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SMi are proud to present their summer masterclass....

In Association With

Financial Mechanics

It has never been more important for businesses to have the skills in-house to forecast their own financial performance and support strategic decision making under uncertainty.  This half day training course will enable you to actively learn and give you theknowledge to develop confidence in your models at a time when these skills are essential to your business success. Financial Mechanics' seminar will teach you practical financial modelling skills that you can apply straight away.  During the seminar you will practice the skills being demonstrated as you build up a forecast model on your own laptop.

This Business Forecast Modeling course will offer guidance on managing the model build process, giving you the confidence to:

  • Forecast an integrated set of financial statements, picking up on your last set of reported management or financial accounts
  • Assess different projection methods – moving average, exponential smoothing, decomposition, key driver analysis, judgmental methods
  • Design for ease of update. Unless it’s straightforward to periodically update the model it won’t happen, and the management benefit of regular forward-looking projections will be lost
  • Produce useful and well-designed management reports comparing the budget with the year to do and revised forecast
  • Consolidate group businesses or operating units into an integrated forecast
  • Run multiple ‘cases’ (for example management, upside, banking case)

This hands-on seminar will allow you to develop your knowledge of business forecast modelling under the instruction of an expert with many years' experience in financial modelling.


About Your Master Class Leader:

Kenny Whitelaw-Jones, MBA, AMCT joined Financial Mechanics folloiwng 7 years as a financial advisor and modeller on project and corporate finance transactions.  Prior to that, Kenny worked for several leading advisory firms including KPMG and Deloitte.  In addition to his MA, he holds an MBA and is a member of the Association of Corporate Treasurers and The Securities Institute.


About The Company:

Financial Mechanics is a specialist financial modeling services company, providing transaction support, training courses, , and model review services to clients worldwide. We have over 75 years combined experience designing, building, and reviewing financial models used in forecasting business performance, evaluating projects, securing funding, and making acquisitions. We know how to build models that work for our clients. Our regularly scheduled training courses range from technical design and build courses, for those who need to build or regularly adapt financial models, to commercial courses for decision makers who need to understand and use models that have been built by others. Amongst financial institutions our clients include 9 of the top 10 global banks, more than 30 smaller commercial banks and financial advisors, and 6 of the top 8 accounting firms. Our corporate clients include global investment funds, project developers, oil majors, leading mining companies, and major utilities.

Masterclass programme

8:30 Registration & Coffee

9:00 Introduction to the FAST modelling method

9:45 Design And Construction Techniques For Ease Of Update And Managing The Model Build Process

10:30 Morning Coffee

11:00 Assessing Different Projection Methods - Moving Average, Exponential Smoothing, Decomposition, Key Driver Analysis, And Judgemental Methods

11:45 Building The Core Calculation Engine

12:30 Networking Lunch

13:30 Putting It All Together - Producing Useful And Well-Designed Management Reports

14:15 Consolidating Group Businesses Or Operating Units Into An Integrated Forecast

15:00 Afternoon Tea

15:30 Running Multiple 'Cases'

16:15 Summary And Questions

16:30 Close Of Master Class

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Crowne Plaza Hotel - St James

Buckingham Gate 45/51
London SW1E 6AF
United Kingdom

Crowne Plaza Hotel - St James

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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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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
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