WHO SHOULD ATTEND
Financial Analysts, Investment & Evaluation Professionals, Business Development Planners, Mergers & Acquisitions Specialists, Accountants, Valuation Professionals
MODELING SKILL LEVEL
Financial Modeling and Analysis teaches students how to conceive of and build a financial model from beginning-to-end, followed by due diligence. This course demonstrates how financial models guide commercial discussions. Participants will learn how to negotiate off the financial model.
This course will utilize a Discounted Cash Flow (“DCF”) pro forma approach derived from a full suite of financial statements: 1) Income Statement, 2) Statement of Retained Earnings, 3) Balance Sheet and, 4) Statement of Cash Flow. Participants use “hot keys” and page-setup techniques to build a fully integrated pro forma DCF model from a list of assumptions. The “mouseless” Excel techniques employed dramatically reduce model coding time. Next, delegates learn how to integrate all financial statements to produce a correctly-balanced Balance Sheet, without circularities. The class will use this model as a guide to review commercial issues, negotiate strategies and analyze financial ratios. Finally, the course demonstrates the power of Monte Carlo simulation analysis creating a dynamic decision-making tool and elevating beyond simple static input and output spreadsheets.
This course is indispensable to the effective use of financial spreadsheets for any industry or sector. (NB: A working knowledge of financial accounting is helpful but not essential.)
||Introduction to Excel
||Introduction to Financial Statements
||Introduction of a Pro Forma Model
||Assets: Purchasing versus Leasing
||Coding Full Financial Statements
||Discussion on Valuation
||Discounted Cash-Flow Modeling
||Using the Model to Price the Asset
||Monte Carlo Simulation Analysis
This course takes a practical “learn by doing” modular approach. The course structure for each module follows a four-step pattern: 1) teaching of the material, 2) spreadsheet exercise, 3) review of the exercise; then, 4) follow-up with a question and answer session. Each successive module builds upon the previous exercise. Each participant will be given problem and answer files to insure course fluidity for every student’s level.
This course will use methodologies to:
- Identify the model-type for analysis
- Create models that are easy to navigate without forfeiting robustness
- Use that model to assist your decision-making process
Vair Training courses are held at world-class international venues. Registration fees include morning coffee/tea, networking lunches and afternoon refreshments. Course materials are provided electronically on-site. Detailed venue descriptions, times and logistics are included with post-registration materials and documents.
2-day Public Courses are US$2,950 per delegate. Fees include all course materials and training. 10% Early-Bird Discounts are applied to registrations and payments received at least 8 weeks prior to individual courses. Additionally, 10% Combo-Course Discounts are applied when the same delegate registers for back-to back courses delivered on consecutive dates. Group-Rates Discounts are also available: please inquire +1 404 512 5936 or firstname.lastname@example.org
Charles T. “Chip” Haskell, Jr.
Charles T. “Chip” Haskell, Jr., is a Managing Director with The Vair Companies. The Vair Companies specializes in financial and development services for the international infrastructure sector. Chip is also the author of Advanced Modelling for Project Finance for Negotiations and Analysis by Euromoney Books (ISBN 1-84374-214-4).
Before joining The Vair Companies, Chip was a Director with Mirant, based in Amsterdam. Mirant is one of the leading independent energy companies in the world. There he was the functional lead on all aspects of asset development for both greenfield development and acquisition activities for EMEA.
Prior to joining Mirant, Chip was a Manager with Wärtsilä Development and Finance, the in-house developer for one of the world’s largest manufacturers of utility grade diesel engine power plants. His responsibilities were primarily focused in South America.
While a graduate student, Chip interned as a financial analyst with the Overseas Private Investment Corporation of Washington, D.C.; and, with the United States Department of Commerce’s Foreign Commercial Service in Lima, Peru, working on the Camisea gas fields.
Chip has a BA in Economics and French from Hanover College, a MA in French from Middlebury College and a Masters in International Finance and Accounting from Thunderbird, The American Graduate School of International Management. He is a US citizen, authorized to work in the EU. He is fluent in French and Spanish and has a strong working knowledge of several European languages.
