BRIDGING THE GAP: FINANCIAL MODELING, INTERVIEW PREP, AND TECHNICAL SKILLS DEVELOPMENT 1 Bridging the Gap: Financial Modeling, Interview Prep, and Technical Skills Development Training programs for post-secondary students seeking roles in business and corporate finance EXPERTS IN FINANCIAL MODELING TRAINING [email protected] · +1 416 583 1802 WWW.MARQUEEGROUP.CA BRIDGING THE GAP: FINANCIAL MODELING, INTERVIEW PREP, AND TECHNICAL SKILLS DEVELOPMENT 2 About The Marquee Group Our Clients We believe that spreadsheet- based financial models are For several years, Marquee has led the annual the most important tools in training programs at numerous investment modern finance. Using our banks, pension funds and commercial banks. framework and discipline We have taught thousands of professionals all to develop best-in-class, across Canada, the United States, the United user-friendly models, we Kingdom, Mexico, Australia and China. help students and finance The following table highlights some of our professionals turn their models major clients: into powerful communication tools that lead to better, more UNIVERSITIES effective decisions. Acadia University Saint Mary’s University Brandeis University U of T - Rotman The Marquee Group is the only Dalhousie - Rowe UBC dedicated financial modeling firm HEC Waterloo in Canada. For over a decade, our McGill - Desautels Western - Ivey business has delivered what has McMaster - DeGroote York - Schulich become the industry standard Queen’s - Smith in financial modeling, training, SOCIETIES FINANCIAL consulting and accreditation. CFA Barbados BMO CFA Calgary Brookfield TRAINING CFA Edmonton CIBC CFA Seattle Desjardins We train globally at financial CFA Toronto KPMG institutions, corporations, CFA Vancouver Manulife professional organizations and universities CFA Victoria RBC CIRI Santander CONSULTING CPA BC Scotiabank CPA Ontario TD We build and improve existing forecast models and create custom Excel solutions for clients CORPORATE PUBLIC SECTOR to facilitate better and more timely decisions Agrium Auditor General American Express BCI ACCREDITATION Holt Renfrew CDPQ We provide an opportunity Indeed CPPIB for individuals to demonstrate Law Firms Export Dev. Corp their financial modeling Rogers Manitoba Public Inc. proficiency through an intensive Shoppers Drug Mart Ontario MTO modeling exam Square Ontario Power Telus OTPP Tim Horton’s Treasury Board EXPERTS IN FINANCIAL MODELING [email protected] · 416 583 1802 MARQUEEGROUP.CA BRIDGING THE GAP: FINANCIAL MODELING, INTERVIEW PREP, AND TECHNICAL SKILLS DEVELOPMENT 3 Our Approach OUR MISSION At Marquee, we firmly believe that an engaging and positive classroom experience led by a knowledgeable instructor is the most effective way to build capable financial teams. Participant Experience All of the Marquee Group’s courses are interactive and delivered through a combination of lectures, TRUST SUCCESSFUL group discussions and hands-on STUDENTS computer assignments. We aim We make students more to keep class sizes manageable marketable which helps so that we can provide individual them land great jobs, and helps career centres attention to each participant. to place them During a course, participants are provided with printed materials and electronic files. Following a session, participants have continued access to the instructors who are available to answer questions. We lead our courses with passion, EXPERTISE YEARS OF expertise and trust to put student EXPERIENCE success first: We teach skills that bridge the gap between academic knowledge and the real-world skills that employers demand PASSION TEACHING EXCELLENCE We have a particular pedagogy in the classroom that inspires learning and curiosity EXPERTS IN FINANCIAL MODELING [email protected] · 416 583 1802 MARQUEEGROUP.CA BRIDGING THE GAP: FINANCIAL MODELING, INTERVIEW PREP, AND TECHNICAL SKILLS DEVELOPMENT 4 Our Programs The following are short summaries of seminars that The Marquee Group provides to business schools, universities and colleges: Technical Training Seminars These course offerings will build on the accounting/finance skills taught at business schools and provide students with the industry best practices that potential employers require: 1 Financial Modeling: Capital Structure (LBO) Modeling Building a Financial Model 4 This hands-on course focuses on the Participants will learn to create well- skills required to build and incorporate designed, functional and dynamic financial a complex capital structure into a financial models. This course focuses on the skills model. Participants will recapitalize a required to design and create an interactive company’s balance sheet and then forecast financial model of a company that adheres specific pieces of debt and equity so that to the highest industry standards. the model can be used for credit purposes or as a Leveraged Buyout (“LBO”) model. 