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.
- 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
Thursday, December 2, 2021 : Central Time
8:45 – 9:00 a.m.
Log In and Welcome
12:00 – 12:30 p.m.
9:00 a.m. – 4:00 p.m.
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
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
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.
9:00 a.m. – 12:00 p.m.
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
Introduction to Financial Modeling, Risk Management
- Scenario Testing
- Value at Risk
- Monte Carlo Simulation
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.
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.
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
|Single Connection - Financial Modeling for Energy in Excel||US $ 1195.00|
|Pack of 5 connections||US $ 4,780.00|
|Pack of 10 Connections||US $ 8,365.00|
|Pack of 20 Connections||US $ 14,340.00|
|Call us at 303.770.8800 if you have any specific questions on the volume discounts|
|* all other discounts do not apply to license packs|
Your registration may be transferred to a member of your organization up to 24 hours in advance of the event. Cancellations must be received on or before October 29, 2021 in order to be refunded and will be subject to a US $195.00 processing fee per registrant. No refunds will be made after this date. Cancellations received after this date will create a credit of the tuition (less processing fee) good toward any other EUCI event. This credit will be good for six months from the cancellation date. In the event of non-attendance, all registration fees will be forfeited. In case of conference cancellation, EUCIs liability is limited to refund of the event registration fee only. For more information regarding administrative policies, such as complaints and refunds, please contact our offices at 303-770-8800