Risk Based Maintenance

In today’s fast-paced industrial landscape, maintenance teams must go beyond reactive strategies and embrace proactive, data-driven approaches. Risk-Based Maintenance (RBM) is essential for optimizing asset reliability, reducing unexpected failures, and ensuring cost-effective operations. By analyzing failure modes, assessing risk levels, and prioritizing maintenance tasks based on potential impact, RBM allows organizations to allocate resources efficiently and focus on the most critical areas. Maintenance professionals who miss out on RBM training risk falling behind in industry best practices, leading to inefficient workflows, increased downtime, and missed opportunities for performance optimization.

RBM is not just about preventing breakdowns—it directly contributes to safety, compliance, and financial sustainability. Industries with high-risk assets, such as manufacturing, energy, and transportation, rely on maintenance personnel to make informed decisions that prevent catastrophic failures. A structured course on RBM equips professionals with the tools and methodologies needed to assess risks, implement predictive techniques, and develop strategies that align with operational goals. Without this expertise, maintenance teams may struggle to justify maintenance investments or lack the ability to align their efforts with broader business objectives.

Moreover, as technology evolves, maintenance professionals must adapt to new tools like AI-driven analytics, condition monitoring, and digital twin simulations—all of which integrate seamlessly with RBM principles. Learning how to leverage these advancements ensures that maintenance teams remain competitive, proactive, and capable of driving continuous improvement. By attending an RBM course, professionals gain not just theoretical knowledge but practical insights they can apply immediately, leading to a more resilient, efficient, and strategically aligned maintenance operation. Missing this opportunity means missing the chance to future-proof maintenance practices and maximize asset performance.

Top Learning Objectives

  • Learn how to evaluate and manage risks
  • Develop skills of applying advanced risk assessment techniques
  • Discover strategies for planning and implementing risk management/reduction actions/plans
  • Develop advanced risk based maintenance
  • Reduce risks via advanced root cause analysis
  • Maximise profits with effective maintenance management and equipment life cycle control
  • Eliminate risk and downtime caused by maintenance defect and failure with highly effective scheduled maintenance

Who Should Attend?

VPs, Directors, Division Heads, Managers, Superintendents, Specialists, Leaders, Supervisors, Foremen, Planners, Technicians, & Engineers from the following departments:

  • Maintenance
  • Engineering
  • Reliability
  • Preventive Maintenance
  • Predictive Maintenance
  • Shutdowns & Turnarounds
  • Condition Monitoring
  • Rotating Equipment
  • Static Equipment
  • Mechanical Engineering
  • Asset Management
  • Asset Integrity
  • Operations
  • Plant
  • Production
  • Process
  • Inspection

Trainer's Background

  • He has trained and consulted for different industries worldwide. [The trainer] has 35 years of real-life industrial experience in maintenance planning and scheduling holding key positions in major companies such as Rolls-Royce, SKF, Caterpillar, Dresser-Rand, Shell and Severn Trent Water.
  • He has developed and delivered training programmes worldwide for power & utilities, oil & gas, and manufacturing, including courses on maintenance planning and scheduling, machinery failure analysis and prevention, reliability centred maintenance, condition monitoring of machinery, risk assessment for production and operations, and problem solving and decision making.
  • He is also the author of over 200 publications (including 17 patents, 4 books and 2 book chapters) in the areas of maintenance, condition monitoring of complex mechanical systems and root cause analysis.
  • Due to his many contributions, He has received many awards such as the Oxford OBN Award (2014), the Rolls-Royce Innovation Award (2011), and the William Sweet Smith Prize from the Institution of Mechanical Engineers (2010).

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MAINTENANCE SHUTDOWN AND TURNAROUND

Maintenance Shutdowns and Turnarounds are among the most critical and challenging events in the lifecycle of industrial assets. They represent a unique window where equipment can be thoroughly inspected, repaired, upgraded, or replaced—tasks that are impossible to carry out during normal operations. For maintenance professionals, these events are not just routine tasks; they are high-stakes projects that directly impact plant reliability, safety, and profitability. A poorly planned shutdown can result in cost overruns, extended downtime, and even catastrophic failures, while a well-executed one can significantly enhance equipment performance and extend asset life.

This is precisely why maintenance professionals cannot afford to miss Salvo’s 2-day Masterclass on Maintenance Shutdown and Turnaround. The masterclass is designed to provide participants with a comprehensive and practical framework to plan, manage, and execute shutdowns with maximum efficiency and minimal risk. Through expert-led sessions, real-world case studies, and hands-on exercises, participants will learn how to define scope, control costs, manage contractors, ensure safety compliance, and measure performance effectively. The course goes beyond theory, offering actionable insights and industry best practices that can be immediately applied to current or upcoming shutdowns.

