21-22 April 2025
Kuala Lumpur
TBA
Overview
Join the Strategic Finance for Decision Makers Masterclass with internationally renowned trainer, author, and speaker, Ted Wainman. This event is designed to enhance your ability to make critical, strategic decisions with lasting impact by building financial awareness and interpreting your company’s financial situation effectively.
Why Attend?
If you’re an experienced manager who wants to know how to use financial concepts and techniques to make better management decisions then this course is for you. You will be able to understand the most important concepts in financial management and you will learn how senior executives make use of them to make critical strategic and economic decisions. This seminar will assist you to become recognised as a knowledgeable and skillful strategic thinker in your organisation and you will be able to engage with other senior executives in a more confident and meaningful way.
Who Should Attend?
This seminar is specifically designed for managers who may or may not have an accounting or finance background who see their future management role as requiring greater understanding of financial concepts to assist them in making sound management decisions.
Benefits for Participants – What Will You Learn by the End of This Course?
- The Advantages and Disadvantages of Debt vs Equity in Funding the Business
- The importance of ROCE in a capital-intensive business
- Understanding the cost of capital – Calculating the WACC – cost of debt & cost of equity (CAPM)
- Learn the concept of EVA: a function of profitability and efficiency
- Using Discounted Cash Flow (DCF) techniques to calculate the NPV and IRR
- The importance of Liquidity and managing the Working Capital Requirement (WCR)
- Learn the difference between Operating, Free, and Net Cash Flow
- Using budgeting and forecasting to deliver the operational strategy
- Valuation metrics for companies: Yields & PE Ratios
COURSE FACILITATOR
Ted Wainman
Former Chartered Accountant with EY & Former Vice President at JPMorgan
Achievements
Ted Wainman is a globally renowned business trainer, keynote speaker, and author with over 20 years of experience. He has trained leaders in more than 400 organizations across 35 countries, earning a global reputation as a trusted advisor.
Starting his career at Ernst & Young (EY) as an Associate Chartered Accountant (ACA), Ted refined his financial expertise. At JPMorgan, he specialized in investment management and earned a merit-awarded MBA in International Management of Financial Services.
Ted has worked with top-tier clients like HSBC, McDonalds, Allianz, ExxonMobil, and Sony across banking, energy, telecommunications, and government sectors. His ability to address diverse industry challenges highlights his deep market knowledge.
Ted’s programs equip managers with tools to align financial insights with strategic goals, driving value creation and growth. With his proven expertise and global impact, Ted Wainman is the ideal partner for organizations aiming to enhance their financial and leadership capabilities.
Has Worked With
Trainer Videos
Book(s) Published
Agenda
Strategic Finance for Decision Makers
During the workshop we will be examining a number of Case Studies. Delegates are encouraged to bring their own accounts or those of their competitors, which will also be used as Case Studies during the workshop to ensure the concepts are clearly explained and their relevance understood.
Day 1
Financing the Business: The Cost of Capital
We start the workshop understanding how a business is financed through debt and equity – and learn the advantages and disadvantages of each.
- Capital – Debt & Equity
- Transfer of Risk
- Advanced funding – Debt, Equity, Loans, Bonds & Derivatives
- The role of banks in the Capital Markets
A Case Study in how a Business is Funded
Generating a Return on Capital
Building on session 1, we then start to look at how companies measure the return on the capital that is invested:
- Profit, EBIT, and EBITDA
- Measuring ROI, ROCE, & ROA
A Case Study in calculating the ROCE
Calculating the Cost of Capital & Value Creation
Having established the return that capital is generating for an organization, we then turn to calculating the cost of that capital:
- Cost of Debt
- Cost of Equity (CAPM)
- Calculating the WACC
- Calculating EVA
A Case Study in Calculating the WACC & EVA
Working Capital
Having established the importance of Investment Capital and ensuring that the return on that Capital exceeds the Cost of the Capital, we focus on Working Capital – that keeps the business alive on a day-to-day basis:
- Liquidity & Working Capital
- Calculating the Working Capital Requirement (WCR)
- Cash is King: operational decisions to improve the WCR
- Cash Flow analysis – OCF, FCF & NCF
A Case Study in Calculating the WCR
Time Value of Money
Capex and investment decision making is based on the ROCE / WACC / EVA principles and will involve more detailed analysis including:
- The Time Value of Money
- Calculating the NPV
- Calculating the IRR
- Decision making
Practical Exercise in Excel to choose between various projects
Day 2
Review of Day 1
With a lot of material covered on day 1, this first session on day 2 will review and consolidate the material and concepts – giving more practical application of the concepts covered to new case studies and organisations.
