ModelO

New York GTC is a two-day intensive course for How It Works

Emerging Finance and Business Leaders in the United States. 2-Days Intensive Training
Focused on seriously challenging and inspiring the best and 24 Masterclasses (90 mins each)
brightest analysts, associates, managers and senior managers 3 Tracks
(www.gtc.modelo.com) Choose Your Sessions

Day 1 AGENDA
THURSDAY OCTOBER 6th, 2016 MICROSOFT NEW YORK OFFICES
Time TRACK 1 TRACK 2 TRACK 3 (WORKSHOPS)
Financial Analysis Corporate Finance MicrosoR Excel Development Team
Financial Modelling Financial Analysis Advanced Excel
Investment Analysis Business Decision Making Data Visualisa:on
8:00am RegistraVon
8:45am Opening Address and Welcome Remarks

Top 10 Financial Modeling Best- Financial and Business Decision Making

PracVces Learn nance techniques and staVsVcs
Reduce the risks and waste caused used in real-world business decision
by poor spreadsheet pracVces. Learn making and execuVve leadership.
the latest methodologies and
guidelines Financial Modeling Presenter
excellence in the workplace. Isaac GoVlieb (MicrosoW Excel MVP; Enabling future Business Analysis:
Author " Next Genera:on Excel: MicrosoR Excel
Presenter Modeling In Excel For Analysts And Charlie Ellis, MicrosoR Excel
Toby OBrien (PwC Modeling MBAs")
9:00am 10:30am Centre of Excellence) In the ever-changing world of business,
(90 minutes) Learning Outcome data and analy:cs, the one consistent
Learning Outcome Balance Sheet Decision Making tool is MicrosoW Excel. It is the most
Session 1 Key principles of model design Income Statement Decision Making widely used BI tool in the world. Join us
Model structure Cash Flow Decision Making in this session about Excels vision and
FormaPng and labeling learn what is new for a streamlined
Formula wri:ng principles Level and powerful user experience for data
Error and sense checks Intermediate analysis across all pla`orms.
Model user guidance Advanced
High risk Excel func:onality

Level 1/2
Beginner
Intermediate

10:30am 11:00am Morning Break

Think Dierently InteracVve Decision Making

CreaVve Ways to Solve Financial Charts, dashboards & visualisaVons are
Analysis and Financial Modeling criVcal tools for every nancial and
Challenges: Case Studies/Examples. business professional.
Get & Transform Data
Presenter Learning in MicrosoR Excel
11:00am 12:30pm Diarmuid Early (Deutsche Bank, Jordan Goldmeier (Owner of Cambia (Beginner Intermediate)
(90 minutes) Winner of 2014 Financial Factor, Author of Advanced Excel Je Zhang, MicrosoR Excel
Modeling World Championships) Essen:als; MicrosoW MVP)
Session 2 This lab is focused on the Get &
Learning Outcome Learning Transform experience in Excel 2016.
Learn advanced approaches to Telling a story with numbers The lab will walk through edi:ng and
solve complex analy:cal problems Analysing and Visualizing Data with transforming the data you are
in Finance and Business MicrosoW Excel impor:ng, merge mul:ple queries
together, and crea:ng PivotTables to
Level Level view the data in Excel.
Intermediate Beginner
Advanced Intermediate
12:30pm 1:30pm Lunch

United States ModelO Global Training Camp Day 2 www.gtc.modelo.com 1

 ModelO New York GTC is a two-day intensive course for How It Works
Emerging Finance and Business Leaders in the United States. 2-Days Intensive Training
Focused on seriously challenging and inspiring the best and 24 Masterclasses (90 mins each)
brightest analysts, associates, managers and senior managers 3 Tracks
(www.gtc.modelo.com) Choose Your Sessions

Day 1 AGENDA
THURSDAY OCTOBER 6th, 2016 MICROSOFT NEW YORK OFFICES
Time TRACK 1 TRACK 2 TRACK 3 (WORKSHOPS)
Financial Analysis Corporate Finance MicrosoR Excel Development Team
Financial Modelling M&A and Investment Banking Advanced Excel
Investment Analysis Private Equity and VC Data Visualisa:on

Building a Great Financial Model Project Finance & Infrastructure

The key steps to follow when Project Finance & Infrastructure and PPPs
building your nancial model. 10 Tips for Tomorrows Leaders