Missing this masterclass means missing a valuable opportunity to elevate your capabilities and add strategic value to your organization. In today’s competitive and resource-constrained environment, companies are looking for maintenance leaders who can deliver predictable, on-time, and on-budget shutdowns. Salvo’s masterclass not only equips professionals with the technical and managerial skills needed for successful turnarounds but also positions them as key contributors to operational excellence and long-term asset performance. For any maintenance professional looking to lead with confidence and make a measurable impact, this masterclass is simply essential.

Top Learning Objectives

  • Understand the Criticality of Maintenance Shutdowns
  • Plan and Execute Shutdowns Effectively
  • Align Shutdown Objectives with Scope, Schedule, and Cost
  • Apply the 12 Principles of the Planning Function
  • Integrate PMI’s 10 Knowledge Areas into Shutdown Projects
  • Incorporate Environmental Considerations in Shutdown Planning
  • Coordinate Multidisciplinary Teams Under Time Constraints
  • Identify and Mitigate Shutdown Risks
  • Evaluate Shutdown Performance and Drive Continuous Improvement

Who Should Attend?

Technical Managers, Technical Specialists, Planners/Programmers, VPs, Directors, Division Heads, Managers, Superintendents, Specialists, Leaders, Supervisors & Engineers from the following departments:

  • Asset Management
  • Asset Integrity
  • Maintenance, Planning and Scheduling
  • Engineering and Technical Support
  • Shutdowns & Turnarounds
  • Mechanical Engineering
  • Electrical Engineering
  • Asset Reliability and Health
  • Project Managementy
  • Operations
  • Plant Management
  • Production
  • Process

Trainer's Background

  • Acclaimed maintenance and integrity specialist with more than 30 years of experience and has led his teams to many maintenance and engineering excellence awards.
  • Author of several Maintenance & Reliability Books. He also developed and implemented several blue chip organizations across the world.
  • He also Implemented several key maintenance projects in Brazil, USA, Argentina, Chile, Colombia, Peru, Honduras, Angola, Malawi, Bangladesh, Belgium, Sweden, Finland and Kenya, with training in “World Class Maintenance Practices”

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Combine this training with 3-Day “Maintenance Planning, Scheduling and Control Masterclass”

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“The training was very good. Knowldege of subject was perfect and examples and case studies are very good.”

– Sociadade Mineira do Luele

Certified Reliability Engineer (CRE) Preparation Course

WHAT IS A CERTIFIED RELIABILITY ENGINEER?

A Certified Reliability Engineer (CRE) is a professional who specializes in improving the reliability, maintainability, and safety of products, systems, and processes. They focus on identifying potential failures, optimizing performance, and ensuring compliance with quality and reliability standards. This will follow the Body of Knowledge (BOK) of the certified Reliability Engineer (CRE) as set forth by the ASQ, however, it will elaborate the areas of reliability analytics, reliability testing and reliability statistical modelling.

  • Reliability Management
  • Probability and Statistics for Reliability
  • Reliability in Design and Development
  • Reliability modelling and Predictions
  • Reliability testing
  • Maintainability and Availability
  • Data Collection and Use

WHY ATTEND THIS MASTERCLASS?

Global players in almost every industry prefer if not require their staff and or potential talent to be able to hit the ground running and it is becoming more of a common practice for them to request their employees or potential talent pool to achieve certification as a certified reliability engineer.

This workshop is unique in that it is designed to assist maintenance and reliability professionals in preparing for the Certified Reliability Engineer examinations as per the American Society for Quality requirements.

This 5-day interactive training course aimed to give trainees an overview of the fundamental pillars of Reliability and Maintenance, as defined by the American Society for Quality. Separately from the course, an examination for the CRE certification exam will be organized right after the conclusion of the course.

Top Learning Objectives

  • Demonstrate an understanding of the concepts of reliability engineering
  • Measure model times to failure using the appropriate probability distribution
  • Demonstrate an understanding of the relationship between the time to failure distribution, the reliability function, and the hazard rate
  • Determine a life test, estimate reliability values from the test data, and set confidence limits on the results
  • Use the design tools necessary to ensure a reliable product including prediction, allocation, and FMEA. Understand the differences in analyzing the reliability of a repairable and a nonrepairable system

Who Should Attend?

