Business Planning with Microfin
Bangkok, Thailand
24 -28 October 2022

Travel restrictions put in place to slow the spread of COVID-19 have been eased.  Please consult travel restrictions for foreigners entering Thailand for the latest guidance.  As of this date the course is confirmed due to the relaxed travel restrictions.  

Join a fast-track basic Microfin course in Bangkok, Thailand over three days, 24-26 October or an advanced course from 26-28 October, or both over 5 days from 24-28 October 2022.  In other words, this course will be taught in two sessions, the Standard Session from Monday through Wednesday and the Advanced Session from Wednesday through Friday. The Standard Session will go through all the basics of Microfin and will set users on a path to create their own Microfin projection model. The Advanced Session will take what’s been learned in the Standard Course and go into further detail and depth in reconciling results with projections, creating additional branches and products to further refine the projection accuracy. The Advanced Session is for those who have experience using Microfin, or those who are participating in the Standard Session.

Microfin is not just a simple budgeting spreadsheet for Microfinance Institutions, but a holistic enterprise planning tool, designed to help budgeting managers, CFOs, and operations officers plan for branch expansion, staff hiring, cash management, and asset purchasing. In addition, Microfin includes a complete set of financial statements, ratio reports, graphs, and monthly budget-to-actual variance analysis.

Microfin users have asked for a more precise method to project loan portfolio reserves and accrued interest receivable reserves. Attendees to this course will receive an advance version of Microfin which provides this functionality. It will be made widely available for all users in 2023.

Due to the comprehensive nature of the spreadsheet, many users are initially intimidated by the software. My training courses empower users with a developer-led, thorough explanation of Microfin, utilizing a hands-on case study and the latest version of the software. Assumptions and results are explained and logically tested, removing that initial intimidation and giving confidence to the users that they can implement Microfin, project results, and make informed decisions for their own MFI.

The course will be taught at the beautiful four-star Mandarin Hotel , located within walking distance of cultural, tourist, and shopping activities.  Click on the photos below to enlarge.


Earliest Registration
Best Price
Before 19 Sept.

Regular Registration
Standard Price
Before 03 Oct.
Late Registration
Late Reg. Price
After 03 Oct.
Course Fee - 3 Days (Standard 24-26 October or Advanced 26-28 October)

USD 750

USD 850 USD 1000
Airfare, airport transfers,
4 night hotel (optional) from MNL, RGN, PNH
USD 700 USD 800 USD 900
Airfare, airport transfers,
4 night hotel (optional) from DAC, KTM, DEL, HYD
USD 1000 USD 1100 USD 1200
Course Fee - 5 Days (Standard AND Advanced
24-28 October 2022)
USD 950 USD 1050 USD 1200
Airfare, airport transfers,
6 night hotel (optional) from
USD 950 USD 1050 USD 1150
Airfare, airport transfers,
6 night hotel (optional) from
USD 1200 USD 1300 USD 1400

Lunch and two coffee/tea breaks will be provided.

Register by filling out the registration form here.

For the first time, the course is offered with an optional package of airfare, airport pickups, and four nights at the course hotel (including breakfast) for as listed above for those delegates coming from the following airports: DAC, MNL, RGN, PNH, KTM, and DEL. A six night hotel stay package is also available as listed above.  Inquire about multiple booking, room sharing, and travel from other destinations. Do note that this cost reflects current airfare prices, and anticipated increases as the course date approaches.

I’m excited to offer this course again in Asia and I hope to see many of you in Bangkok later this year.