Saturday, 16 January 2016



 “The Simplest Way to Diagnose Financial Statements” - Sharing by Mr. James Oh


Rapidly changing business landscape has created a proliferation of global trading risks and costs, compounded by competition. Thus, invisible ingredients such as Purpose, Profit, Performance, People, Process and Planet (6Ps) become more evident and important.

There is a need to quickly identify the strengths and weaknesses from its financial statements so as to ascertain its 6Ps with much certainty.

The starting point is to have correct understanding of the connectivity between each component of financial statements at a much deeper level before you can look beyond to ascertain its potential, the pitfalls, strategic path and plan with much certainty.

Do you have any difficulty in diagnosing financial statements without losing sight of the big picture? If you do, then you should not miss this session.

In this session, you will learn from James:-
      Simplest, practical and effective ways to analyse both the fundamentals and key functional aspects of the company;
·         Thorough understanding on how to build a strong financial foundation and framework by focusing on those key ingredients;
·         Identify both its key strengths, weaknesses, opportunities and threats;
·         Fundamental and functional aspects of financial statements;
·         Alert to the external changes and respond appropriately to achieve sustainable business growth and profitability;
·         Craft own strategic path and plan respectively based on its own strengths and weaknesses;
·         Able to detect opportunities and the challenges of its current financial performance and position together with its insightful information.

About the Speaker

James Oh is a financial, wealth and mindset specialist, thinker, leader and intensive researcher with nearly 30 years of professional working experiences in various industries such as trading, construction, aviation, movies investment and distribution. He is richly exposed in both local and international levels particularly in negotiating with the world leading aviation financiers, insurance and reinsurance brokers.

In the course of his practice, James had held senior specialist, supervisory, managerial and leadership positions by providing success oriented strategic and operational plans to nurture the company he had worked with. His track record includes growing together with the founder of the company he worked with and get it listed and turned the company around when it was badly hit by the Asian Financial Crisis in 1986-7.

James has been featured in media multiple times such as the top investment magazine i.e. Smart Investor Magazine, Financial First, Money Compass, Corporate Voice Journal (MAICSA), FlyMe360, Hospitality Asia, Journal of Wealth Planning and Management. He has self-published eight books, specializes in value creation.  4 out of 8 books have been upgraded to second edition and beyond. Moving beyond the Horizon is the mind skill course he has conducted for in-house program with the Non-Profit Organization.

His recognition goes beyond the organization as he was invited to be one of the speakers at the Secretarial Conference in Kuala Lumpur on Dec 2 & 3 2015, a conference event organized by Camfori Training Provider that featured comprehensive secretarial and financial strategies and solutions featuring 10+ thought leaders and speakers.

He is actively involved in financial training programs for various local professional institutions, and economic updates with an international business club.

James graduated with a Bachelor’s degree in Accountancy from the National University of Malaysia, and Laws degree from the London of University (UK). He is a Chartered Accountant with the Malaysian Institute of Accountant, Certified Professional Trainer with IPMA (UK) & PSMB Certified Trainer and Competent Communicator with Toastmaster International.

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