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Title

Oil & Gas Financial Valuation and Modeling in Excel

Event Description


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Event Overview

KEY TOPICS COVERED

Day 1: Oil & Gas Financial Statement Modeling in Excel (including Excel Best Practices)

Day 2: Oil & Gas Valuation – DCF and NAV Modeling

Day 3: Oil & Gas Trading & Transaction Comps Modeling

Day 4: Oil & Gas M&A (Accretion/Dilution) Modeling

 

OCTOBER 16: Day One

Participants develop an Oil & Gas (O&G) financial model completely from scratch, inputting historical data as well as macro and company specific assumptions to project financial statements using step-by-step instruction on selecting, locating, and developing appropriate projection drivers. At completion, participants will have developed a comprehensive O&G model using various supporting schedules.

 

OCTOBER 17: Day Two

Valuation represents the heart of the investment banking and corporate finance skill set.  Before building Oil & Gas (O&G) valuation models, participants will learn the conceptual underpinnings of the valuation framework.

 

OCTOBER 18: Day Three

Trading comparables or "comps" analysis is the quickest, most widely used valuation methodology, and fundamental part of the core valuation skill set of investment bankers and finance professionals. Participants will learn how to select O&G comparables and build dynamic comps models in Excel from scratch, using real case studies, industry best practices, and sensitivity analyses

 

OCTOBER 19: Day Four

Participants build an Oil & Gas (O&G) merger model in Excel to reflect the pro forma impact of various acquisition scenarios.

 

REGISTRATION

Registration deadline is October 2, 2017.

Cancellation Policy: A full refund will be given to cancellations received by October 2, 2017. A cancellation fee of 50% applies for cancellations received after October 2, 2017. The cancellation fee will only apply if the spot cannot be filled. Substitutions from the same company are accepted.

 

INCLUDED IN COST:

Course notes and materials

Morning refreshments, lunch, and afternoon refreshments each day

Participants are required to bring a laptop loaded with Excel

 

SCHEDULE:

7:30am - Registration (Day 1 only)

8:00am - Curriculum begins

10:00am - Morning break

12:30 - Lunch 

1:00pm - Curriculum continues

3:00pm - Afternoon break

4:30pm - Adjourn

 

CE CREDIT

As a participant in the CFA Institute Approved-Provider Program, the Calgary CFA Society has determined that this course qualifies for 30 credit hours for the CFA Institute Professional Development Program.

 

WALL STREET PREP

Wall Street Prep (WSP) is a global full-service financial training firm, providing instructor-led training and e-learning courses to investment banks, financial institutions, Fortune 1000 companies, and other firms worldwide. Since its founding in 2003, WSP has trained thousands of investment bankers, finance professionals, and students worldwide, and boasts industry-leading client retention rates.

The views expressed by the speaker do not necessarily reflect the views or policies of the CFA Society Calgary, its Board of Directors or its members. The CFA society Calgary 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.

Event Type

Career; Educational

Education Topic

Financial Statement Analysis

Start Time

10/16/2017 8:00 AM

End Time

10/19/2017 4:30 PM

City

Calgary

State/Province

Alberta

Event Country

Canada

Event Region

Americas

Location

Bow Valley Square Conference Centre

Speaker

 

CE Credits

30

SER Credit

0

Currency

CAD

Member Price

$2000 plus GST

Non-Member Price

$2700 plus GST

Candidate Price

$2700 plus GST

Registration

​Please use the link above to register.

All Day Event

 

Recurrence

 

Cost

 

Attachments

Content Type: MyCFA Calendar
Created at 7/12/2017 9:33 AM by jmarage@cfacalgary.com[CASMSTS:username]
Last modified at 8/1/2017 10:41 AM by jmarage@cfacalgary.com[CASMSTS:username]