Presenter Presenter
Alex Gordon (PwC Deals Shane Arthurson (Head of Americas Analyse and Visualize Data
Modeling, Winner 2012 Financial Infrastructure at Industrial @ ICBC) in MicrosoR Excel
Modeling World Champion) (Beginner-Intermediate)
Learning Outcomes Je Zhang, MicrosoR Excel
Learning Outcome Stages of Project Finance
1:30pm 3:00pm
The overall model build process Key par:es, risks and bidding process This l ab i s f ocused Analysing and
(90 minutes)
Scope (understand key model Commercial outcomes and scenarios in Visualizing Data in Excel, specically,
objec:ves); Specify (mapping out long-term infrastructure we will focus on crea:on and usage of
Session 3
the outputs, calcula:ons and Dierences between Project Finance in Pivot Charts, Slicers and dashboard
inputs); Design & Build (building real-world and theory crea:on in Excel. Addi:onally, this
the spreadsheet model); Review session will describe visualiza:ons
(importance of a robust QA Level 2 and 3 introduced in Excel 2016 as well as :ps
process); Handover - ensuring Intermediate and tricks for other common requested
model users are well trained Advanced visualiza:on scenarios in Excel.

Level
Beginner
Intermediate
3:00pm-3:30pm A-ernoon Tea

InvesVng in Energy Cross-Border Mergers & AcquisiVons Advanced Excel Data Modelling
Understand the challenges of mid- The Challenges and OpportuniVes with Power Pivot
market private equity invesVng in oil, Masterclass on the cross-border (Beginner-to-Intermediate)
gas and resources transacVons secrets to success. Julio is Charlie Ellis, MicrosoR Excel
one of USA leaders in LaVn America M&A
Presenter and Private Equity. Case study-focused. Power Pivot was introduced in Excel
Kevin Zhou (Energy Analyst, Och 2010. It originally included the
3:30pm 5:00pm Zi Capital Management; Financial Presenter advanced data model and Excel 2013,
(90 minutes) Modeling World Championship Julio Marquez (Partner at NYMEX added the ability to build rela:onships
Finalist) Capital; Lecturer at New York School of and calculated columns, KPIs,
Session 4 Finance) hierarchies, and more. The data model
Learning Outcome is now included in the na:ve Excel app
Analysing Energy as an Asset Class Learning Outcomes in our enterprise Oce SKUs. The lab
Measuring Investment ROI Cross-Border M&A will walk through viewing the Power
Techniques and Insights Cross-Border Private Equity Pivot data model, sePng up
rela:onships, crea:ng a date
Level Level dimension and doing a set of
Intermediate Intermediate calcula:ons
Advanced Advanced

5:00pm NETWORKING DRINKS

United States ModelO Global Training Camp Day 2 www.gtc.modelo.com 2

 ModelO New York GTC is a two-day intensive course for How It Works
Emerging Finance and Business Leaders in the United States. 2-Days Intensive Training
Focused on seriously challenging and inspiring the best and 24 Masterclasses (90 mins each)
brightest analysts, associates, managers and senior managers 3 Tracks
(www.gtc.modelo.com) Choose Your Sessions

Day 2 AGENDA
FRIDAY OCTOBER 7th, 2016 MICROSOFT NEW YORK OFFICES
Time TRACK 1 TRACK 2 TRACK 3 (WORKSHOPS)
Financial Analysis Corporate Finance MicrosoR Excel Development Team
Financial Modelling M&A and Investment Banking Advanced Excel
Investment Analysis Private Equity and VC Data Visualisa:on
8:30am RegistraVon
The 4 Secrets of Finance How to Work Faster and Smarter
Developing 4 tools of a World-Class This session will look at 9 short case
Financial Modeler and Investment studies that examine what might come up
Banker Excel, VBA, Macros and during a typical day as an analyst/
Power BI
Scenarios associate in corporate nance and how to
Tim Heng, SumProduct
use data and tools to work eciently and

Presenter deliver a cohesive work product.
Interested in Business Intelligence?
Alastair MatcheV (Managing
9:00am 10:30am Want to learn how Excel and Power BI
Director, Financial Edge Training) Presenter
(90 minutes) are beVer-together? This session is all
Kiel LaFrance
about Power BI, and its rela:onship
Learning Outcome
Session 5 with Excel. Power BI is a cloud-based
Advanced Excel Modeling Level
business analy:cs service that enables
VBA All - No prior S&P Capital IQ Pla`orm
anyone to visualize and analyse data
Macros knowledge necessary
with greater speed, eciency, and
Scenario Building
understanding.