2 Advanced Data Analysis with Excel Every business professional needs 5 Merger Modeling strong technical Excel skills to thrive in This hands-on course focuses on the a corporate environment. This course skills required to design and create a is dedicated to various intermediate and powerful model to analyze the impact of advanced Excel tools to transform the a merger or acquisition. The course will participants into Excel “Power Users”. be taught from the perspective of finance professionals who need to quickly assess the impact of a merger between publicly DCF Valuation Analysis 3 traded companies. This hands-on course is focused on the practical implementation of a Discounted 6 VBA Cash Flow (“DCF”) analysis. The skills required to build a DCF analysis will This hands-on course focuses on the skills be discussed and incorporated into a needed to harness the power of macros financial model. Participants will learn to to help automate worksheet processes. recognize and avoid the most common Participants will learn to design, build and errors that professionals make when error check macros that are robust and creating a DCF analysis. easy to use. EXPERTS IN FINANCIAL MODELING [email protected] · 416 583 1802 MARQUEEGROUP.CA BRIDGING THE GAP: FINANCIAL MODELING, INTERVIEW PREP, AND TECHNICAL SKILLS DEVELOPMENT 5 Our Programs Continued Finance Interview Preparation These sessions focus on the most common technical finance questions that students should be prepared to answer during corporate finance interviews (i.e., investment banking, equity research, private equity or corporate finance roles). 1 Finance Interview Preparation Seminar 3 Mock Finance Interviews Interview Preparation seminars are Mock interviews are designed to push designed to help students prepare for students and assess their level of technical finance interviews. Students will typically expertise. This provides feedback to the encounter three types of questions: (i) student (and the career centre) on how fit questions, (ii) market questions, and prepared an individual is for interviews and (iii) technical finance questions. These identifies areas for improvement. sessions are focused on the most common technical finance questions that students should be prepared to answer during 4 Finance Interview Polish corporate finance interviews. Marquee can provide one-on-one sessions to allow students to ask last Capital Markets Overview Seminar 2 minute questions and build confidence This comprehensive course provides prior to interviews. After doing participants with an overview of an extensive preparation, students often integrated Capital Markets business. The have outstanding issues they want to goals of this session are to: (i) introduce discuss and clarify in advance of their the activities and inter-relationships interviews. between the major departments of the business and (ii) highlight the attributes and skill sets associated with professionals in each group. Together, these modules address This proposal outlines the range of important topics that have additional programs that could be real-world applicability. Practical skills offered to even better prepare your development is the core mission at students for finance interviews and for Marquee. Our training is designed for the analytical requirements at many corporate finance jobs. We look forward any student wishing to expand their to partnering with your school. financial acumen and is not intended to be exclusive for only those pursuing accounting or finance designations. EXPERTS IN FINANCIAL MODELING [email protected] · 416 583 1802 MARQUEEGROUP.CA BRIDGING THE GAP: FINANCIAL MODELING, INTERVIEW PREP, AND TECHNICAL SKILLS DEVELOPMENT 6 Our Team Ian Schnoor Tim Benson PRESIDENT & FOUNDER PRINCIPAL [email protected] [email protected] Ian Schnoor is President & Founder of Tim Benson is a Principal and Co-Head of Training The Marquee Group and is responsible for at The Marquee Group. the strategic direction of the firm. In this role, Tim provides strategic leadership and Ian started the business in 2002 to provide Excel-based operational oversight to the training business at The financial modeling training to professionals in the Marquee Group. This includes managing relationships financial community. Ian has built The Marquee Group with clients and ensuring best in class training seminars into a leading provider of financial modeling training, are delivered. consulting and accreditation. Tim remains very active as an instructor and has taught Over the years, Ian has taught thousands of business thousands of business professionals and university professionals and university students