Understanding & Communicating Company Value
(Two, 2-Hour Live Virtual Sessions)
Tuesday, ________, 12pm – 2pm ET and
Wednesday, ____________, 12pm – 2pm ET
Developing Skills Level
Prerequisites: Financial Information Essentials or equivalent knowledge
If you would like to know how companies are valued by investors and analysts then this course is for you. We cover what’s meant by intrinsic value (including the key inputs to discounted cash flow models) and valuation using multiples. We also consider valuation in an M&A context. Finally, we help you understand what you can do in communications terms to ensure that your company’s stock is fairly valued.
Learning Objectives
- Appreciate how companies are valued
- Be able to identify key valuation drivers
- Learn how to communicate for value
Course Program
How Companies are Valued Using DCF
- Key valuation concepts and principles
- Evaluating market and sector prospects
- Valuation using DCF
- Key inputs to analysts’ models
- Forecasting issues and the importance of guidance
- Short cuts used by Lex (FT), Heard on the Street (WSJ), and Breakingviews for valuing synergies in M&A
- Influencing valuation using communications
Capital Markets & Investor Relations
- Equity and enterprise multiples and which to use
- Understanding price targets and recommendations
- Which sector, which methodology?
- Commonly used multiples in M&A
- Evaluating deals – impact on EPS and on value creation
- Equity and debt-funded deals and why a mixture is often most appropriate
- Using communications to influence valuation
What’s Included?
- Access to a virtual classroom with an online course to help you consolidate your learning after the workshop
- Self-paced online course for follow-up (included in registration fee):
- Color-coded course materials
- A copy of The FinanceTalking Financial Glossary (pdf)
- Email or phone your tutor if you have questions or you’d like to discuss further any concepts covered on the course
An Interactive Experience Using Simple Technology
- Small group, interactive workshops delivered using Zoom
- Access the event on your laptop or tablet (or even your phone)
- Discussions and case studies via breakout groups
- Quizzes and polls
All cancellation and refund requests must be submitted in writing via email to ProfessionalDevelopment@niri.org. Cancellation requests received up to 2 weeks (10 business days) before the event will be refunded in full, less a $50 administrative fee. No refunds will be given for cancellation or postponement requests received within 2 weeks (10 business days) of the event, including no-shows. All refunds will be processed within 10 business days of confirmation and in the same manner as original payment.
IRC credential holders can earn 2 professional development units (PDUs).