PF.Law

Practical Finance for Lawyers

Overview

Practical Finance for Lawyers (PF.Law) is a series of workshops designed to improve lawyers' understanding of how commonly-used financial terms are derived and to show how their drafting into agreements can be improved. Each workshop lasts approximately 2 hours.

Please note the course fees below exclude VAT, which will be added to all invoices.


Please contact courses@fi-mech.com for dates and locations

Target audience

Associates qualified for between two and six years whose drafting of financial and commercial terms would benefit from having a better understanding of the calculations that underpin contract definitions. The workshops will be of value to any lawyer who practices leasing, project, and structured finance, tax, mergers & acquisitions, construction & real estate, privatization, private equity, and general commercial law.

Teaching approach

The workshops are highly practical. Attendees use a spreadsheet to derive the financial and commercial terms, thereby embedding their understanding of them immediately, rather than in some abstract way through discussion or lecture.

Agenda


• PF. Law 101 – Spreadsheet mechanics

• PF. Law 102 – Financial statements and KPIs

• PF. Law 201 – Primary term debt calculations

• PF. Law 202 – Private Equity / M&A

• PF. Law 203 – Privatizations (PFI/PPP)

• PF. Law 204 – Debt ratios

• PF. Law 205 – Contractual indexation provisions

• PF. Law 301 – Tax calculations

• PF. Law 302 – Construction financing

• PF. Law 304 – Leasing finance calculations

• PF. Law 306 – Export credits and multi-lateral lending

• PF. Law 401 – Shareholder returns

Instructor

John Richter is the workshop's principal instructor. John was formerly a principal instructor for F1F9, a specialist financial modeling company that now licenses its training courses to Financial Mechanics. He has over 20 years experience in finance, with considerable experience drafting commercial and financial calculations in legal documentation. He has been teaching advanced and fundamental courses in financial modeling, as well as running his own modeling services company, for the past 8 years.

Requirements

No prior knowledge of MS Excel spreadsheets is required. However, attendance of the 45 minute introductory workshop “PF.Law 101 (Spreadsheet Mechanics)” is highly recommended. The workshops are designed so that attendees can be quickly taught what they need to know so they can derive calculations using a spreadsheet.