Invest Europe Training
12 - 13 April 2018
What is it?
The course programme includes:
- Structuring the forecast process and model
- Performing historical financial ratio analysis
- Analysing industry, strategy and key business drivers
- Building an operational model from the underlying business drivers
- Forecasting integrated financial statements
- Balancing the balance sheet from the cash flow statement
- Sensitivity and scenario analysis
The seasoned lecturer of this training course is Hans Haanappel. Hans specializes in financial modelling and valuation analysis. He advises various large & mid-sized privately held firms in valuation, mergers and acquisitions, damage calculations and capital budgeting. He has also been engaged as an advisor in the valuations and financial modelling for several private equity transactions.
In order to enhance interactions we will only accept a limited number of participants.
Why should you attend?
This 2-day course focuses on best practices and is aimed at private equity professionals who want to develop practical skills in building forecast models of financial statements in excel starting with the analysis of historical financial performance.
The financial model will be structured from the underlying business drivers and translated into a high quality operating model that result in a fully integrated forecast of income statement, balance sheet and cash flow statement.
Who should attend?
The course is most suitable for professionals such as Financial Accountants, Controllers, Portfolio Managers, Associates & Analysts who are involved in building financial model to evaluate investment opportunities.
The prerequisites of this course are basic excel, finance and accounting skills. Please note that although excel is used extensively and that maximizing the usage of excel is touched upon to support the modelling, this is not an excel training.
To be confirmed.
THURSDAY 12 APRIL 2018
8.30 – 9.00 Registrations
9.00 - 11.00 Introduction and performing historical financial analysis
11.00 – 11.30 Coffee break
11.30 – 13.15 Performing historical financial analysis (continued)
13:15 - 14:00 Lunch
14.00 – 16.00 Strategy and industry analysis and how to structure and build a forecast model
16:00 - 16:30 Coffee break
16.30 – 18.30 Forecasting income statement
19.30 - 22.00 Networking Dinner in the city centre
FRIDAY 13 APRIL 2018
9.00 – 10.30 Guest speaker 3i, Bastiaan Peer
10.30 – 10.45 Coffee break
10.45 – 12.30 Forecasting the incomes statement (continued) and forecasting the balance Sheet
12.30 –13.30 Lunch
13:30 - 15.00 Forecasting the balance sheet (continued)
15:00 - 15.15 Coffee break
15.15 – 16.30 Forecasting the cash flow statement and balancing the balance sheet
Accommodation information will be available shortly.
Fees, method of payment and cancellation
Course Fee (excluding accommodation)
Invest Europe Members: €1,600
21% VAT will be added.
The above prices also include all material relating to this course as well as coffee breaks, lunches and dinners for the duration of the course. Hotel accommodation is not included in the course fee.
Participants are requested to pay by cheque, banker's draft, bank transfer or credit card in EURO as shown on the Application Form. Applications sent after 12/03/2018 should be paid by credit card.
Bank transfers: should be made net of bank charges and commission to the following bank: ING Avenue Marnix 24, B-1000 Brussels
International bank transfer account number: IBAN BE33 3300 5785 0046 SWIFT/BIC: BBRUBE BB
Domestic bank transfer account number: 330-0578500-46
A copy of the bank transfer should be sent together with the application form. To avoid any confusion, participants are requested to indicate clearly their names and addresses on transfer orders and cheques. Confirmation of registration for fees and practical information will be sent after receipt of the application form and payment. For late registrations (see above), we require payment via a credit card.
Cancellations can only be accepted if received (in writing) by 12/03/2018. Fees (less 20% administrative charges) will then be refunded. After this date, delegates will be liable for the full fee.
In case of cancellation, a substitution between members of the same company is still possible at any time.
The working language of the course will be English.
To register for Invest Europe's Financial Modelling course, the candidate should submit the application form and proof of payment. Invest Europe maintains the right to refuse the registration if it is not accompanied by all the supporting documents.
Due to the high demand for Invest Europe Training courses, priority is given to Invest Europe's members. Registrations will be handled on a first-come first-served basis. Any registration received after 12.03.2018 should mention a credit card number for the payment of course fees.