Tuesday 10 October 2017

MIRA IR AWARD 2017

A very happy day, everyone. 

First, permit me to express my heartfelt thanks and appreciation for your continued support and guidance. This has motivated me to continue publishing my articles both online and offline. At the time of writing, my articles have been featured in more than 10 magazines and journals.

One of my articles has been selected and published for the consecutive year in Mira's limited copies of investment supplements which will be distributed to all their members at the Sime Darby Convention Centre in conjunction with their IR Award 2017 next month. I am pleased that I have been exclusively invited as a guest for this forthcoming event on 10th Oct 2017.






In this connection, I would like to express my heartfelt thanks to Miss May Tan for proposing that my articles be included in this booklet.

I would also like to thank the people who have touched my life directly or indirectly. As such, I hope to fulfill my dream of contributing back to the society whose goodwill has benefited me so far.

Saturday 29 July 2017

SEXY FINANCIAL TRAINER - ELEVATION PITCH

Very happy morning 

I am James Oh from "Lift You Up Plt. ! " I am a mobile professional trainer who have great passion in numbers. (put my heart on my heart)

A sexy financial account is like a sexy lady :-

- Huge revenue (put my hand on my chest) 
- small expenses (put my hand on my waist) 
And 
- Big Profit (put my hand on my bump). 

Basically, I help my clients to shape their companies into "sexy" ones!

Please refer me to companies that have such a desire. 


Let me be your Sexy Financial Trainer!


- in 40 seconds

Tuesday 27 June 2017

PREDICTION VS CONTROL SITUATION

'The test of a first-rate intelligence is the ability to hold two opposed ideas in mind at the same time and still retain the ability to function.' F. Scott Fitzgerald 

Wednesday 31 May 2017

THINKING & INNOVATION - ENHANCE YOUR MENTAL INTELLIGENCE AND CAPABILITIES


COURSE OUTLINE

Icebreaker

MODULE: 1
Introductions and Expectations

The Scary Situation of Statistics findings
Bloom Taxonomy’s Thinking Skills
What is Innovation?
How to cultivate thinking and Innovation?
What are the tools and techniques?

Direct, drive and deliver Value creation through 5Rs

What are 5Rs?
How those 5Rs are being employed through Innovation Implementation?

MODULE: 2
Higher Think Skills

How to develop 5Cs
What are they?
Critical thinking skill
Creative
Collaborative
Communication &
Character
Useful Tips through 5Bs
What are the 5 Bs
-       Strengthening Belief
-       Overcoming Barriers
-       Pushing over Borders
-       Crossing the Boundaries
-       To Be

MODULE: 3
Adapting Growth Mindsets

How they are different from Fixed Mindset
Prof. Carol Dwech’s findings
How to adapt Growth Mindset
Why it is important in today’s business landscape?




MODULE: 4
How to make access to Higher Faculty

What are the Higher Faculties?
Reasoning, Intuition, Will & Imagination
How they work?
Why this is important in today’s environment

Games/Activities

Day II

MODULE: 5
Essential Soft skills

Effective Communication
Analytical and Evaluation Skills
Problem Solving Skills
How to effectively employ the new strategic tools and technique? 

Games/ Activities
Sum up / Q & A / Discussion

MODULE: 6
Stay Focus on the Main Purpose

Setting the appropriate priorities to cope with the dynamic situation
Proper alignment to the main purpose
Pursuit of Perfection (concept and uses)
Through 5 Vs
What are they?
Vision, Values, Virtues, Voices + Versatile
How they work

Video + Discussion

MODULE: 7
Key Opportunities, Challenges & Priorities

What are the Key challenges and opportunities in this Uncertain, Volatile, Complex and Ambiguous situation.
How to Master, depart and making transformation?
How to redefine your thinking process to accelerate growth?
Challenge Mastery and to have breakthrough results
Creative imagination
What are the key drivers?
What need to be done in this;
Change is certain & how to embrace change mind-set? Discussion
Why and how to focus on new opportunities & priorities
How to learn, Unlearn and relearn

MODULE: 8
A Plan to Take Home

This session will challenge the participants to think about Roadblocks & Pitfalls to implementation
Redefine your destination
Shape your character
How to bring these learned lessons into the organization

Sum Up/ Q & A
Key take-back messages


END OF DAY 2

Sunday 28 May 2017

ENTREPRENEUR THINKING SKILLS

SYNOPSIS

The world is changing at a much faster pace than ever before. Global connectivity, smart machines, new media and the evolution of governance are just some of the key drivers reshaping the expectations of all stakeholders on every business owner and finance function. It is a must to play a critical and strategic role in bringing the much required stability to business and society.

