Event Details

This intensive one-day course will help delegates build financial models through a range of practical model-building exercises. It will assist in the understanding of valuations and will review the most common methodologies used by the market.

It is suitable for IR practitioners who have a sound understanding of accounting, an interest in valuation and basic excel skills. This practical, interactive course, runs in a workshop-style format, using Excel, so delegates will be expected to have access to a laptop rather than a tablet or handheld device during the course. As part of the course, we will address fundamental aspects of valuation to refresh and extend delegates' knowledge. The course will be delivered online with excel models on screen interspersed with content delivery by Professor Ken Lee.


What will I gain?

  • The ability to build an integrated set of P&L, Balance Sheet and Cash Flow forecasts consistent with the methods taught to sell-side and investment banking analysts.
  • Knowledge of key forecast metrics such as: EBITDA, EBIT, EPS etc.
  • An overview of contemporary valuation methodologies, including DCF.


Price

• MEIRA member price USD 900+VAT

• Non-MEIRA member price USD 1200+VAT


If you have any questions, simply contact the team at: info@meira.me. Don't miss out on this fantastic opportunity to gain valuable insights and knowledge from the experts!


The course is subject to minimum attendance criteria requirements being met.

Speakers

  • Kenneth Lee (Professor in the Accounting and Finance research group at Loughborough Business school)

    Kenneth Lee

    Professor in the Accounting and Finance research group at Loughborough Business school

    Kenneth Lee is a Professor in the Accounting and Finance research group of Loughborough Business school and the Director of Postgraduate Taught programmes. Prior to this he was an Associate Professorial Lecturer at the London School of Economics and Political Science, for 5 years. He is a member of the Capital Markets Advisory Committee (CMAC), a body supported by the IFRS Foundation, which interprets proposed accounting changes from the perspective of capital market participants.



    Before academia, Kenneth was a Managing Director & Head of European Equity Research at Barclays Capital where he worked for 8 years before leaving in August 2017 to take up a number of academic positions. Prior to this he was also a Managing Director and a ranked accounting and valuation analyst at Citi Investment Research in London. During this time Kenneth published extensively on accounting and valuation topics for investors and was ranked in the top 3 in the Institutional Investor Survey over more than a continuous 10-year period.



    He holds a doctorate from Aston Business School, a Fellow of the Institute of Chartered Accountants, a member of the Institute of Taxation and a CFA Charterholder. He is the co- author of Financial Statement Analysis under IFRS (2018, 6th Ed.) and Company Valuation under IFRS (2020, 3rd ed.).

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