Valuation Workshop: Mastering Valuation Practices
Join our most sought-after 3-Day Comprehensive Valuation Workshop. This program is designed to provide finance professionals with a clear and practical understanding of valuation techniques. It covers equity, debt, convertible instruments, businesses, and non-financial assets. By combining theoretical foundations with hands-on exercises, this workshop addresses the diverse needs of today’s complex financial environment.
The course offers detailed guidance on valuation requirements under IFRS and US GAAP. Participants will learn to build impairment models that meet global standards. Topics include fair value measurements, valuations for business combinations, and impairment testing for goodwill and intangible assets. It also incorporates critical frameworks such as the International Valuation Standards Council (IVSC) guidelines and the Independent Price Verification (IPV) process, ensuring compliance and accuracy in financial reporting.
Through real-world case studies, advanced modeling techniques, and interactive sessions, this workshop prepares participants to tackle complex valuation scenarios confidently. Whether valuing financial instruments, businesses, or non-financial assets, attendees will gain practical tools, insights, and strategies to align with international best practices.
Key Learning Features
- Clear and comprehensive training on valuation for equity, debt, convertible instruments, businesses, and non-financial assets.
- Step-by-step guidance on developing impairment models under IFRS (IAS 36) and US GAAP (ASC 350).
- Practical approaches to fair value measurements based on IFRS 13 and ASC 820.
- Insights into global valuation standards, including those by IVSC and the IPV process.
- Hands-on case studies on business combinations, goodwill impairment, and financial instrument valuations.
- Advanced techniques for evaluating complex securities such as convertible debt and hybrid instruments.
- Exploration of emerging trends, including ESG considerations and their impact on valuation.
- Tools and frameworks for ensuring valuation accuracy, consistency, and compliance across various regulatory frameworks.
More Information
Our 3-Day Comprehensive Valuation Workshop provides an immersive experience in mastering essential tools and techniques for accurate and comprehensive valuations. Participants will learn to assess intrinsic value, apply advanced valuation models, and evaluate a wide range of assets, including equity, debt, convertible instruments, businesses, and non-financial assets. Through interactive sessions and real-world case studies, attendees will gain practical skills to confidently tackle complex valuation scenarios and make high-impact financial decisions.
Don’t miss this opportunity to enhance your valuation expertise. Contact us today to enroll and gain the advanced skills needed to excel in today’s financial landscape.
Instructor Bio
Our faculty members are highly qualified experts with a diverse range of specializations, including International Financial Reporting Standards (IFRS), International Public Sector Accounting Standards (IPSAS), Generally Accepted Accounting Principles (USGAAP), UK GAAP, risk management strategies, valuations, mergers & acquisitions, corporate governance, ESG reporting, supply chain management, prudential regulations, and compliance matters such as Basel regulations, Solvency II, Anti-Money Laundering regulations, and more. Additionally, they have expertise in a variety of professional development programs, such as negotiation skills, presentation skills, data management, Python, Block-Chain, Digital Assets, and Becker CPA. This depth and breadth of knowledge ensure an engaging and effective learning experience for professionals and senior executives, helping to enhance knowledge retention.
Our faculty members are seasoned professionals with a wealth of experience in their respective fields. They bring a unique combination of practical knowledge and theoretical understanding to the classroom, making them well-equipped to address the challenges faced by professionals in today’s rapidly changing business environment. Their expertise and hands-on experience ensure that participants receive the most up-to-date and relevant information, which they can immediately apply to their own work. The interactive and engaging learning environment fostered by our expert instructors also helps participants retain information and improves their overall understanding of the subject matter. Whether you’re seeking to expand your knowledge, enhance your skills, or explore new career opportunities, our faculty members are equipped to provide you with the guidance and support you need to achieve your goals.
Instructor for this course
The course instructor will be one of our highly experienced faculty members.
Our Partners
Our Partners in Learning
Course Description
Day 1: Foundations of Valuation and Core Methodologies
- Introduction to Valuation
- Understanding key valuation principles and their role in financial decision-making.
- Importance of valuation in financial reporting and compliance.
- Equity Valuation Techniques
- Fundamentals of Discounted Cash Flow (DCF) models and their real-life applications.
- Market-based approaches: Using multiples (P/E, EV/EBIT, EV/EBITDA) for valuation.
- Debt and Convertible Instrument Valuations
- Valuation techniques for bonds, loans, and convertible instruments.
- Handling complex instruments like embedded derivatives and hybrid securities.
- Real-Life Case Study:
- Tesla, Inc.: Valuation using DCF and market multiples.
