Financial Analysis Fundamentals:

Are you new to financial analysis, or need a refresher on basic financial terminology? Or do you (or your customers) evaluate energy efficiency projects only by its “simple payback period”? This training provides a better understanding of financial terminology and formulas, as well as an introduction to using these formulas in EEFG’s financial analysis templates. You’ll also understand why calculating a project’s simple payback period may not be the best metric by which to evaluate its financial return.

Financial Analysis Intermediate: 

This session delves more deeply into the financial concepts learned in the beginning session. Students will learn how to model expected cash outflows and inflows over time, how to calculate a project’s present value and other financial metrics, and how to generate compelling capital budgeting requests.

Financial Analysis Advanced: 

This training applies the financial analysis concepts learned in the Beginner and Intermediate sessions to real life projects. In addition to understanding how to calculate a project’s various financial returns, attendees will also understand how to interpret and critique a project’s results. 

WHO SHOULD ATTEND:

Anyone attempting to evaluate and/or lobby for expense-reducing capital projects; project development roles (e.g., engineers, vendors, manufacturers’ reps); program managers; utility and/or regulator staffs attempting to set metrics for encouraging/approving energy projects; etc.

LEARN TO:

OUTLINE: