This GLOMACS training seminar on Due Diligence is concerned with one of the most important activities in the development of oil and gas business – critical analysis and evaluation of potential investors and partners. The oil and gas industries are becoming more complex in structure, technology, competition and strategic choice. Consequently a company’s relationships with potential investors and partners now require a significantly higher standard of appraisal and focus than has been the case in the past. This high-level 10-day GLOMACS seminar will concentrate on the application of leading-edge tools and techniques of due diligence in building effective relationships with these two strategically significant stakeholder categories.
Due diligence is multi-dimensional. It is based on an understanding of needs and objectives of potential investors and partners; their decision criteria; their compatibility with the strategic and operational objectives of our own company; and finally it requires a structured process by which attraction and integration of new investors and partners can be accomplished effectively in order to sustain continuous improvement in the profitable growth of the company.
This GLOMACS training seminar will highlight the following key topics:
The changing dynamics of the global oil and gas business
Due diligence in financial appraisal of potential investors and partners
Due diligence in non-financial appraisal of potential investors and partners
The specific challenges of partnering in alliances and joint ventures
Best practice in managing investor and partner relationships
Each module is structured and can be taken as a stand-alone training course; however, delegates will maximise their benefits by taking Module 1 and 2 back-to-back as a 2-week training course.
Objectives
At the end of this GLOMACS training seminar, you will learn how to:
Identify the precise characteristics of new investors and partners
Evaluate the past performance and future potential of new investors and partners
Select and engage with new investors and partners
Anticipate and deal with the challenges of integrating new investors and partners
Measure the strategic impact of adding the new relationships
Training Methodology
The training process is based on a carefully planned combination of highly focused inputs by the seminar leader, using a balanced set of state-of-the-art presentation mechanisms. The emphasis will be on learning by examining major decisions in which the use of best practice principles of due diligence has been critical. Above all, the principles and approaches to this subject will be illustrated by reference to real-life organisations with which the seminar leader has been personally involved.
In addition delegates will be encouraged to introduce issues for open discussion and creative thought. Specifically, we will use the following training methods:
Presentations by the course leader on tools and techniques of due diligence
Group work on case studies based on analysis, interaction and discussion
Focused problem-solving exercises, including “outside the box” thinking
Interactive discussions of issues that currently affect the company
Creating personal and team plans for effective application of the seminar
Organisational Impact
In sending delegates to this GLOMACS training seminar Due Diligence Appraisal and Management of Potential Investors and Partners , the company will gain the following benefits:
A more professional approach to appraisal of development opportunities
Introduction of due diligence into all aspects of decisions
Top management having more confidence in the decisions of staff
A creative and flexible approach to investor relations
Sharper focus on the potential of partnerships, alliances and joint ventures
Managers with a broader global perspective on investor / partner relationships
Personal Impact
In attending this GLOMACS training seminar, delegates will acquire the following skills and competencies:
Extending the boundaries of individual and team potential
Improved creativity in developing the business
Detailed understanding of the tools and techniques of due diligence
Greater confidence in managing partnership relationships
Applying collaborative approaches in sustaining profitable growth
Introducing best practice in due diligence to all teams
Who Should Attend?
This GLOMACS training seminar is designed to be relevant for a very wide range of experienced professionals - for example the following categories of managers:
Corporate Finance Officers
Data Managers and Analysts
Strategic Planners and Investment Analysts
Internal Auditors and Management Accountants
Upstream and Downstream Operations and Supply Chain Managers
Merger and Acquisition Specialists
Alliance and Joint Venture Specialists
Private Equity Specialists
Asset and Facilities Managers
Human Resource Managers
Other individuals whose professional future would be enhanced by an understanding of current best practice in investor / partner analysis and appraisal
Course Outline
MODULE I: Evaluating Collaborative Development Opportunities
DAY 1
The Basics of Due Diligence in Business Decisions
The Changing Dynamics of Global Business
The Strategic Relevance of Due Diligence in Market Analysis
The Strategic Relevance of Due Diligence in Financial Management
The Strategic Relevance of Due Diligence in Merger and Acquisition
The Strategic Relevance of Due Diligence in Business Planning
DAY 2
Due Diligence in Market Analysis
Market Analysis (1) – Data Search and Business Intelligence
Market Analysis (2) – Analytical Tools and Techniques
How attractive is the market sector that we are evaluating?
How strong is our performance in this market sector?
What is the potential for sustainable profitable growth?
DAY 3
Due Diligence in Financial Management
Profit and Loss Statement – What this signifies?
Balance Sheet – What this signifies?
Cashflow Statement – What this signifies?
Evaluating the Financial Anatomy – Structure and Gearing
Evaluating the Financial Anatomy – Robustness and Sustainability
DAY 4
Theme: Due Diligence in Risk Analysis and Risk Management
Identification of Types of Risk in this Company
Quantitative and Qualitative Tools and Techniques of Risk Analysis
Best Practice in Risk Management – A Structured Process
The Emerging Concept of “Risk Engineering”
International Standards and Requirements of Corporate Governance
DAY 5
Theme: Due Diligence in Strategic Planning
What is strategy and why is it important?
