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One cannot learn the all the skills of needed for efficient financial modelling in a short half-day seminar.  However, Financial Mechanics has designed a short introduction to some basic principles that will steer attendees in the right direction, using a simple spreadsheet that reflects basic market operation, e.g. dispatch by plant type with different shape load-duration curves.

For those who actively build or manipulate spreadsheets, the seminar will scratch the surface on techniques that Financial Mechanics has developed over 10 years of financial modelling training.  For those who use and review financial models, the seminar will provide an introduction to how models should be designed and how to move around and analyze a well-built, albeit very small, financial model.

This is a hands-on seminar with limited lecturing from PowerPoint slides.  To get the most value, participants should expect to bring a laptop and actively follow along with the instructor. 

    

WHY YOU SHOULD ATTEND:

This is a short introductory seminar.  Elements of the agenda will be helpful for anyone that wants to improve his/her manipulation of Excel for forecasting business performance, for those that are interested in an introduction to recognized best-of-class design techniques summarised in the FAST Modeling Method (see
www.fast-modeling.net), and those that would simply like to improve techniques for moving around and reviewing existing financial models.

Attitude is more important than title or job role.  If you’d like some quick hands on experience into the tradecraft of financial modelling, then you will find the half-day very useful.  Consider it a ‘day at the track’ under expert instruction, not a course that will prepare you to win a rally.

                

ABOUT YOUR WORKSHOP LEADERS

 

John Richter, Director, Financial Mechanics

 

John has over 20 years experience in industry and project finance, nearly all that time directly or indirectly involved with financial modeling.  He graduated from Princeton University with a BSc in Mechanical and Aerospace Engineering and holds an MBA from Harvard Business School.

 

Nazim Osmancik, Senior Consultant, International Infrastructure Analysis, IPA Energy + Water Economics

 

Nazim Osmancik is a quantitative economist and mathematical statistician who specialises in energy and carbon market modelling, econometric analysis, and development of strategic decision-making tools. He has over 7 years of experience in consulting and professional services. He has undergraduate degrees in Economics and Mathematics from Macalester College and a Masters degree in Finance with a special focus on Financial Econometrics from the London School of Economics. 

 

ABOUT FINANCIAL MECHANICS

Financial Mechanics is a specialist financial modeling services company, providing transaction support, training courses, and model review services to clients worldwide.  It has over 75 years combined experience designing, building, and reviewing financial models used in forecasting business performance, evaluating projects, securing funding, and making acquisitions.

ABOUT IPA ENERGY + WATER ECONOMICS

 Founded in 1989, IPA Energy+Water Economics is one of the leading specialized consultancy practices in Europe providing services in electricity, gas, renewables, emissions, and water sectors to a global client base. Since 2006, IPA has been a member of the DAR Group of companies - one of the world’s largest engineering consultancy practices. IPA brings together multi-disciplinary modeling and advisory skills ranging across the fields of engineering, economics, finance and regulation. IPA consultants have developed and successfully applied a suite of proprietary analytical tools, including the ECLIPSE®, which is a comprehensive power dispatch and market simulation platform to support transactions and underpin strategic advisory services.

Workshop programme

8:30 Registration & Coffee

9:00 SESSION 1

10:30 Morning Coffee

11:00 SESSION 2

12:30 Close of Workshop

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Copthorne Tara Hotel

Scarsdale Place
Kensington
London W8 5SR
United Kingdom

Copthorne Tara Hotel

The Copthorne Tara Hotel London Kensington is an elegant contemporary four-star hotel in prestigious Kensington, located just a two minutes walk from High Street Kensington underground station, making exploring easy. The hotel offers well-appointed and comfortable guest rooms combining Standard, Superior and Club accommodation. Club rooms offer iconic views over the city and include Club Lounge access for complimentary breakfast and refreshments. Guests can sample the authentic Singaporean, Malaysian and Chinese cuisine at Bugis Street, traditional pub fare at the Brasserie Restaurant & Bar or relax with a delicious drink at West8 Cocktail Lounge & Bar.

The Copthorne Tara Hotel boasts 745 square meters of flexible meeting space, consisting of the Shannon Suite and the Liffey Suite, ideal for hosting conferences, weddings and social events. Facilities include access to the business centre 24 hours a day, fully equipped fitness room, gift shop, theatre desk and Bureau de Change. With ample onsite parking outside the London congestion charge zone and excellent transport links via Heathrow Airport, the hotel is the perfect location for business or leisure stays. The hotel is within close proximity to the shops of High Street Kensington, Knightsbridge and Westfield London, Olympia Conference Centre, Royal Albert Hall, Kensington Palace and Hyde Park.

 

HOTEL BOOKING FORM

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WHAT IS CPD?

CPD stands for Continuing Professional Development’. It is essentially a philosophy, which maintains that in order to be effective, learning should be organised and structured. The most common definition is:

‘A commitment to structured skills and knowledge enhancement for Personal or Professional competence’

CPD is a common requirement of individual membership with professional bodies and Institutes. Increasingly, employers also expect their staff to undertake regular CPD activities.

Undertaken over a period of time, CPD ensures that educational qualifications do not become obsolete, and allows for best practice and professional standards to be upheld.

CPD can be undertaken through a variety of learning activities including instructor led training courses, seminars and conferences, e:learning modules or structured reading.

CPD AND PROFESSIONAL INSTITUTES

There are approximately 470 institutes in the UK across all industry sectors, with a collective membership of circa 4 million professionals, and they all expect their members to undertake CPD.

For some institutes undertaking CPD is mandatory e.g. accountancy and law, and linked to a licence to practice, for others it’s obligatory. By ensuring that their members undertake CPD, the professional bodies seek to ensure that professional standards, legislative awareness and ethical practices are maintained.

CPD Schemes often run over the period of a year and the institutes generally provide online tools for their members to record and reflect on their CPD activities.

TYPICAL CPD SCHEMES AND RECORDING OF CPD (CPD points and hours)

Professional bodies and Institutes CPD schemes are either structured as ‘Input’ or ‘Output’ based.

‘Input’ based schemes list a precise number of CPD hours that individuals must achieve within a given time period. These schemes can also use different ‘currencies’ such as points, merits, units or credits, where an individual must accumulate the number required. These currencies are usually based on time i.e. 1 CPD point = 1 hour of learning.

‘Output’ based schemes are learner centred. They require individuals to set learning goals that align to professional competencies, or personal development objectives. These schemes also list different ways to achieve the learning goals e.g. training courses, seminars or e:learning, which enables an individual to complete their CPD through their preferred mode of learning.

The majority of Input and Output based schemes actively encourage individuals to seek appropriate CPD activities independently.

As a formal provider of CPD certified activities, SMI Group can provide an indication of the learning benefit gained and the typical completion. However, it is ultimately the responsibility of the delegate to evaluate their learning, and record it correctly in line with their professional body’s or employers requirements.

GLOBAL CPD

Increasingly, international and emerging markets are ‘professionalising’ their workforces and looking to the UK to benchmark educational standards. The undertaking of CPD is now increasingly expected of any individual employed within today’s global marketplace.

CPD Certificates

We can provide a certificate for all our accredited events. To request a CPD certificate for a conference , workshop, master classes you have attended please email events@smi-online.co.uk

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Contact SMi GROUP LTD

UK Office
Opening Hours: 9.00 - 17.30 (local time)
SMi Group Ltd, 1 Westminster Bridge Road, London, SE1 7XW, United Kingdom
Tel: +44 (0) 20 7827 6000 Fax: +44 (0) 20 7827 6001
Website: http://www.smi-online.co.uk Email: events@smi-online.co.uk
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