THURSDAY 22nd SEPTEMBER 2016 (DAY1) – TORONTO, CANADAgtc.modeloff.com/wp-content/uploads/ModelOffGTC... · THURSDAY 22nd SEPTEMBER 2016 (DAY1) – TORONTO, CANADA Time TRACK 1

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AGENDATHURSDAY22nd SEPTEMBER2016(DAY 1)– TORONTO,CANADA

Time TRACK1FinancialAnalysisFinancialModellingInvestmentAnalysis

TRACK2Corporate Finance

M&AandInvestmentBankingPrivateEquityandVC

TRACK3(WORKSHOPS)MicrosoftExcelDevelopmentTeam

AdvancedExcelDataVisualisation

8:00am Check-In

8:45am OpeningAddressandWelcomeRemarks

9:00am – 10:30am(90minutes)

Session1

BuildingaGreatFinancial ModelAstep-by-stepguideonhowtobuildagreatfinancialmodelinExcel.Learntheability tocreate andinterpret3-wayfinancialmodels.

Presenter• PeterSuen(Current WorldTop5

attheFinancialModellingWorldChampionships,StepStone)

LearningOutcome• FinancialModellingFundamentals• FinancialModelDesign• InputsandOutputs• DataValidation• Formatting• ErrorChecks• CreatingDashboards

Level• Beginner• Intermediate

Mergers&Acquisitions– TheFullProcessOverviewoftheend-to-endM&AprocessfromDavies,oneofCanada’sleadingM&A legal firms.

Presenters• WilliamM.Ainley (PartnerofM&A,

Davies);BrettSeifred (Partner,Corporate,CapitalMarkets&M&A)

LearningOutcomes• KeyconceptstotakeoversinM&A• Differences:publicandprivateM&A• Legal transactionstructures• Makinga takeoverbid• Schemesofarrangement• Rightsissues• Differentduediligence• FriendlyorhostileM&A?• RegulatoryM&Aapprovals• Publicdisclosuresforacquirers


Enabling futureBusinessAnalysts:MicrosoftExcelVision

(Beginner– Intermediate- Advanced)

Intheever-changingworldofbusiness,dataandanalytics,theoneconsistenttoolisMicrosoftExcel.ItisthemostwidelyusedBItoolintheworld.JoinusinthissessionaboutExcel’svisionandlearnwhatisnewforastreamlinedandpowerfuluserexperience fordataanalysisacrossallplatforms.

10:30am– 11:00am MorningBreak

11:00am – 12:30pm(90minutes)

Session2

Audit&ReviewFinancialModelsHowtoimproveyourability toreviewFinancialModelsthatreducerisksandimproveoutcomes.Learnbest-practicetipsandtechniques.

LearningOutcome• Troubleshootingtechniques• ModelDocumentation• Ensuringaccurate,flexibleand

robustfinancialmodels• Techniquesforauditingrisksand

integrated ‘3-way’models• Automated testingtools– role,

purpose,limitations,demonstration

Level• Intermediate• Advanced

Business Valuations:FrameworkLearn end-to-endBusiness ValuationasanaIterative Process – lookingatAssets,Historical,Competitorsandmore.

Presenter• TimVipond (CorporateFinance

Institute)

LearningOutcome• Asset Prices/PeerValuations• EconomicmoatinValuations• NPV /IRR/DCPProcess


Get&TransformDatainMicrosoftExcel(Intermediate)

ThislabisfocusedontheGet&Transformexperience inExcel2016.The labwillwalkthrougheditand

transformthedatayouare importing,merge multiplequeries together,andcreatingPivotTablestoviewthedata

inExcel.

12:30pm– 1:30pm Lunch

PrivateandConfidential.

ModelOffTorontoGTCisatwo-dayintensivecourseforEmergingFinanceandBusinessLeadersinCanada.Focusedonseriouslychallengingandinspiringthebestandbrightestanalysts,associates,managers andseniormanagers(www.gtc.modeloff.com)

www.gtc.modeloff.comTorontoGlobalTrainingCamp– Day1

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AGENDATHURSDAY22nd SEPTEMBER2016(DAY1)– TORONTO,CANADA






1:30pm – 3:00pm(90minutes)

Session3

BestPracticeFinancialModellingLearnframeworksanddisciplinesforfinancialmodeldesign,structureanddevelopmentthatleadstobest-in-class,user-friendlyfinancialmodels.

Presenter• DaveThomas(Principal,Marquee

Group)

LearningOutcome• Financialmodelling frameworks• Financialmodellingbestpractice• DCFValuationAnalysis(best

practices)• VBAandMacrosinExcel(best

practices)


UnderstandingFinancialStatements: AnexaminationoflineitemsCasestudyapproachtoFinancialStatementAnalysis inthereal-worldonaRetail company.

