Course Detail(IT094 : Optimising Auditing with Excel, VBA Automation, and AI Integration)

IT094 : Optimising Auditing with Excel, VBA Automation, and AI Integration NEW

7.00 CPE Hours (Category 5)
Classroom

The course was previously known as "Efficient Auditing with Excel: Practical Applications and Best Practices". The content has been refreshed to include automation.

Participants are required to bring along their laptops with Excel installed (preferably Office 365—app version, at least Excel 2013).

“If you can teach, Excel can do.”

This practical Excel course, led by an ex-auditor, is specifically designed for auditors who want to enhance their Excel skills and learn how to apply them in their daily work. The course will cover a range of Excel functions and best practices, including the preparation of audit lead schedules and working papers, tailored to the needs of audit professionals. It will also introduce participants to the basics of Visual Basic for Applications (VBA) and leverage AI to generate VBA code through hands-on practical exercises and case studies relevant to auditing. This approach provides participants with the opportunity to apply their Excel skills to real-world situations.

On the completion of this course, you will be able to:
•    Use Excel to streamline audit tasks, reduce manual efforts, and minimize errors.
•    Use AI to generate VBA code to enhance efficiency and build customised audit solutions.

Programme Outline

Design Excel workbooks for repeated use:

  • Explore the design approach
  • Formatting
  • Referencing
  • Good practices–do’s and don’ts
  • Common pitfalls
  • Commonly used formulas / functions
  • Basic VBA (Macros) and use of AI to generate VBA codes


Hands-on Practice Cases:

  • Prepare audit lead sheets and working paper
  • Discounted cash flow computation and sensitivity analysis
  • Confirmation tracker and template
  • Transactions completeness check
  • Transactions analysis and analytical procedures
  • Audit sampling

By the end of the course, participants will have a solid foundation in Excel and will be able to apply it more effectively and efficiently to their daily work. The trainer’s experience as accountant ensures that the course content is relevant, practical, and geared towards the unique needs of auditors.

Training Methodology

Lecture style, with computer hands-on exercises

Closing Date for Registration

1 week before programme or until full enrolment.

Intended For

Audit professionals who use Excel in their course of work. Basic excel knowledge is required.

Competency Mapping

Category 5 = 7.00 Hours

Schedule & Fees

Date & Time

01 Oct 2025 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 488.32
For Non-Members: $ 582.06

Programme Facilitator(s)

Mr Ng Xian Hui

Venue

60 Cecil Street
ISCA House
Singapore 049709

Testimonial

Funding

No funding Available!

Programme Facilitator(s)


Mr Ng Xian Hui
CA (Singapore)
 
Mr Ng Xian Hui is a passionate chartered accountant with over 10 years of experience in accounting and taxation. He provides professional advice to clients on various accounting and taxation matters as well as process improvement and spreadsheet design.
 
He kick-started his career as an external auditor at a Big 4 public accounting firm, serving listed and MNC clients across diverse industries, including real estate, trading, manufacturing, F&B, hospitality, and shipping. Building on his auditing background, Xian Hui held managerial positions in the finance teams of large MNCs and SMEs, leading the full spectrum of finance functions and gaining invaluable experience in different industries, including hospitality, agriculture, and fintech start-up. His diverse experiences have enriched his expertise in handling complex accounting and tax issues.
 
In addition to his accounting proficiency, Xian Hui is also an Excel enthusiast with over 25 years of experience in using the software. He believes in the power of Excel as the best assistant for accountants and enjoys designing spreadsheets that enhance efficiency and accuracy in reporting financial information with minimal effort. Xian Hui also shares insights on how Excel can make accountants' lives easier at seminars, including seminars by Wolter Kluwer and Singapore National Employers Federation.
 
Xian Hui is a Chartered Accountant with the Institute of Chartered Accountants in England and Wales (ICAEW) and the Institute of Singapore Chartered Accountants (ISCA), as well as an ICAEW Business and Finance Professional. He also holds a bachelor's degree in accounting and finance from the University of Melbourne and is a certified Microsoft Excel Expert.
 
