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Event Description
  
10/21/2020 9:00 AM10/23/2020 5:00 PM

​Private Equity Boot Camp

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Wednesday, October 21 - Friday, October 23
9:00 AM - 5:00 PM

Course Goals and Overview:

Led by experienced PE practitioners, this seminar teaches trainees how to construct a full-blown LBO model and demystifies the Private Equity deal process.

The Private Equity Boot Camp teaches trainees how to construct comprehensive LBO models used to support real transactions and provides insight into the private equity deal process and the day-to-day responsibilities of a PE professional.

Course Details and Agenda:

Pre-Seminar Excel training: This boot camp assumes proficiency in Excel. Enrollment includes access to Wall Street Prep's popular Excel Crash Course for those who need an Excel refresher.

Post-Seminar Online Access: Enrollment includes lifetime access to the following online course(s): Financial Statement Modeling, LBO Modeling.

Day 1 – LBO and PE Overview, LBO Modeling

The boot camp begins with a discussion of the private equity deal process. Participants will learn about the PE roles and responsibilities at each phase of a deal, from the review of teasers and first round bids to the due diligence process and LOI phase through deal closing. The second half of the day focuses on LBO concepts, typical deal structures and current industry dynamics.

Day 2 – LBO Modeling/PE Deal Process

Trainees begin the LBO modeling process, paying special attention to the most common and challenging issues that emerge when modeling buyouts. We will focus the modeling on various equity and debt tranches, perform scenario and sensitivity analyses and finish with the modeling of advanced functionality and purchase price allocation.

Day 3 – LBO Modeling/PE Deal Process

Trainees continue the LBO modeling process. By the end of Day 3 trainees will have built a comprehensive LBO model.

Who Should Attend:

  • Private equity, asset management and hedge fund associates
  • Investment banking analysts and associates
  • Corporate finance and business development professionals
  • MBA students and business undergraduates
  • Anyone seeking to improve their LBO modeling skill set

What's Included?

Comprehensive training materials (manuals and online exercises), Detailed reusable modifiable Excel model templates, Unlimited e-mail support for content-related questions for 12 months post-seminar.

What to Have:  Laptop, Notepad, and Calculator.

This Virtual Course is Instructed by our training partner, Wall Street Prep.
  
10/27/2020 9:00 AM10/29/2020 5:00 PM

​FP&A Technical Mastery

FP and A Technical Mastery.jpg

Tuesday, October 27 – Thursday, October 29 

9:00 AM – 5:00 PM

FP&A professionals require a cross-functional understanding of accounting, finance, corporate strategy, and industry dynamics. This virtual training program is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals, covering the following topics:

  • The Power & Art of Business Modeling in FP&A
  • Data Visualization & Storytelling
  • Outputs & Variance Analysis
  • Scenarios & Sensitivities
  • Getting to Answers Without Modeling
  • Capex & Project Forecasting
  • Forecasting & Budgeting
  • Strategic Financial Planning & Analysis

