Agentic Artificial Intelligence (AI) for Senior Management Reporting and Strategic Analysis

ABOUT THE PROGRAMME

Senior management in the capital market and financial services sector are required to make timely business decisions based on information from management reports, market developments, investment analyses, client updates and committee papers. As the volume and complexity of information increase, organisations are exploring ways to streamline reporting, analysis and decision support while maintaining appropriate governance and human oversight.

Agentic AI extends beyond individual prompting by enabling structured AI-assisted workflows for reporting, analysis and decision support. These workflows can support the summarisation, comparison, review and preparation of information, improving the consistency and efficiency of reporting and decision support.

This advanced programme provides a practical framework for applying agentic AI within the capital market. Participants will explore AI-assisted workflows and practical use cases across investment banking, advisory, stockbroking, treasury, asset and wealth management, together with governance and risk controls. The programme also covers the design of a practical pilot blueprint for applying agentic AI to reporting and analysis workflows within the capital market.

LEARNING OBJECTIVES

• Develop AI-assisted workflows for capital market reporting
• Analyse capital market and business issues using agentic AI to support decision making
• Evaluate governance and risk controls for AI-assisted workflows
• Design a pilot blueprint for adopting agentic AI in capital market reporting and analysis

WHO SHOULD ATTEND

• Senior management, business heads, functional heads and board of directors within capital market institutions and financial services organisations including Investment Bankers, Corporate Finance professionals, Debt and Islamic Capital Market professionals, Stockbrokers, Dealers, Treasurers, Corporate Bankers, Asset Managers, Wealth Advisors, Research Analysts, Compliance professionals, Risk Management professionals
• Other capital market practitioners involved in management reporting, business analysis and decision-making

PREREQUISITES
Participants are expected to:

• have practical experience using at least one AI assistant (e.g. ChatGPT, Microsoft Copilot, Google Gemini or Claude)
• be familiar with management reporting, analysis, review, approval and decision-support processes
• be comfortable using standard workplace tools such as Microsoft Office and Microsoft 365
• bring a laptop or suitable work device with internet access and the necessary login credentials
• have access to an organisational, enterprise or paid AI account where available; trainer-led demonstrations will be provided where access is unavailable
• refrain from uploading confidential, client-related, proprietary, unpublished or restricted information into unauthorised AI tools

SPEAKER
Mr Kelvin Ng
Google Certified Educator Level 1&2 Gemini Certified Educator
Microsoft Office 2019/O365 Expert Microsoft Certified Educator

Kelvin Ng is an experienced corporate trainer with 26 years of training experience, specialising in workplace productivity, Microsoft Office, Google Workspace, data analysis, reporting, presentations, automation and the practical application of Generative AI in the workplace.

His approach to AI focuses on helping professionals understand and apply Generative AI as a practical workplace tool to support everyday tasks such as research, information analysis, documentation, reporting, content development, presentations and productivity. Rather than approaching AI from a technical or model-development perspective, Kelvin focuses on how professionals can integrate AI effectively into existing workplace tools, processes and workflows.

As a Gemini Certified Educator, Google Certified Educator Level 1 & 2, Microsoft Certified Trainer (MCT), Microsoft Office 2019/O365 Expert and Microsoft Certified Educator, Kelvin combines a strong foundation in workplace technology with practical applications of AI-assisted productivity.

His AI-related training covers areas including AI Awareness, AI in Action, AI with Excel, AI for HR, AI and Excel for Customer Service and Operations Teams, AI and Excel for Managers and Decision-Makers, and AI and Excel for Finance and Accounting Professionals.

Kelvin also has extensive experience in Microsoft Excel, PowerPoint, Google Sheets, Google Slides, Power BI, Power Query, dashboards, data analysis, data storytelling and infographics. As a Google Workspace Automation Consultant, he develops customised templates and solutions that help organisations simplify workflows and improve workplace productivity.

His training emphasises hands-on workplace application, helping participants understand not only how to use digital and AI tools, but also how to apply them appropriately to improve the efficiency, clarity and quality of their work.

Throughout his career, Kelvin has trained professionals from organisations including INTEL Penang, Jabil, Baiduri Bank Brunei, Maybank, Petronas, Huawei and Standard Chartered, as well as participants from organisations across Malaysia and internationally.

Beyond corporate training, Kelvin has also contributed to community development programmes, including initiatives under Microsoft YouthSpark, where he supported young people in developing practical digital skills for presentations, résumé writing and financial literacy.

Kelvin’s strength lies in bridging workplace productivity, digital tools and practical Generative AI applications, enabling professionals to use technology more confidently and effectively in their day-to-day work.

Mr Jeffrey Patrick
Trainer, Consultant, & Game Producer

Jeffrey Patrick is a multi-disciplinary trainer, consultant, and game producer with over 24 years of experience across computing, video game development, and cutting-edge software training. He is known for delivering impactful, high-energy training sessions that empower learners across industries—from corporate offices to creative studios and educational institutions.

As the founder of Bless Studio, Jeffrey has led innovation in training and development, specializing in AI tools, Microsoft Excel automation, game design, and industry 4.0 technologies. A certified HRDC trainer (No. 2954), he blends technical mastery with real-world application, ensuring participants gain practical, job-relevant skills.

Jeffrey has trained thousands in Excel, AI tools, and design software, and his past collaborations include public and private sector clients, higher learning institutions, and global Web3 communities. His engaging, hands-on approach turns complex topics like AI, metaverse, and Excel functions into digestible and exciting learning journeys.

With accolades such as the Gold Award at SIGG 2018 and Silver at Malaysia Video Awards 1999, Jeffrey’s unique background in design, technology, and gamification makes him a go-to trainer for future-focused organizations.

VENUE
Bangunan AICB, Kuala Lumpur

FEE
MIBA Member : RM2,300.00 per participant
Non-MIBA Member : RM2,600.00 per participant
*10% discount applies for group registration of 5 or more from the same organisation

The closing date for the registration is on Tuesday, 6 October 2026.

TERMS AND CONDITIONS

Payment
Full payment to the following bank account is required with registration, at least one (1) week prior to the date of the programme :
Pay to: MALAYSIAN INVESTMENT BANKING ASSOCIATION
Account No: 39500115355
Bank Details: Hong Leong Bank Berhad
Please e-mail payment advice to ipay@miba.com.my and state the Invoice No.

Cancellation / Substitution
Cancellations or refunds within one (1) week from the date of the programme will NOT be entertained. Non-attendance does not constitute cancellation and no refund will be given. Substitute(s) will be accepted provided forty-eight (48) hours prior written notice is received.

Data Protection
Personal data is gathered in accordance with the Personal Data Protection Act 2010 (Act 709).

Disclaimer
MIBA reserves the right to change the date, speaker, course contents and programme or cancel the programme in the event of circumstances beyond our control.

For more queries, kindly email education@miba.com.my or contact us at +603-27113991.