Financial Modeling for Energy in Excel

Financial Modeling for Energy in Excel

December 2-3, 2021 | Online :: Central Time

There are few tools that are simpler and more versatile than Excel when it comes to business analysis and financial modeling. The Financial Modeling for Energy in Excel course will teach attendees how to leverage Excel to do both basic and intermediate financial calculations, with a focus on the Energy Sector. Along with key functions and features, students will learn best practices for the layout of inputs and the visualization of your outputs for various financial functions.

The course covers crucial topics including operational function and analysis, financial mechanics, and valuation metrics. Financial Modeling for Energy in Excel will teach the skills needed to calculate and analyze financial models for the energy sector effectively and efficiently.

Learning Outcomes

  • Review the principles of intuitive model creation
  • Build simple models with clean data, inputs, and outputs
  • Use built-in Excel functions to perform common financial calculations
  • Engage pivot tables to manipulate data
  • Employ lookup functions
  • Create intuitive visualizations for your data and model outputs
  • Use Excel to do intermediate level valuations such as Internal Rate of Return and Discounted Cash Flow analysis
  • Understand option principles and walk-through pricing examples
  • Evaluate aggregate positions and mark-to-market value in a portfolio of energy contracts
  • Create demand forecasting models using the linear regression capabilities of Excel
  • Evaluate market risk in a project or portfolio

Agenda

Thursday, December 2, 2021 : Central Time

8:45 – 9:00 a.m.
Log In and Welcome

12:00 – 12:30 p.m.
Lunch Break

9:00 a.m. – 4:00 p.m.
Course Timing

Short breaks will be taken throughout the course

Financial Modeling Course Introduction

Introduction to Excel

  • Model Principles
  • Formatting Inputs and Outputs for Intuitive Use
  • Basic Formulas for Finance
  • Placement of Data and Lookups
  • Pivot Tables
  • Visualizing your Data

Morning Break

Introduction to Excel and Financial Modeling, Project Valuation

  • Valuation Metrics
  • Discount Factors, Weighted Average Cost of Capital (WACC)
  • Internal Rate of Return
  • Discounted Cash Flow Analysis

12:00 – 12:30 p.m. :: Lunch Break

Introduction to Financial Modeling for Energy, Energy Derivatives

  • Energy Swaps and Futures
  • Spread Contracts
  • Options Contracts
  • Option Pricing Formulas

Afternoon Break

Introduction to Financial Modeling, Portfolio Valuation

  • Aggregating Positions
  • Connecting to Market Data
  • Position and MTM Reporting

 

Friday, December 3, 2021 : Central Time

8:45 – 9:00 a.m.
Log In

9:00 a.m. – 12:00 p.m.
Course Timing

Short breaks will be taken throughout the course

Introduction to Financial Modeling, Demand Forecasting

  • Historical analysis and seasonality
  • Scatter plots and trend lines
  • Linear regression
  • Multiple regression

Morning Break

Introduction to Financial Modeling, Risk Management

  • Scenario Testing
  • Value at Risk
  • Monte Carlo Simulation

Instructor

Stephen Naehr, Co-Founder and Partner, Vine Advisors

Stephen is a specialist in financial modeling, analytics, and energy risk management, with over 16 years of experience at commodity hedge funds, a global investment bank, and consulting for companies both in and out of the energy industry.  He is a founding partner of Vine Advisors, a firm that provides risk management, finance, and analytics solutions.

Stephen has a passion for developing innovative mathematical models to solve challenging problems.  As a physics Ph.D., he built computational models to simulate space weather phenomena.  Today he develops financial modeling tools to understand markets, risk, and valuation.

Outside of his consulting practice, Stephen serves as President of the Association of Industry Analytics, a non-profit organization that fosters professional development and networking opportunities among analysts and data scientists in various industries.  Through his work with AIA he has led workshops and lectures on topics including financial modeling, risk management, and database applications.

Online Delivery

We will be using Microsoft Teams to facilitate your participation in the upcoming event. You do not need to have an existing Teams account in order to participate in the broadcast – the course will play in your browser and you will have the option of using a microphone to speak with the room and ask questions, or type any questions in via the chat window and our on-site representative will relay your question to the instructor.

  • IMPORTANT NOTE: After November 30 you will not be able to join a Teams meeting using Internet Explorer 11. Microsoft recommends downloading and installing the Teams app if possible. You may also use the Edge browser or Chrome.
  • You will receive a meeting invitation will include a link to join the meeting.
  • Separate meeting invitations will be sent for the morning and afternoon sessions of the course.
    • You will need to join the appropriate meeting at the appropriate time.
  • If you are using a microphone, please ensure that it is muted until such time as you need to ask a question.
  • The remote meeting connection will be open approximately 30 minutes before the start of the course. We encourage you to connect as early as possible in case you experience any unforeseen problems.

Register

Please Note: This event is being conducted entirely online. All attendees will connect and attend from their computer, one connection per purchase. For details please see our FAQ

If you are unable to attend at the scheduled date and time, we make recordings available to all registrants for three business days after the event

Event Standard RateAttendees

CEUs

Credits

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EUCI is accredited by the International Accreditors for Continuing Education and Training (IACET) and offers IACET CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard. IACET is recognized internationally as a standard development organization and accrediting body that promotes quality of continuing education and training.

EUCI is authorized by IACET to offer 0.9 CEUs for this event.

Upon successful completion of this event, program participants interested in receiving CPE credits will receive a certificate of completion.

 

Requirements for Successful Completion of Program

Participants must be in attendance for the entirety of the course

Instructional Methods

Power Point presentations, open discussion, examples and explanation will be used


Upon successful completion of this event, program participants interested in receiving CPE credits will receive a certificate of completion.

Course CPE Credits: 11.0
There is no prerequisite for this Course.
Program field of study: Specialized Knowledge
Program Level: Beginner/Intermediate
Delivery Method: Group-Live presented online due to COVID-19
Advanced Preparation: None

CpeEUCI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

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