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This masterclass provides an unmissable opportunity to learn from an industry-leading expert and witness the key issues in building and using an operational model for a PFI/PPP project. Delegates will experience first-hand how to update an operating model and produce reports for key stakeholders such as directors or lenders.

 

• To learn key tips to dealing with operational PFI models
• To increase your confidence in dealing with PFI models in general
• To learn some very useful ways of reporting on your analysis of PFI models, particularly operational models
• To have a framework for understanding and dealing with large PFI operational models in order to investigate further and better
• To learn some key Excel modeling tips
 

Masterclass LEADER

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Dominic Robertson

Director, Lazuli Solutions

Dominic is a director of Lazuli Solutions and has been building and auditing financial models since the mid-nineties. Dominic has two degrees in Mathematics and was a manager in the Business Modelling Group at Arthur Andersen before working in the Infrastructure Team at Babcock & Brown in London. He currently also lectures on advanced finance and modelling at the University of Naples in Italy, as well as leading Project Finance Modelling classes for BPP in London.

Dominic is the author of “See-Through Modelling – The technical blueprint to financial modelling using lessons learnt from PFI” by Harriman House.
 

Lazuli Solutions

 

Lazuli Solutions has worked on nearly 10% of project models in the UK PFI market to date and has specialized in the construction of user-friendly operating model solutions. Lazuli Solutions is a signatory to the FAST modelling standard.

Masterclass programme

7:00 Summary

8:30 Registration

9:00 Introduction

Dominic Robertson

Dominic Robertson, Director, Lazuli Solutions
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1. Commercial objectives during the operational phase of a PFI/PPP project
2. Likely users of an operational PFI/PPP model
3. Can the financial close model be used?

10:30 Morning Coffee

11:00 Operational model solution and components

Dominic Robertson

Dominic Robertson, Director, Lazuli Solutions
View Bio

1. Modelling components that make up a viable solution
2. FAST method and model demo
3. Management accounts ‘machine’ & re-categorization issues
4. Checks and balances – the model audit trail

 

12:00 Discussion

Dominic Robertson

Dominic Robertson, Director, Lazuli Solutions
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Attendees questions and personal modelling issues

12:30 Lunch

13:30 Afternoon Exercises

Dominic Robertson

Dominic Robertson, Director, Lazuli Solutions
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1. Updating an example operating model from management accounts & reforecasting
2. Role play & reporting from an example operating model
 

15:00 Afternoon tea

15:30 Continuation of Afternoon exercises

Dominic Robertson

Dominic Robertson, Director, Lazuli Solutions
View Bio

17:00 Summary

Dominic Robertson

Dominic Robertson, Director, Lazuli Solutions
View Bio

17:30 End of Masterclass

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Holiday Inn Kensington Forum

97 Cromwell Road
London SW7 4DN
United Kingdom

Holiday Inn Kensington Forum

Holiday Inn Kensington Forum is perfectly situated in one of London’s most luxurious and beautiful areas within South Kensington. 

The hotel is just 2 minutes walk from Gloucester Road tube station for convenient travel to Hyde Park, London Eye, Tower Bridge plus more of London’s top attractions. There are also easy and direct links to some major transport hubs including Victoria, Kings Cross St Pancras, Paddington and Heathrow. 

This distinctive hotel in south London has so much to offer to make all guests really feel at home. The latest Holiday Inn relaunch is not just about the new look and feel for the hotel but to offer guests more benefits during their stay including a pillow menu for extra comfort during their sleep and a curved shower rail for more spacious feel. 

In addition to our 906 rooms, all business guests can take advantage of our meeting and conference facilities including High Speed Internet Access and unlimited Starbucks coffee at The Academy. Our hotel’s professional event planners are on board to help take the hard work and stress away from planning your next event. 

So whether you in London on business or pleasure, make the Holiday Inn London Kensington Forum your first choice of hotel and book your accommodation for our lowest internet rate guarantee. 

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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