VPs, Directors, Division Heads, Managers, Superintendents, Specialists, Leaders, Supervisors & Engineers from the following departments:

  • Maintenance
  • Engineering
  • Reliability
  • Shutdowns & Turnarounds
  • Mechanical Engineering
  • Electrical Engineering
  • Asset Management
  • Asset Integrity
  • Operations
  • Plant Management
  • Production
  • Process

From industries including but not limited to: Oil & Gas, Utilities, Manufacturing, Construction, Petrochemicals/ Chemicals, Transportation & Rail, Pharmaceuticals & Healthcare, Mining, Food & Beverages, etc. All other industries that see maintenance and reliability as the core of the business or maintenance cost is relevant to the financial of the plant or equipment are the most valuable assets to the company.

CRE Exam Eligibility:

Experience requirement: Minimum 8 years of on-the-job experience in one or more areas of the Certified Reliability Engineer Body of Knowledge (BoK).
Decision-making role: At least 3 of those years must be in a decision-making position, defined as having authority to define, execute, or control projects/processes and being responsible for outcomes.
Decision-making scope: This may or may not include management or supervisory roles.

OR  ——————

Other ASQ certifications: If previously certified as a Quality Engineer, Quality Auditor, Software Quality Engineer, Supplier Quality Professional, or Manager of Quality/Organizational Excellence, the experience used for those certifications may also apply toward CRE eligibility.

OR ——————-

Education waivers (only one may be claimed):

  • Technical or trade school diploma → 1 year waived
  • Associate’s degree → 2 years waived
  • Bachelor’s degree → 4 years waived
  • Master’s or Doctorate → 5 years waived

Note: Degrees or diplomas from outside the U.S. must be equivalent to U.S. accredited institutions.

Reference: ASQ 

Trainer's Background

  • A maintenance and reliability expert with over 25 years of experience in managing multicultural, multidisciplinary personnel in multinational organizations
  • He possesses a vast amount of expertise in providing technical maintenance and reliability assistance, as well as consultancy services to a multitude of international companies in the Oil & Gas, Mining, Power & Utilities , Cement, Steel, Chemical Processing, and Food & Beverage industries. His technical background is anchored by a Doctorate in Industrial Engineering, and he has contributed to the development of international asset management standards, including ISO 55000
  • He combines deep technical insight with strategic acumen, making him a trusted advisor to organizations seeking to enhance their maintenance frameworks, reliability strategies, and organizational culture. His ability to align engineering practices with business goals has made him a soughtafter consultant, trainer, and speaker on topics ranging from asset performance management to transformational change

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“The trainer is a true reliability leader and a business leader. He is very knowledgeable about the region and has spent years building relationships based on value. I would find it unthinkable to work in the region without requesting guidance from the Trainer.”

– Executive Director – Association of Asset Management
Professionals (AMP)

 

“The trainer is an expert in this subject. His good quality, he always tries to understand and solve problem. He is good service provider to keep the customer satisfied.”

– Sr. Optimization and Reliability – Abu Dhabi Company for
Onshore Operations

 

“Very educative and informative. It will help me to improve my knowledge in reliability and maintenance practices.“ It was great training sessions provided. Expertise and knowledge of the subject matter has been invaluable in helping me to understand.”

– Cenpower Operations & Services Limited

Suivi Et Contrôle Du Projet

Dans un environnement de plus en plus compétitif et rapide, l’exécution réussie des projets n’est plus une option – c’est une nécessité. Pourtant, de nombreuses initiatives échouent encore à livrer dans les délais, les budgets ou les attentes, causant des pertes financières, des occasions manquées, et des risques réputationnels.
Cette Masterclass de 3 jours a été conçue pour combler le fossé entre la théorie et l’exécution. Vous apprendrez à poser les fondations solides dès la planification, et surtout, à assurer un suivi et un contrôle rigoureux tout au long du cycle de vie du projet. En cas d’écart par rapport au plan, vous saurez réagir rapidement – avant que le projet ne dérape.
En intégrant le suivi et le contrôle à une gestion proactive des risques, vous serez mieux préparé à affronter les menaces et même à découvrir des opportunités d’optimisation. La formation combine les meilleures pratiques du PMBOK®, des méthodes concrètes du terrain, et des outils agiles via des simulations pratiques immédiatement applicables.
Des exemples concrets, des outils et des modèles vous fourniront une structure directement réutilisable. Vous travaillerez sur une étude de cas simulée, ferez face à des décisions critiques, et repartirez avec des solutions concrètes. Des échanges de groupe et des conseils de pairs viendront enrichir votre expérience.

Ce n’est pas juste une formation – c’est un vrai redémarrage professionnel qui vous permettra de reprendre le contrôle sur la performance, les risques et la valeur livrée de vos projets.