Full Agenda

The Power and Art of Business Modeling
  • Modeling best-practices
    • Organizational structure and navigation
    • Coverage of key formulas & functions, ribbons, and functionality
    • Simplification of complex modeling techniques and model hygiene
    • Formula auditing, watch window, formula evaluator
    • Use of dynamic links for linking internally and to external workbooks
  • Model formatting
    • Use of defined names for cells, ranges, tables, data sets, and formulas to simplify references
    • Incorporation of dynamic drop-down lists, toggles, and lookups to improve efficiency
  • Dynamic modeling
    • Creation of dynamic data sets, data ranges, named ranges and formulas using OFFSET to reduce or eliminate manual updates to models and forecasts
    • Use toggles combined with INDIRECT to quickly and efficiently import financials or subsequently-dated data sets
    • Lookup Functions: INDEX, MATCH, VLOOKUP, HLOOKUP, DATA VALIDATION
    • Real-life application through exercises and case studies
Data Visualization & Storytelling
  • Best-practices for conveying financial performance in visual form for meetings and presentations
  • How FP&A can serve as a strategic partner to non-financial business functions
  • Creation of deliverables with consideration given to the end-user or a wide array of audiences
    • Sparklines combined with dynamic data ranges
    • Using dynamic data sets to populate pivot charts, pivot tables, and pivot slicers
  • Real-life application through exercises and case studies
Outputs & Variance Analysis
  • Use of data visualization to communicate strategic mapping, key performance indicators (KPIs), and balanced scorecards
  • Approaches for identification and visual display of KPIs
  • Variance analysis and cash flow forecasting
    • Use of conditional formatting to highlight period-over-period variances
    • Consideration of dynamic triggers for flexible conditional formatting
  • Real-life application through exercises and case studies
  • Building and displaying impactful dashboards for meetings and presentations
  • Crafting and management of dynamic charts and graphs
    • Creation of fully-dynamic graphs with automated updating of links to source information
    • Incorporation of fully-flexible date range toggles within dynamic graphs
    • Utilization of form controls in dynamic graphs to enhance user-interface
  • Real-life application through exercises and case studies
Scenarios & Sensitivities
  • Financial consolidations
    • SUM OF WORKSHEETS approach to scenario management, forecasting, and budgeting
  • Introduction to the Developer ribbon and Visual Basic for Applications (VBA)
  • Introduction to Excel’s built-in scenario manager and scenario summary function
  • Enhancement of scenario user-interface with form controls (option buttons, check boxes, combo boxes, spin buttons, scroll bars, group boxes)
  • Differences between simulation and optimization
  • Conduct sensitivity analysis with dynamic 1- and 2-variable data tables combined with conditional formatting
Getting to Answers Without Modeling
  • Conduct ‘what-if’ operational simulations to minimize risk
  • Utilize goal seek to determine pricing and to target profitability
  • Demonstrate how Excel’s Solver can enhance performance while addressing resource constraints
  • Address break-even, profit optimization, and product mix decisions
  • Real-life application through exercises and case studies
Capex & Project Forecasting
  • Net Present Value (NPV), Internal Rate of Return (IRR), Modified IRR (MIRR), XIRR, XNPV
  • Discounted cash flow analysis and the weighted average cost of capital
  • Utilize 1- and 2-variables sensitivity tables to display a range of probable results
  • Real-life application through exercises and case studies
Forecasting & Budgeting
  • Key terms and definitions
  • Forecasting methods
    • Top-down
    • Bottoms-up
  • How risk, uncertainty, and probability affect forecasts
  • How regression aids in forecasting accuracy
  • Real-life application through exercises and case studies
Strategic Financial Planning & Analysis
  • Key accounting and finance terms and definitions
  • Understanding the fundamentals of the financial statements
    • Income Statement
    • Balance Sheet
    • Statement of Cash Flows
    • Common-sizing and period-over-period trend analysis
    • Ratio analysis
  • Comprehensive strategic case study
    • Revenue and cost build by channel
    • Assessment of the macroeconomic and industry environment
    • Peer review
    • Liquidity and working capital management including cash conversion cycle optimization
    • Gap analysis
    • Debt sizing
    • Integrated venture forecast modeling
Program Conclusion
  • What are the characteristics of an effective FP&A function
  • The future of FP&A in large corporations and private companies
Who Should Attend:
  • Private equity, asset management and hedge fund associates
  • Investment banking analysts and associates
  • Corporate finance and business development professionals
  • MBA students and business undergraduates

What's Included?
Comprehensive training materials (manuals and online exercises), Detailed reusable modifiable Excel model templates, Unlimited e-mail support for content-related questions for 12 months post-seminar.

What You'll Need: Laptop, Notepad, and Calculator

Instructor
Carl-Seidman.jpg
Carl Seidman
Business Strategist, CFO Advisor, 
TedX Speaker, 
Trainer in Leadership and Financial Management

Carl has 10+ years of management consulting experience in finance and strategy, including turnarounds, restructurings, valuation, transactions, and crisis management. With a passion for teaching and years of directly relevant real-world experience, Carl understands the importance of teaching in a way that empowers finance professionals to apply the lessons from the classroom directly on the job.

This Virtual Course is Instructed by our training partner, Wall Street Prep.
  
10/28/2020 9:00 AM10/28/2020 12:00 PM
​The Future of Asset Management Regulation: 
Politics, and Policy, and Portfolios 
Wednesday, October 28 | 9:00AM – 12:00PM
Future of Asset Mgmt Regulation.jpg
 
What does the future hold for asset management regulation? 

This marquee conference is dedicated to answering that very question. 

You are invited to join us for an insider’s view during this half-day virtual conference dedicated to the future of both institutional asset management and wealth management. You’ll hear from a panel of industry insiders who will share their thoughts on how politics will influence policy and how the elections will affect the course of asset management regulation. Our panels of preeminent political experts, senior regulators, and industry executives will also candidly examine current trends and explore possible future regulatory developments.   
 
