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Successful Banking Relationship

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Presentation Slide: (Pleaseclick here)

Event Details:


Ms. Ivy Chan, Chief Risk Officer, Hang Seng Bank

Mr. Kim Man Wong, Chief Financial Officer, Hong Kong Electric Investments

Mr. Edward Yuen, Director, ADF


Mr. Alec Tong, Partner, Jupiter Capital Ltd

Date: 14 November 2019 (Thursday)

Time: 7:00pm - 9:00pm (Registration starts at 6:30pm)

Venue: Auditorium, 1/F., Duke of Windsor Social Service Building, 15 Hennessy Road, Wanchai, Hong Kong

Language: Cantonese (no simultaneous translation)

CPD Credit: 2 hours

Fee: HK$100-

About the Seminar:

All companies treasure a positive bank relationship, which provides essential transactional services and helps the business to grow, manage its risks and bring cost and productivity benefits. How do we build an optimal banking relationship to support our businesses and discharge our functional duties? How do we enhance our credit positions with our relationship banks?

In this seminar, we try to identify the essential elements of a successful banking relationship to support businesses and share some best practices and practical issues in managing this important role of all finance and accounting managers.

About Speakers:

Ivy Chan, Chief Risk Officer, Hang Seng Bank

Ms. Ivy Chan has been Chief Risk Officer and a member of the Executive Committee of Hang Seng Bank since 2014. Since joining HSBC in 1988, Ms. Chan has had over 30 years of general banking experience, primarily in the wholesale area, with the last 22 years specialized in risk management. She graduated from the Hong Kong Polytechnic University receiving a Professional Diploma in Company Secretary and Administration.

Kim Man Wong, Chief Financial Officer, Hong Kong Electric Investments

Mr. Kim Man Wong is currently the Chief Financial Officer of Hong Kong Electric Investments. He has over 30 years of experience in financial management and accounting in Hong Kong and other countries. He holds a Bachelor’s and Master’s degree in Business Administration. He is a member of HKICPA. Having been involved in accounting education and professional development for many years, Mr. Wong is currently the Chairman of Accountancy Advisory Board of Lingnan University and the Chairman of Professional Development Committee of HKICPA. He is also a Panel Convenor of the Financial Reporting Review Panel of Financial Reporting Council.

Edward Yuen, Director, ADF

Mr. Edward Yuen is currently a private investor after a professional career in regional finance and accounting of over 25 years including being the Controller of Morgan Stanley Asia, Area Finance Director of Pepsi-cola International and CFO of Hsin Chong Construction Group. He is a member of HKICPA and SCAA and received his M.B.A. from University of California, Berkeley and M.Sc. from University of Science & Technology.

About Panelists:

Alec Tong, Partner, Jupiter Capital Ltd

Mr. Alec Tong is a Chartered Accountant qualified with KPMG in London and is currently involved in private equity investments. He has been the Group Finance Director of Dairy Farm, Jardine Pacific and Zung Fu covering business operations in many Asian countries, and the Group Treasurer of Jardine Matheson. Mr. Tong is a member of the Qualification and Examinations Board, Professional Accountants in Business Committee and Professional Development Committee of HKICPA. He is also an Adjunct Professor at The Hang Seng University of Hong Kong and has completed the Advanced Management Program at Harvard Business School.

CPD Hours:

Completed CPD hours will be granted to attendees who have attended a full session of seminar. For those who have not attended full session, the number of CPD hours will be discounted accordingly.

For the exact recognition of the CPD hours, please check with the respective Institute or Association.

Bad Weather Arrangement:

This event may be cancelled or re-scheduled when typhoon no.8 or black rainstorm warning is hoisted. Please refer to our website for the arrangement..


Accounting Development Foundation Limited (ADF)

CPD Requirements: Our seminars can fulfil CPD requirements. As professional bodies would not formally endorse the seminars we provide, it does not mean that the events we organize do not meet the CPD purpose. Registrants should note that you are responsible for determining whether our seminars or any event satisfy your CPD requirements i.e. that the training you receive are of appropriate standard and relevance to your maintaining and enhancing the technical knowledge and professional expertise. If necessary, please check with your respective professional body before registering our seminars. ADF does not warrant that the attendance of our seminars or events would automatically be recognized by the respective professional bodies as fulfilling your CPD requirements.


- This seminar will be opened for enrolment on 25 October 2019 at 11:00am. The "Login to Enrol" button is NOT available before 25 October 2019 at 11:00am.

- Only ADF Friends and online enrolment will be accepted. Please make sure that you have registered as an ADF Friend and have your ADF Friend account activated before enrolment.

- Acceptance will be on a first-come-first-served basis.

Our server may experience high volume of traffic and cannot process your registration immediately. We are sorry for any inconvenience caused and your kind understanding is highly appreciated.

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