Top Learning Objectives

  • Comprendre les fondamentaux du suivi et du contrôle de projet, et pourquoi ils sont essentiels pour garantir la performance et l’alignement avec les objectifs stratégiques.
  • Apprendre à appliquer efficacement les processus de contrôle du Guide PMBOK® et les intégrer dans les cycles de vie projet à travers des études de cas concrètes.
  • Créer et gérer des référentiels de performance en utilisant les plans projets, indicateurs clés de performance (KPI) et données de performance.
  • Mettre en œuvre des processus de gestion des changements pour traiter les écarts et ajustements de périmètre de manière structurée.
  • Maîtriser les techniques de contrôle du périmètre pour éviter les dérives et aligner les livrables sur les attentes des parties prenantes.
  • Surveiller et gérer les calendriers projets, identifier les écarts et appliquer les actions correctives.
  • Appliquer les méthodes de contrôle des coûts et des budgets afin d’éviter les dépassements et d’assurer la discipline financière.
  • Garantir le contrôle qualité et l’assurance qualité par l’utilisation de métriques structurées et une amélioration continue.
  • Identifier, évaluer et atténuer les risques projets à l’aide de stratégies proactives et d’un registre de risques évolutif.
  • Améliorer les pratiques de reporting, renforcer la communication et encourager l’amélioration continue au sein de l’équipe.

Who Should Attend?

  • Responsables du contrôle de projet
  • Responsables de la gestion des risques projet
  • Planificateurs et ordonnanceurs projet
  • Contrôleurs de projet
  • Spécialistes de portefeuille
  • Directeurs / Chefs de programme
  • Membres du bureau de gestion des risques
  • Membres du PMO (Project Management Office)
  • Membres des équipes projet
  • Responsables de la gestion des coûts
  • Contrôleurs de coûts & ingénieurs coûts
  • Sponsors de projet
  • Consultants projet
  • Spécialistes projet
  • Ingénieurs projet
  • Membres de la direction générale

Trainer's Background

  • Michael Sanchez est un professionnel chevronné de la gestion de projet, fort de plus de 25 ans d’expérience en conduite d’initiatives de transformation en Europe.
  • Il est titulaire des certifications PMP®, CSM® et PSM et a travaillé dans des secteurs tels que la finance, l’énergie, la distribution et les services publics. Vice-président du chapitre français du PMI, il fait progresser les normes de gestion de projet tout en offrant une expertise approfondie en gouvernance de projet, transformation agile et gestion du changement.
  • Il a dirigé des initiatives pour de grandes organisations telles que BP, EDF et la Commission européenne, axées sur les déploiements numériques et la refonte organisationnelle. Reconnu pour son approche pragmatique et structurée, il excelle également en tant que formateur bilingue, proposant des formations percutantes, basées sur des cas pratiques et adaptées à des publics variés.

Demander un horaire ou Réserver une formation en entreprise</span

Combinez cette formation avec
Gestion des Risques Projet

Ce cours se déroulera en langue English

VOIR LES DÉTAILS

Gestion des Risques Projet

La gestion des risques dans les projets n’est plus une option. Les projets modernes sont de plus en plus soumis à l’incertitude et donc exposés à des risques. Savoir les gérer comme des opportunités potentielles à exploiter ou comme des menaces à éliminer, minimiser ou maîtriser est une compétence essentielle pour tout chef de projet d’aujourd’hui.
Le pilotage de projet de base est réactif et se concentre sur les éléments internes du projet. La gestion des risques ajoute une couche proactive à ce processus de contrôle de base. Elle agit comme une fenêtre ouverte sur le monde extérieur, permettant d’anticiper les menaces et opportunités et de s’y préparer, afin d’éviter les surprises.
Dans cette formation, vous apprendrez à pratiquer la gestion des risques de manière efficace, en accord avec les normes internationales les plus récentes du PMI, ainsi qu’avec les Recommandations de Bonnes Pratiques de l’AACE International (Association for the Advancement of Cost Engineering). L’approche adoptée est pratique et orientée vers l’action, avec une mise en contact directe avec des outils et techniques éprouvés.
Le cours offre un équilibre entre les aspects stratégiques et humains de la gestion des risques, et les techniques rigoureuses qui garantissent une approche formelle et intégrée de la gestion des risques projet.

Top Learning Objectives

  • Découvrir la nature des risques, menaces et opportunités, ainsi que leurs causes potentielles
  • Connaître et comprendre la mise en œuvre pratique d’un processus de gestion des risques projet intégré à la gestion de la performance (valeur acquise) et à la gestion des coût
  • Mettre en œuvre les six étapes du processus de gestion des risques projet, en utilisant les outils et techniques appropriés
  • Acquérir une compréhension approfondie de la manière de transformer les risques en opportunités
  • Comprendre et savoir traiter les enjeux organisationnels critiques pour une mise en œuvre intégrée de la gestion des risques projet

Who Should Attend?