Level
Beginner
Intermediate
10:30am 11:00am Morning Break
Health and Finance AnalyVcs
Explore case studies from the
Healthcare industry focus on
nancial analyVcs, nancial modeling
and data analysis.

Presenter
Tips & Tricks in MicrosoR Excel
11:00am 12:30pm Nick Sanford (Sanford Data Due Diligence and
(Intermediate-Advanced)
(90 minutes) Analy:cs; Financial Modeling Mergers & AcquisiVons (M&A)
Tim Heng, SumProduct
World Championship Finalist)

Session 6 Mamhew Porzio
Learn formulas, func:ons, shortcuts,
Learning Outcomes (Vice President Strategy
char:ng and :ps you can use to master
Unique challenges of Health & Product MarkeVng at Intralinks)
MicrosoW Excel.
Finance and Healthcare Finance
Healthcare M&A Modeling
Techniques and Analysis in Health

Level
Intermediate
Advanced
12:30pm 1:30pm Lunch

United States ModelO Global Training Camp Day 2 www.gtc.modelo.com 3

 ModelO New York GTC is a two-day intensive course for How It Works
Emerging Finance and Business Leaders in the United States. 2-Days Intensive Training
Focused on seriously challenging and inspiring the best and 24 Masterclasses (90 mins each)
brightest analysts, associates, managers and senior managers 3 Tracks
(www.gtc.modelo.com) Choose Your Sessions

Day 2 AGENDA
FRIDAY OCTOBER 7th, 2016 MICROSOFT NEW YORK OFFICES
Time TRACK 1 TRACK 2 TRACK 3 (WORKSHOPS)
Financial Analysis Corporate Finance MicrosoR Excel Development Team
Financial Modelling M&A and Investment Banking Advanced Excel
Investment Analysis Private Equity and VC Data Visualisa:on
Commercial Real Estate Modeling PANEL: Private Equity
CreaVng pracVcal, industry-leading Q&A Session: Everything from raising
real estate models for investors. money, improving performance and
transacVons in Private Equity.
Speaker
Ben Norton (Real Estate Modeling Panellist
and Valua:ons, EY) BreV Hickey (Founder and CEO, Star
Mountain Capital, LLC)

Learning Outcome Benjamin Funk (Vestar Capital

1:30pm 3:00pm Founda:ons on REIT industry Partners)
VisualizaVons in Excel
(90 minutes) Segment-level modeling (same
Je Zhang, MicrosoR Excel
store proper:es, acquisi:ons, Learning Outcomes

Session 7 developments and disposi:ons) Importance of Private Equity
Tips and Tricks on crea:ng
Common REIT valua:on Term Sheets & Nego:a:on
visualiza:ons in MicrosoW Excel.
approaches (e.g. NAV, DCF) Private Equity Due Diligence
Modeling REIT metrics and ra:os Private Equity Key concepts
(e.g. funds from opera:ons,
adjusted funds from opera:ons) Level
Beginner
Level Intermediate
Intermediate
Advanced
3:00pm 3:30pm A-ernoon Break
AMT Training M&A Analysis Investment Analysis with Technology
Using a Model to Analyze M&A Investment Analysis is changing rapidly:
TransacVons How to get data-driven investment ideas
and uVlise web data.
Presenter
Michael J. Ciolli Presenter
Jus:n Zhen (Founder, Thinknum)
Self-guided Excel Labs and
Learning Outcomes
Excel team Q&A
Step by step walk through of an Learning Outcome
3:30pm 5:00pm Je Zhang and Charlie Ellis,
M&A model Learn tools and techniques for
(90 minutes) MicrosoR Excel
Pro forma nancial statements evalua:ng sources of investment data

and ownership Evolu:on of new online datasets
Session 8
Leverage and credit ra:ng impact available to Finance professionals
Work with the MicrosoW Excel team
EPS accre:on/dilu:on analysis CuPng-edge approaches for Hedge
and self-guided Excel hands-on labs
ROI and value crea:on/ Funds, Investment Banks, Corpora:ons
from Day 1
destruc:on analysis to share nancial insights

Level Level
Intermediate Beginner
Advanced Intermediate

United States ModelO Global Training Camp Day 2 www.gtc.modelo.com 4