| Event Profile | |
| Class/ Online | Classroom |
| Date | 8 May 2026 (confirm) |
| Time | 9am to 5pm |
| Venue | Holiday Inn Atrium Singapore (Halal Certified) 317 Outram Road Singapore 169075 |
| Fee | 9% GST will apply SGD 580.003 & above: SGD550.00 each For Member SGD 551 3 & above: SGD522.5 each |
| Note | Two tea breaks and buffet lunch will be served. Limited complimentary car parking coupons are available upon request. |
| Other Date(s) | 1) 7 Aug 2026 2) 3 Nov 2026 |
| Trainer | |
| Activity | |
| You may reach us via T: 6204 6214 E: info@ccisg.com Alternatively, you may send below details to register Contact Person Company (optional), Name, Job Title, Mailing Address, Tel, Email Participant(s) Name, Job Title, Email | |
Using Multi-AI Tools, Microsoft Excel & Power BI)
[1-Day Course | Subjected to changes for 2026]
In today’s data-driven economy, organisations are increasingly relying on Artificial Intelligence (AI) and data analytics to drive smarter, faster, and more accurate decision-making.
This executive workshop is designed to equip business leaders and professionals with practical skills to:
Participants will gain hands-on exposure to real-world business scenarios, enabling them to bridge the gap between data and strategic decisions.
Pre-requisites:
[1-Day Course | Subjected to changes for 2026]
In today’s data-driven economy, organisations are increasingly relying on Artificial Intelligence (AI) and data analytics to drive smarter, faster, and more accurate decision-making.
This executive workshop is designed to equip business leaders and professionals with practical skills to:
- Leverage modern AI tools (e.g. generative AI, copilots)
- Analyse and interpret business data effectively
- Transform raw data into actionable insights using Microsoft Excel and Power BI
Participants will gain hands-on exposure to real-world business scenarios, enabling them to bridge the gap between data and strategic decisions.
Pre-requisites:
- Basic familiarity with Excel or business reporting is helpful
- No coding or AI background required
- Participants must bring a laptop with internet access for hands-on exercises.
Objective
By the end of this workshop, participants will be able to:
- Understand the role of AI in business decision-making
- Identify key opportunities to apply AI in their workflows
- Use AI tools to automate data analysis and insight generation
- Perform data analysis using Excel (formulas, pivot tables, AI-assisted insights)
- Build interactive dashboards using Power BI
- Interpret data visualisations for business storytelling
- Apply a structured decision-making framework using data
Outline
Module 1: Introduction to AI in Business (Theory + Demo)
Module 2: AI-Powered Productivity & Analysis (Hands-On)
Module 3: Data Analytics with Excel (Hands-On)
Module 4: Business Intelligence with Power BI (Hands-On)
Module 5: Data Storytelling & Decision-Making (Applied)
Module 6: Integrated Case Study (Capstone)
- What is AI? (Generative AI, Machine Learning – simplified)
- Business applications of AI across industries
- Overview of popular AI tools (e.g. ChatGPT, Copilot, Gemini)
- Risks, limitations, and governance considerations
Module 2: AI-Powered Productivity & Analysis (Hands-On)
- Prompt engineering for business use
- Using AI to:
- Summarise reports
- Generate insights from raw data
- Automate repetitive tasks
- Case Exercise: AI-assisted decision-making scenario
Module 3: Data Analytics with Excel (Hands-On)
- Data preparation and cleaning
- Key Excel tools for analysis:
- Pivot Tables
- Lookup functions
- Basic data modelling
- Using AI features in Excel (e.g. “Analyse Data”)
- Exercise: Build a simple business analysis report
Module 4: Business Intelligence with Power BI (Hands-On)
- Introduction to Power BI ecosystem
- Data loading and transformation
- Creating key visuals:
- KPI cards
- Charts (bar, line, trend)
- Slicers for interactivity
- Exercise: Build a simple dashboard
Module 5: Data Storytelling & Decision-Making (Applied)
- Turning data into insights
- Structuring a compelling business story
- Common mistakes in data interpretation
- Mini Case Study: Presenting insights to management
Module 6: Integrated Case Study (Capstone)
- End-to-end scenario:
- Use AI → Analyse data → Build dashboard → Present insights
- Group discussion and sharing
Who should attend
- Business Executives & Managers
- Department Heads & Team Leads
- Operations & Sales Professionals
- Finance & Administrative Executives
- Professionals involved in reporting, planning, or decision-making
Methodology
This workshop adopts a highly practical, hands-on approach:
1. Conceptual Learning (Theory)
2. Guided Demonstrations
3. Practical Exercises (Core Focus)
4. Case Studies & Discussions
5. Key Benefits to Organisations
1. Conceptual Learning (Theory)
- Clear, simplified explanations of AI and analytics concepts
- Real-world business examples
- Frameworks for decision-making
2. Guided Demonstrations
- Step-by-step walkthroughs by the trainer
- Live demonstrations using AI tools, Excel, and Power BI
3. Practical Exercises (Core Focus)
- Hands-on activities after each module
- Realistic business datasets
- Immediate application of concepts learned
4. Case Studies & Discussions
- Industry-relevant scenarios
- Group sharing and interpretation
- Trainer feedback on approach and insights
5. Key Benefits to Organisations
- Improve data-driven decision-making capability
- Enhance productivity using AI tools
- Reduce reliance on manual reporting
- Enable staff to visualise and communicate insights effectively
- Build foundational skills for AI adoption strategy
Testimonial
Pacing is good and there are a lot of support materials.