  • Responsables du contrôle de projet
  • Responsables de la gestion des risques projet
  • Planificateurs et ordonnanceurs projet
  • Contrôleurs de projet
  • Spécialistes de portefeuille
  • Directeurs / Chefs de programme
  • Membres du bureau de gestion des risques
  • Membres du PMO (Project Management Office)
  • Membres des équipes projet
  • Responsables de la gestion des coûts
  • Contrôleurs de coûts & ingénieurs coûts
  • Sponsors de projet
  • Consultants projet
  • Spécialistes projet
  • Ingénieurs projet
  • Membres de la direction générale

Trainer's Background

  • Michael Sanchez est un professionnel chevronné de la gestion de projet, fort de plus de 25 ans d’expérience en conduite d’initiatives de transformation en Europe.
  • Il est titulaire des certifications PMP®, CSM® et PSM et a travaillé dans des secteurs tels que la finance, l’énergie, la distribution et les services publics. Vice-président du chapitre français du PMI, il fait progresser les normes de gestion de projet tout en offrant une expertise approfondie en gouvernance de projet, transformation agile et gestion du changement.
  • Il a dirigé des initiatives pour de grandes organisations telles que BP, EDF et la Commission européenne, axées sur les déploiements numériques et la refonte organisationnelle. Reconnu pour son approche pragmatique et structurée, il excelle également en tant que formateur bilingue, proposant des formations percutantes, basées sur des cas pratiques et adaptées à des publics variés.

Demander un horaire ou Réserver une formation en entreprise

Combinez cette formation avec
Suivi et Contrôle de Projet

Ce cours se déroulera en English

VOIR LES DÉTAILS

Project Risk Management

Risk Management in projects is not an option.  Modern projects are increasingly subjected to uncertainty and thereby exposed to risks.  Managing them as potential opportunities that can be leveraged, or as threats that can be eliminated, minimized and controlled, is a crucial skill for the modern project manager.  Basic project control is reactive and focuses on the internals of the project.  Risk management adds a pro-active layer to this basic control process. It works as a window to the outside world, allowing for threats and opportunities to be anticipated and planned for as no surprises.  In this course, you will learn how to practice risk management effectively in line with the latest international standards from the PMI and also aligned with the Recommended Practices from the Association for the Advancement of Cost Engineering (AACE International).  The approach adopted is practical and action-oriented, allowing for a close contact with proven tools and techniques.  The course provides a rich blend of soft issues related to the strategic management of risks, and hard processes techniques that ensure a formal integrated approach to project risk management.

Top Learning Objectives

  • Discover the nature of risks, threats and opportunities, and their potential causes
  • Know and understand the practical implementation of a Project Risk Management Process integrated with Performance Management (Earned Value) and Cost Engineering
  • Implement the six steps of the Project Risk Management Process, making use of the right tools and techniques
  • Gain insights on how to convert risks into opportunities
  • Understand and know how to address critical organizational issues for an integrated implementation of Project Risk Management

Who Should Attend?

  • Project Controls Manager
  • Project Risk Manager
  • Project Planners & Schedulers
  • Project Controllers
  • Portfolio Specialists
  • Programme Directors/Managers
  • Project Planners & Schedulers
  • Risk Management Offices Staff
  • Project Management Office Staff
  • Project Team Members
  • Cost Managers
  • Cost Controllers & Engineers
  • Project Sponsors
  • Project Consultants
  • Project Specialists
  • Project Engineers
  • Top Management

Trainer's Background

  • Michael Sanchez is a veteran project management professional with over 25 years of experience leading transformation initiatives across Europe.
  • He holds PMP®, CSM®, and PSM certifications and has worked across sectors including finance, energy, retail, and public services. As Vice-President of the PMI France Chapter, he advances project management standards while offering deep expertise in project governance, agile transformation, and change management.
  • He has led initiatives for major organizations such as BP, EDF, and the European Commission, focusing on digital deployments and organizational redesign. Known for his pragmatic, structured approach, he also excels as a bilingual trainer, delivering impactful, case-based learning tailored to diverse audiences.

Demander un horaire ou Réserver une formation en entreprise

Combine this Training with
3-day Project Monitoring and Control

This course will be held in French

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Project Monitoring and Control

In today’s increasingly competitive and fast-paced environment, successful project execution is not optional — it’s essential. Yet, real-world data shows that many projects still fail to deliver on time, on budget, or according to expectations, often resulting in revenue loss, missed opportunities, and reputational risks.

