Business Analysis and Project Finance

This course provides an introductory level overview of Project Management for capital projects in the energy sector. The 2-day session is highly workshop oriented where attendees will actually practice applying some of the industry proven Project Management Best Practices to actual energy projects. Attendees will be put into workshop teams where they will be asked to define a project that will be taken through its early inception to project completion.

Aspects addressed in the course begin with defining the business need for the opportunity. This is defined in a Project Charter which is then assessed to define the best technical and execution solution to meet the need. Once this is defined the session will address the importance of defining a clear and concise scope of work which is then correlated into a project plan, schedule and cost estimate. The session will conclude with aspects such as cost and schedule monitoring, change management and handover to the end user for acceptance.

This workshop introduces participants to the Latin American crude oil market and the countries with the most significant operations. This course will also review the geopolitics, state-owned national oil companies (NOC’s), and the regulatory environment specific to the most significant Latin American oil producing countries. The course will offer a special focus on crude oil operations, challenges and opportunities in Brazil, Mexico, Venezuela, Colombia, Peru, Argentina, and Chile. The course addresses both independent (IOC) and national (NOC) Latin American oil companies and includes review of major regional upstream, downstream, and refining operations.

Whether it is a refinery, pipeline or wind farm, the project approach and structure is consistent as is the process to bringing any such venture to fruition. This course is designed to introduce participants to the process and the institutions necessarily involved in successfully securing project partners and funding specific to the energy sector. Participants will learn how to showcase and educate interested constituents about oil, gas, power, biodiesel, and renewables sector projects.

The course will teach how to identify key industry constituents and make compelling cases to potential participants. The workshop will show how to transform financial and highly-technical information into convincing proposals appropriate for a variety of internal and external audiences. Participants will learn how to pull it all together in an effective information memorandum.