Advanced Project Finance Modelling
What to expect?
Prepare to transform your project finance modelling, as industry professionals Kenny Whitelaw-Jones and Toby Tucker join us in London for a 2-day exclusive course on "Advanced Project Finance Modelling".
You're at the start of a journey that will transform your Project Finance Modelling skills. This course provides a comprehensive education in project finance modelling and teaches participants how to tackle the complexity of PF deals. Attendees will learn how to analyse projects, build models step-by-step, and effectively present transactions.
What you'll learn?
In this course, your learning outcomes will be the following:
- You will have acquired advanced Project Finance modelling skills
- You will be able to build a Project Finance model from scratch
- You will have gained expert project analysis skills
- You will be able to present your analysis to effectively support decision making
Time Commitment
This course is a hands-on course and runs over 2 days. Each day will run approximately 7 hours in length, depending on the class size and attendees’ experience in working with the tools.
This 2-day course is organised by Gridlines in partnership with the Global Excel Summit and it will be delivered in-person in central London, UK on 19-20 March 2025.
Who is it for?
This course is for everyone who wants to develop a comprehensive education in project finance modelling. If you’re looking to improve the way you build, analyse projects and effectively present your project models,, this course is for you. Typical job roles include:
- Project Finance, Infrastructure and PPP professionals
- Project sponsors and investors
- Bankers
- Financial Analysts
Full Course Brochure
What's included?
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✔︎ What is “extract, transform, load,”?
✔︎ We’ll look at how this process works in Power Query and why it matters
✔︎ First steps for profiling and cleaning the data.
✔︎ How do you avoid memory-draining “Frankentables” and build relational data models and reports right from Excel?
✔︎ We’ll look at Power Pivot and DAX for data analysis in Excel
✔︎ What are dynamic array functions?
✔︎ Learn how to build quick, responsive formulas for easy analysis.
✔︎ Where is data analytics headed, and can Excel keep up?
✔︎ Learn how to use predictive analytics and artificial intelligence inside and outside of Excel to make the most of your data
✔︎ What is Python and why has it become the glue that binds today’s data analytics stack.
✔︎ Learn how to automate boring processes with Python
✔︎ Learn how to build compelling analyses with this programming language
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
✔︎ What is Power Query?
✔︎ Basic data loading
✔︎ Power Query editor overview
✔︎ Type of values
✔︎ Exploring queries and steps
✔︎ Basic data cleaning and transformation (removing columns & rows, filtering data, sorting, etc.)
✔︎ Practical example
✔︎ Removing duplicates and handling nulls
✔︎ Text transformation
✔︎ Date and time values
✔︎ Query load
✔︎ Practical example
✔︎ Data aggregation
✔︎ Merging and appending queries basics
✔︎ Different options for adding columns
✔︎ Pivoting and unpivoting data
✔︎ Practical example
✔︎ Key takeaways
✔︎ Addressing frequently asked questions
✔︎ Interactive Q&A session
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
Training requirements
Essential financial modelling knowledge is expected. If unsure on whether this course will be suitable, please, reach out to us and we will send additional detail around skill requirements.
You must bring a laptop (plus leads and adaptor if travelling from overseas) with both of the following installed:
- Excel 2016 or higher (Office 365 recommended)
- Installation of some Macros will be expected. Once you register, you will get access to the downloadable file.
About the trainer
Kenny Whitelaw-Jones
Partner, Gridlines and Co-founder, Project Finance Institute
Kenny Whitelaw-Jones is one of the leading financial modelling experts globally.
He has taught more than 20,000 analysts from the world’s leading banks, advisors, equity funds and developers from the world’s leading commercial and investment banks, top tier accounting firms, infrastructure funds and developers. He has played a significant role in the development of global financial modelling standards. Kenny is also a Partner at Gridlines, Head of Financial Modelling at Cranmore Partners, as well as the Co-Founder of the Project Finance Institute.
Toby Tucker
Instructor & Associate, Project Finance Institute
Toby Tucker is a KPMG trained chartered accountant and an expert project and corporate financier. With a PhD from the University of Oxford and 25 years’ commercial and transactional experience across various sectors and asset classes, he currently works closely with the Scottish Government undertaking the development of financing and funding strategies within the net zero space, particularly for energy efficiency, and heat decarbonisation. Toby is also a lead instructor at the Project Finance Institute, where he has taught on courses for organisations such as EBRD, Bank of Tokyo, Mitsubishi and many others.
What people think of
Kenny Whitelaw-Jones
★★★★★
Not something you can learn in any regular firm!
What we learned is really professional modeling. There's certain ways to do it that are not something you can learn in any regular firm. Every day I can call on my strength in financial modelling and it really helped my business tremendously.
★★★★★
I highly recommend you check out this course!
I’m so grateful to receive a Certified Project Finance Modeller designation! For anyone interested in developing transferable analytical skills in financial modeling, infrastructure, energy, and project finance, I highly recommend you check out this course!
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant data visualisation, analytics and Power Query topics.
✔︎ Masterclass with George Mount: Excel Analytics 2.0
✔︎ Masterclass with Ann K. Emery: Designing and Building Interactive Dashboards in Excel
✔︎ Masterclass with Chandeep Chhabra: Advanced Data Cleaning Using M in Power Query
Check out the introductory keynotes from Microsoft and world-renowned MVP Leila Gharani. Software developers showcase add-ins that transcend Excel's limitations, plus robust panel discussions and expert insights complete the Tech & Innovation Track!
✔︎ Keynote by Microsoft: Transforming Excel through research and AI
✔︎ Keynote by Leila Gharani
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✔︎ Python in Excel: First Steps
✔︎ Teaching Excel with AI
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✔︎ Empowering learners to Excel with digital skills certifications
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✔ Turn Excel models into Web apps: features, sharing, monetization
✔ Panel discussion: The future of Excel in an AI world
✔ Panel discussion: Does being Excel-certified matter?
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✔ Client's perspectives on quality — lessons from a career in financial modelling and what that means for the future
✔ Dynamic Arrays - A financial modelling game changer
✔Upgrading financial modelling — how, who, and why?
✔ Fivecasting: One Better than Forecasting
✔ A bank’s perspective on Excel and AI
Showcase your data with insightful visuals and learn the secrets of presenting it for effective communication. You'll also create custom charts, intuitive analytic experiences, and write DAX expressions for true flexibility!
✔ Is this an Excel chart?!? - 5 ways to take your boring charts to the NEXT Level
✔ Interactive Data Visualisation for decision support using Excel
✔ How to create an intuitive analytic experience in Excel using Script Labs
✔ Dynamic dashboard creation for KPI reporting using Power BI
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✔ Why use Power Query to solve practical data cleaning problems?
✔ 5 Things every Excel user should know about Power BI
✔ Using Git in Power BI for effective teamwork and version control
✔ Overcoming real-world problems with Power BI
✔ Power Query on Excel for Mac
Discover the Excel hacks and best practices that empower you to do more with less. Whether it's formulas, keyboard shortcuts, or named ranges, you'll turbocharge your workflow!
✔ Optimising the Monetisation of Spreadsheets
✔ LAMBDA - There is no stopping you
✔The *NEVER SEEN* Tips & Tricks by Bob Umlas
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✔ Why VLOOKUP when there is Power Query?
Discover the Excel hacks and best practices that empower you to do more with less. Whether it's formulas, keyboard shortcuts, or named ranges, you'll turbocharge your workflow!
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✔ Advanced Data Cleaning Using M in Power Query with Chandeep Chhabra
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Benefit from an award-winning 3-day conference plus access to exclusive networking and additional Masterclass events.