“Such a passionate instructor with undeniable experience who can get you immediately involved and interested. I truly enjoyed his lively and energetic way of sharing his expertise.”
-Danuta Danilova, IFC
“I thought the class was great, simply put. The instructor was very engaging, yet entertaining at the same time making a somewhat dry topic much more interesting and he was able to make the class continually think. I particularly enjoyed being able to look at a project finance transaction from both the debt and equity perspective.”
– Mike Awad
“(The instructor) was very engaging and did an excellent job in catering to the entire audience, combining the commercial deal discussion with going into hands-on excel modeling in a very intense, focused way. We were very pleased with the result…”
– Wolfgang Arbaczewski, VP, HSH Nordbank
“One of the best teachers I have ever had.”
– Jesus Gonzalez Lugo, Organizacion de Auditoria Social y Ciudadana
“I have a good basic knowledge of Excel, but the course gave me better insight into keyboard hot keys and ways to improve my modeling skills.”
– Rupesh Shah, RBS-Sempra Commodities
“Excellent course – glad to have done the first two days of basic modeling before the PPP advanced course.”
– Deena Padamadan, Export Development Canada
“Very impressed by the depth and thorough knowledge of the subject by the instructor.”
– Anton Tontchev, PPP Canada
Chip is probably one of the best modellers out there along with a few others, but no one else, I am sure, has the Project Finance expertise allied to it as he does. I am very grateful for getting a glimpse at this wealth of knowledge.
– David Coulibaly, Canadian Pacific
“Your program was amazing. I truly think that everyone should have a refresher on modeling once a year… Anyone that has not taken your training class is at a huge disadvantage.”
– Irina Benimovich
“Excellent presentation and content. I liked the way the model was built up and the commercial discussions.”
– Akash Prakash, Eskom
“Great course – thank you.”
– Erick Oechler Solana, Hermes Infraestructura
“The course was fantastic. Instructors were great…it definitely broadened my horizons and showed new possibilities.”
– Mutiat Bello, PPP Canada
“Very entertaining with valuable insights.”
– Jean-Philippe Nolet, Export Development Canada
“Very practical and useful course!”
– Enrique Regalado, Director, AMEXCAP
“Instructor was very knowledgeable and obviously has a lot of experience in the subject area.”
– Philswa Nongalo, Eskom
Vair Training Courses: Terms & Conditions
Early-Bird Special: 10% discount for registrations and payments received at least 8 weeks prior to event. The discount code is automated and expires at 12:01AM EST on the date shown on each course.
Combo-Course Discount: 10% discount when same delegate registers for back-to-back courses delivered on consecutive dates
Group-Rates: Group discounts available. Please inquire at +1 770 853 0362 or email@example.com
Fee: Registration fees include continental breakfasts, morning/afternoon refreshments and networking lunches. Delegate lodging is not included.
Billing and Confirmation: Invoices and/or payment confirmations are forwarded within three (3) business days of receipt of registrations.
Venue: Courses are held at world-class international venues. Locations, times and meeting places are confirmed two (2) weeks prior to course commencement.
Materials: Course materials are provided electronically on Day 1 of on-site registration. Delegates are required to bring a laptop computer equipped with Microsoft Excel 2010 software to training
Hours: Courses run 9:00 am–5:30 pm daily. Each day consists of 7 training hours. A 2-day course = 14 total instructional hours.
Certificates: An official Vair Training course Certificate of Completion will be issued to each delegate, upon request.
Cancellation Policy: All cancellations must be received in writing. A full refund less a 15% administrative fee will be given for cancellations up to thirty (30) days before the event start-date. Cancellations received less than thirty (30) days before the event will not be eligible for a refund. A comparable future course may be attended in lieu of a refund depending upon availability and location. Delegate replacements are also welcome.
Schedule Changes: Vair Training may find it necessary to reschedule or cancel sessions and will give registrants appropriate advance notice of such changes. On such occasions, full refunds will be given. Vair Training will not be responsible for penalties incurred as a result of discounted airfare purchases. For more information regarding Vair Training administrative policies, please contact our offices at +1 770 853 0362.
Please Note: You may register online at http://vairtraining.com – or if you prefer, you may print this page and fax it to +1 678 802 3222
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