Finance for Tech-Founders Workshop (Aug 2022)

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

About this course

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."

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?

Please click here for detailed agenda & synopsis

Date: 16-17 Aug 2022

Time: 9:30 – 17:30

Venue: Multi-function Room, Smart-Space FinTech, Level 4, Core E, Cyberport 3

Format: Lecture + Group Discussion + Presentation + Practice Tasks

Language: English

Speaker: Mr. Frenda So

Quota: First-come-first-served

Fee:
1. 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 training@cyberport.hk.

2. 20% discount price to Smart-Space Tenants:
- HK$3,968 per head.
- The fee is non-refundable.

3. Regular price:
- HK$4,960 per head.
- The fee is non-refundable.

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.

COURSE DETAIL

Entrepreneurship

10+ hours

Paid

1 credit

ENROLL

Deadline: 18 Jul 2022

training@cyberport.hk

COURSE DETAIL

Entrepreneurship

10+ hours

Paid

1 credit

ENROLL

Deadline: 18 Jul 2022

training@cyberport.hk

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

Speaker

MR. FRENDA SO

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.