LEARNING OBJECTIVES:  

  • Explore how the national elections can influence asset management regulation
  • Understand key features concerning the regulation of institutional asset management and wealth management
  • Examine some of the policy issues that regulators face
Who should attend:  Any investment professional interested in how asset management regulation is likely to evolve. This could include:

  • Asset Owners and Managers​
  • Attorneys​
  • Compliance Officers​
  • Financial Advisors​
  • Portfolio Managers​
  • Wealth Managers​
  • Analysts​
  • FInancial market researchers​
*This event is in-house and is not being broadcasted‎ or recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of CFA Society Washington, DC’s code of conduct. 

This program has been granted 3.5 CFP CE Credit.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® certification mark (with plaque design) logo and the CFP® certification mark (with flame design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

  
10/29/2020 5:00 PM10/29/2020 6:00 PM

Billion Dollar Whale.jpg

The Member-Organized Book Club returns with another thrilling story of financial malfeasance. October's book selection is Billion Dollar Whale: The Man Who Fooled Wall Street, Hollywood, and the World by Tom Wright and Bradley Hope.  

If you thought The Wolf of Wall Street was shocking, just wait until you learn how it was financed.  Please join your fellow CFAW members for an hour of fun and insightful conversation. For those of you who attended the CFAW mixology seminar in September, put your new skills to use by making a whale-themed drink.

Spoiler alert! Read most of the book, if not all, before the group meets!

Please RSVP via email to Mike Jerue no later than October 25!
  
11/3/2020 11:00 AM11/3/2020 12:00 PM

[Virtual] Leading Individual and Team Performance 

Kaplan Leadership Event.png

Tuesday, November 3 | 11:00AM - 12:00PM ET 

In partnership with Kaplan

This interactive webinar is about analyzing and understanding the factors that underpin high performance; the frameworks necessary for building performance at the individual level, and the core elements leaders should pay attention to, when developing team cadence.

Aimed at managers and those soon to enter a management position, participants by the end of the webinar will be able to:

  • Apply a framework to analyse their team’s motivation
  • Analyse individual performance
  • Deliver performance-based feedback
  • Develop an operating rhythm.
Program Outline:
  1. Introduction
  2. Performance and motivation: Understanding the importance of intrinsic motivation and the critical link between Achievement, Belonging and Control
  3. Analyze and Apply Performance Drivers: Capability, Engagement, Environment
  4. Delivering Effective Feedback: Learn effective ways to deliver feedback and discuss challenges that managers encounter.
  5. Developing Team Cadence: Learn how to develop an operating rhythm for your team and how to create an effective cadence for virtual teams.
  6. Summary and close
Target Audience:
  • Managers, team leaders, coaches, mentors, project managers
Speaker:
Simon Taylor - photo.jpg
Simon Taylor, Ph.D
Senior Leadership Consultant
Kaplan UK

Simon joined Kaplan from the Royal Military Academy Sandhurst, where for six years he was a Senior Lecturer in the Communication and Applied Behavioural Science Department.   

A highly energetic and engaging consultant, Simon, over the last four years, has worked with global legal and financial service providers, major retailers and oil and gas businesses in the UK, Europe, and the Middle East.  He has extensive experience in designing and delivering leadership programmes. He holds two masters degrees and has recently completed a PhD.
  
12/1/2020 11:00 AM12/1/2020 12:30 PM

​Part 1: [Virtual] Financial Storytelling

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Tuesday, December 1st, 2020 | 11:00AM - 12:30PM ET 

In partnership with Kaplan

Financial storytelling is about blending narrative with numbers. It is about equipping participants with the necessary knowledge, skills and confidence, to step out of their comfort zone, and to create compelling arguments which immediately resonate with the audience.

