:

o Risk o Return o Ranking

• Accounting ratios including Return of capital

Data Analysis• Using trend analysis• Using PivotTables• Using One Variable and Two Variable data tables• How Goal Seek, Scenario Manager and SOLVER may help• Scenario, sensitivity and simulation analysis• Strategic Options Analysis

Dashboard Analysis• Introducing the Dashboard• How to create a dynamic dashboard• Key Data Selection• Say it with charts: using the right chart at the right time


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Analysing Financials• Methodologies

o Why choosing the correct methodology is important• Ratio analysis (eg profi tability, liquidity, solvency, gearing and investor ratios)• Analysis of results including KPIs and Benchmarks• Importance of notes to the accounts• Variance analysis (effi ciency v eff ectiveness, operational v planning)• What fi nancials may not tell you (eg cyclicality, seasonality, segmentation, confi dentiality)

Further Application• Understanding equity and enterprise valuations• How statements are used for various valuation techniques:

o Net Present Value o Future Sustainable Earnings o Earnings Multiples o Economic Value Added o Fair Value of Identifi able Net Assets o Dividend Discount Model

Business Intelligence• Big data & data analysis • Excel’s Power Query and Power Pivot• Introducing Microsoft ’s free data analysis product Power BI

REGISTRATION PAGE

Knowledge for the world business leaders C L A R I D E NSTRATEGIC FINANCIAL PLANNING & MODELING SERIES

June - July 2016 | Stamford Plaza, Auckland

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.

Please register the following participant for this seminar.(Please tick □ to select your seminar(s). You may tick more than one.)

GROUP DISCOUNTS

VENUE AND ACCOMMODATION INFORMATIONStamford Plaza AucklandJune - July 201622-26 Albert Street Auckland,1001 New ZealandTelephone: +64-9 309 8888Facsimile: +64-9 379 6445Email: [email protected]

FOR OFFICIAL USE

FEE RECEIVED REFERENCE L6159_L6158/EC/ML

Session

Session A: Financial Modeling for Financial

Analysis, Forecasting and Budgeting in Excel

(21 - 22 July)

NZ$1,995

NZ$1,995

NZ$2,195

NZ$2,195

NZ$2,295

NZ$2,295

Session B: Strategic Financial Planning, Forecasting and Budgeting for Improved

Profi tability(9 - 10 June)

1st Early Bird Fee Per

Participant (If payments

& registrations are received by 12 April 2016)

2nd Early Bird Fee Per

Participant (If payments

& registrations are received by 10 May 2016)

Regular FeePer Participant

PROGRAM FEES

1st Participant Name (Mr/Mrs/Ms):_____________________________________Job Title:___________________ Department:_____________________________Telephone:___________________________ Fax:___________________________Email:_____________________________________ Date of Birth:______________

2nd Participant Name (Mr/Mrs/Ms):_____________________________________Job Title:___________________ Department:_____________________________Telephone:___________________________ Fax:___________________________Email:_____________________________________ Date of Birth:______________

3rd Participant Name (Mr/Mrs/Ms):_____________________________________Job Title:___________________ Department:_____________________________Telephone:___________________________ Fax:___________________________Email:_____________________________________ Date of Birth:______________

4th Participant Name (Mr/Mrs/Ms):_____________________________________Job Title:___________________ Department:_____________________________Telephone:___________________________ Fax:___________________________Email:_____________________________________ Date of Birth:______________

Seminar(s): Session A Session B□ □




Group discount of 10% for 2nd participant from the same organization. For limited time only by 10 May 2016 register 3 participants and the 4th participant will receive a complimentary seat (One discount scheme applies).Note: GST is applicable to participants from Singapore registered companies.

This course has been independently certifi ed as conforming to accepted CPD guidelines. Delegates must register at the start and close of each workshop to be awarded a certifi cate of att endance. Participants may earn CPD hours aft er att ending this executive program

EARN CPD HOURS

PAYMENT METHODS

4 WAYS TO REGISTER

Email: [email protected]

Fax: +61 3 9909 7788

Call: +61 3 9909 7310

Website: www.claridenglobal.com

HOW TO REGISTER AND PAYAn invoice and registration confi rmation will be sent within 7 days, please contact us if you have not heard from us within 7 days. Payment can be made by credit card, by bank transfer or by cheque. ALL PAYMENTS MUST BE RECEIVED IN ADVANCE OF THE EVENT.

ACCOMMODATIONAccommodation 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 confi rmation.

CANCELLATIONS AND SUBSTITUTIONSOnce we have received your booking, the place(s) are confi rmed. 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 beredeemed for 1 program and is valid for only one (1) year from date of issue.Substitution with a qualifi ed 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.

ALL CANCELLATIONS MUST BE RECEIVED IN WRITTEN FORM

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.ENQUIRIES: If you have any queries about registration or payment please do not hesitate to contact our client services department on +61 3 9909 7310.

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 confi dence. It will be added to our database for the primary purpose of providing you with information about future events and services.

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BY CHEQUE / BANK DRAFT :Made payable to CLARIDEN GLOBAL INTERNATIONAL LIMITED and mail to: 3 International Business Park, #04-29, Nordic European Centre, Singapore 609927

BY TELEGRAPHIC TRANSFER TO:Bank Name: Standard Chartered BankBank code: 7144Bank Branch code: 001Bank Address: 6 Batt ery Road, #01-01 Singapore 049909Bank Account No: 0107775042Bank Account name: CLARIDEN GLOBAL INTERNATIONAL LIMITEDSWIFT Code: SCBLSG22

Please note that all bank charges are to be borne by participants. Please ensure Clariden Global International Limited receives the full invoiced amount.Note: Please include invoice number on all payment types and yourcompany’s name in your payment instructions for our reference.CREDIT CARD:To make payment by credit card, please call our client services hotline at+61 3 9909 7310.

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