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After achieving financial close for a PFI/PPP project there is the need for ongoing financial
management. This should address the needs of lenders, shareholders and management to the SPV. In
order to manage the financial risks a post financial close or operating financial model is required.

Three key reasons to attend:

• A one to one half day session with a leading specialist consultant
• Quality training at great value for money
• A chance to have an expert answer all your questions

Delegates should have at least a basic knowledge of bid or financial close modelling





This masterclass gives an invaluable insight on how to build such models with reference to a post financial close
demonstration model for a PFI/ PPP project. This masterclass will give delegates an insight into the methodology that allows
the management accountant to update the assumptions and run the model on a periodic basis without the support of the
original model builder..


About your Master Class Leader:

David Whittaker is the Director of Modelling Solutions, and has led successful workshops
for SAE Media Group in the past. He is a Chartered Management Accountant, and is an author in
financial modelling issues with fifteen years experience within modelling for commerce,
industry, public sector and the ‘big four’ financial modelling practices.


About The Organisation

Modelling Solutions provide Excel-based financial modelling services to organisations
and corporate project finance, PPP and PFI. It has the benefit of the support of a
network of financial modelling professionals. The company has provided modelling
services to many PPP/PFI projects including NHS, police and infrastructure schemes.




Masterclass programme

8:30 Registration & Coffee

9:00 Part 1

David Whittaker

David Whittaker, Director, Modelling Solutions

• Introduction
• Main Differences To A Bid or Financial Close Model
• Process For Building A Post Financial Close Model

10:30 Morning Coffee

11:00 Part 2

David Whittaker

David Whittaker, Director, Modelling Solutions

• Input Assumptions
• Calculations
• Output Schedules
• Sensitivities
• Using & Finalising The Model

12:00 Discussion & Questions

David Whittaker

David Whittaker, Director, Modelling Solutions

12:30 Close and Executive Briefing


Central London

United Kingdom

Central London



speaker image






CPD stands for Continuing Professional Development’. It is essentially a philosophy, which maintains that in order to be effective, learning should be organised and structured. The most common definition is:

‘A commitment to structured skills and knowledge enhancement for Personal or Professional competence’

CPD is a common requirement of individual membership with professional bodies and Institutes. Increasingly, employers also expect their staff to undertake regular CPD activities.

Undertaken over a period of time, CPD ensures that educational qualifications do not become obsolete, and allows for best practice and professional standards to be upheld.

CPD can be undertaken through a variety of learning activities including instructor led training courses, seminars and conferences, e:learning modules or structured reading.


There are approximately 470 institutes in the UK across all industry sectors, with a collective membership of circa 4 million professionals, and they all expect their members to undertake CPD.

For some institutes undertaking CPD is mandatory e.g. accountancy and law, and linked to a licence to practice, for others it’s obligatory. By ensuring that their members undertake CPD, the professional bodies seek to ensure that professional standards, legislative awareness and ethical practices are maintained.

CPD Schemes often run over the period of a year and the institutes generally provide online tools for their members to record and reflect on their CPD activities.


Professional bodies and Institutes CPD schemes are either structured as ‘Input’ or ‘Output’ based.

‘Input’ based schemes list a precise number of CPD hours that individuals must achieve within a given time period. These schemes can also use different ‘currencies’ such as points, merits, units or credits, where an individual must accumulate the number required. These currencies are usually based on time i.e. 1 CPD point = 1 hour of learning.

‘Output’ based schemes are learner centred. They require individuals to set learning goals that align to professional competencies, or personal development objectives. These schemes also list different ways to achieve the learning goals e.g. training courses, seminars or e:learning, which enables an individual to complete their CPD through their preferred mode of learning.

The majority of Input and Output based schemes actively encourage individuals to seek appropriate CPD activities independently.

As a formal provider of CPD certified activities, SAE Media Group can provide an indication of the learning benefit gained and the typical completion. However, it is ultimately the responsibility of the delegate to evaluate their learning, and record it correctly in line with their professional body’s or employers requirements.


Increasingly, international and emerging markets are ‘professionalising’ their workforces and looking to the UK to benchmark educational standards. The undertaking of CPD is now increasingly expected of any individual employed within today’s global marketplace.

CPD Certificates

We can provide a certificate for all our accredited events. To request a CPD certificate for a conference , workshop, master classes you have attended please email events@saemediagroup.com

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SAE Media Group , Ground Floor, India House, 45 Curlew Street, London, SE1 2ND, United Kingdom
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