Course Detail(BF157ET : Valuation: A Corporate Perspective)

BF157ET : Valuation: A Corporate Perspective NEW

35.00 CPE Hours (Others)
Classroom


Programme Objective
This programme is conducted in association with Singapore Managament University (SMU).
(Funding is available. Please refer to the brochure (click here) for more information. Terms & Conditions apply.)


Pre-Enrolment form*
Please submit the pre-enrolment form (click here) to ISCA to be eligible for promotional code where participants will be entitled to $50 CPE credit voucher on a first-come-first-served basis The voucher will be issued upon successful enrolment with SMU. Please contact cpe@isca.org.sg for more information.

*Kindly ignore the schedule displayed on the right column.

Upon completion of this programme, the participants should have a sound understanding of valuation theory, coupled with practical skills in business valuation. The main objectives are to develop the ability to:

  • Understand the value creation process in the corporate arena and the transformation from ‘narratives’ to ‘numbers & dollars’;
  • Appreciate the significance that valuation play in various stages of the corporate life cycle;
  • Understand International Valuation Standards (IVS), valuation guidelines, concept of value, principles of valuation, purpose of valuation and their application to the conduct of valuations;
  • Understand key valuation definitions, including bases of value, and understand their implications to the valuation outcomes;
  • Adopt a valuation process undertaken in a transactional/financial reporting environment;
  • Appreciate the conduct of valuation of the following through application of various approaches and methods commonly used by practitioners and arrive at an outcome that is theoretically sound and legally defensible in practice:
    • Business and Business Interests
    • Intangible Assets/Intellectual Property
    • Plant and Equipment
    • Real Property Interests
    • Development Property
    • Financial Instruments
    • Biological Assets
  • Identify key issues and challenges faced when performing valuation of companies and businesses at different stages of the corporate life cycle (i.e. start-ups, growth, mature and declining/distressed);
  • Appreciate, distinguish and apply discounts and premiums applicable to valuation;
  • Understand the conduct of valuation for financial reporting purpose; and
  • Gain practical skills, tools and techniques to prepare credible valuation reports in real life scenarios in line with IVS.

Programme Outline

Part 1: Business Valuation Essentials and Techniques for Transactions
Day 1:

  • Business valuation landscape
  • Fundamental principles & valuation context
  • Value drivers at various stages of the corporate life cycle
  • Bases of value
  • Business valuation process and communication
  • Business valuation techniques


Part 2: Understanding and Valuing the Various Classes of Assets and Liabilities
Day 2:

  • Understand the features of the following:
  • Plant and equipment
  • Real property interests
  • Development property
  • Biological assets
  • Understand the valuation process, techniques and reporting for the above


Day 3:

  • Understand the features of the following:
  • Financial instruments (including
  • debt, derivatives and options)
  • Intangible assets / intellectual
  • property
  • Understand the valuation process,
  • techniques and reporting for the above


Part 3: Impact of Transactions on Financial Statements
Day 4:

  • Business valuation for financial reporting
  • Fair value measurement
  • Purchase price allocation
  • Impairment testing


Day 5:

  • Issues and challenges in valuation
  • Case study
  • End of programme assessment


Training Methodology
A participant-centered teaching pedagogy based on interactive seminar-style approach and supported by relevant case studies and group breakout sessions. Reading materials (including a valuation text book) will be given to participants of the programme. The programme will end with an assessment to evaluate your learning and understanding.

Closing Date for Registration
Close Registration (to submit pre-enrolment form to ISCA)

Intended For

• Business owners and executives • Merger & acquisition professionals • Corporate development professionals • Accounting & finance professionals

And anyone who is interested in understanding valuation of business and business interests, intangible assets/intellectual property, plant and equipment, real property interests, development property, financial instruments and biological assets.

Competency Mapping

Others = 35.00 Hours

Schedule & Fees

Date & Time

18 Sep 2019 (9:00 AM - 5:00 PM)
19 Sep 2019 (9:00 AM - 5:00 PM)
20 Sep 2019 (9:00 AM - 5:00 PM)
03 Oct 2019 (9:00 AM - 5:00 PM)
04 Oct 2019 (9:00 AM - 5:00 PM)

Registration is closed

Programme Facilitator(s)

Eric Teo
Jason Doan

Date & Time

23 Oct 2019 (9:00 AM - 5:00 PM)
24 Oct 2019 (9:00 AM - 5:00 PM)
25 Oct 2019 (9:00 AM - 5:00 PM)
14 Nov 2019 (9:00 AM - 5:00 PM)
15 Nov 2019 (9:00 AM - 5:00 PM)

Registration is closed

Programme Facilitator(s)

Eric Teo
Jason Doan

Testimonial

Funding

No funding Available!