Trainer has infused the importance of having AI as support to be independent even if moving forward alone. Important to know that trainer has emphasized on the important focus points so as to avoid any pitfalls.
The class is very interactive.
The training was very good. It would be even more impactful if it included real‑time, company‑relevant examples to help us connect the concepts more effectively.
I am able to prepare and clean data using Power Query Editor (PQE), create effective visualizations, and apply features such as filters, Top N, slicing, and conditional formatting to enhance reports. I can now build more efficient and insightful Power BI dashboards for decision-making.
Was well-structured and engaging, with clear explanations and practical examples. It provided a good balance between theory and hands-on practice, allowing me to better understand and apply Power BI concepts such as filters, Top N, slicing, and conditional formatting. The use of Power Query Editor (PQE) was especially helpful for data preparation.
Trainer has infused the importance of having AI as support to be independent even if moving forward alone. Important to know that trainer has emphasized on the important focus points so as to avoid any pitfalls.
The class is very interactive.
The training was very good. It would be even more impactful if it included real‑time, company‑relevant examples to help us connect the concepts more effectively.
I am able to prepare and clean data using Power Query Editor (PQE), create effective visualizations, and apply features such as filters, Top N, slicing, and conditional formatting to enhance reports. I can now build more efficient and insightful Power BI dashboards for decision-making.
Was well-structured and engaging, with clear explanations and practical examples. It provided a good balance between theory and hands-on practice, allowing me to better understand and apply Power BI concepts such as filters, Top N, slicing, and conditional formatting. The use of Power Query Editor (PQE) was especially helpful for data preparation.
Bernard Peh's Profile
Principal Trainer | ACLP Certified | ICF Certified | Data & AI Scientist | Finance & Investment Expert | Senior Fund Manager
Bernard Peh is a Master Trainer, Curriculum Designer, published author, and Hedge Fund Manager with over 25 years of combined experience spanning Data Science and Financial Investments. He specializes in AI, Microsoft 365 Copilot, Power BI, Data Analytics, and workplace automation, helping organizations translate advanced technologies into practical, high-impact business outcomes.
With 15 years of experience as a Financial Services Director across multiple advisory firms, Bernard brings deep real-world industry expertise into his training, particularly in financial analytics, investment strategy, and hedge fund management. He is currently a Senior Partner at BigDataVC, where he co-leads AI- and data-driven investment initiatives powered by predictive analytics.
As an ACLP-certified trainer, Bernard has designed and delivered WSQ, IBF, and SkillsFuture-funded programmes across eight major Accredited Training Organizations (ATOs) in Singapore. Since 2018, he has trained many professionals, earning consistently high learner satisfaction scores for his ability to simplify complex concepts and deliver highly practical, business-relevant learning experiences.
He is also a sought-after keynote speaker and thought leader in Data Science and Investment Strategy, known for bridging the gap between technical analytics and strategic decision-making.
Key Career Highlights
Technical Expertise
Bernard Peh is a Master Trainer, Curriculum Designer, published author, and Hedge Fund Manager with over 25 years of combined experience spanning Data Science and Financial Investments. He specializes in AI, Microsoft 365 Copilot, Power BI, Data Analytics, and workplace automation, helping organizations translate advanced technologies into practical, high-impact business outcomes.
With 15 years of experience as a Financial Services Director across multiple advisory firms, Bernard brings deep real-world industry expertise into his training, particularly in financial analytics, investment strategy, and hedge fund management. He is currently a Senior Partner at BigDataVC, where he co-leads AI- and data-driven investment initiatives powered by predictive analytics.
As an ACLP-certified trainer, Bernard has designed and delivered WSQ, IBF, and SkillsFuture-funded programmes across eight major Accredited Training Organizations (ATOs) in Singapore. Since 2018, he has trained many professionals, earning consistently high learner satisfaction scores for his ability to simplify complex concepts and deliver highly practical, business-relevant learning experiences.
He is also a sought-after keynote speaker and thought leader in Data Science and Investment Strategy, known for bridging the gap between technical analytics and strategic decision-making.
Key Career Highlights
- ACLP-Certified Master Trainer: Developed and delivered WSQ-aligned programmes across 8 leading ATOs in Singapore
- Senior Partner, BigDataVC: Co-leading data-driven investment strategies using AI and predictive analytics
- Financial Services Leader (15 years): Former Director in four leading financial advisory firms in Singapore
- 25+ Years in Data Science & Analytics: Applying advanced analytics to drive business and investment decisions
- Keynote Speaker & Author: Recognized thought leader in Data Science, AI applications, and Investment Strategy
Technical Expertise
- Artificial Intelligence (AI) & Prompt Engineering
- Microsoft 365 Copilot & Power Platform
- Power BI & Data Visualization
- Python, SQL, C / C++
- Microsoft Excel (Advanced)
- Data Science & Predictive Analytics
- Financial Advisory, Investment Strategy & Hedge Fund Management
- Leadership & Business Decision-Making Analytics
