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Foundation in Finance & Administration Image

Foundation in Finance & Administration

Brussels - Belgium
21 - 23 Oct 2020
Add to calendar 2020-10-21 09:00 2020-10-23 14:00 Europe/Brussels Foundation in Finance & Administration Introduces key topics of fund administration to back office personnel, including fund accounting, fund structuring, valuations, regulations, reporting and performance.
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Overview Practical information
Overview

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.

Practical information
Venue

TBC Brussels, Belgium

Programme

WEDNESDAY 21 OCTOBER 2020

09.00 – 10.00 Introduction

10.30 – 10.50 Coffee break

10.50 – 12.50 Regulatory framework – AIFM Directive and other relevant regulations

12.50 – 13.45 Lunch

13.45– 14.45 Fund structures, terms and operation

14.45– 15.00 Coffee break

15.00 – 16.30 Fund structures, terms and operation

16.30– 16.45 Coffee break

16.45– 17.30 Exiting a fund – warranties, liquidation, responsibilities

18:00 - 19:00 Welcome reception at the Invest Europe offices (Bastion Tower, Place du Champ de Mars 5, 1050 Brussels)

19.00 - 22.00 Networking Dinner


THURSDAY 22 OCTOBER 2020

09.00 – 11.00 PE Framework

11.00 – 11.30 Coffee break

11.30 – 13.00 Accounting for private equity

13.00 – 14.00 Lunch

14.00 – 15.00 Accounting for private equity

15.00 – 15.15 Coffee break

15.15 – 16.15 VC valuation case studies

16.15 – 16.30 Coffee break

16.30 – 17.30 BO valuation case studies


FRIDAY 23 OCTOBER 2020

09.00 – 10.30 Fund Performance: the Investor's Point of View

10.30 - 10.50 Coffee Break

10.50 - 12.45 Reporting from an Investor's Point of View and Investor Reporting Guidelines

12.45 – 13.00 Closing Remarks and Q&A

13.00 – 14.00 Lunch

Speakers

To view the speaker profiles, please click here

Accommodation

Accommodation information will be available shortly.

Fees, method of payment and cancellation

Course Fee (excluding accommodation):

Invest Europe Members: €2,085

Non-members: €2,990

*21% VAT will be added for courses organised in Belgium

The above prices also include all material relating to the course as well as coffee breaks, lunches and dinners for the duration of the course. Hotel accommodation is not included in the course fee.


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 21/09/2020 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 21/09/2020. 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.

Language

The working language of the course will be English.

Registration

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 21 September 2020 should mention a credit card number for the payment of course fees.

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