The Concept of Free Cash Flow
Techniques based on free cash flow have become the predominant way of determining the value of any business. When considering an acquisition or takeover, free cash flow is used to establish the right price to pay to acquire the target business. Free cash flow also allows managers to understand whether a business is growing in a way that is balanced and sustainable. As such, understanding free cash flow is essential for senior managers.
- Profit and cash flow
- How you can be profitable and broke
- Estimating free cash flow
- Using free cash flow to value a business
Practical Exercise: What would you pay to acquire a company?
Creating Economic Value
The method of measuring organizational success is changing from profit-based methods to value-based methods. These days, the economic objective of businesses is to create value rather than create profits. To be a successful manager, you need to understand the difference between value and profit and to know how you can create economic value in your role.
- Accounting value, market value, and economic value
- Why is value different than profit?
- How you can create economic value
- Measuring value created
- Economic Value Added (EVA)
Value Creation
This final session links the operational decisions in day 2 to the organizational decisions from day 1 and examines how to ‘create value’ in an organization.
- Relative vs absolute valuation
- Yields & PE ratios
- Property, Shares & Bonds – valuation fundamentals
- The impact of Risk and Interest Rates on Asset Valuation
- Irrational Exuberance – how to spot a bubble
Valuation of the Case Studies covered during the workshop
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TESTIMONIALS
Check out the testimonials from our events
Sharifah Noralina bt Syed Yassin
HR Director
Dutch Lady Milk Industries Berhad
Strategic Finance for Decision Makers
“The facilitator was engaging and able to translate finance into very business-centric focus. He was the main strength of the event.”
Azmi Abu Samah
General Manager (Operations)
Sime Darby Engineering Sdn Bhd
Strategic Finance for Decision Makers
“An excellent presenter & technical knowledge. Course content was very useful. Excellent organizers!!!”
Christine Lee
Managing Director
Medi-Life (M) Sdn Bhd
Strategic Finance for Decision Makers
“The facilitator did a great job presenting a difficult topic. Topic and trainer were the main strengths. Really well done!!! One of best trainings I have ever attended.”
Tan Sri Muhammad Ismail
Chief Executive Officer
Weststar Aviation Services
Strategic Finance for Decision Makers
“The facilitator is an excellent trainer. He knows his subject intimately and is able to present it in a simple way & I’m very impressed with him!”
Mohamed Iqbal
Chief Operating Officer
Pharmaniaga Berhad
Strategic Finance for Decision Makers
“The facilitator is a very knowledgeable speaker as he was able to clearly put his message across. The best part is, he covers not just for financial guys, but also ordinary guys. So if it is him, I would definitely recommend to anyone.”
Rosmawati Zainuddin
Senior General Manager, Treasury Division
PERKESO
Strategic Finance for Decision Makers
“For myself having a strong finance background I find the course to be a good refresher. I find this course useful in terms of how I can explain complicated finance term to my staff who don’t have finance background and personally that’s my take-away. This can definitely help me in my career.”
Lum Joy Deng
Director of GAM1 Business Planning
CIMB Investment Bank
Strategic Finance for Decision Makers
“I find the course to be a good refresher. The facilitator provide me a good perspective when we look into numbers and how can they can be used to interpret our business. I can definitely use this in my career seeing that I’m working in a banking institution. The facilitator’s delivery was extremely good and detailed."
Mohd Fariz Mohd Zain
General Manager
UMW Advantech
Strategic Finance for Decision Makers
“The training was well presented and concepts were well understood. I feel this event would be an excellent choice for non-finance practitioners who need to employ decision-making with a financial basis. I found the facilitator and the methodology of the training to be the main strengths of the event!”
Wan Mohd Fadzlullah
Executive Vice President
Takaful Ikhlas
Strategic Finance for Decision Makers
“This was very detailed course which enriched us with a lot of proven concepts. I loved the facilitator, he is very experienced in his field and all his examples could be related to the real life situations. Very good organization of the training thanks to Kexxel.”
Khaidhir Elias
Vice President of Marketing
Telekom Malaysia
Strategic Finance for Decision Makers
“..Very good program, very nice, very informative speaker and presenter, very easy to understand the module presented for both beginners and advanced users. In terms of relevance to our business, yes for those who have great exposure to finance, this is very good program for them. I would like to recommend to every executive regardless they are in product development or engineers because one way or another they actually have to understand finance figures…Overall, very satisfying experience and exposure I got by attending this program. We actually see that it is very useful and we would recommend it to other staff within our organization..”
Azmi Bin Abu Samah
Sr General Manager
Sime Darby Engineering Sdn Bhd
Strategic Finance for Decision Makers
“..I have been in this industry for 20 years. I think this event is good exposure for non-financial people. The facilitator was quite comprehensive, not that difficult to understand. I like the content, it refreshed my memories. I would definitely recommend it to others..”