This 3-day masterclass is designed to bridge the gap between theory and execution. You will learn how to set projects up for success from the planning phase, and more importantly, how to monitor and control them effectively throughout their lifecycle. When deviations from the plan inevitably arise, you’ll be equipped to detect them early and respond decisively — before the project gets off track.

By integrating monitoring and control with a solid understanding of project risk management, you’ll develop a proactive approach to handle threats and even uncover opportunities to outperform the baseline plan. The course combines best practices from PMBOK®, real-world methods, and agile tools with hands-on simulations, allowing you to immediately apply what you’ve learned.

Through practical examples, tools, and templates, you’ll gain a robust framework for real-life application. You’ll work on a simulated project case study, experience critical decision-making scenarios, and leave with actionable insights. There will also be opportunities to share your current challenges and benefit from group discussions and peer advice, helping you implement improvements as soon as you return to your projects.
This is more than a training — it’s a professional reset that empowers you to take full control of your projects’ performance, risk, and value delivery.

Top Learning Objectives

  • Understand the fundamentals of project monitoring and control, and why they are essential for ensuring performance and alignment with business goals
  • Learn how to apply PMBOK® Guide Control Processes effectively and integrate them into project lifecycles through real-world case studies
  • Create and manage performance measurement baselines using project plans, KPIs, and performance data
  • Implement change control processes to manage deviations and scope adjustments systematically
  • Master scope control techniques to prevent scope creep and align deliverables with stakeholder needs
  • Monitor and manage project schedules, identify deviations, and apply corrective actions
  • Apply cost and budget control methods to avoid overruns and ensure financial discipline
  • Ensure quality control and assurance through structured metrics and continuous improvement
  • Identify, assess, and mitigate project risks using proactive strategies and an evolving risk register

Who Should Attend?

  • Project Engineers
  • Project team members
  • (O&M) Operations & Maintenance Engineers
  • Project Stakeholders
  • Project controls staff including cost management specialists
  • Project Management Office (PMO) Staff
  • Senior Management
  • Project commercial and contract management staff

Trainer's Background

  • Michael Sanchez is a veteran project management professional with over 25 years of experience leading transformation initiatives across Europe.
  • He holds PMP®, CSM®, and PSM certifications and has worked across sectors including finance, energy, retail, and public services. As Vice-President of the PMI France Chapter, he advances project management standards while offering deep expertise in project governance, agile transformation, and change management.
  • He has led initiatives for major organizations such as BP, EDF, and the European Commission, focusing on digital deployments and organizational redesign. Known for his pragmatic, structured approach, he also excels as a bilingual trainer, delivering impactful, case-based learning tailored to diverse audiences.

Request Schedule or
Book In-House Training

Combine this Training with
2-day Project Risk Management

This course will be held in French

SEE THE DETAILS

Modelling Project Finance

In today’s complex landscape of project finance (PF) transactions, there is a growing need for advanced expertise. This includes not only the ability to develop sophisticated and flexible financial models.

This comprehensive masterclass is designed to equip participants with hands-on skills to use and develop many Excel techniques to simulate the real life of a project over time.

By providing proven analytical strategies and transaction structuring techniques, the program enables participants to quantitatively assess risks through simulations and to select the best debt/equity ratio.

Additionally, this program is tailored to enhance participants’ ability to develop effective checklists and benchmark metrics through Project Finance Ratios.

These tools are crucial for identifying all scenario possible and their consequences in financial terms. It also provides the identification of consequences of any large variations of input date, either in terms or prices or delays. This ensures that projects are viewed favourably by both management and regulatory bodies.

Through this course, participants will gain the skills and knowledge necessary to master the complexities of today’s project finance models with confidence and precision.

Usually, models are limited to cash flow simulations and calculation of debt ratios. The inclusion of accounting statements is a must, because it provides a larger view on the project and the capacity for all participants such as engineers, financials, accountant and regulators to communicate.

Top Learning Objectives

  • Learn the best practices for resolving practical PF challenges in specific infrastructure and industrial sectors including – renewable energy; power transmission & energy pipelines; logistics & transport facilities; airports, ports, & roads; desalination plants; water & wastewater treatment facilities; accommodation, hospitals & education facilities; commercial real estate, agro-industrial facilities; mining & natural resources, etc.
  • Understand the models for Operational and Financial simulations, providing ROA and ROE (Return on Assets and Return on Equity).
  • Learn the model that uses a time frame with 3 operational phases: construction, production and closure.
  • Apply Management of the value of money through inflation hypothesis, and discount rates.
  • Understand Long term credit funding with bank loans under 3 different amortization methods
  • Comprehend Working Capital delays, Taxes and Dividends policy,
  • Understand ROE, the model calculates the Project Finance ratios such as DSCR (Debt Service Coverage Ratio), LLCR (Loan Life Coverate Ratio), PayBack
  • Gain a global view and control of the project, simplified Accounting reporting is provided through a Cash Flow Statement, an Income Statement and a Balance Sheet
  • Run Simulations that allows the variation of 15 basic input such as Selling Prices, Costs, Debt/Equity ratio, loan interest rates, Tax Rates, Dividend Policy.

