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 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
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
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.