- Interactive Exercise:
- Constructing a basic equity valuation model using provided data sets.
Day 2: Advanced Valuation Techniques and Non-Financial Assets
- Valuation of Non-Financial Assets
- Techniques for valuing intangible assets like brands, patents, and goodwill.
- Conducting impairment testing under IFRS (IAS 36) and US GAAP (ASC 350).
- Business Valuations
- Valuing startups with high-growth potential vs. mature businesses.
- Addressing business combinations and acquisition scenarios.
- Real-Life Case Study:
- Airbnb, Inc.: Startup valuation using advanced intrinsic value models.
- Hands-On Exercise:
- Building an impairment model aligned with IFRS and US GAAP frameworks.
Day 3: Complex Valuations and Emerging Trends
- Fair Value Measurements
- Aligning valuation practices with IFRS 13 and ASC 820 standards.
- Advanced techniques for valuing hybrid and derivative instruments.
- Discount Rates and Valuation Multiples
- Calculating Cost of Equity (Ke), Cost of Debt (Kd), and WACC using models like CAPM.
- Mastering comparables analysis and using multiples effectively, including P/E and EV/EBITDA.
- Specialized Scenarios and Emerging Trends
- The impact of ESG considerations on valuation practices.
- Addressing valuation challenges in diverse industries.
- Real-Life Case Study:
- Microsoft Corporation: Valuation of goodwill in a cross-border acquisition.
- Interactive Group Activity:
- Developing a comprehensive valuation report for a multinational company, integrating core principles and ensuring compliance with global standards.
Legal Notice
The agenda, structure, and content of Shasat’s workshops, including this valuation workshop, are proprietary and protected by copyright laws. Any unauthorized reproduction, distribution, or use of this material, in whole or in part, without explicit written permission from Shasat, is strictly prohibited and may result in legal action. For inquiries or permissions, please contact Shasat directly.
Why you must attend?
Valuation is a cornerstone of sound business decision-making and financial strategy. Understanding and applying advanced valuation techniques is essential for professionals aiming to make impactful contributions in corporate finance, investments, and advisory roles. This workshop not only enhances your technical expertise but also strengthens your ability to assess critical financial scenarios with confidence and accuracy.
Mastering valuation skills allows you to unlock new career opportunities and elevate your professional profile. From valuing equity, debt, and convertible instruments to businesses and non-financial assets, these skills are in high demand across industries. By learning to navigate complex valuation scenarios and adhere to global standards like IFRS, US GAAP, IVSC, and IPV, you’ll gain the credibility to work on high-stakes projects with precision.
Investing in valuation knowledge also drives personal growth by sharpening analytical thinking, problem-solving, and decision-making abilities. Whether you’re building impairment models, performing fair value measurements, or evaluating businesses, these skills will set you apart as a trusted expert in your field and a valuable asset to any organization.
Teaching methodology
- Expert Instructor: Learn from an industry-leading valuation expert with extensive hands-on experience across diverse sectors.
- Real-World Applications: Explore distinct scenarios, real-life examples, and comprehensive case studies to master complex concepts and methodologies.
- Comprehensive Coverage: Gain expertise in valuations of equity, debt, embedded derivatives, and other financial and non-financial assets.
- Tools and Resources: Access professional-grade templates, tools, models, and resources to streamline your valuation process.
- Interactive Learning: Benefit from engaging content, including videos, handouts, live polls, and group exercises, to reinforce key concepts.
- Networking Opportunities: Interact with peers and the course faculty to exchange insights and build valuable professional connections.
- Recognized Certification: Earn a course certificate and specialization that demonstrates your expertise and enhances your professional profile.
- CPD/CPE Hours: Receive credit hours while improving your knowledge with user-friendly learning materials.
Who Should attend?
This workshop is ideal for professionals across various industries, particularly those in roles such as:
- Treasury and Finance Professionals
- Business Executives
- Asset Managers
- Valuation Specialists
- Financial Controllers, CFOs, and Finance Directors
- Audit Professionals
- Risk Management Professionals
- Senior Regulatory and Compliance Executives
Whether you’re aiming to deepen your technical expertise, enhance your decision-making abilities, or advance in your career, this workshop offers the tools and insights to achieve your goals.
Feedback
All participants will receive an evaluation questionnaire upon completion of the course. The feedback from these questionnaire allows Shasat to conduct trend analysis and continuously improve the quality and content of its learning solutions.