This interactive two-session webcast is specifically aimed at professionals who would like to develop their communication skills. By the end of the program they will be able to:
  • Design a compelling story that will influence and deliver a successful outcome
  • Spike an audience’s attention to ensure focus on core elements of financial data
  • Create a memorable experience which builds trust, congruence, and long-term relationships.
Program Outline:

Part 1:
  1. Introduction
  2. Numbers as narrative: Using neuroscience, learn how to build a narrative around numbers that inspire curiosity, interest, and excitement.
  3. What Aristotle taught Us: Ethos, Pathos, Logos
  4. Identifying the core message: Identifying the core message and using it to build the presentation
  5. The importance of structure: Building a well-structured presentation and using stories to drive action
  6. Apply what you’ve learned through building and delivering a short presentation
  7. Close
Target Audience:
  • Any professional interested in delivering compelling presentations using financial data.
Speakers:
Dave Bowman photo.jpg
Dave Bowman, ACA, CFA
Executive Director - Faculty and Consulting
Kaplan Professional

David joined Kaplan from the Inspirational Development Group (IDG) where for over ten years he designed, facilitated and led a number of global award winning leadership programmes. He was also Head of Commercial Excellence where he developed a number of business simulations and business acumen programmes. Prior to his time at IDG David worked at Kaplan where headed up their financial markets division. He holds the CFA designation and delivered training programmes at all three levels of the CFA Programme.

David is a highly experienced consultant. He has a strong coaching style with strong listening and questioning skills. He has a wealth of experience to draw on from his corporate background and his twenty plus years of designing and delivering learning and development programmes.

Simon Taylor -Photo.jpg
Simon Taylor, Ph.D
Senior Leadership Consultant
Kaplan UK

Simon joined Kaplan from the Royal Military Academy Sandhurst, where for six years he was a Senior Lecturer in the Communication and Applied Behavioural Science Department.   

A highly energetic and engaging consultant, Simon, over the last four years, has worked with global legal and financial service providers, major retailers and oil and gas businesses in the UK, Europe, and the Middle East.  He has extensive experience in designing and delivering leadership programmes. He holds two masters degrees and has recently completed a PhD.
  
12/2/2020 9:00 AM12/4/2020 5:00 PM

​ Financial Valuation and Modeling Boot Camp

FVM.jpg

Wednesday, December 2 - Friday, December 4

9:00 AM - 5:00 PM

CFA Society Washington, DC is pleased to offer, in partnership with Wall Street Prep, one of Wall Street Prep's most popular courses to equip busy professionals and students with the financial skills they need on the job.

During this intensive 3-day training, participants will learn financial and valuation modeling in Excel using a hands-on, case-study approach. Modeling methodologies covered include financial statement modeling, valuation & DCF modeling and trading & transaction comps modeling. Instructors are all practitioners (investment bankers, equity research analysts, etc.) with a passion for teaching and years of directly relevant real-world experience.

What is included:
  • Comprehensive training materials (manuals and online exercises)
  • Detailed, reusable, modifiable Excel model templates
  • Unlimited email support for content-related questions for 12-months post-seminar
  • Access to additional online modules (crash course in Excel, M&A and LBO Modeling video lectures)
  • Certification in Financial and Valuation in Modeling (upon successful completion of online Certification Exam)
  • 21 CFA PL CE, 27 CPE credits and 35 PD credit
  • Wall Street Prep certification exam, upon successful completion of course and online modules

What is needed from you:
  • Participants should have basic knowledge of Excel and solid financial accounting fundamentals
  • For the course, Participants will need a laptop with Excel, version 2003 or higher

This Virtual Course is Instructed by our training partner, Wall Street Prep.

  
12/3/2020 11:00 AM12/3/2020 12:30 PM

​Part 2: [Virtual] Financial Storytelling

Kaplan_Financial Story Telling.png
Thursday, December 3rd, 2020 | 11:00AM - 12:30PM ET 

In partnership with Kaplan

Financial storytelling is about blending narrative with numbers. It is about equipping participants with the necessary knowledge, skills and confidence, to step out of their comfort zone, and to create compelling arguments which immediately resonate with the audience.

This interactive two-session webcast is specifically aimed at professionals who would like to develop their communication skills. By the end of the program they will be able to:
  • Design a compelling story that will influence and deliver a successful outcome
  • Spike an audience’s attention to ensure focus on core elements of financial data
  • Create a memorable experience which builds trust, congruence, and long-term relationships.
Program Outline:

Part 2:
  1. Introduction / Recap of Session 1
  2. Practice and prepare your short presentation
  3. Body language, pauses, pitch and volume
  4. Data visualization techniques using Gestalt Principles and the use of white space
  5. Deconstructing the numbers: bringing the numbers alive and eliminate the rest
Click here for information on Part 1

Target Audience:
  • Any professional interested in delivering compelling presentations using financial data.
Speakers:
Dave Bowman photo.jpg
Dave Bowman, ACA, CFA
Executive Director - Faculty and Consulting
Kaplan Professional

David joined Kaplan from the Inspirational Development Group (IDG) where for over ten years he designed, facilitated and led a number of global award winning leadership programmes. He was also Head of Commercial Excellence where he developed a number of business simulations and business acumen programmes. Prior to his time at IDG David worked at Kaplan where headed up their financial markets division. He holds the CFA designation and delivered training programmes at all three levels of the CFA Programme.