Who Should Attend?

This program is specifically tailored for professionals who may lack formal training in finance and accounting but need to grasp and utilize project finance and financial modeling techniques to improve their job performance. This includes CEO’s, VP’s, Directors, Managers, Supervisors, Team Leader’s and Executives in:

  • Finance
  • Business Development
  • Project Development
  • Project Finance
  • Commercial
  • Investment
  • Planning & Strategy

From all sectors, including but not limited to:

  • Energy
  • Mining
  • Water & Waste Treatment
  • Financial Institutions
  • Government Authorities
  • Infrastructure
  • Transportation
  • Healthcare
  • Housing
  • Commerce and Industry

Trainer's Background

  • He is a seasoned financial markets expert with over 30 years of experience. He specializes in middle office for Capital Markets, covering, P&L (Profit&Loss) control, accounting reconciliations, audit, and risk management.
  • He is skilled in project and change management, system integration, and asset liability management. He has extensive teaching experience at prestigious institutions and has provided professional training globally.
  • His career includes roles as Financial Controller at Easybyke Solex, Consultant as Finkeys France, XRT, AMS Management Systems UK, head of Middle OIIICE at Crédit Lyonnais Paris and London.
  • He has significantly impacted the global business landscape through his extensive expertise in financial markets and risk management in Europe, Asia, Middle East and Africa.

EVENT SCHEDULE

Face to Face Masterclass
Date: 18 – 20 August 2025
Time: 8:30 AM – 4:30 PM
Location: Abidjan, Ivory Coast

This course will be held in French


Modélisation du financement de projets

Face à la complexité croissante des transactions en financement de projet, une expertise poussée est indispensable, notamment pour développer des modèles financiers flexibles et performants.

Cette formation vous fournit des outils concrets sous Excel pour simuler la vie réelle d’un projet dans le temps. Elle vous permet :

  • d’évaluer quantitativement les risques
  • de structurer efficacement les transactions
  • de sélectionner le bon ratio dette/capitaux propres
  • de bâtir des check-lists et indicateurs de performance grâce aux ratios FP.

Vous serez aussi capable d’anticiper les effets de toute variation importante de données, qu’il s’agisse de prix ou de délais, rendant vos projets conformes aux attentes des régulateurs et des directions générales.

Principaux objectifs d'apprentissage

  • Appliquer les meilleures pratiques pour résoudre les défis concrets du financement de projet (FP) dans les secteurs des infrastructures et de l’industrie : énergies renouvelables, pipelines, transport, aéroports, ports, routes, dessalement, traitement des eaux, immobilier, agro-industrie, mines et ressources naturelles.
  • Comprendre les modèles de simulations opérationnelles et financières fournissant les rendements ROA (rendement des actifs) et ROE (rendement des capitaux propres).
  • Maîtriser un modèle structuré selon 3 phases : construction, production et fermeture.
  • Gérer la valeur de l’argent dans le temps via l’inflation et les taux d’actualisation.
  • Appréhender les financements long terme par emprunts selon 3 méthodes d’amortissement.
  • Intégrer les délais de BFR, la fiscalité et la politique de dividendes.
  • Analyser les ratios financiers tels que DSCR, LLCR, PayBack.
  • Disposer d’une vue globale du projet via des états financiers simplifiés : flux de trésorerie, compte de résultat, bilan.
  • Réaliser des simulations en variant 15 paramètres clés : prix de vente, coûts, ratio dette/capitaux, taux d’intérêt, fiscalité, politique de dividendes.

Who Should Attend?

Ce programme s’adresse aux professionnels sans formation formelle en finance/comptabilité, mais nécessitant la maîtrise des techniques de modélisation financière pour : PDG, Directeurs, Managers, Chefs d’équipe, Responsables dans :

  • Finance
  • Développement commercial
  • Développement de projet
  • Financement de projet
  • Investissement
  • Planification & Stratégie

Secteurs concernés :
Énergie, Mines, Traitement de l’eau, Institutions financières, Autorités publiques, Infrastructures, Transports, Santé, Logement, Commerce & Industrie.