Venue & other info
Our training programs take place at the most prestigious professional training facilities in the city. Our venues have been meticulously chosen and expertly crafted to deliver an unparalleled and sophisticated learning experience. To further elevate your training journey, we will offer an array of refreshments including gourmet tea/coffee, delectable snacks, and a sumptuous lunch to sustain you throughout the course. Your comfort and satisfaction are of the utmost importance to us. One week before the program begins, you will receive comprehensive joining instructions that include the exact venue details.
Please note that accommodation arrangements are the responsibility of the attendee.
Workshop Delivery (Online Programs)
The workshop will be delivered via the WebEx platform. Upon registration, all participants will receive comprehensive joining instructions for the live workshop. This fully virtual event will encompass a live-streamed presentation, personalized networking opportunities, interactive Q&A sessions, engaging polls, and post-event consultation to address specific concerns and support your continued growth.
In-Person Workshop
Please be advised that for all in-person training programs, joining instructions will be sent via email to registered participants one week prior to the program’s commencement. These instructions will provide comprehensive information regarding the venue location, date, and time, as well as other important details such as parking arrangements, dress code, and any necessary equipment or materials. Kindly ensure that you carefully review the joining instructions and follow the guidelines provided to ensure a smooth and well-organized experience during the program.
Changes to the conference
Shasat reserves the right, at its sole discretion, to make modifications to the format, speakers, participants, content, venue location, program, or any other aspect of the conference, at any time and for any reason, without incurring any liability. This policy has been implemented due to recent events such as the Covid-19 pandemic and other jurisdictional restrictions. These modifications may include but are not limited to, changes necessitated by a Force Majeure Event
We are pleased to offer sponsorship opportunities for our training programs, providing companies with a unique platform to showcase their brand and services to a highly engaged and relevant audience. By becoming a sponsor, your organization will have the opportunity to build brand awareness, demonstrate thought leadership, and cultivate valuable relationships with industry professionals. Our programs offer a platform to reach a targeted audience and generate new business leads while showcasing your expertise. The benefits of sponsorship include increased brand exposure, opportunities to connect with key decision-makers, and a platform to promote your products and services. We invite you to take advantage of this prime opportunity and partner with us to enhance your visibility and impact within the industry.
We kindly request that you carefully review all of the terms and conditions outlined on our website. This information is critical in ensuring a clear understanding of our policies and procedures. Please follow the link provided to access this information.
Discover more about Shasat by exploring our “About Us” page, where you can gain insights into our company’s mission, values, and history, and learn how we can help you achieve your goals.
Payment
Enroll in our program with ease by choosing from our secure online payment options. You can make a payment through our website using PayPal or Stripe, or opt for a bank transfer, demand draft, or cheque payment. Our payment page will provide all necessary options during checkout. If you encounter any issues, our customer service team is here to assist you. Simply reach out to us with your selected course, and we’ll guide you through the payment process.
We kindly request that you take into consideration any associated bank fees when making your course fee payment. To ensure your participation in the program, payment must be received before the course date. Once we have received both payment and a completed registration form, we will confirm your enrollment in the program. Thank you for your understanding and cooperation.
Group discount
Our company is proud to offer a group discount of 15% for organizations or individuals who book a course for 5 or more participants. To take advantage of this offer and receive a personalized group discount code, please reach out to our customer service desk at info@shasat.com. Our team will be delighted to assist you with the booking process and answer any questions you may have. With this group discount, you can invest in the professional development of your team and drive success for your organization. Don’t hesitate to contact us today to learn more.
Upon successful completion of the training course, each participant will receive a certificate of completion that attests to the number of hours spent in training and serves as a valuable representation of their dedication to professional development. The certificate is not only a symbol of their achievement but also serves as proof of continuous professional development (CPD) and demonstrates their commitment to staying current in their field. We believe that CPD is a crucial aspect of career advancement and personal growth, and are proud to provide our participants with this important document.
For further assistance, we invite you to contact our dedicated customer service team. Our experienced and knowledgeable representatives are available to answer any questions you may have and provide the support you need to make informed decisions. We are committed to ensuring that you have a positive experience and are here to help in any way we can. Please don’t hesitate to reach out to us at your convenience.
In-House Training
Enhance your team’s skills and drive success for your business with our custom In-house training program. Our tailored approach aligns with your specific business needs, offering a cost and time-efficient solution for upskilling your employees. This not only improves their productivity but also positions your company as a competitive force in the market. Transform your investment in employee development into tangible results by choosing our In-house training option. To discuss and learn more about our services, please don’t hesitate to contact our training desk. We’re ready to help you create a bespoke program that’s just right for you.
