How to Develop, Prepare, Analyze and Present an Outstanding Capital Expenditure Proposal
  • CODE : CARL-0047
  • Duration : 120 Minutes
  • Refer a Friend

Carl Young is an Author, Speaker, Trainer, Consultant, and Coach. He holds an MBA and completed graduate studies in Accounting and Taxation. He is a former CFO of a 275M, high-growth technology-based company. He has over 25 years of senior-level business management experience. In addition, he has over 25 years of training experience in finance, accounting, and business management. Former CEO of his own small parts manufacturing company as well as former Senior Financial Associate of a major consulting firm. Carl is a member of the following organizations: American Society of Corporate Controllers, Council of Experts (investment firm Gersen& Lehrman), Society of Industry Leaders (sponsored by Standard &Poors), and the National Association of Accountants.

An engaging and entertaining speaker and trainer who draws from his experience as a former CFO to make relevant teaching points. Sessions are rich in content, lively, full of energy and include plenty of audience interaction. He has branded himself as Mr. Simplicity! His goal is to make finance and accounting relevant to non-financial professionals using tools and techniques.


Join us to learn about the latest and most accurate methods for performing capital expenditure (CAPEX) analyses. Learn how to establish your hurdle rate (minimum acceptable rate of return) for your CAPEX projects and which metric most fairly represents the true expected rate of return on your projects. Receive our standardized CAPEX model for use in performing future analyses.

Areas Covered

  • Identify your true cost of capital and how it relates to your minimum required rate of return (they are seldom equal)
  • Understand how your current return on invested capital could affect thehurdle rate for your CAPEX decisions
  • Learn to identify and quantify project specific risks
  • Identify the best financial metrics for determining the viability of your projects using proven discounted cash flow techniques
  • Use our checklists to help ensure you capture all elements for a complete and thorough analysis
  • Learn how to organize the information and perform a thorough analysis
  • Learn about the sensitivity tools available in MicrosoftTM ExcelTM to help you map variation and identify your key input assumptions
  • Bonus: Receive our standardized CAPEX model for use in performing future analyses

Course Level - Intermediate

Who Should Attend

  • Financial Analysts
  • Controllers
  • CFOs
  • Risk Officers
  • CAPEX committee members
  • Accounting Managers
  • Cost Accountants
  • Lawyers

Why Should You Attend

You want a new piece of equipment. A major competitor just went on the block and you wonder whether you should buy them. How do you decide? And what about the financing – should you lease the equipment or finance the purchase with debt or equity or some combination? One misstep and your career could be in jeopardy. All of these questions can be answered with standardized financial forecasting models.

Topic Background

Capital expenditures represent some of the most expensive decisions a business will ever make, including equipment, relocation, outsourcing, mergers and acquisitions.

Building a business case that clearly outlines the purpose, costs, benefits, risks, and opportunities of the decision is critical to making a sound decision.

  • $200.00



Recorded / Download Access


contact us for your queries :

713-401-9995

support at grceducators.com



  • Contact
  • Membership
  • Subscribe
  • Secure Payment