David is a highly experienced consultant. He has a strong coaching style with strong listening and questioning skills. He has a wealth of experience to draw on from his corporate background and his twenty plus years of designing and delivering learning and development programmes.

Simon Taylor -Photo.jpg
Simon Taylor, Ph.D
Senior Leadership Consultant
Kaplan UK

Simon joined Kaplan from the Royal Military Academy Sandhurst, where for six years he was a Senior Lecturer in the Communication and Applied Behavioural Science Department.   

A highly energetic and engaging consultant, Simon, over the last four years, has worked with global legal and financial service providers, major retailers and oil and gas businesses in the UK, Europe, and the Middle East.  He has extensive experience in designing and delivering leadership programmes. He holds two masters degrees and has recently completed a PhD.
  
12/9/2020 9:00 AM12/11/2020 5:00 PM

​Introduction to Project Finance Boot Camp

Intro to Project Finance.jpg
Wednesday, December 9 – Friday, December 11
9:00 AM - 5:00 PM

Course Goals and Overview:

Project Finance Modeling requires complexity not seen in typical corporate finance models. This course breaks down everything needed to build and interpret project finance models for a transaction. Learn project finance financial statement modeling, debt sizing mechanics, running upside & downside cases, and more.

Project Finance Analysts, Associates, and Managers from the following institution types:

  • Investment banks
  • Commercial banks
  • Export credit agencies
  • Multilateral Institutions
  • Government Project Finance Teams
  • Project Finance Sponsors, Lenders, and Insurers
  • Construction, Equipment Sellers/Lessors in Projects
Day 1: Project Finance Principles; Modeling Best Practices

You will learn the principles for project finance and the key drivers for structuring transactions in order to maximize the benefits for debt lenders, equity investors and public agencies. Our instructors will walk you though project finance modeling best practices and how to set up your model to maximize efficiency. Students will begin the process of building a project finance model.

Day 2: Building the Project Finance Model

Trainees continue the project finance model building process with a focus on building operational calculations and financing structure calculations involving multiple tranches of debt and equity. These calculations will take into consideration accounting principles by providing students with hands on experience in building 3-statement accounting sheets to track project performance.

Day 3: Project Finance Model Completion

Trainees complete the project finance model and build model outputs to analyze the impact of various scenarios to key project metrics (ie: debt service coverage ratio, equity IRR, Project WACC) and financial statements. This day will allow for students to take a step back and understand the implications of various project assumptions to project performance.

What's Included?
Comprehensive training materials (manuals and online exercises), Detailed reusable modifiable Excel model templates, Unlimited e-mail support for content-related questions for 12 months post-seminar.

What You'll Need: Laptop, Notepad, and Calculator

Instructor:
Shesi Xie.png
Shesi Xie,
Intstructor,
Wall Street Prep

Shesi Xie, has 10+ years of experience in the social infrastructure and transportation sectors. She has extensive experience in project finance, asset privatizations, infrastructure commercial strategy, and public private partnerships. Prior to founding SXM Strategies, Shesi was a Vice President in KPMG’s Infrastructure Advisory Practice and was the financial and commercial advisor to various public agencies for their alternative delivery programs. Her work consisted of project screening, financial analysis, financial modeling, term sheet negotiation, and commercial structuring advice for public and private sector clients.

This Virtual Course is Instructed by our training partner, Wall Street Prep.
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Disclaimer​​​

The views expressed by the speakers do not necessarily reflect the views of policies of CFA Society Washington, DC, its Board of Directors or its members. CFA Society Washington,​ DC does not guarantee the source, originality, accuracy, completeness or reliability of any statement, information, data, finding, interpretation, advice, opinion, or view presented, nor does it make any representation concerning the same


 

​Contact Us
CFA Society Washington, DC
1401 New York Ave. NW, Suite 330
Washington, DC 20005
Phone: +1 (202) 872-4310
Fax: +1 (202) 315-3332
info@cfawashington.org