Finance for Tech-Founders Workshop (Aug 2024)

A 2-day workshop co-organised with CIMA (1 mark for CIP assessment)

About this course

What to learn in this workshop?

1. How to get your finance data ready for investors?
2. What is corporate governance?
3. Key elements of internal team management and team building
4. Factors affecting / will change your budget
5. What are some key areas that investors will look at on your budget?
6. How to create a business budget by Excel spreadsheet?

Date:  13-14 August 2024 

Time:  09:30 – 17:30 

Venue: Oval Room, Smart-Space FinTech 1, Level 6, Core E, Cyberport 3

Format: Lecture + Group Discussion + Presentation + Practice Tasks

Language: English

Speaker: Mr. Frenda So

1 Regular price:
- HK$4,960 per head.

2. 20% discount price to Smart-Space Tenants:
- HK$3,968 per head.

3. Refundable commitment fee to Cyberport community members (i.e. Cyberport incubatees, CCMF grantees, Cyberport Alumni:
- HK$300 per head
- 100% refund to eligible participants according to Cyberport Academy attendance policy
- Please obtain the discount code by sending email to

Use of Promotion Code
- In desktop version, you can input the code by clicking "Enroll Now" --> "Pay with Credit Card" --> "Add Promotion Code"
- In mobile version, You can input the code by clicking "Enroll Now" --> "Pay with Credit Card" --> "View details" --> "Add Promotion Code"

*Cyberport reserves the right to charge the original price if applicants use a discount code that does not belong to his/her category.
*All monies collected will be used for Cyberport’s public mission start-up events and activities.

About CIMA

"The Chartered Institute of Management Accountants® (CIMA), founded in 1919, is the world’s leading and largest professional body of management accountants. CIMA helps individuals and businesses to succeed by harnessing the full power of management accounting – not just accounting for the balance sheet, but accounting for business. 

Together with the American Institute of Certified Public Accountants (AICPA), we established the Chartered Global Management Accountant (CGMA) designation in 2012 to provide members with a new level of resources and recognition. In 2017, members of CIMA and AICPA formed the Association of International Certified Professional Accountants to unite and strengthen the accounting profession globally. Representing an influential network of more than 650,000 members and students in management and public accounting, the Association prepares accountants for today’s challenges and tomorrow’s opportunities."


10+ hours
1 credit


Deadline: 11 Aug 2024

By the end of this course, you will learn:


Understand the rationale of finance data ready for investors


Master the latest trends of finance market


Be able to prepare finance data ready for investors


Understand the rationale of budgeting process of a business


Learn the skills of budget preparation and presentation


Be able to identify the principal / limiting budget factor for long term business growth (e.g. the impact of COVID-19 pandemic)


Understand the key areas of the master budget concerned by investors


Learn about the use of key performance indicators (KPIs)


Be able to plan a master budget to pass the stress testing


Understand the rationale of corporate governance


Learn the importance of good governance


Be able to balance the interests of all stakeholders


Understand the rationale of team formation and team building


Learn the importance of internal team management and virtual team for startups



Founder and Chief Training Officer (CTO), Mental and Physical (MAP) Training Solutions

Mr. So manages the overall business and the development of mental and physical training for both individual and corporate clients, from students to senior corporate employees and their family members, at Mental and Physical (MAP) Training Solutions.

Mr. So is a member of the Chartered Institute of Management Accountants, the Hong Kong Institute of Certified Public Accountants, the Chartered Association of Certified Accountants, the Hong Kong Institute of Company Secretaries and the Chartered Governance Institute.

Mr. So holds a Master of Business Administration degree from the Heriot-Watt University, U.K. He is also a certified advanced personal fitness trainer (AASFP) and a distance running coach.

Prior to this position, Mr. So has over 25 years experience in the scopes of business, accounting and financial studies as an educator, a writer and a consultant. He has been a prolific presenter and frequent seminar speaker on various public examinations and career forums of Hong Kong.