Programme Facilitator(s)


Eric Teo

Eric Teo has over 25 years of professional experience and is currently the Head, Business Valuation & Advisory, Southeast Asia at Savills. He also serves as an Adjunct Associate Professor/Faculty at various universities. This include Nanyang Technological University, Singapore University of Social Sciences, Singapore Management University, Singapore Institute of Technology and Murdoch University. He was an Executive Director with Ernst & Young (EY) Transaction Advisory Services Group and has worked in both the Singapore and Australia practices. He was a founding member of EY Global Valuation & Business Modelling (VBM) Network’s Technical Standards Group (TSG), has served in the Steering Committee and led the EY Asia Pacific VBM TSG from 2012 to 2015. He was also a member of the EY Global VBM Learning & Development committee and was involved in the development of learning curriculum and training materials for the global valuation practice. His experience includes providing advice in relation to corporate strategy, investments and divestitures, fairness opinions and business valuation. He has led in transactions relating to litigation support, tax planning, restructuring and compliance, capital raising, mergers and acquisitions, shareholder disputes and financial reporting. Eric has worked with companies from various industries and his clients include SMEs, GLCs, MNCs and public listed groups.

 

Eric is the Founding Chairman of the Council of the Institute of Valuers and Appraisers of Singapore (IVAS). The IVAS is an institute set up to advance the business valuation profession under the auspice of the Singapore Accountancy Commission. He is also the Chairman of the International Valuation Standards Council (IVSC) Membership and Standards Recognition Board. The IVSC is the global organisation which produces the International Valuation Standards (IVS) for the valuation profession. Eric is a Chartered Accountant (Singapore), Chartered Accountant (Australia and New Zealand), CPA (Australia), Chartered Valuer and Appraiser (Singapore), Senior Fellow of Finsia and Fellow of the Royal Institution of Chartered Surveyors (RICS).


Jason Doan is a Chartered Valuer and Appraiser (CVA) and has participated in the development of materials and teaching for the CVA program. Jason is also a Chartered Accountant (Singapore), ISCA Financial Forensic Professional (FFP) and Fellow of the Singapore Institute of Arbitrators (FSIArb).

Jason has over 17 years of professional experience with a Big 4 accounting firm and a regional law firm and has been involved in various assurances, financial advisory and business valuation engagements. Jason has led in transactions relating to business strategy, shareholder disputes and litigation support, tax planning and statutory compliance, restructuring, capital raising, mergers and acquisitions and financial reporting.

He has experience in the valuation of intangible assets, companies, equity interests, biological assets and options. Jason has worked with companies from various industries in the US, Singapore and in the region. His clients include SMEs, GLCs, MNCs, public listed groups and government agencies.

 


Programme Objective
This programme is conducted in association with Singapore Managament University (SMU).
(Funding is available. Please refer to the brochure (click here) for more information. Terms & Conditions apply.)


Pre-Enrolment form*
Please submit the pre-enrolment form (click here) to ISCA to be eligible for promotional code where participants will be entitled to $50 CPE credit voucher on a first-come-first-served basis The voucher will be issued upon successful enrolment with SMU. Please contact cpe@isca.org.sg for more information.

*Kindly ignore the schedule displayed on the right column.

Upon completion of this programme, the participants should have a sound understanding of valuation theory, coupled with practical skills in business valuation. The main objectives are to develop the ability to:

  • Understand the value creation process in the corporate arena and the transformation from ‘narratives’ to ‘numbers & dollars’;
  • Appreciate the significance that valuation play in various stages of the corporate life cycle;
  • Understand International Valuation Standards (IVS), valuation guidelines, concept of value, principles of valuation, purpose of valuation and their application to the conduct of valuations;
  • Understand key valuation definitions, including bases of value, and understand their implications to the valuation outcomes;
  • Adopt a valuation process undertaken in a transactional/financial reporting environment;
  • Appreciate the conduct of valuation of the following through application of various approaches and methods commonly used by practitioners and arrive at an outcome that is theoretically sound and legally defensible in practice:
    • Business and Business Interests
    • Intangible Assets/Intellectual Property
    • Plant and Equipment
    • Real Property Interests
    • Development Property
    • Financial Instruments
    • Biological Assets
  • Identify key issues and challenges faced when performing valuation of companies and businesses at different stages of the corporate life cycle (i.e. start-ups, growth, mature and declining/distressed);
  • Appreciate, distinguish and apply discounts and premiums applicable to valuation;
  • Understand the conduct of valuation for financial reporting purpose; and
  • Gain practical skills, tools and techniques to prepare credible valuation reports in real life scenarios in line with IVS.

