Format: Online, on-demand streaming.
Length: ~ 1.75 hours.
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.
Who Should Attend: Anyone without a finance background who is involved in energy efficiency as well as those who need a refresher on what they learned earlier in their careers.
- Become familiar with the terminology used in the financial analysis of expense-reducing capital projects (e.g., first cost, savings, tax benefits, credits, deductions, capital and operating budgets, cash flow statements, revenue, expenses, margins, and more)
- Be comfortable enough using MS Excel’s functions, formulas and formatting to input project-specific details into EEFG’s cost-benefit analysis templates and generate useful reports
- Understand the implications and shortcomings of “simple payback period” (a prelude to the discussion of “good” and “bad” financial metrics featured in the Intermediate class
- Introduction to Financial Analysis
- Framing Enhanced Efficiency with Business Acumen
- Understanding the Language of Business
- Focusing on the Income Statement
- The Language of Capital Budgeting and Analysis
- Modeling Cash Flows and Metrics for Typical Investment Scenarios
- Shortcomings of Simple Payback and Return On Investment
- Understanding and Presenting Before-tax and After-tax Returns
- BONUS: Maximizing Rebates and Incentives
- BONUS: Be Confident Using Microsoft Excel
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