Presenter• JimMarrone (AccountabilityResearch

Corporation- ARC)

LearningOutcomes• Equities• Fixedincome• Alternative investments• Riskandportfoliomanagement

Analyze andVisualizeDatainMicrosoftExcel

(Beginner-Intermediate)

ThislabisfocusedAnalysingandVisualizingDatainExcel,specifically,wewill focusoncreationandusageofPivotCharts,SlicersanddashboardcreationinExcel.Additionally,thissessionwilldescribevisualizations

introducedinExcel2016aswellastipsandtricksforothercommonrequested

visualizationscenariosinExcel.

3:00pm-3:30pm AfternoonTea

3:30pm– 5:00pm(90minutes)

Session4

PANEL: ProjectFinance– TheAnalysis BehindInfrastructureDealsExploring thebest-practices,risks,tipsandtechniquesusedinmodellingandstructuringProjectFinancedealsinCanada

Panellists• BrendanMcNulty(Manager,

ProjectFinance, Bilfinger)• SaadRahali (Director,Project

Finance, InfrastructureOntario)

LearningOutcomes• ProjectFinanceoverview• Real-worldexamples• Industrytrends


BusinessValuations– CaseStudiesandExamples fromtheReal-WorldAdemonstrationofthefundamentalthoughtprocessandapproachesbehindvaluations throughthestudyofreal-lifescenarios.

Presenters• TikiCheung(VicePresident,Valuation

andBusinessModelling,EY)• PatrickSzacinski (Manager,Transaction

AdvisoryServices, ET)

LearningOutcome• Understandingthecontextofa

valuation• Valuationmethodologies• Accountingandtaxationissues• Practicaldo’sanddon’ts• Valuationfinancialmodelling issues


Tips&TricksinMicrosoftExcel(PARTA)

KevinLehrbass(McKinsey&Company+SpreadsheetLab)

Learnformulas, functions,shortcuts,chartingand tipsyoucan

usetomasterExcel.



^^To get themostuseoutoftheExceladvanceddatamodelyouneedtounderstandtheDAXlanguage,whichistheformulalanguagefortheExcelDataModel.ThislabwillnotwalkthroughDAX,sopleasecheckoutthefollowingresourcesifyouneedanovervieworrefresher:oTheDAXResourceCenter Wiki(http://social.technet.microsoft.com/wiki/contents/articles/dax-resource-center.aspx).oDataAnalysisExpressions(DAX)Reference(https://support.office.com/en-us/article/Data-Analysis-Expressions-DAX-Reference-411c6891-614d-438c-bf45-c7e061dd9e08).oDAXintheBITabularModelwhitepaper(http://go.microsoft.com/fwlink/?LinkID=237472&clcid=0x409)


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AGENDAFRIDAY23rd SEPTEMBER2016(DAY2)– TORONTO,CANADA






8:30am Check-In

9:00am – 10:30am(90minutes)

Session5

DataCleansing:BestpracticesforFinance &BusinessprofessionalsLearndiverseapproachestocleansedata inMicrosoftExcel.

PresenterOzduSoleil(MicrosoftExcelMVP,DataScopic;AuthoroftheGuerrillaDataAnalytics)

Learning• Tellinga storywithnumbers• Datacleansing techniques• Analyzing DatawithExcel• Becomingmoreefficientwith

dataandbusinessanalysis


HowtoWorkFasterandSmarterThissessionwilllookat9shortcasestudiesthatexaminewhatmightcomeupduringa typicaldayasananalyst/associate incorporatefinance,andhowtousedataandtoolstoworkefficientlyanddeliveracohesiveworkproduct.

Presenter• KielLaFrance

Level• All - NoS&PCapitalIQPlatform

knowledgenecessary

PowerBIInterested inBusinessIntelligence?

WanttolearnhowExcelandPowerBIarebetter together?ThissessionisallaboutPowerBIanditsrelationshipwithExcel.PowerBIisacloud-basedbusinessanalyticsservicethatenablesanyonetovisualizeandanalyze datawithgreater speed,efficiency,and

understanding.

10:30am– 11:00am MorningBreak

11:00am – 12:30pm(90minutes)

Session6

FP&AandFinancialModellinginPracticeFinancialPlanningandAnalysis(FP&A)isacritical functioninorganizations today. Weshareinsightsandexperiences instrategy,planning,analysisanddecisionsupport,andhowfinancialmodelssynthesizestheinformationfordecisionmakersinorganizations.

Presenters• Bombet Arangote,FP&A(Heucon

Inc);Bibhau Tamang (Heucon Inc)

Learning• Framework andratios

(organization-widebudget)• Datasources,forecasting

conceptsandExcel.• Measuringbudgeteffectiveness–

varianceanalysisandbudgets(capitalinvestmentanalysis).


HowDatarooms WorksIntroductiontoM&AandDueDiligence

BrianHwang(Director–M&AStrategy andMarketing,

Intralinks)

WinningwithPowerBIandMicrosoftExcel–CreatinganAdvantage

(Beginner-Intermediate-Advanced)

DickMoffatPersonalLogicAssociates

SpreadsheetandDatabaseDeveloper

12:30pm– 1:30pm Lunch




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AGENDAFRIDAY23rd SEPTEMBER2016(DAY2)– TORONTO,CANADA







Session7

RetailAnalytics– Learn toAnalyzetheCustomerApply financialanddataanalysis toRetailersandShoppingMalls.

Presenter• AlexArifuzzaman(InterStratics)

LearningOutcome• MeasuringFinanceROIinRetail• RetailAnalytics&Metrics• LocationAnalytics• ShoppingCentreAnalysis

Level• Beginner• Intermediate• Advanced

PANEL: PrivateEquityQ&ASession:Raisingmoney,valuationsandInvestments– FromSeriesA,PrivateEquityandExit. Weexplorefinancesideofstart-upsandprivateequity.

Panellist• AndrewKeenan(GlobalPracticeLead,

CanadianVentureCapitalandPrivateEquityAssociation)

• WilliamScott(CPPInvestmentBoard)

LearningOutcomes• ImportanceofPrivateEquity• TermSheets&Negotiation• PrivateEquityDueDiligence• PrivateEquity– Keyconcepts


Tips&TricksinMicrosoftExcel(PARTB)

Learnformulas, functions,shortcuts,chartingandtipsyoucanuseto

masterMicrosoftExcel.

LiamBastick (SumProduct)

3:00pm– 3:30pm AfternoonBreak


Session8

Oil,Gas andResourcesModellingOneofthemostchallengingindustriesforaFinancialModeler–learnadvancedconcepts&toolsforOilandGasModelling.

Presenter• Levent Timur (Rotman Schoolof

Management, UniversityofToronto,Value InvestingandPredictiveAnalytics)

LearningOutcome• FinancialStatement Analysis• Oil&GasNAV Modelling• RevenueProjections• AccountingDifferencesinO&G• SensitivityAnalysis• PriceHedging


IntroductiontoRforFinancial Services(Introduction101Class)Risoneoftheworld’s fastest-growingstatistical languages foranalysingandvisualizingBigData.Thisisanintroductoryclassforpeoplethatdealwithlargevolumesofdataatwork.Nopriorknowledgerequired

Presenter• Diane Reynolds(IBMCanada,Chief

DataScientist,FinancialServices;FinalistatTEXATA BigDataAnalyticsWorldChampionships)

LearningOutcome• IntroductiontoRandDataScience• Workingwithlarge volumesofdata• Application toFinancialServices(e.g.

keyconcepts,tools,differences)

Level• Beginner

AdvancedExcelDataModellingwithPowerPivot^^

PowerPivotwasintroducedinExcel2010.Itoriginallyincludedthe

advanceddatamodelandExcel2013,addedtheability tobuildrelationships

andcalculatedcolumns,KPIs,hierarchies,andmore.ThedatamodelisnowincludedinthenativeExcelappinourenterpriseOfficeSKUs.Thelabwillwalk throughviewingthePower

Pivotdatamodel, settinguprelationships,creatingadatedimensionanddoingasetof

calculations



^^To get themostuseoutoftheExceladvanceddatamodelyouneedtounderstandtheDAXlanguage,whichistheformulalanguagefortheExcelDataModel.ThislabwillnotwalkthroughDAX,sopleasecheckoutthefollowingresourcesifyouneedanovervieworrefresher:oTheDAXResourceCenter Wiki(http://social.technet.microsoft.com/wiki/contents/articles/dax-resource-center.aspx).oDataAnalysisExpressions(DAX)Reference(https://support.office.com/en-us/article/Data-Analysis-Expressions-DAX-Reference-411c6891-614d-438c-bf45-c7e061dd9e08).oDAXintheBITabularModelwhitepaper(http://go.microsoft.com/fwlink/?LinkID=237472&clcid=0x409)


Documents

THURSDAY 22nd SEPTEMBER 2016 (DAY1) – TORONTO, CANADAgtc.modeloff.com/wp-content/uploads/ModelOffGTC... · THURSDAY 22nd SEPTEMBER 2016 (DAY1) – TORONTO, CANADA Time TRACK 1