[01] COURSE INTRODUCTION

AI is transforming the finance function—making analysis faster, decisions smarter, and processes more efficient. This hands-on course introduces key AI tools and concepts, including ChatGPT, Power BI, predictive analytics, and scenario planning.

Participants will learn how to apply AI in financial planning, tax compliance, forecasting, and performance reporting. Real-life case studies and guided exercises will help finance professionals turn data into actionable insights and drive better business outcomes in today’s digital landscape.

[02] WHO SHOULD ATTEND

• CFOs

• Finance Managers

• Accountants

• Auditors

• Financial Analysts

• Suitable for SMEs, corporates, and public sector finance teams

[03] COURSE OBJECTIVES

By the end of the course, participants will:

• Understand foundational AI concepts and how they apply in finance and accounting

• Identify AI tools and platforms suitable for various finance functions

• Apply AI for forecasting, fraud detection, risk management, and automation

• Learn how to evaluate ROI, ethical concerns, and governance of AI solutions

• Develop a roadmap to implement AI in their finance functions

[04] METHODOLOGY

Case Study & Group Discussion

Note: Please bring a laptop along.

[05] COURSE TAKEAWAYS

Participants will be able to:

• Understand key AI technologies (AI, ML, RPA, Predictive Analytics) and their applications in finance

• Apply AI tools to improve financial planning, analysis, tax compliance, and reporting

• Use ChatGPT, scenario planning, and Power BI to support decision-making and forecasting

• Analyze financial impacts on P&L, Balance Sheet, and Cash Flow using AI-driven insights

• Build predictive models and create interactive dashboards with Power BI

• Solve real business problems through hands-on AI applications and data analysis

• Communicate financial insights effectively using AI-enhanced visualizations

• Equip themselves for the future of finance with automation and intelligent tools

[06] DATE / TIME / FEE

Date:           10 Sep 2025 (Wed)

Time:           9.00am – 5.00pm

Venue:         CPD Academy, RIO Puchong

FEE

[ HRDF Claimable ]

   - Early Bird Offer (before 25 Aug 2025) – RM 800
   - Special Offer (before 6 Sep 2025) – RM 840
   - Normal Fee – RM 880

>> Fee includes Course Notes, Meals, Certificate of Completion & 8% Service Tax

OFFER  

- 10% Cashback for SST2u Learner Card+ (SLC+) members. T&Cs applied.

Register for this training and win a trip to Japan. Click Here

[07] COURSE OUTLINE

Module 1: Introduction to AI in Finance

 • Overview of Artificial Intelligence (AI), Machine Learning (ML), Robotic Process Automation (RPA) & Predictive Analytics

 • Real-World Case Study: How finance teams are using AI for faster, smarter decision-making

 • Introduction to AI Tools:

   • ChatGPT for financial analysis and process automation

   • AI visuals in Power BI for instant insights

 • Project Planning with Gantt Charts

 • Scenario Planning Techniques:

   • Best-case, worst-case, and most-likely scenarios for financial forecasting

Module 2: AI for Core Finance Functions

 • AI in Financial Planning & Analysis (FP&A):

   • Predictive budgeting and dynamic scenario planning

 • AI in Tax Compliance:

   • Smart classification of tax data and automation of reporting tasks

 • Automating Routine Tasks:

   • Monthly close, variance analysis, and reconciliation

 • Financial Impact Analysis:

   • Using AI to assess business decisions across P&L, Balance Sheet, Cash Flow, and Equity

 • Strategy Tools:

   • Using “Goal Seek” and other Excel/Power BI features to improve profitability and cash flow

Module 3: Hands-On Practice – AI Tools in Action

 • Building a Predictive Cash Flow Model using AI

 • Creating AI-Powered Dashboards with Power BI

 • Power BI Applications: Real Business Case Studies

   • Sales performance analysis

   • Profit trends by product and date

   • Unit sales by country/state

   • Web application metrics and data visualization

Module 4: Data Analysis and Visualization with Power BI

 • Setting Up Data Models for Finance Reporting

 • Geographic Sales and Team Performance Analysis

 • Identifying and Investigating Data Gaps (e.g., Blank issues)

 • Creating Calculated Measures using DAX

 • Enhancing Dashboards:

   • Conditional formatting and data bars

   • Displaying images using URLs

 • Forecasting and Trend Analysis:

   • Leveraging built-in AI tools for projections

 • Data Management:

   • Refreshing and updating reports with real-time data

Q&A and Conclusion

End of Training

[08] TRAINER PROFILE

DR. STEVEN LIEW

HRDCorp Accredited Trainer

Dr. Steven Liew is a Fellow of the Chartered Institute of Management Accountants (CIMA), UK, and a Chartered Accountant by profession. He holds an Asia Pacific Executive MBA from the National University of Singapore and a Ph.D. in International Finance from Rushmore University, USA.

With over 28 years of experience, Dr. Liew has held senior financial and operational leadership roles across a wide range of companies—from family-run businesses to multinational corporations across South Asia and the ASEAN region. He spent over a decade with MBF Finance, where he played a pivotal role in driving profitability and growth.

Dr. Liew is:

• A registered trainer with Pembangunan Sumber Manusia Berhad (HRD Corp)

• A certified GST Tax Consultant, having passed the Malaysian Customs certification exam

He has delivered training programs and seminars for:

Professional & Industry Bodies:

• Chartered Institute of Management Accountants (CIMA)

• Malaysia Institute of Management (MIM)

• Malaysia Institute of Accountants (MIA)

• Institute of Bankers Malaysia (IBBM)

• Association of Credit Management Malaysia (ACMM)

Multinational Corporations & Government Agencies:

• Nestlé

• Continental Tyres

• Sony Malaysia

• Sime Darby

• Perodua

• Proton Edar

• Telekom Brunei

• Bank Islam Brunei Darussalam

• Ministry of Finance Malaysia

• Ministry of Foreign Affairs Malaysia

• Sabah Electricity

• Credit Guarantee Corporation

• Giant Retail

Regional & International Clients:

• IQPC Worldwide (Singapore)

• LexisNexis

• Brunei Investment Agency

• Ministry of Development Brunei

• BICPA ASEAN Management Brunei

• Sales & Marketing Forum (Sri Lanka)

Currently active in management consultancy and professional training, Dr. Liew is known for his practical insights, regional expertise, and engaging delivery style—empowering finance professionals and leaders with impactful learning experiences.

[09] ENQUIRY & REGISTRATION

Enquiry: yes@sst2u.com

Contact:

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   - Central Region (03 - 8604 7270)
   - Northern Region (04 - 222 6950)
   - Southern Region (07 - 213 3676)
   - East Malaysia (011 - 3178 9203)