Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Examine how ESG initiatives and performance can influence a company's income and cash flow statements, and balance sheet.
ESG factors are becoming increasingly important considerations in many firms' capital allocation decisions. ESG integration is a strategy that can be employed to conduct a more robust financial analysis and to get a more complete picture of a company's valuation and its overall risk profile.
This course will cover the most important qualitative and quantitative factors that may impact a company's financials. Participants will dive into a case study and interpret ESG information from an example company's sustainability report, then model various scenarios in Excel. You will also work through several optional, advanced modelling techniques to support cleaner data visualization, including the use of Macabacus shortcuts in Excel.
This course includes a quiz that you can attempt multiple times. To ensure that your understanding of the material is accurately assessed, the correct answers will not be shown after each attempt.
Key Takeaways
Upon completion of this course, you will be able to:
- Define ESG integration.
- Explain how ESG integration and ESG investing are different and how they complement one another.
- Analyze how ESG factors or company initiatives impact financial results.
- Translate company-provided sustainability information into model assumptions.
- Integrate a company's ESG initiatives into a financial model and see how they affect company valuation.
- Explore advanced modelling techniques to improve your Excel skills and create more dynamic models.
Who Will Benefit
Investment professionals, management consultants, financial analysts and investor relations teams and senior managers at both private and public companies.
Disclaimer
Most of CPA Ontario's 450+ on-demand courses are compatible with the mobile app. Unfortunately, this on demand course is not compatible. For the best learning experience, we suggest you use your computer.
How to Access the Course
This is an online session. This course is available 24 hours a day, 7 days a week. Once registered, you can access the material at any time.
However, you will only have access to the course for 90 days after REGISTRATION.
To access the course please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal. Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Kyle Peterdy has a background in commercial banking, where he was responsible for originating and underwriting middle market credit transactions, as well as managing those client relationships. Kyle has worked with multiple North American-based, diversified portfolios, including corporations in manufacturing, technology and e-commerce, hospitality and professional services sectors. His credit experience ranges from general operating and term lending to project-based construction financing and succession transactions.