Re-Invent Strategic Budgeting, Profit and Cash Flow Planning and Budgetary Control with AI Application

29-30 Jul, 2026, Concorde Hotel Kuala Lumpur

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TAN KOK TEE
DBA, MBA-Finance, FAIA, MIPA, MCCS, ACTIM,
International Accountant (UK),
Public Accountant (Aust.)
Certified Company Secretary.
HRDF Certified Trainer
Registered GST Agent.

 

 

MR. TAN KOK TEE has 40 years of working experience in Accounts & Financial, Strategic and General Management field. He has held a variety of leadership and senior management roles in various organizations, starting in the Accounts & Finance Department until CFO level and the last being Group Chief Executive Officer. More than half of these times were spent in the Manufacturing, Marketing & Distribution and Services organizations.

 

He is a Fellow member of the Association of International Accountants, UK; Member of the Institute of Public
Accountants, Aust.; Certified Commercial Accountant, (M); Member of the Chartered Tax Institute of Malaysia;
Member of the Malaysia Associations of Company Secretaries (M) and a Gold Mastery Holder in Reinventing
Strategic Planning and Management from the Haines Centre for Strategic Management, sponsored by University of San Diego, USA.

 

He is also a Certified Trainer with PMSB’s (HRDF) Train The Trainer Certificate since 2009, a GST Agent registered with MOF & Holder of the GST MyGCAP certificate from RMCD and a Life Member of the Malaysian Institute of
Directors.

 

Mr. Tan has been involved in Advisory, Training and Facilitation since beginning 2009. To-date he has conducted about 400 training workshops throughout Malaysia on topics on Budgeting & Cashflow Planning; GST; SST;
Practical Accounting for Accounting Staffs; Reading, Analyzing and Interpreting Financial Statement; Accounting and Finance for Non-Finance Managers; Customers Credit Evaluations and Collection Strategies; Incoterms, LC
Operations and Trade Financing; Reinventing the Strategic Planning and Management and Financial Statement Hands On Application to MBRS, for both in-house as well as public.

 

Among the organizations that Tan Kok Tee has been providing training for, include Government Authorities,
Chamber of Commerce, Government Link Companies, Banks, Malaysian Institute of Accountants, Chartered
Institute of Management Accountants, CPA Australia, Malaysian Institute of Chartered Secretaries and
Administrators, Selangor State Human Resource Development Centre (SHRDC), Negeri Sembilan State Skills Development Centre (NSSDC), Penang Skill Development Centre (PSDC), NGOs and many others public training providers.

 

His other clients include Shin Yang Group, MIRI, Bintulu Port, Deleum Bhd., Boustead Plantation Bhd., Takahata, FBK Manufacturing, Brothers Industries, Integrated Logistics, Mega Logistics, Chung Hwa Picture Tubes, Ohara Melaka, Safran Aerospace, NEC Corp. of Malaysia, Kobe Precisions, Tecktronic & Sons Holdings, Julie’s Biscuits, Ornapaper Melaka, Sunway University, Sime Darby Properties, Lion Group and many more.

 

To-date Mr. Tan has trained more than 15,000 Executives. He combines a wide range of practical and hands-on training experience in lively and challenging interactive training sessions.

 

Venue Details

Concorde Hotel Kuala Lumpur
2 Jalan Sultan Ismail, 50250 Kuala Lumpur, Malaysia,

https://kualalumpur.concorde hotelsresorts.com/



Phone : 03 2144 2200

Contact us

Juliany,
03 2283 6109
juliany@ipa.com.my

Phoebe,
03 2283 6100
phoebe@ipa.com.my 

FOR CUSTOMISED IN-HOUSE TRAINING
Jane,
03 2283 6101
Jane@ipa.com.my

ADDRESS 
A-28-5, 28th Floor, Menara UOA Bangsar, 
No.5, Jalan Bangsar Utama 1, 
59000 Kuala Lumpur
www.ipa.com.my

FOCUSING ON
  • Understanding Effective Planning Approach
  • Approach To Budget Preparation
  • Hands On Preparation Of A Budget
  • Budget Implementation – Plan To Implement
  • Budgetary Control Base On Own Company’s Business
INTRODUCTION

Accounting, Costing, Finance will not be complete management tools without a business operation budget, budgetary control and forecasting system put in place.

