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    Event Profile
    Class/
    Online
    Classroom
    Date April 10 - 11, 2025
    Time 9.00am to 5.00pm
    Venue Hotel Grand Pacific Singapore
    101 Victoria Street
    Singapore 188018
    Fee
    9% GST will apply
    SGD 1200.00
    3 & above: SGD1160.00 each
    For Member
    SGD 1140
    3 & above: SGD1102 each
    NoteTwo tea breaks and buffet lunch will be served. Limited complimentary car parking coupons are available upon request.
    Other Date(s)1) Jun 19 - 20, 2025
    2) Aug 21 - 22, 2025
    3) Oct 23 - 24, 2025
    Trainer
    Activity
    You may reach us via
    T: 6204 6214
    E: info@ccisg.com
    Alternatively, you may send below details to register
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    Name, Job Title, Email
    - The Tools You Need to Succeed as a Non-financial Professional

    Whether it’d small mom-and-pop business or the gargantuan Apple, Inc., every business keeps track of its financial activities and its financial condition. You can’t run a business without an accounting system that tells you whether you’re making a profit or suffering a loss, whether you have enough cash (or access to capital) to support on-going operations, or your bank account balance is approaching zero, and whether you’re in good financial shape or are on the edge of bankruptcy.

    Finance Essential course is largely about business accounting and finance. This course helps you to have a basic understanding on how business transactions are recorded in the accounts of a business and the financial statements that are prepared for a business to report its profit and loss (the income statement), financial condition (the balance sheet), and cash flows (the statement of cash flows). It also explains how business managers, executives and analysts use accounting information for decision making.

    Most business managers have limited accounting backgrounds. And most have their enthusiasm for learning more about accounting well under control. But, down deep. They’re likely to think that they should know about accounting and finance. As a non-finance business manager of executive You should find this course helpful even if you just deep your toes in.

    In this course, you will learn to enjoy finance, accounting and a brief introduction to business valuation.

    Together, we’ll learn how to read financial statements (i.e Profit & Loss, Balance Sheet and Cash Flows) and analyse key financial ratios) and principles/application of business valuation.

    I hope you enjoy your journey into Finance and Accounting. Welcome to Finance Essentials for Managers ; The Tools You Need to Succeed as a Non-Financial Professional.

    Let’s Begin!
    Jeffrey Lee
    Objective
    At the end of this highly engaging training, successful participants will learn to:
    • Understand the difference between Accounting and Business Finance.
    • Read Financial Statements of Business (income statement, balance sheet and cash flow statements).
    • Interpret Financial Statements
    • Understand and apply key financial ratios to drive business performance measurement.
    • Forecasting Financial Statements and Budgeting
    • Understand the principles of Business Valuation
    Outline
    Introduction to Accounting and Finance
    • Understand the difference between Accounting and Finance
    • Revenue – the primary driver of Financial Statements
    • What causes Revenue to rise and fall?
    • Direct versus Indirect Revenue
    • How companies often forecast revenue?

    Introduction to the Income Statement
    • Revenue vs Cost of Goods Sold (COGS)
    • Gross Profit and Gross Margin
    • Revenue Recognition vs Cash Flow
    • Definition of Operating Expenses
    • Operating Profit and Operating Margin
    • Below The Lines Items
    • Fiscal Year vs Calendar Year
    • Earnings Per Share

    Introduction to Balance Sheet
    • Why does Balance Sheet exist?
    • Current Assets vs Non-Current Assets
    • Current Liabilities vs Non-Current Liabilities
    • Equity
    • How is the Income Statement connected with Balance Sheet?
    • Balance Sheet Analysis

    Introduction to the Cash Flow Statement
    • Why does Cash Flow Statement Exist?
    • Section 1 of the Cash Flow Statement – Cash Flow from Operations
    • Section 2 of the Cash Flow Statement – Cash Flow from Investments
    • Section 3 of the Cash Flow Statement – Cash Flow from Financing

    Introduction to Financial Ratios
    • Profitability Ratios from Income Statement
    • Profitability Ratios from the Income Statement and Balance Sheet
    • Debt Ratios from the Balance Sheet
    • Analysing Financial Ratios

    Introduction to Forecasting Financial Statements and Budgeting
    • Why the need for Forecasting and Budgeting?
    • Budget Planning and Budgetary Control
    • Financial Modelling TIPs.
    • Creating your Financial Model
    • 3 Simple Rules to creating your Financial Model

    Introduction to Business Valuation
    • Introduction to Price/Earnings Valuation
    • Introduction to Price/Revenue Valuation
    • Introduction to Discounted Cash Flow (DCF) Valuation
    Who should attend
    • This course is suitable for non-finance executives from senior and mid-managers, supervisors to those who seek to improve their knowledge and/skills to read and understand accounting and finance for business.
    Methodology
    • Highly experiential with bite size lectures, individual and group discussions and case studies.

    • 2 Days per training session. (Program may be adjusted to 1 Day according to request )
    Jeffrey Lee Hing Hook's Profile

    • Heidelberg Senior Executive Leadership Program | Heidelberg Academy/Oxford University
    • Fellow of Chartered Management Accountants (FCMA) | AICPA & CIMA, UK
    • Chartered Accountant | Institute of Singapore Chartered Accountants (ISCA)
    • Advance Certificate in Performance Leadership (ACPL) | Institute of Adults Learning Singapore
    • Khrysalis Coaching Certification Programme | International Coaching Federation (ICF)


    Jeffrey Lee is an Acrredited Certified Adults Learning and Performance Facilitator (ACPL) woith the Institute of Adults Learning Singapore and also on the path to becoming a Certified Practising professional Coach. He motivated to constantly develop his skills and grow professionally. He has a proven ability to organize and facilitate management and team building training programs and activities (internally) for some of the MNC’s and Companies he worked with in his past employments.

    Presently Jeffrey is providing Fractional CFO services , Independent Director and Business Consultant to Small and Medium Enteprise Businesses.

    Prior to his current roles, Jeffrey Lee spent close to 40 years at Senior Management Roles as Chief Financial Officers and other Corporate Functions. He is a dynamic and forward-thinking financial executive with comprehensive experience in driving profitability, leading corporate restructuring, and fostering business growth across diverse sectors.

    An experienced CFO/Senior Management and Finance Leader with extensive work experience and knowledge in all financial matters including audit, finance and business management in industries relating to Technology, Government, Insurance, Consumer Financing, Manufacturing & Distribution , Leisure and Travel related sectors. Jeffrey Lee is a performance-driven professional with extensive practical experience in Senior Management/Finance Executive roles across international markets in Asia Pacific, Middle East, Africa, and the Americas. Known for business and financial advisory/consulting, with specialization in strategic business planning, corporate finance & financial management, finance transformation, talents development, business/corporate restructuring, M&A and enterprise risk management.

    Skilled in corporate restructuring, finance transformation, and mergers & acquisitions. Solid history of managing large, multicultural teams and translating complex challenges into actionable outcomes. Eloquent Communicator, adept at liaising across all corporate levels to drive commercial success and business growth. A Financial leader with strong track record in finance and accounting, strategic planning, risk management, and financial analysis.
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