Situmorang.com

International Certified Wealth Manager

CWMA, License #0108/CWMA/LMFEUI-2015

June 2015

A comprehensive and cohesive course of study aimed at wealth (asset) protection, accumulation and distribution which focuses on:

• Investment strategies and regulations (Stock, Bond, Mutual Fund, Options, Hedge Fund, Futures)
• Investment Performance Evaluation
• Debt Management & Liquidity Enhancement
• Risk Tolerance in Financial Decision
• Risk Management using Derivatives
• Life and General Insurance
• Good Corporate Governance: AML and Banking
• Annuity and Pension Plan
• Managing Estate and Trust
• Tax Management
• Global Strategic Asset Allocation

Certified Process Professional (Business Process Management)

ICMG, License #949260

July 2012

A dynamic and comprehensive approach to creating and managing enterprise processes that deliver sustained high performance, encompassing the full range of management systems and practices.

• Exploit process management for triple crown benefits with sustained high performance
• Develop performance metrics for end-to-end processes
• Link processes to enterprise business goal
• Coach and align people for performance and process management
• Improve business performance immediately (at least 40-60% within 90 days) and
• Establish a method to sustain continuous improvement (on-going annual improvements 15-40%)
• Achieve the tactical and strategic payoffs of process

The 7 Habits of Highly Effective People (Signature Program)

Franklin Covey, Certificate of Completion

May 2012

Workshop that helps organization achieve sustained superior results by focusing on making individuals and leaders more effective. Participants gain hands-on experience, applying timeless principles that yield greater productivity, improved communication, strengthened relationships, increased influence, and laser-like focus on critical priorities.

PARADIGMS AND PRINCIPLES OF PERSONAL EFFECTIVENESS:

 Assess paradigms and align to principles of personal effectiveness

HABIT 1: BE PROACTIVE®

 Assume responsibility, focus and act on what can be controlled and influenced, instead of what can’t

HABIT 2: BEGIN WITH THE END IN MIND®

Define clear measures of success and a plan to achieve them

HABIT 3: PUT FIRST THINGS FIRST®

Prioritize and achieve your most important goals, instead of constantly reacting to urgencies

HABIT 4: THINK WIN-WIN®

Collaborate more effectively with others by building high-trust relationships of mutual benefit

HABIT 5: SEEK FIRST TO UNDERSTAND, THEN TO BE UNDERSTOOD®

Influence others by developing a deep understanding of their needs and perspectives

HABIT 6: SYNERGIZE®

Develop innovative solutions that leverage diversity and satisfy all key stakeholders

HABIT 7: SHARPEN THE SAW®

Increase motivation, energy, and work/life balance by making time for renewing activities

Leadership Training for Managers

Dale Carnegie, Certificate of Achievement

September 2014

This workshop enables managers to stop managing and start leading thru:

• Build effective coaching techniques
• Innovation and planning process
• Master problem analysis and decision-making
• Effectively communicate change
• Strengthen listening skills
• Leading more effective meetings
• Recognize team success with enthusiasm
• Learn the 8-step delegation process

Personal Power

INDONLP, Certificate of Completion

September 2014

This workshop helps in increasing productivity and motivation by giving:

• New strategies for training and teaching
• New Learning Techniques
• New Motivation strategies
• Change Negative attitudes and motivate positive mental potential
• Dissolve communication barriers
• Negotiate more effectively

Actuarial Modelling Techniques Seminar

Deloitte, Certificate of Attendance

September 2014

• Best practices in actuarial valuation and risk management explained and samples given
• As the life insurance and annuity industries move toward model-based approaches to reserve and capital valuation (MBV), actuarial models are increasing in complexity and sophistication while the imperative to avoid modeling errors is also increasing. In the new environment, the high reliance that companies and regulatory agencies will place on model results will require a well developed and maintained control system to assure the quality of all models and supporting processes.

Business Analytics

EduPristine, Certificate of Participation

December 2014

• Business Analytics Program focuses on developing new insights and understanding of business performance based on data and statistical methods. It makes extensive use of data, statistical and quantitative analysis, explanatory and predictive modeling and fact-based management to drive decision making. It focuses on Forecasting, Econometrics and Time Series Analyse and predict future outcomes based on historical patterns.
• Gain insight from historical data with reporting, scorecards, clustering etc.
• Predictive analytics
• Predictive Modeling and Forecasting
• Recommend decisions using optimization, simulation etc.
• Decision Trees & Clustering
• Supports human decisions with visual analytics the user models to reflect reasoning
• Understanding Relational Database and Object Oriented Concepts
  • Using analytic software such SAS, SPSS, R (R-project), Excel

Insurance Outlook 2015

Media Asuransi, Certifiacte of Attendance

November 2014

• Updates on new macro-economic development and prediction for 2015
• Industry specific information that can help business advance in 2015
• New strategies that has been developed to survive in 2015

Strategic Thinking

Franklin Covey, Certificate of Completion

November 2013

Using The 4 Disciplines of Execution: Manager Certification is not just for business management strategy, but to help managers create actual work plans. The outcome of this work session is to identify the most important goals for each manager and team to pursue, then to create measures and identify the key activities that will predict goal achievement.