LEARNING OBJECTIVES
After the end of this program, the participant will be able to:-
•    Demonstrate entrepreneur mindset, know-how and required essential key skills that can support business and personal goals
•    See the big picture by constantly communicating their purpose / ideas clearly, compellingly and passionately
•    Have good and deep understanding of what it takes to be successful entrepreneur;  
•    Craft and formulate a more agile and productive team by employing creative solutions
•    Understand what key decision makers are looking for
•    Practice Continuous learning by pursuing perfection
•    Have Ownership and accountability for their team through leadership by example
•    Identify the key drivers for success in line with his goals by responding to the external changes
•    Ascertain what action is needed by the organisational decision makers in challenging the status quo
•    Describe the ways in which entrepreneurs perceive opportunity, manage risk, and organize resources and add value.    

COURSE OUTLINE

Day I
Icebreaker

MODULE: 1

Introductions and expectations
What is entrepreneurship?
Who is an entrepreneur?
How to be a successful entrepreneur?
How Strategic Planning and Management link with entrepreneur?
How entrepreneur think
Effectual and Causal Reasoning
What they mean?

Direct, drive and deliver Value creation through 5Rs

What are 5Rs?
How those 5Rs being employed through Innovation Implementation?

MODULE: 2

What it takes to be Effective Entrepreneur
Effectual reasoning and not casual reasoning
What are their differences?
How they work
Ready, Fire, Aim
What successful entrepreneurs are looking for?
What strategic questions that must be answered?
How to develop new skills and competencies to deliver increased value?
5 Cs (Collaboration, Communication, Critical Thinking, Creativity & Character)
How they work
Qualities of effective entrepreneur
Leadership by example,
Metric measurements, how to develop and use them?
Video/ Games

MODULE: 3

Setting Strategic Direction
What is Mission?
What is Vision?
What is Strategic?
What’s the link and relationship between all these key ingredients?
What are the 5 steps approaches?
What are they?
What are the factors that caused the strategy fails?

Games

MODULE: 4

What are the New Skills and Competencies required in 21st centuries?
Excellent analytical skills in terms of financial, market, statistical and sophisticated modelling techniques
Use of multi-discipline team approach
To integrate inputs from diverse sources
Back by strong commercial acumen characterised by strong product, process and market knowledge
Adopt best practices
Sound, solid and sane problem solving skills
Key metric measurements that shape behaviour: how to set
How to apply new strategic tools to create value for the company by looking beyond financial statements
How to effectively employ the new strategic tools and technique? 
Video, activities and group discussion

Sum up / Q & A / Discussion
Day II

MODULE: 5

Higher Order Thinking Skills
Bloom Taxonomy’s theory
What are higher Thinking Skills?
Why it is important
How can it help?

What is Creative?
What is Innovation?
How are they related?

Evaluation and control
How much progress has been made in accomplishing the task?
What is preventing us from moving forward?
What adjustments should be made to the initial strategic and operating plans?
Is there a need to revise the strategic objectives?

Games

MODULE: 6

The Strategic Focus
What are the strategic involvements?
The challenges and opportunities for entrepreneur
How the entrepreneur in directing, driving and influencing organizational strategy
Entrepreneurship and decision making in:-
a.     Enhancing Shareholders’ value,
b.     Understanding their role in the big picture
c.     Pursuit of Perfection (concept and uses)

Games

MODULE: 7

Key Challenges and Opportunities
What needs to be done in this Uncertain, Volatile, Complex and Ambiguous World?
The links Characteristics of Fixed and adapting mindsets with 4 key ingredients of growth;
Dr Dwech’s findings
How they link
Change is certain & how to embrace change mind-set? Discussion
Eight steps to successful change -Kotter’s model
How to reinvigorate growth and prosperity?
Why and how to focus on new opportunities & priorities
How to learn, Unlearn and relearn

MODULE: 8

Focus Area & Priorities
Higher order thinking skills;
How to develop Adaptive mindset
Set the appropriate priorities
Developing healthy coping strategies
Challenge Mastery to have breakthrough results
Employ creative imagination
What are the key drivers?

