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 PFI/PPP POST FINANCIAL CLOSE (OPERATING) MODELLING

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About the Masterclass

 

After achieving financial close for a PFI/PPP project there is the need for ongoing financial management. This should address the needs of lenders, shareholders and management to the SPV. In order to manage the financial risks a post financial close or operating financial model is required.

 

This newly designed, full day session explores the critical elements that will lead to success modelling, including hands on exercises to facilitate skills transfer.

 

Key Benefits of Attending:

 

·         A full day session with a leading specialist consultant.

·         A Quality hands on and interactive training session at great value for money.

·         A chance to have an expert answer to all your questions.

 

Overview

This Master Class provides an unmissable opportunity to learn from an industry leading expert, in an interactive environment, how to build Post Financial Close Models (with reference to a demonstration model from a PFI/ PPP project). Delegates will receive extensive insight into the methodology that allows the management accountant to update the assumptions and run the model, on a periodic basis, without the support of the original model builder.

    

 

 

      

About your Master Class Leader:
 

David Whittaker is the Director of Modelling Solutions, and has led successful workshops
for SMi Group in the past. He is a Chartered Management Accountant, and is an author in
financial modelling issues with fifteen years experience within modelling for commerce,
industry, public sector and the ‘big four’ financial modelling practices.

David is also the author of Euromoney's book - PFI PPP Financial Modelling And Analysis - A Practical Guide

 

About The Organisation:


Modelling Solutions provide Excel-based financial modelling services to organisations
and corporate project finance, PPP and PFI. It has the benefit of the support of a
network of financial modelling professionals. The company has provided modelling
services to many PPP/PFI projects including NHS, police and infrastructure schemes.
www.modellingsolutions.co.uk

 

 

Masterclass programme

8:30 Registration & Coffee

9:00 PART I - INTRODUCTION

10:30 Morning Coffee

11:00 PART II – MODELLING ISSUES

12:00 DISCUSSION & QUESTIONS

12:30 Networking Lunch

13:30 PART III – MODELLING ISSUES

13:50 PART V – FINALISING THE MODEL

15:00 Afternoon Tea

15:30 PART IV – USING THE MODEL

17:00 DISCUSSION & QUESTIONS

17:30 CLOSE OF MASTERCLASS

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Holiday Inn Bloomsbury

Coram Street
London WC1N 1HT
United Kingdom

Holiday Inn Bloomsbury

Holiday Inn London-Bloomsbury is just 2 minutes' walk from the Tube at Russell Square station, for speedy connections across the capital. We're 10 minutes by bus from Eurostar connections at St Pancras station, and a 45-minute taxi ride from London Heathrow Airport. Check into your stylish Guest room, air-conditioned and connected to wireless Internet.

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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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