Budgeting and Forecasting are the two most important activities in implementing every organization’s strategic plan. An effective budget and cash flow forecast will provide a feasible analysis of the company’s performance and direction.

A well-organized budget and proper periodical forecasting with the right implementation and budgetary control will help in achieving the organization’s planned profit, set objectives, its OKR and eventually the vision.

AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…
  1. Understanding the budget planning, preparation, control and review process.
  2. Improving profit performance.
  3. Managing the monthly performance efficiently and effectively.
  4. Synchronizing the importance of human behavior in budget preparation and implementation.
  5. Translating vision into strategies and actions to
    achieve its goals and objectives
WHO SHOULD ATTEND
  • Financial Controllers / Accountants
  • Accounts Executives / Accounts Supervisors
  • Accounts and Admin. Assistance & Clerks
  • Purchasing / Sales Managers, Executives and Supervisors
  • Production Managers, Executives and Supervisors
  • All other Divisional and Departmental Managers and Executives
  • Any other persons who are interested in and/or interested to enhance their budgeting and
    budgetary control skills.
METHODOLOGY
  • Interactive Lectures
  • Hands-on Exercises and Cases Studies
  • Q & A and Discussion
DAY 1
9:00

UNDERSTAND EFFECTIVE PLANNING APPROACH

  • Systems Thinking approach to Strategic Thinking
10.45

APPROACH TO BUDGET PREPARATION

  • Current year 3rd Quarter Forecast
  • Budgeting Model and Framework
  • Types of Budget and Basis of Budgeting
    -Zero Base
    -Incremental
    -Rolling Forecast / Continuous Budget
  • Practical Approach towards Reliability of
    your Forecast.
  • Budgeting – Plan to Plan
    -Company Vision Revisit and its Key Success Measure.
    -Environmental Scan
    -Business Positioning
    -Financial Parameters and Assumption Preparation
    -Objectives and Key Strategies
    -Object Key Result Measurement
    -Issues Identifications
1:00 Lunch
2:00

HANDS ON PREPARATION OF A BUDGET

  • Operational Budget
    -Detail Sales Budget
    -Sales Collection Budget
    -Production Budget
    -Material Budget – Consumption and Purchase Requirements and Closing Stocks
    -Payment Requirement Budget
    -Manpower and Overheads / Expense Budget
    -Indirect Production Overhead Absorption / Allocation Budget
    -Production Cost, Cost of Sales calculation
    -Functional Budgets
    Manpower
    Expense
    Capex
3:45
  • Financial or Master Budget
    -Income Statement – (Profit and Loss),
    -Cash Flow
    -Financial Position – (Balance Sheet)
    -Multi-year Forecasting
    Assumptions Preparation
    Preparation
5:00 End of Day 1
DAY 2
9:00

BUDGET IMPLEMENTATION – PLAN TO IMPLEMENT

  • Systems Thinking Approach to Budget Implementation
  • Strategic Thrust Development
    -Functional Strategies and Object Key Results
    -Activities Plan
    -Milestone monitoring

1:00 Lunch
2:00

BUDGETARY CONTROL BASE ON OWN COMPANY’S BUSINESS (IF NOT POSSIBLE
BASE ON SAMPLE BUSINESS)

  • Variance Analysis
    -Sales – Price, Volume and Value Mix and Quantity Mix
    -Material (Volume, Price, Mix and Yield)
    -Labor (Hours, Rate and Idle)
    -Direct Overhead – Spending and Efficiency
    -Indirect Overheads
    -Operating Expenses Efficiency
    -Capex and Investment Performance
  • Periodical Forecasting / Rolling Budgeting

5:00 End of Course