Expérience du formateur

  • Expert reconnu en middle office, contrôle de résultat, audit et comptabilité, il maîtrise les comptes de résultat réalisés et non réalisés, le financement, la performance, les provisions, les prix de transfert et la gestion des risques (VAR, déficit).
  • Son savoir-faire couvre : la banque de détail, la trésorerie d’entreprise, l’asset management, le FP et la formation Excel appliquée.
  • Il a enseigné à Sciences Po (Paris), IAE Grenoble, Cergy, Dijon, Rennes, INSEEC, et FTU Hanoi. Il intervient en formation professionnelle (Casablanca, Tunis, Alger, Lisbonne, Luxembourg, Hanoi) sur : performance, cash management, ALM, risques de marché, calculs financiers, modélisation Excel.
  • Il a été consultant indépendant chez Finkeys depuis 2002. Il a dirigé les projets chez XRT (SAGE), été consultant principal chez AMS (Londres, Bruxelles, Amsterdam), et occupé divers postes au Crédit Lyonnais (Paris & Londres). Il a débuté dans l’équipe de recherche opérationnelle à la CSBP.

PROGRAMME DE L’ÉVÉNEMENT

Masterclass en face à face
Date: 18 – 20 Août 2025
Time: 8h30 – 16h30
Location: Abidjan, Côte d’Ivoire

Ce cours se déroulera en français


Project Monitoring and Control

In today’s ever more competitive markets, successful execution of projects is critical. However, real world statistical evidence tells us that not all projects succeed. This causes serious problems for any organization with loss of revenue and profits taking a hit. Learning how to set up projects to succeed in the planning phase then monitor and control them throughout the project will address this issue. Critically, when a project gets underway, it is vital that we maintain control over delivery, progress and other parameters, spotting variation from baseline plan and then dealing effectively with this before the project gets into trouble. Integrating this with a knowledge of the project’s risk will give us a powerful way of dealing with threats to success, or even help us find opportunities to do better than we had planned. Delegates should emerge from the course with greater knowledge and a good set of tools and practices to apply in real-life project work. You will gain hands-on project experience through a simulated project case study. The sessions are full of practical techniques and examples, with the intention of turning knowledge into practical benefit. The worked examples, case studies and exercises given are intended to help you to apply the knowledge you have gained. Finally, the instructor will include opportunities to discuss the real-world problems and issues and questions that are affecting you in your own projects and working life, so that you can implement improvements and solutions as soon as you return to your desk. Often, helpful advice can be gained from the experience of other delegates, and the course setting provides opportunities for you to do this.

Top Learning Objectives

  • Understand Project Monitoring and Control Fundamentals: Introduce participants to the key concepts and principles of the means of Monitoring and Control any project and its importance in project management.
  • Take guidance from appropriate PMBOK Guide Processes: Explore the Control Process Group and its integration with other project management process groups and knowledge areas and focus on ensuring these guidelines are applied to a suitable case study.
  • Develop Performance Measurement Baselines: Learn how to create performance measurement baselines, including the project management plan and work performance data.
  • Implement Change Control Processes: Understand the significance of change control in project management and learn the steps to manage and approve changes effectively.
  • Manage Scope Control: Acquire techniques to control project scope, prevent scope creep, and ensure project deliverables meet stakeholder requirements.
  • Control Time and Schedule: Explore strategies for monitoring and managing project schedules, identifying schedule deviations, and implementing corrective actions.
  • Implement Cost and Budget Control: Learn cost control mechanisms, budget monitoring techniques, and methods for addressing cost overruns and variances.
  • Ensure Quality Control and Assurance: Examine processes for maintaining and enhancing project quality through quality control and assurance measures.
  • Control Risk and Mitigation: Identify and assess project risks, implement risk mitigation strategies, and ensure risk control throughout the project lifecycle.

Who Should Attend?

  • Project Engineers
  • Project team members
  • (O&M) Operations & Maintenance Engineers
  • Project Stakeholders
  • Project controls staff including cost management specialists
  • Project Management Office (PMO) Staff
  • Senior Management
  • Project commercial and contract management staff

Trainer's Background

  • He has over 45 years of project delivery and over 35 years of training experience. He is using tried and tested good practice based on the PMI PMBOK® Guide Global standard, PMI Practice Standard for Risk Management, and common sense, using standard project management tools, techniques and methods.
  • He is a past Chair of the PMI South Regional Committee and past Director of Professional Development for the UK Chapter of the PMI.
  • He has helped blue-chip companies deliver successful projects in Asia, the Middle East, Europe, and Africa.

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