About private equity
How private equity invests in privately-owned businesses, supports jobs and creates prosperity.
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We represent Europe’s private equity, venture capital and infrastructure industry.
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- Operate to the highest level of professional standards
- Access authoritative industry research and data
- Navigate the complex EU regulatory environment
- Network and engage with industry leaders
Foundation in Finance & Administration
Live online classroom
What is it?
The course aims to introduce junior back-office personnel to the key aspects of managing a private equity back office. Invest Europe Professional Standards form a basic part of this course as they are a vital component of aligning business practices and investor relations.
The Foundation in Finance and Administration programme will cover the following topics:
- Accounting for private equity and venture capital
- Fund structures, terms & operations
- International Private Equity and Venture Capital (IPEV) Valuation Guidelines
- Investor Reporting Guidelines
- Invest Europe's Handbook of Professional Standards
- Benchmarking private equity performance
- AIFM Directive Update
Why should you attend?
Participants will get an overview of the roles and responsibilities of a private equity fund's back-office personnel, best practices in operating a back office, efficient reporting, and the use of Invest Europe Professional Standards.
Who should attend?
This course is open to junior accountants, controllers and fund administrators wishing to improve their knowledge and capabilities within private equity and venture capital.
For newly-hired professionals who have just started work in private equity and venture capital: we recommend that you first follow our on-demand e-learning Introduction to Private Equity. Within a couple of hours, this interactive self-paced course will cover the essential industry definitions and relationships that you will need to know to be able to participate effectively in the discussions of our live online classroom training.
Online delivery
To accommodate our members, Invest Europe has decided to hold the 2021 edition of this course in a live online classroom format. The live online classroom is being designed with the same key elements that are valued by our course participants – excellent content and speakers, and interactive group discussions. The updated course structure and format will accommodate online delivery, with shorter sessions and ample audience engagement.
This training course will take place online.
The course will start with an introductory session on Tuesday, 19 October at 16:00 CET and will be over by noon on Friday, 22 October.
Programme topics
- Regulatory framework – AIFM Directive and other relevant regulations
- Fund structures, terms and operation
- Exiting a fund – warranties, liquidation, responsibilities
- PE Framework
- Accounting for private equity
- VC valuation case studies
- BO valuation case studies
- Fund Performance: the Investor's Point of View
- Reporting from an Investor's Point of View and Investor Reporting Guidelines
To view the speaker profiles, please click here
This training course will take place online.
Course Fee (excluding accommodation):
Invest Europe Members: €1,565
Non-members: €2,245
The above prices also include all material relating to the course.
Payment:
Participants are requested to pay by cheque, bankerˆs draft, bank transfer or credit card in EURO as shown on the Application Form. Applications sent after 19 September 2021 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.
Cancellation:
Cancellations can only be accepted if received (in writing) by 19 September 2021. 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 Foundation in Finance & Administration the candidate should submit the registration 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 members. Registrations will be handled on a first-come-first-served basis.
Any registration received after 19 September 2021 should mention a credit card number for the payment of course fees.