When:  Wednesday 26th February 2025

Time: Arrival at 4 pm for Masterclass and 5:30 pm for the Panel discussion. Networking from 7 pm onwards

Where: Forvis Mazars GmbH & Co. KG, Ridlerstraße 39, 80339 Munich, Germany

Please register for the Masterclass and / or the panel discussion using the form. We have limited capacity and registration is essential.

Join us in Munich for an engaging event that features a Financial Modelling Masterclass, designed to enhance your skills in financial analysis and teach you advanced techniques for reviewing and sense-checking financial models. Additionally, participate in a compelling panel discussion on ESG and Waste-Heat Recovery Utilisation. These sessions will equip you with actionable strategies at the intersection of finance and sustainability.

Masterclass overview

Mastering Financial Model Reviews: Ensuring Accuracy and Reliability (1.0 hours)

You receive a financial model, but how do you check its accuracy and reliability? Join Forvis Mazars for this 1-hour masterclass to uncover new techniques for reviewing and sense-checking financial models.

Discover the critical role of error checks in maintaining model integrity and preventing costly mistakes. Learn how to identify and mitigate common errors, ensure the accuracy of your financial model, and apply advanced sense-checking methods using built-in Excel functionality and analytical techniques.

This session will equip you with the skills to confidently validate financial models and enhance their reliability through the following:

• Gain an understanding of the importance of automated checks & how to interpret these to ensure model reliability
• Identify quick ways of sense-checking your models through the use of well-structured financial statements
• Understand the native Excel functionality available & analytical techniques for spotting errors
• Develop an understanding of some of the frequent errors in project finance models and how to mitigate these

Discussing the Intersection of Finance and Sustainability

Panel Discussion

• An approach to integrating ESG considerations into valuations
• How are investors incorporating ESG premiums for infrastructure assets
• Can ESG DD make or break a deal
• Waste-heat recovery utilisation from a legal perspective

Panellists

Shifali Aggarwal, based in London UK, has 15 years of energy sector experience, working in various roles in Project Finance, Renewables M&A and Government and Infrastructure Advisory in multiple firms such as Forvis Mazars, KPMG and Deloitte. Shifali has led numerous M&A and capital raise transactions covering multiple sub-sectors within the energy transition.  

Moderator

Charlotte Prümmer, Director, is Head of Clients and Markets at Forvis Mazars in Germany, providing a background in advisory and client development. One of her focus areas has been the EIE sector for many years. She is co-heading the EIE sector group at Forvis Mazars in Germany. 

Register your spot

Dr. Daniel Pehle is a salary partner in Forvis Mazars' financial services practice and provides strategic, regulatory and ESG-related advice to banks, insurers and asset managers. He also helps utility companies with setting up non-financial sustainability reporting. 

Dr. Alexandra von Künsberg, Director, has been providing advisory services in the energy industry for more than 15 years, focusing on transaction services and deal strategy. She is co-heading the EIE sector group at Forvis Mazars Germany.