Mohd Khiri Abd Wahab
Vice President
Sime Darby Plantation Sdn Bhd (Malaysia)
Strategic Finance for Decision Makers
“Clear and informative presentation. The strength of the event was the reputation of the facilitator.”
Graeme Read
EVP Chief Strategy Officer (Asia Pacific)
McCann Health
Strategic Finance for Decision Makers
“The facilitator gave very clear, good mix of examples, humor, as well as stories to bring ideas and principles to life. It has a good pace. The highlight of this event is the broad overview of financial principles and terminology, along with good handout materials.”
Eileen Tan Seok Ling
Director
Singapore Telecommunications Ltd (Singapore)
Strategic Finance for Decision Makers
“The facilitator makes complicated concepts practical and simple to understand.”
Ng Cher Keng
Director
Civil Aviation Authority of Singapore
Strategic Finance for Decision Makers
“The facilitator was able to put things across in a way that helped a non-finance person grasp the key essence of the subject.”
Alexander
CFO
Sarawak Energy (Malaysia)
Strategic Finance for Decision Makers
“The facilitator made a complex financial subject simple and interesting. Efficient organizer.”
Shafik Azlee Mashar
Head Internal Audit
Maxis Broadband
Strategic Finance for Decision Makers
“For me I learnt quite a number of things from this training, most of the terms used are familiar to me but hearing the facilitator explain the terms in a layman’s language, and has given me a better understanding. As I don’t have a finance background, this course helped me understand some of the terms that I use every day in my job. If your job requires you to look at figures and the health of the company then you should attend this course. I found the training good and the material provided very useful to me.”
Ahmad Fuad Bin Md Kasim
General Manager
Tenaga Nasional Berhad
Strategic Finance for Decision Makers
“The facilitator was very clear and give out good example for easier understanding. He was able to translate finance into business centric focus. His knowledge in finance is the main strength of this event!”
Raja Ahmad Shazli
Head Office of Strategic Initiatives
Mesiniaga
Strategic Finance for Decision Makers
“The facilitator did a fantastic job of taking the complexities of understanding finance and made it simple & easily understood. Hence why I believe that the facilitator and the topic presented were the main strengths of the event.”
Ahmad Nasri bin Mohamed
Vice President
Telekom Malaysia
Strategic Finance for Decision Makers
“The facilitator was able to explain strategic finance in a very practical manner. He strives to find simplicity in giving us a fundamental understanding of the financial principles. He also showed us how to use the knowledge we have gained into practical situations. I think this is a great course and the trainer is fantastic.”
Mohamed Azukarais Mohd Di
Head of Strategic Planning
Axiata Business Services
Strategic Finance for Decision Makers
“I came to this event to gain more knowledge. The training was a refresher course for myself. The knowledge I gained from this training can be applied in my career. I would encourage my colleagues to join this event, so they can gain more knowledge when it comes to making financial decisions. The facilitator is an amazing trainer."
Michael Chung Wing Kay
CCO
CCM Chemicals
Strategic Finance for Decision Makers
“Complexity made simple! It was easy to understand the financial concepts due to the practical articulation by the facilitator. I loved the content of the course as it is relevant to my work.”
Alexander
CFO
Sarawak Energy
Strategic Finance for Decision Makers
“The facilitator made a complex financial subject simple and interesting.”
Sharifah Noralina bt Syed Yassin
HR Director
Dutch Lady Milk Industries
Strategic Finance for Decision Makers
“The facilitator was engaging and able to translate finance into very business-centric focus. He was the main strength of the event.”
Khairil Azman Ismail
Chief Operating Officer
NUR Power
Strategic Finance for Decision Makers
“The training is a good refresher for finance professionals but also great for people from a technical background. Kexxel Group did a great job with the event set-up.”
Magdy Tadrous
General Manager
Petrochem Performance Chemicals Ltd (UAE)
Strategic Finance for Decision Makers
“Excellent flow of information! Kexxel was excellent and the exercises were the strength of the event.”
Khaidhir Elias
Vice President, Marketing
Telekom Malaysia
Strategic Finance for Decision Makers
“..Very good program, very nice, very informative speaker and presenter, very easy to under[1]stand the module presented for both beginners and advanced users. In terms of relevance to our business, yes for those who have great exposure to finance, this is very good program for them. I would like to recommend to every executive regardless they are in product develop[1]ment or engineers because one way or another they actually have to understand finance figures…Overall, very satisfying experience and exposure I got by attending this program. We actually see that it is very useful and we would recommend it to other staff within our organization..”