With his unique combination of accounting expertise and Excel proficiency, Xian Hui is dedicated to providing exceptional services to his clients, helping them achieve their financial goals with precision and efficiency.

The course was previously known as "Efficient Auditing with Excel: Practical Applications and Best Practices". The content has been refreshed to include automation.

Participants are required to bring along their laptops with Excel installed (preferably Office 365—app version, at least Excel 2013).

“If you can teach, Excel can do.”

This practical Excel course, led by an ex-auditor, is specifically designed for auditors who want to enhance their Excel skills and learn how to apply them in their daily work. The course will cover a range of Excel functions and best practices, including the preparation of audit lead schedules and working papers, tailored to the needs of audit professionals. It will also introduce participants to the basics of Visual Basic for Applications (VBA) and leverage AI to generate VBA code through hands-on practical exercises and case studies relevant to auditing. This approach provides participants with the opportunity to apply their Excel skills to real-world situations.

On the completion of this course, you will be able to:
•    Use Excel to streamline audit tasks, reduce manual efforts, and minimize errors.
•    Use AI to generate VBA code to enhance efficiency and build customised audit solutions.

Programme Outline

Design Excel workbooks for repeated use:

  • Explore the design approach
  • Formatting
  • Referencing
  • Good practices–do’s and don’ts
  • Common pitfalls
  • Commonly used formulas / functions
  • Basic VBA (Macros) and use of AI to generate VBA codes


Hands-on Practice Cases:

  • Prepare audit lead sheets and working paper
  • Discounted cash flow computation and sensitivity analysis
  • Confirmation tracker and template
  • Transactions completeness check
  • Transactions analysis and analytical procedures
  • Audit sampling

By the end of the course, participants will have a solid foundation in Excel and will be able to apply it more effectively and efficiently to their daily work. The trainer’s experience as accountant ensures that the course content is relevant, practical, and geared towards the unique needs of auditors.

Training Methodology

Lecture style, with computer hands-on exercises

Closing Date for Registration

1 week before programme or until full enrolment.

Intended For

Audit professionals who use Excel in their course of work. Basic excel knowledge is required.

Competency Mapping

Category 5 = 7.00 Hours

Programme Facilitator(s)

Mr Ng Xian Hui
CA (Singapore)
 
Mr Ng Xian Hui is a passionate chartered accountant with over 10 years of experience in accounting and taxation. He provides professional advice to clients on various accounting and taxation matters as well as process improvement and spreadsheet design.
 
He kick-started his career as an external auditor at a Big 4 public accounting firm, serving listed and MNC clients across diverse industries, including real estate, trading, manufacturing, F&B, hospitality, and shipping. Building on his auditing background, Xian Hui held managerial positions in the finance teams of large MNCs and SMEs, leading the full spectrum of finance functions and gaining invaluable experience in different industries, including hospitality, agriculture, and fintech start-up. His diverse experiences have enriched his expertise in handling complex accounting and tax issues.
 
In addition to his accounting proficiency, Xian Hui is also an Excel enthusiast with over 25 years of experience in using the software. He believes in the power of Excel as the best assistant for accountants and enjoys designing spreadsheets that enhance efficiency and accuracy in reporting financial information with minimal effort. Xian Hui also shares insights on how Excel can make accountants' lives easier at seminars, including seminars by Wolter Kluwer and Singapore National Employers Federation.
 
Xian Hui is a Chartered Accountant with the Institute of Chartered Accountants in England and Wales (ICAEW) and the Institute of Singapore Chartered Accountants (ISCA), as well as an ICAEW Business and Finance Professional. He also holds a bachelor's degree in accounting and finance from the University of Melbourne and is a certified Microsoft Excel Expert.
 
With his unique combination of accounting expertise and Excel proficiency, Xian Hui is dedicated to providing exceptional services to his clients, helping them achieve their financial goals with precision and efficiency.

Upcoming Schedule

Date & Time

01 Oct 2025 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)


SGD pricing -

For Members: $ 488.32
For Non-Members: $ 582.06


Programme Facilitator(s)

Mr Ng Xian Hui

Venue

60 Cecil Street
ISCA House
Singapore 049709