Financial Analysis of Investment Projects with Excel 

Date and cost of the workshop 

  • Duration: 2 days = 16 teaching hours (1 teaching hour = 45 minutes)
  • Date: 8-9 June 2020, 9 a.m. to 4 p.m.
  • Price: PLN 1600 (gross - rate exempt from VAT)
  • Price with discount for Kozminski University graduates: PLN 1440 (gross - rate exempt from VAT)

Overview 

The aims of the course are:

  • Transfer of basic knowledge in the field of financial evaluation of investment projects
  • Familiarizing the training participants with the financial dimension of decisions made in the company
  • Presentation of the most important methods and tools used in assessing the financial profitability of investment projects
  • Transfer of skills to use the methodology and tools for assessing the financial viability of investment projects

Target group 

This workshop is aimed at those with basic financial background who wish to explore more aspects of business valuation methodologies, including:

  • Employees of finance and accounting departments (especially financial directors, financial controllers and financial analysts)
  • Persons responsible for conducting financial analyzes of investment projects
  • Employees of consulting companies
  • Business owners

Instructors 

Paweł Wnuczak, PhD, is an assistant professor in the Department of Finance at Kozminski University, Warsaw, Poland.

His research interests include profitability assessment, the valuation of business and controlling systems. He has published articles on corporate finance and valuation. He was appointed the director of the Financial Analysis program at Kozminski University.

Paweł Wnuczak has delivered lectures covering: mathematical finance, finance, corporate finance management, financial analysis, financial planning, controlling, value management and corporate valuation, capital structure and cost, international finance, derivative market on undergraduate, graduate, postgraduate, and MBA studies at Kozminski University, ESSCA School of Management,  Warsaw University, Pope John Paul II State School Of Higher Education, and the University of Finance and Management.

He has delivered training in the scope of development of documentation to apply for UE funds (development of feasibility studies, business plans, applications), management of corporate finance, budgeting, controlling, valuation, and management of company value, financial analysis, evaluation of profitability of investment projects.

He has been involved in a number of consulting projects, including the valuation of companies, financial analysis, implementation of controlling systems and preparing feasibility studies. He has taken part in over 100 consulting projects.

https://www.linkedin.com/in/paweł-wnuczak-078627146/?originalSubdomain=pl

Marcin Ocieszak, PhD is a practitioner in the field of corporate finance with over 10 years of experience.

In the years 2010-2017 he was associated with ING Bank Slaski S.A. where he was responsible for business relations and providing financing to large enterprises from the Mazowieckie Voivodeship. At that time, he provided financing for nearly PLN 1 billion, both in the form of financing investment projects, commercial real estate and working capital financing. From 2014 I was the Manager of the Corporate Customer Department and was responsible for the portfolio of credit assets worth PLN 1.5 billion.

In 2007-2010 he worked at the Citi Handlowy bank where, among others in the Treasury Department I was a member of the team introducing the first Citi Online Trading currency exchange platform in Poland.

Currently Dr Ocieszak holds a PhD in economics and is employed at the Kozminski University in Warsaw since 2017. His research interests relate to the merger and acquisition market, financing commercial real estate and the video game production market.
In addition to scientific activities, he teaches full-time, extramural and post-graduate studies in the following subjects:

  • Corporate finance
  • Principles of finance
  • Fundamental analysis
  • Modern methods of investment project assessment
  • Derivative valuation and financial risk management
  • Ethics in finance and accounting
  • Financial planning and controlling
  • Cooperation with financial institutions
  • Sources of finance
  • Business valuation

He gave guest lectures at foreign universities, including Black Sea University in Georgia or the International School of Economics & Management in Lisbon.
https://pl.linkedin.com/in/marcin-ocieszak-phd-63b16559

Program highlights 

  • Real life examples
  • Comprehensive approach to issues
  • Computer workshops conducted by practitioners

Benefits for You & CO. 

  • Transfer of basic knowledge in the field of financial evaluation of investment projects
  • Familiarizing the training participants with the financial dimension of decisions made in the company
  • Presentation of the most important methods and tools used in assessing the financial profitability of investment projects
  • Transfer of skills to use the methodology and tools for assessing the financial viability of investment projects

Contact: 
Agnieszka Marciniuk

International Relations Manager