Alternative Approaches to Strategic Planning
Management and Control – dealing with variance and divergence
Balancing Short-term and Long-term Programmes and Projects
Example of a Strategic Planning Framework
Discussion and Plan – How to apply themes 1-5 in your company?
MODULE II: Managing Collaborative Development
DAY 6
Understanding the Requirements of Due Diligence in Investor Evaluation
How an Investor Analyses and Evaluates an Investment Opportunity?
Understanding the Criteria and Approaches of Different Types of Investor
The Investor’s Perspective – Profitability, Growth, Future Viability
A Due Diligence Model that Facilitates and Supports our Choice of Investor
Managing Investor Relations as our Organisation Develops and Changes
DAY 7
Understanding the Requirements of Due Diligence in Partner Evaluation
The Strategic Rationale for Partnership
The Various Forms of Partnership
The Process of Partner Identification
Financial Evaluation of Potential Partners
Non-financial Evaluation of Potential Partners
DAY 8
Applying Due Diligence in Evaluating Partnerships
Identifying Resources Required – complementary or additional
Determining the Characteristics of Potential Partner(s)
Tools and Techniques for Initial Screening
The Guiding Principle of “Tissue Match”
Reducing the Long List to a Short List
Refining the Short-list Process
Summary of the Complete Process and Agreeing the Short List
DAY 9
Applying Due Diligence in Managing Partnerships
The Managerial Differences between a Strategic Alliance and a Joint Venture
The Process of Agreeing the Business Case
Negotiating the Terms of an Alliance or a Joint Venture
Choosing the Most Effective Partnership Structure
The Life-cycle of the Partnership and the Challenge of Renewal
Case Examples / Group Case Study
DAY 10
Applying the Complete Seminar to the Needs of the Company
Use of Relevant Data and Information to Support Decisions
Due Diligence in Aligning Strategy and Operations
Due Diligence in Scenario Forecasting and Strategic Choice
How to apply themes 6- 10 in this company?
Discussion – Interaction – Agreeing Priorities for the Company
Delegates’ Personal Plans for Follow-up Action
Certificates
On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates
Continuing Professional Education credits (CPE) : In accordance with the standards of the National Registry of CPE Sponsor, one CPE credit is granted per 50 minutes of attendance
Providers and Associations
Endorsed Education Provider
GLOMACS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org
In Association With
Oxford Management Centre
A GLOMACS - Oxford Management Centre collaboration aimed at providing the best training services and benefits to our valued clients.
Due Diligence: Appraisal and Management of Potential Investors and Partners
Attracting and Sustaining Productive Relationships
Upcoming Dates
Code
Date
Venue
Fees
ST005
29 May - 09 Jun 2023
New York - USA
$13,900
ST005
04 - 15 Sep 2023
London - UK
$11,900
ST005
11 - 22 Dec 2023
Houston - USA
$13,900
Introduction
This GLOMACS training seminar on Due Diligence is concerned with one of the most important activities in the development of oil and gas business – critical analysis and evaluation of potential investors and partners. The oil and gas industries are becoming more complex in structure, technology, competition and strategic choice. Consequently a company’s relationships with potential investors and partners now require a significantly higher standard of appraisal and focus than has been the case in the past. This high-level 10-day GLOMACS seminar will concentrate on the application of leading-edge tools and techniques of due diligence in building effective relationships with these two strategically significant stakeholder categories.
Due diligence is multi-dimensional. It is based on an understanding of needs and objectives of potential investors and partners; their decision criteria; their compatibility with the strategic and operational objectives of our own company; and finally it requires a structured process by which attraction and integration of new investors and partners can be accomplished effectively in order to sustain continuous improvement in the profitable growth of the company.
This GLOMACS training seminar will highlight the following key topics:
The changing dynamics of the global oil and gas business
Due diligence in financial appraisal of potential investors and partners
Due diligence in non-financial appraisal of potential investors and partners
The specific challenges of partnering in alliances and joint ventures
Best practice in managing investor and partner relationships
Each module is structured and can be taken as a stand-alone training course; however, delegates will maximise their benefits by taking Module 1 and 2 back-to-back as a two-week training course.
Objectives
At the end of this GLOMACS training seminar, you will learn how to:
Identify the precise characteristics of new investors and partners
Evaluate the past performance and future potential of new investors and partners
Select and engage with new investors and partners
Anticipate and deal with the challenges of integrating new investors and partners
Measure the strategic impact of adding the new relationships
Training Methodology
The training process is based on a carefully planned combination of highly focused inputs by the seminar leader, using a balanced set of state-of-the-art presentation mechanisms. The emphasis will be on learning by examining major decisions in which the use of best practice principles of due diligence has been critical. Above all, the principles and approaches to this subject will be illustrated by reference to real-life organisations with which the seminar leader has been personally involved.
