Operational Modelling for PFI FInance Projects Masterclass (December 2015)
1 like317 views
The SMI Masterclass series on operational modelling for PFI finance projects offers attendees the chance to learn from industry expert Dominic Robertson on building and using operational models for PFI/PPP projects. Participants will gain hands-on experience in updating models, producing reports, and addressing key issues while receiving valuable tips in Excel modelling. The event will be held on December 9, 2015, in Central London, with various registration methods and discounts available.
Operational Modelling for PFI FInance Projects Masterclass (December 2015)
- 1. SMi MASTERCLASS SERIES 2015 MC441 2015 9th Central London Operational Modelling for PFI Finance Projects DEC SMi Training Presents… Overview: 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. Why you should attend: •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 modelling tips Hosted by: Dominic Robertson, Owner and Director, Lazuli Solutions www.smi-online.co.uk/2015operational-financial-models.asp Register online and receive full information on all of SMi’s conferences Register online or fax your registration to +44 (0) 870 9090 712 or call +44 (0) 870 9090 711 GROUP DISCOUNTS AVAILABLE REGISTER BY 30TH SEPTEMBER AND RECEIVE A £100 DISCOUNT REGISTER BY 31ST OCTOBER AND RECEIVE A £50 DISCOUNT
- 2. www.smi-online.co.uk/2015operational-financial-models.asp Register online and receive full information on all of SMi’s conferences Register online or fax your registration to +44 (0) 870 9090 712 or call +44 (0) 870 9090 711 GROUP DISCOUNTS AVAILABLE Operational Modelling for PFI Finance Projects Your Masterclass leader: Dominic Robertson 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. About the Company: 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. 8.30 Registration & Coffee 9.00 Introduction • Commercial objectives during the operational phase of a PFI/PPP project • Likely users of an operational PFI/PPP model • Can the financial close model be used? 10.30 Morning Coffee 11.00 Operational model solution and components • Modelling components that make up a viable solution • FAST method and model demo • Management accounts ‘machine’ & re-categorisation issues • Checks and balances – the model audit trail 12.00 Discussion • Attendees questions and personal modelling issues 12.30 Networking Lunch 13.30 Afternoon Exercises • Updating an example operating model from management accounts & reforecasting • Role play & reporting from an example operating model 15.00 Afternoon Tea 15.30 Afternoon Exercises • Continuation from exercises above 16.30 Summary • The importance of the commercial backdrop • Technical issues and possible practical solutions 17.00 Discussion 17.30 End of Masterclass FULL DAY PROGRAMME
- 3. OPERATIONAL MODELLING FOR PFI FINANCE PROJECTS Wednesday 9th December 2015, Central London 4 WAYS TO REGISTER FAX your booking form to +44 (0) 870 9090 712 PHONE on +44 (0) 870 9090 711 ONLINE www.smi-online.co.uk/2015operational-financial-models.asp If you have any further queries please call the Events Team on tel +44 (0) 870 9090 711 or you can email them at events@smi-online.co.uk POST your booking form to: Events Team, SMi Group Ltd, 2nd Floor South, Harling House, 47-51 Great Suffolk Street, London, SE1 0BS Payment: If payment is not made at the time of booking, then an invoice will be issued and must be paid immediately and prior to the start of the event. If payment has not been received then credit card details will be requested and payment taken before entry to the event. Bookings made within 7 days of the event require payment on booking. Substitutions/Name Changes: If you are unable to attend you may nominate, in writing, another delegate to take your place at any time prior to the start of the event. Two or more delegates may not ‘share’ a place at an event. Please make separate bookings for each delegate. Cancellation: If you wish to cancel your attendance at an event and you are unable to send a substitute, then we will refund/credit 50% of the due fee less a £50 administration charge, providing that cancellation is made in writing and received at least 28 days prior to the start of the event. Regretfully cancellation after this time cannot be accepted. Alterations: It may become necessary for us to make alterations to the content, speakers, timing, venue or date of the event compared to the advertised programme. Data Protection: The SMi Group gathers personal data in accordance with the UK Data Protection Act 1998 and we may use this to contact you by telephone, fax, post or email to tell you about other products and services. Unless you tick here □ we may also share your data with third parties offering complementary products or services. If you have any queries or want to update any of the data that we hold then please contact our Database Manager databasemanager@smi- online.co.uk or visit our website www.smi-online.co.uk/updates quoting the URN as detailed above your address on the attached letter. Unique Reference Number Our Reference MC441 Terms and Conditions of Booking DELEGATE DETAILS Please complete fully and clearly in capital letters. Please photocopy for additional delegates. Title: Forename: Surname: Job Title: Department/Division: Company/Organisation: Email: Company VAT Number: Address: Town/City: Post/Zip Code: Country: Direct Tel: Direct Fax: Mobile: Switchboard: Signature: Date: I agree to be bound by SMi's Terms and Conditions of Booking. ACCOUNTS DEPT Title: Forename: Surname: Email: Address (if different from above): Town/City: Post/Zip Code: Country: Direct Tel: Direct Fax: VENUE □ Please contact me to book my hotel Alternatively call us on +44 (0) 870 9090 711, email: hotels@smi-online.co.uk or fax +44 (0) 870 9090 712 VAT VAT at 20% is charged on the attendance fees for all delegates. Payment must be made to SMi Group Ltd, and received before the event, by one of the following methods quoting reference MC441 and the delegate’s name. Bookings made within 7 days of the event require payment on booking, methods of payment are below. Please indicate method of payment: □ UK BACS Sort Code 300009, Account 00936418 □ Wire Transfer Lloyds TSB Bank Plc, 39 Threadneedle Street, London, EC2R 8AU Swift (BIC): LOYDGB21013, Account 00936418 IBAN GB48 LOYD 3000 0900 9364 18 □ Cheque We can only accept Sterling cheques drawn on a UK bank. □ Credit Card □ Visa □ MasterCard □ American Express All credit card payments will be subject to standard credit card charges. Card No: □□□□ □□□□ □□□□ □□□ □ Valid From □□/□□ Expiry Date □□/□□ CVV Number □□□□ 3 digit security on reverse of card, 4 digits for AMEX card Cardholder’s Name: Signature: Date: I agree to be bound by SMi's Terms and Conditions of Booking. Card Billing Address (If different from above): EARLY BIRD DISCOUNT PAYMENT FUTURE MASTERCLASSES □ BOOK BY 30TH SEPTEMBER AND SAVE £100 □ BOOK BY 31ST OCTOBER AND SAVE £50 MASTERCLASS PRICE I would like to attend: Fee Total □ Masterclass: £599.00 +VAT £718.80 I would be interested in attending a Masterclass on the following topic or area: