Corporate Valuation Methodologies (Ended)
Intermediate proficiency using Excel, a solid grasp of basic accounting fundamentals and an understanding of basic valuation techniques are required.
This Corporate Valuation class is a hands-on, technical workshop.
How can you tell if a company is undervalued or overvalued? Is the current stock price the only measure of value? Why would one company command a higher or lower premium than its direct competitor? This course takes a practical, tangible, and non-theoretical approach to examining how corporations are valued and the major analytical tools that are used. Go beyond the academic theory of financial ratios and apply fundamental analysis and real-world methods of evaluating a company's intrinsic value. Gain insight into relative valuation methodologies (trading comps, deal comps) to fundamental valuation (discounted cash flow analysis, break-up / sum of the parts valuation).
Build a quick and dirty trading comps analysis by inputting historical results and analyst projections for comparable companies and calculating current stand-alone market valuation multiples. Then, construct a detailed comprehensive reference range analysis that quantifies valuation methodologies. Finally, build and update dynamic football field to graphically summarize valuation metrics.
To maximize the educational value of this program, we strongly recommend that you have a basic understanding of Excel and are familiar with its functions and features. Lack of basic Excel skills will impede your ability to effectively acquire and implement the techniques and shortcuts that are presented in this program.
Bring your PC laptop with Microsoft Excel installed and a working USB slot drive (files will be copied using USB thumb drive). Please note that Macs with Excel 2008 may not be as effective, so we recommend bringing a PC or Mac with Windows/Excel installed.
Eligible for 7 credit hours
This program qualifies for credit under the guidelines for the CFA Institute Continuing Education Program. Please click here if you would like more information.
Time, Date, and Location:
The Standard Club
320 S. Plymouth Ct.
Monday, April 27, 2009
9am - 5pm
9:00am - 5:00pm Seminar
Lunch will be provided
Materials: Bring your PC laptop with CD-ROM drive with Microsoft Excel installed. (Excel 2007, Vista, and Macs may not be as effective)
Note: Laptops will not be provided.
Member Rate: $495 (cash, check or credit card)
Student-Member Rate: $125 (cash, check or credit card); Limited seats available
Note: This rate is only available to students who have been approved as a Student-Member of CFA Chicago.
Non-Member Rate: $595 (cash, check or credit card)
We require a credit card guarantee for ALL reservations.
(Visa, MasterCard, American Express, Discover and Diners Club are accepted)
This is a "Passport Program." Members of any local CFA society may attend at the CFA Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.
Register online below, or by phone: 312-251-1301
Cancellations accepted until 5:00 pm, Wednesday, April 22. There is a $5 surcharge for walk-ins.
Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.