In addition delegates will be encouraged to introduce issues for open discussion and creative thought. Specifically, we will use the following training methods:
Presentations by the course leader on tools and techniques of due diligence
Group work on case studies based on analysis, interaction and discussion
Focused problem-solving exercises, including “outside the box” thinking
Interactive discussions of issues that currently affect the company
Creating personal and team plans for effective application of the seminar
Organisational Impact
In sending delegates to this GLOMACS training seminar Due Diligence Appraisal and Management of Potential Investors and Partners , the company will gain the following benefits:
A more professional approach to appraisal of development opportunities
Introduction of due diligence into all aspects of decisions
Top management having more confidence in the decisions of staff
A creative and flexible approach to investor relations
Sharper focus on the potential of partnerships, alliances and joint ventures
Managers with a broader global perspective on investor / partner relationships
Personal Impact
In attending this GLOMACS training seminar, delegates will acquire the following skills and competencies:
Extending the boundaries of individual and team potential
Improved creativity in developing the business
Detailed understanding of the tools and techniques of due diligence
Greater confidence in managing partnership relationships
Applying collaborative approaches in sustaining profitable growth
Introducing best practice in due diligence to all teams
Who Should Attend?
This GLOMACS training seminar is designed to be relevant for a very wide range of experienced professionals - for example the following categories of managers:
Corporate Finance Officers
Data Managers and Analysts
Strategic Planners and Investment Analysts
Internal Auditors and Management Accountants
Upstream and Downstream Operations and Supply Chain Managers
Merger and Acquisition Specialists
Alliance and Joint Venture Specialists
Private Equity Specialists
Asset and Facilities Managers
Human Resource Managers
Other individuals whose professional future would be enhanced by an understanding of current best practice in investor / partner analysis and appraisal
SEMINAR OUTLINE
MODULE I: Evaluating Collaborative Development Opportunities
DAY 1
The Basics of Due Diligence in Business Decisions
The Changing Dynamics of Global Business
The Strategic Relevance of Due Diligence in Market Analysis
The Strategic Relevance of Due Diligence in Financial Management
The Strategic Relevance of Due Diligence in Merger and Acquisition
The Strategic Relevance of Due Diligence in Business Planning
DAY 2
Due Diligence in Market Analysis
Market Analysis (1) – Data Search and Business Intelligence
Market Analysis (2) – Analytical Tools and Techniques
How attractive is the market sector that we are evaluating?
How strong is our performance in this market sector?
What is the potential for sustainable profitable growth?
DAY 3
Due Diligence in Financial Management
Profit and Loss Statement – What this signifies?
Balance Sheet – What this signifies?
Cashflow Statement – What this signifies?
Evaluating the Financial Anatomy – Structure and Gearing
Evaluating the Financial Anatomy – Robustness and Sustainability
DAY 4
Theme: Due Diligence in Risk Analysis and Risk Management
Identification of Types of Risk in this Company
Quantitative and Qualitative Tools and Techniques of Risk Analysis
Best Practice in Risk Management – A Structured Process
The Emerging Concept of “Risk Engineering”
International Standards and Requirements of Corporate Governance
DAY 5
Theme: Due Diligence in Strategic Planning
What is strategy and why is it important?
Alternative Approaches to Strategic Planning
Management and Control – dealing with variance and divergence
Balancing Short-term and Long-term Programmes and Projects
Example of a Strategic Planning Framework
Discussion and Plan – How to apply themes 1-5 in your company?
MODULE II: Managing Collaborative Development
DAY 6
Understanding the Requirements of Due Diligence in Investor Evaluation
How an Investor Analyses and Evaluates an Investment Opportunity?
Understanding the Criteria and Approaches of Different Types of Investor
The Investor’s Perspective – Profitability, Growth, Future Viability
A Due Diligence Model that Facilitates and Supports our Choice of Investor
Managing Investor Relations as our Organisation Develops and Changes
DAY 7
Understanding the Requirements of Due Diligence in Partner Evaluation
The Strategic Rationale for Partnership
The Various Forms of Partnership
The Process of Partner Identification
Financial Evaluation of Potential Partners
Non-financial Evaluation of Potential Partners
DAY 8
Applying Due Diligence in Evaluating Partnerships
Identifying Resources Required – complementary or additional
Determining the Characteristics of Potential Partner(s)
Tools and Techniques for Initial Screening
The Guiding Principle of “Tissue Match”
Reducing the Long List to a Short List
Refining the Short-list Process
Summary of the Complete Process and Agreeing the Short List
DAY 9
Applying Due Diligence in Managing Partnerships
The Managerial Differences between a Strategic Alliance and a Joint Venture
The Process of Agreeing the Business Case
Negotiating the Terms of an Alliance or a Joint Venture
Choosing the Most Effective Partnership Structure
The Life-cycle of the Partnership and the Challenge of Renewal
Case Examples / Group Case Study
DAY 10
Applying the Complete Seminar to the Needs of the Company
Use of Relevant Data and Information to Support Decisions
Due Diligence in Aligning Strategy and Operations
Due Diligence in Scenario Forecasting and Strategic Choice
How to apply themes 6- 10 in this company?
Discussion – Interaction – Agreeing Priorities for the Company
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