valuation and financial modeling

Executive Master Class - Valuation and Financial Modeling with Excel

Level
Courses and Training
Duration
4 days
Language
EN
Obtained title
Certificate of completing the course
Brochure
Contact

About program

Program Highlights

1
Real-life cases and simulations 

Benefit from practical approach.

2
Blended learning approach 

Benefit from variety of teaching methods.

3
Small class size 

Benefit from individual approach and networking quality.

Why to choose us?

Join us to experience the real-life diversity of financial dimensions

  • You are C-level executive (CEO, CFO, COO, CTO) who searches for M&A targets which may create value for your company and its shareholders or who wants to know how to challenge valuation reports prepared by third-party advisors.
  • You are a M&A professional, or private equity & venture capital specialist eager to know how to make a valuation by yourself, or how to defend your own valuation.
  • You are a business analyst, consultant who is willing to learn how to create robust but practical financial models for the purpose of valuation.
  • You are an investment banker, equity research professional, security analyst, or corporate restructuring specialist who wants to obtain some more valuation and financial modeling practicalities and share your own experience with peers.
  • You are a private company owner interested in selling a majority or minority interest of your own business.
  • You are a corporate treasurer, corporate controller, financial expert, risk manager, lawyer/legal expert keen to upgrade your expertise in valuation.
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Benefits for you & CO.

Enhance your strategic investment decisions by robust valuation models

Benefits for you:

  • Benefit from rigorous valuation tools and understand the impact of business decisions and capital markets on a company value.
  • Boost your expertise and confidence in discussing company valuation issues from start-ups, over privately and publicly-held corporations to M&A and LBO.
  • Develop financial toolkit applicable in your business environment to make bold but sound business decisions.
  • Equip yourself with skills and experience which can help you lead challenging projects like acquisition, IPO, restructuring or project finance.
  • Obtain the Certificate of Professional Excellence in the specialised field from the top business school.

Benefits for your organization:

  • This program helps you to develop sustainable value creation ideas based on financial and business facts.
  • Business leaders learn how to improve their investment decisions and inspire value-added attitudes among team members.
  • Skilled in estimating value impact of business decisions, managers will improve stakeholder value contribution
  • Our teaching approach constantly promotes diversity, sustainability and high ethical standards as one of the key valuation parameters.

 

Program

Key topics:

  • Tuesday: Business valuation practicalities + welcome dinner and networking in the evening
  • Wednesday: Start-up valuation vs. publicly-held corporation valuation with Excel
  • Thursday: M&A vs. LBO valuation plus Valuation for the purpose of financial reporting
  • Friday: Special topics in valuation with Excel

Content:

  • Gain the skills and confidence to discuss valuation

What you will learn:

  • Learn the mechanics and practical use of valuation tools and techniques based on cash-flows and risk adjusted time value of money principles.
  • Understand the relationship between value and various investment strategies.
  • Master the workings of international capital markets, cash-flow analysis, capital structure optimisation, and risk assessment approaches.
  • Implement valuation techniques on life-case situations most common in your business world.

How you learn:

  • Hands-on workshop guarantees an interactive experience based on life-case studies and financial models in Excel.
  • Various valuation techniques are demonstrated on the recent deals, tackling all common situations in valuation.
  • Limitations and critique of conventional techniques will be broadly discussed and suitable alternatives presented.
  • Develop your own valuation case and discuss your valuation narrative and challenges.

 

 

Dates

to be announced

Our experts & faculty

Our team of seasoned experts

Ph.D. Marek Panfil

Marek Panfil, Ph.D. has over 10 years of experience in business valuation, including two years at Ernst & Young (EY) Vancouver (Transaction Advisory Service, Valuation and Business Modeling). 
 Diligent and experienced Business Valuator, published author/co-author of 40 articles and ten books about business and intangible assets valuation. Innovative and collaborative Strategic Advisor identifying value drivers for publicly listed and privately held companies. Creative and engaging Senior Lecturer with over ten years of experience in teaching university-level courses in Poland and Canada.

Prof. Paweł Mielcarz

Head of the Department of Finance, the Substantive Coordinator of MBA studies for Financiers and postgraduate financial studies. He was also the deputy director of the College of Management and Finance, where he was responsible for the development of financial studies conducted in English.

As a consultant, he took part in several hundred consulting projects and training sessions in the field of broadly understood corporate finances. As a court expert, he also prepared expert opinions in court, prosecutor's and arbitration proceedings and those conducted by the Polish Financial Supervision Authority. In his professional career, Professor Mielcarz was a member of several supervisory boards of companies.

 He is the author or co-author of several dozen scientific articles and two books. Professor Mielcarz has taught at several European business universities and permanently cooperates with ESSCA - School of Management. He completed, among others, Global Colloquium on Participant - Centered Learning and Case Study Workshop programs organized by Harvard Business School.

Stanisław Sawczyn
Stanisław Sawczyn

Stanislaw has 20 years of experience in M&A, privatization and debt related advisory for telecoms, chemical, mining and healthcare sectors' companies as well as financial institutions and others in Poland, CEE and Americas.

Henryk Ciesielski
Henryk Ciesielski

For over 15 years Henryk has been advising clients in Western and Eastern Europe in area of M&A, financial reporting issues, private equity, squeeze-outs processes, PPA, fairness opinion, restructuring and litigation support.

How to apply

  • Use our  online application form.
  • Application deadline: to be announced
  • Last day of Early-Bird registration: to be announced
  • Need more info? Please read our FAQ - here

 

 

Application steps
1
Apply online

Application process is plain and easy.
No application fees.

2
Online interview

Registered participants will be contacted for a short interview by our program leader.

3
Admission decision

An acceptance letter will be sent electronically and will contain an invoice for tuition fee.

4
Welcome package

Enjoy the start of an exciting learning journey after receiving full access to our program.

We admit candidates to specific sessions on a rolling, space available basis, and encourage you to apply as early as possible.

Although most programs have no formal educational requirements, admission is a selective process based on your professional achievement and organizational responsibilities.

 

Fees

All-inclusive Fees

  • One-time fee: 1890 EUR.
  • This Executive Master Class tuition fee includes: course materials, welcome dinner, lunch and catering during breaks, parking, wifi on campus, free access to our databases, LinkedIn Learning platform and the gym.
  • Early bird discount until tba: 10%
  • Discount for Kozminski University Alumni: 10%
  • Team discount: 10%

* The three offered special discounts will be cumulated.

Anyone interested in receiving an INVOICE, please contact Ms. Agnieszka Fabiańska e-mail: agaf@kozminski.edu.pl