Activities/ video

Sum Up/ Q & A
Key take-back messages


END OF DAY 2

Thursday 25 May 2017

3 DAYS COURSE OUTLINE - LEAN FINANCE

LEAN FINANCE - ENHANCE YOUR FINANCE INTELLIGENCE SKILL AND CAPABILITIES                                                                   

SYNOPSIS

Bring your finance function to the next level of success with lean Finance! Discover how you can provide management with daily performance information needed to support continuous improvement to your organization’s practices and processes. By applying Lean principles, you can provide real-time quantitative insights to the performance of business processes, thus enabling management to take corrective actions and be in control of the processes.

With this, you can reap the benefits that lean finance generates in the form of better quality, shorter lead times as well as the added capabilities gained from personnel, equipment and space.

TRAINING OBJECTIVES:

This programme seeks to enable you to:
  Understand how Lean Finance will lay a Foundation for Success
  Understand the Critical Roles of the Finance Function
  Provide highly competitive competence in your performance,  
 Apply the tools and techniques to provide real time quantitative insight into performance of processes,
  Understand the unprecedented pressure to eliminate waste, boost efficiency and freeing up capacity,
  Eliminating non-value added activities and freeing resources to accelerate lean journey,
  Cultivate a mind-set of continuous improvement
  Do it right the first time and every time
  Use metric to shape behaviour
  Make real improvement by aligning operations to value stream 

COURSE OUTLINE
Day I
Icebreaker

MODULE: 1

Lean Principles and Practices
What are lean principles and practices?

How do they work?

Direct, drive and deliver Value creation through 5Rs

What are 5Rs?
How those 5Rs being employed through Lean Implementation?

MODULE: 2
Financial, Non- Financial Ratios and Lean Performance Indicators

Back to Basics

Why numbers are important?
Numbers are the language of Business Improvement
How to read the story beyond the numbers?
What are the lagging and leading indicators?

Value Stream Concept, approach and uses

What are the “Plain English” Statements?
Metric measurements, how to develop and use them?

MODULE: 3
Holistic Approach
What are the 6Ps?
How to unleash your potentials?
Cause and consequence
How to effectively transformation from Tradition to LEAN?
How to Learn and Grow?

Day II

MODULE: 4
Lean Accounting, Qualitative Aspects and Essential Skill

What is Lean Accounting?
Quality aspects in term of needs, gaps and culture; how to assess
Shape team purpose and productivity; how to
Adopt best practices

Metric measurements shape behaviour: how to

How to apply new strategic tools to create value for the company by looking beyond financial statements
How to effectively employ the new strategic tools and technique? 
Sum up / Q & A / Discussion


MODULE: 5

Qualitative aspects

The following issues will be covered:-
a.     Integrity
b.     Lean thinking
c.     In pursuit of perfection
d.     Culture of empowerment
e.     Conscious to unconscious competencies
f.      Dynamic, enthusiastic, energetic
g.     Innovative, multi- dimensional perspectives
h.     Culture of empowerment

MODULE: 6

Big picture of the organization Success

Use key performance indicators aligned to value creation; how to
Different perspectives and definitions:-
a.     Business acumen,
b.     Enhance Shareholders’ value,
c.     Understand their role in the big picture
d.     In pursuit of Perfection (concept and uses)

End of Day II

Day III

MODULE: 7

Economic and Business Outlook

What need to be done in this Uncertain, Volatile, Complex and Ambiguous World;
Change is certain & how to embrace change mind-set? Discussion
Why and how to focus on new opportunities & priorities
Adopting growth mindset
How to learn, Unlearn and relearn

MODULE: 8

Focus Area, Key opportunities and Priorities
What are the key challenges and opportunities
Mastery, departure and making transformation
Redefine your destination
Lean is a journey per se
How to bring those lessons to your organisation
Lean driver

MODULE: 9

A Plan to Take Home
This session will challenge the participants to think about roadblocks and pitfalls to Lean implementation

Sum Up/ Q & A

Key take-back messages


END OF DAY 3

Monday 22 May 2017

TO HAVE CLARITY IN MIND

HOW TO HAVE CLARITY IN MIND?

