SUPPORTED BY:

FINANCIAL DASHBOARD
FOR REPORTING
24 & 25 June 2019 (Monday & Tuesday),
Pullman Kuala Lumpur Bangsar

In the world of business, key insights from financial reporting play an important role in decision making.
However, with the voluminous amount of data to manage, how are you able to understand and tell the story
behind the numbers?

Financial data is valuable only when the user is able to understand, interpret and communicate its key insights.
Hence, learn to unlock vital information from your data, make it easily accessible to the people who need it,
and you will become a valuable asset to your organisation.

This programme will show you ingenious excel functions and charts to help you create easy yet effective
dashboard reports, and by combining What-If analysis functions and buttons, will enable interactive
management analysis. In short, you are on your way to creating a business intelligence tool!

OBJECTIVES PROGRAMME OUTLINE

This programme seeks to help you to:
• Use Excel to prepare dashboards
—making use of advanced features
in Excel
• Understand the difference between
reports and dashboards
• Design an effective finance dashboard
that draws focus
• Use Excel functions creatively to
manage data and link to objects
• Learn good practices when building
charts and graphs
METHODOLOGY
Lectures, group discussions, role plays,
games, and hands-on exercises.
Pre-Requisite: Minimum Intermediate-
level Excel and Basic Financial
Knowledge.
WHO SHOULD ATTEND
Introduction: Get It Right From the Start
• Essential Excel tools and functions
• What is a dashboard?
• Usage and importance of dashboard
• Data visualisation
• Differences between a report and dashboard
• Key steps in dashboard reporting for success
• Do’s and Don’ts of designing a dashboard
The Model: Interactive Financial Dashboard
• Created dashboard that incorporates key
elements of financial health
– Variance analysis, Key Performance
Indicators, Analyse Opex by month and
category, High-level progression from Sales
to Net Contribution
• Prepare a one-page summary of important
financial information, which inter-relates
between different parts of the financials
• Show organisation’s overall health and
direction with simple and easy to understand
visuals in graphical ‘whole pictures’
• Utilise visuals to provide decision-support
data insights, to improve communication
with key management especially non-finance
persons, so everyone can understand,
appreciate and follow the ‘big picture’ clearly
• Use speedometers to give instant visual
meaning to numbers, to enable quick
assessment of the organisation’s overall
financial health
Protect & Share: Protect and Share
Your Dashboard
• Protect your dashboard to ensure data
integrity and data security
• Ease navigation around the worksheet with
user-friendly buttons
• Present with ease by linking your dashboard
into PowerPoint

• Accountants
• Financial Controllers
• Finance Managers
• Accounts Supervisors
• Analysts

Participants are required to

bring their own laptop.
 With immediate effect, enrolment for all
Financial Dashboard For Reporting CPE programmes will be
STRICTLY VIA ONLINE REGISTRATION ONLY

FACILITATOR

BRYAN NG
MSc (UK) in Mngt Psychology, BSc(Hon) UK, CA, CIMA,
TO EXPERIENCE THE NEW SYSTEM, CTM, CL, MSP, Satir

VISIT MIA WEBSITE AT Bryan Ng, an international speaker, has effectively

https://www.mia.org.my helped organisations improve performance
through training and consultancy, focusing on
increasing Personal Effectiveness by leveraging
Financial Modelling and Financial Dashboard
using MS Excel. His techniques will improve
Click at CONTINUE WITH effectiveness at work by enhancing day-to-
Click at
MY ACCOUNT RESPECTIVE day management and providing useful, speedy
EVENTS information for business decision making.
at the top right STEPS BELOW
He has more than 10 years of audit, tax, financial
analysis and corporate management experience.
His diverse experience in management
psychology, finance as well as IT knowledge
both in MS Excel and PowerPoint makes his
EXISTING USER training unique and is very well received by many
participants as they are now able to link what they
learned to what is required in the organisation.

PROCEED
ENTER SELECT PROGRAMME FEES
TO REGISTER
login credentials an event
FOR THE EVENT Member (MIA/ACCA/CIMA*) /
Member Firm | RM 1,200
Non-member | RM 1,550
* Members of ACCA & CIMA are required to contact MIA to
register for this programme.

NEW USER
PROGRAMME DETAILS & REGISTRATION

SELECT VALIDATE 24 & 25 June 2019 (Monday & Tuesday),

appropriate Pullman Kuala Lumpur Bangsar
CLICK ON email address
“Don’t have an user profile; verification link Contact : Izzat
account?” ENTER sent to the Tel : 03 2722 9198
Fax : 03 2722 9009
details and submit registered email Email : pd@mia.org.my
Address : Malaysian Institute of Accountants
Dewan Akauntan
Unit 33-01, Level 33
Tower A, The Vertical
Avenue 3, Bangsar South City
No. 8, Jalan Kerinchi
PROCEED 59200 Kuala Lumpur
SELECT ENTER
TO REGISTER
an event login credentials
FOR THE EVENT

For any assistance, please call (8.45am–5.30pm, Monday–Friday):

MIA Help Desk @ 603-2722 9000

PROGRAMME FEE VERIFICATION OF ATTENDANCE

• Fee is payable to MALAYSIAN INSTITUTE OF ACCOUNTANTS
• Fee includes course materials, lunch and 2 tea breaks per day.
• For Corporate: Full payment shall be made within thirty (30) days from the date of the Proforma
Invoice or on the day of the programme, whichever earlier.
• For Individual: Full payment upon completion of registration. Otherwise, registration will be deemed
unsuccessful.
• Admittance may be denied upon failure to make full payment as per the above requirement.
CANCELLATION
Upon registering, participant(s) are considered successfully enrolled in the programme. Should
participant(s) decide to cancel their enrolment, a cancellation policy shall be applied as follows.
a. Written cancellation received less than seven (7) days from the date of the programme:
- A refund (less administrative charge of 20%) will be made
- Unpaid registrations will also be liable for 20% administrative charges
b. Written cancellation/no show on the day of the programme:
- No refund will be entertained
- Unpaid registrations will also be liable for full payment of the registration fee
- Partial cancellation is not allowed
• All participants are required to present photo identification (NRIC, driving license or company’s
ID card) at the point of registration prior to signing the registration list when attending MIA CPE
training programme. Admittance may be denied upon failure to present photo identification.
CERTIFICATE OF ATTENDANCE AND CPE HOURS
• Upon full attendance of the programme, participants will be issued an “E-certificate”.
• For MIA members, the CPE hours will be credited into the Membership System within 2 weeks
of the programme.
• Participants will only be entitled to the CPE credit hours upon attending the entire duration of the
programme. CPE credit hours will not be accorded for partial attendance.
DATA PROTECTION
Personal Data is gathered in accordance with the Personal Data Protection Act 2010 (Act 709).
DISCLAIMER
Malaysian Institute of Accountants (MIA) reserves the right to change the speaker(s), date(s) and to
cancel the programme should circumstances beyond its control arise. MIA shall not be responsible
for any costs, damages or losses incurred by the participant due to the changes and/or cancellation.
MIA also reserves the right to make alternative arrangements without prior notice should it be
necessary to do so.