Programme Outline

Part 1: Business Valuation Essentials and Techniques for Transactions
Day 1:

  • Business valuation landscape
  • Fundamental principles & valuation context
  • Value drivers at various stages of the corporate life cycle
  • Bases of value
  • Business valuation process and communication
  • Business valuation techniques


Part 2: Understanding and Valuing the Various Classes of Assets and Liabilities
Day 2:

  • Understand the features of the following:
  • Plant and equipment
  • Real property interests
  • Development property
  • Biological assets
  • Understand the valuation process, techniques and reporting for the above


Day 3:

  • Understand the features of the following:
  • Financial instruments (including
  • debt, derivatives and options)
  • Intangible assets / intellectual
  • property
  • Understand the valuation process,
  • techniques and reporting for the above


Part 3: Impact of Transactions on Financial Statements
Day 4:

  • Business valuation for financial reporting
  • Fair value measurement
  • Purchase price allocation
  • Impairment testing


Day 5:

  • Issues and challenges in valuation
  • Case study
  • End of programme assessment


Training Methodology
A participant-centered teaching pedagogy based on interactive seminar-style approach and supported by relevant case studies and group breakout sessions. Reading materials (including a valuation text book) will be given to participants of the programme. The programme will end with an assessment to evaluate your learning and understanding.

Closing Date for Registration
Close Registration (to submit pre-enrolment form to ISCA)

Intended For

• Business owners and executives • Merger & acquisition professionals • Corporate development professionals • Accounting & finance professionals

And anyone who is interested in understanding valuation of business and business interests, intangible assets/intellectual property, plant and equipment, real property interests, development property, financial instruments and biological assets.

Competency Mapping

Others = 35.00 Hours

Programme Facilitator(s)

Eric Teo

Eric Teo has over 25 years of professional experience and is currently the Head, Business Valuation & Advisory, Southeast Asia at Savills. He also serves as an Adjunct Associate Professor/Faculty at various universities. This include Nanyang Technological University, Singapore University of Social Sciences, Singapore Management University, Singapore Institute of Technology and Murdoch University. He was an Executive Director with Ernst & Young (EY) Transaction Advisory Services Group and has worked in both the Singapore and Australia practices. He was a founding member of EY Global Valuation & Business Modelling (VBM) Network’s Technical Standards Group (TSG), has served in the Steering Committee and led the EY Asia Pacific VBM TSG from 2012 to 2015. He was also a member of the EY Global VBM Learning & Development committee and was involved in the development of learning curriculum and training materials for the global valuation practice. His experience includes providing advice in relation to corporate strategy, investments and divestitures, fairness opinions and business valuation. He has led in transactions relating to litigation support, tax planning, restructuring and compliance, capital raising, mergers and acquisitions, shareholder disputes and financial reporting. Eric has worked with companies from various industries and his clients include SMEs, GLCs, MNCs and public listed groups.

 

Eric is the Founding Chairman of the Council of the Institute of Valuers and Appraisers of Singapore (IVAS). The IVAS is an institute set up to advance the business valuation profession under the auspice of the Singapore Accountancy Commission. He is also the Chairman of the International Valuation Standards Council (IVSC) Membership and Standards Recognition Board. The IVSC is the global organisation which produces the International Valuation Standards (IVS) for the valuation profession. Eric is a Chartered Accountant (Singapore), Chartered Accountant (Australia and New Zealand), CPA (Australia), Chartered Valuer and Appraiser (Singapore), Senior Fellow of Finsia and Fellow of the Royal Institution of Chartered Surveyors (RICS).

Jason Doan is a Chartered Valuer and Appraiser (CVA) and has participated in the development of materials and teaching for the CVA program. Jason is also a Chartered Accountant (Singapore), ISCA Financial Forensic Professional (FFP) and Fellow of the Singapore Institute of Arbitrators (FSIArb).

Jason has over 17 years of professional experience with a Big 4 accounting firm and a regional law firm and has been involved in various assurances, financial advisory and business valuation engagements. Jason has led in transactions relating to business strategy, shareholder disputes and litigation support, tax planning and statutory compliance, restructuring, capital raising, mergers and acquisitions and financial reporting.

He has experience in the valuation of intangible assets, companies, equity interests, biological assets and options. Jason has worked with companies from various industries in the US, Singapore and in the region. His clients include SMEs, GLCs, MNCs, public listed groups and government agencies.

 

Upcoming Schedule

Registration is closed

Date & Time

18 Sep 2019 (9:00 AM - 5:00 PM)
19 Sep 2019 (9:00 AM - 5:00 PM)
20 Sep 2019 (9:00 AM - 5:00 PM)
03 Oct 2019 (9:00 AM - 5:00 PM)
04 Oct 2019 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 5,350.00
For Non-Members: $ 5,350.00

Programme Facilitator(s)

Eric Teo
Jason Doan

Venue

Singapore Management University 60 Stamford Road
School of Accountancy, Seminar Room 1-1
Singapore 178900