PLEASE LIST DOWN THE COLUMN PROVIDED BELOW.

Sunday 23 April 2017

JAMES OH'S PROFILE AS AT APR 2017

JAMES OH
Chartered Accountant (registered with Malaysia Institute of Accountants), MIPA AFA, BA (Accountancy) 
LLB - London of University (UK)
Certified Professional Trainer with IPMA (UK), PSMB Certified Trainer 
Competent Communicator with Toastmaster International.

James Oh comes to you as a financial, wealth and mindset specialist. He is an avid thinker, mind-explorer, leader and intensive researcher with more than 30 years of professional working experience in various industries such as trading, construction, aviation, movies investment and distribution. He is richly exposed to both local and international business, 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 companies that he had served. His track record includes nurturing a growing company with its founder and got the company listed on the stock market. He also turned the company around when it was badly hit by the Asian Financial Crisis in 1996-1997.

James has been featured in numerous media several times. The media include top investment magazine i.e. Smart Investor Magazine, Financial First, Money Compass, FlyMe360, Property Insight, Corporate Voice Journal (MAICSA), Malaysian Institute of Insurance, Journal of Wealth Planning and Management and.  As a writer and researcher, he has also published eight books, specializes in value creation and sold his books internationally through Amazon.com, Smashwords, and Lulu.com. 

Aside from his substantial work experience, he was also an Associate Trainer with Kaplan Institute, Singapore conducting trainings and talks on finance, business, value creating and lean finance management.


James is a leading authority in the area of business strategy, sustainable growth and innovation.

Tuesday 18 April 2017

WHY GAMES IN OUR WORKSHOP

Why we use games in the workshop?

Games are used In Workshops as they are powerful, engaging and entertaining tools for participants to learn the concepts or principles as they creep into the games. They also can be used to stimulate thinking and teach a variety of skills and concepts–even if the game players may not realize it at the time.

During the workshop, participants played a variety of games that ranged from warm-up exercises and ice-breakers to longer interactions that taught in-depth concepts. These games required them to communicate effectively in verbal and nonverbal ways, collaborate with one another in teams to achieve desired results, collectively and individually create new concepts, and adapt quickly to change.


The workshop also provided opportunities for participants to debrief as a group and connect the activities to the learning outcomes. Debriefing these activities is of particular importance, as this is when the main learning occurs. It also enables participants to reference their past experiences and connect them to the activities as well as the course materials.

Sunday 16 April 2017

TOP 10 SOLID BENEFITS OF APPLYING LEAN FINANCE

Top 10 BENEFITS of applying LEAN FINANCE* in your business..

1.    Transform your Financial team to be your strategic business partner by providing real time quantitative insight to shape/ navigate your organization accordingly.

2.    Financial Team in reviewing processes across departments can help reduce waste in the form of over processing, inaccurate and meaningless reports that few can understand or utilize.

3.    Finance function will be integrated with the entire management system ,thus allowing better perspectives  leading to ,more accurate action

4.    Duplicate activities are eliminated and freed capacity can work towards establishing agreed targets for the whole organization by using next Value Stream Mapping tools. Hence, real improvement is achieved by aligning operations to value stream.

5.    Standard plain financial statement in metric form can help everyone be on the same page. Conventional financial statements are complex, difficult to understand.

6.    This holistic approach will nurture  appropriate culture and mindset  and ultimately encourage the pursuit of  perfection

7.    Invisible processes and system will be made visible and displayed publicly through use of appropriate tools and techniques. Thus the environment wills be more transparent and healthy.

8.    Staff morale and productivity will be enhanced through elimination of unnecessary variations, errors and thus freeing up capacity.

9.    Provide highly competitive competence for better performance by empowering staff with commercial sense and innovation to meet clients’ needs.


10.  Lastly, it will make your organization lean and mean by strengthening your financial performance and position. In short, Value, Revenue, Capacity and Cash are enhanced but Waste is reduced.