Course Overview

This course is for participants that want to build robust, future-proof, updatable operating models.

Course Objectives

This course will provide hands-on practical opportunity for participants to review modelling problems and discuss scenarios and techniques required to build operating models.  

Duration: 1/2 day / 3.0 hours
Course level: Intermediate / Advanced
Course type:  Virtual Instructor-led Training.
Prerequisites: None
Who should attend: Targeted to modellers of all types to explore building easily updatable operating models.
Format:
Interactive lecture, participant discussion and hands-on practical.

What you will learn:

  • Review of the role of an operating company
  • Review of operating structure and liabilities
  • How to efficiently structure a model and related components for an operating company
  • Dissect an operating model to then build it back up to create an updatable model
  • Modelling tips and tricks and worksheet best practices


What you will receive:

  • All the worksheets, checklists and forms in Microsoft® Excel template format.
  • Complete an operating model and receive detailed feedback on your materials to help improve your output.

Meet your instructor

Managing Director, CognitiveSeven

Glen Bastedo

Glen is the Managing Director of CognitiveSeven Consulting Inc. in Toronto. and is the lead instructor providing advanced financial modelling training to leading investment banks, private equity teams, major project developers and consulting firms. Glen has 20 years of experience providing financial capital and advisory services to public and private infrastructure and general corporate clients in North and South America, Europe and the Middle East.