PRO FORMA WORKSHOPS
Urban Formation offers development pro forma workshops led by Steven Webber. These straightforward, interactive, and engaging sessions review the financial feasibility analysis framework that is used to evaluate property investments. Steven's ability to present pro forma basics in an accessible manner is based on the Feasibility Analysis of Development course that he created and taught in the School of Urban and Regional Planning at Toronto Metropolitan University.
The workshop engagement exercises are created and led by Christopher Pandolfi from the Department of Unusual Certainties. Christopher is an experienced facilitator and designer who is able to structure activities that allow the participants to incorporate pro forma concepts into customized development scenarios.
Urban Formation's workshops are well-suited for:
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Municipal, provincial, and private sector planners
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Land-use professionals including urban designers, architects, lawyers, and engineers
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Affordable housing and social real estate proponents
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Community and advocacy groups
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Real estate development professionals
Pro forma workshop options include:
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A general overview that introduces the fundamentals of a development pro forma. A step-by-step presentation highlights key concepts and calculations. This choice is appropriate for an informative Lunch & Learn session.
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Detailed workshops that provide an in-depth review of a pro forma. These are offered as half-day or full-day sessions.
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Engagement exercises that allow participants to work with spreadsheet models to gain hands-on experience with the tools and techniques used in a pro forma analysis.
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Sequential modules for those seeking an in-depth learning experience that covers more advanced material.
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Content customization to address the specific interests of an audience.
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Facilitation sessions structured to incorporate a development pro forma into planning and stakeholder discussions.
Potential workshop content includes:
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Assumption Identification
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Static Cash Flow Analysis
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Discounted Cash Flow Analysis
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Development Performance
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Residual Land Value
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Sensitivity Analysis
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Spreadsheet Strategies
Pro Forma Sessions:
Municipal and Regional Governments
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City of Brampton
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City of Burlington
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City of Hamilton
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City of Markham
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City of Saskatoon/Saskatchewan Provincial Planners Institute
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City of Toronto (Parks, Recreation and Forestry)
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City of Toronto (Planning and Development)
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Municipality of Clarington
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Region of Halton
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Town of Bradford West Gwillimbury
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Town of Newmarket
Provincial Agencies and Public Bodies
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Infrastructure Ontario
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Municipal Property Assessment Corporation
Private Sector
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Aird & Berlis LLP
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Arcadis IBI Group
Professional Associations and Forums
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Cambridge Forum on Land Use Planning
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Canadian Institute of Planners National Conference
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Ontario Professional Planners Institute
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Ontario Professional Planners Institute, Oak Ridges Moraine District
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Ontario Professional Planners Institute, West Lake Ontario District
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Urban Land Institute-Toronto Chapter
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Urban Land Institute-Toronto Chapter Curtner Leadership Program
Academic Institutions
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University of British Columbia-Okanagan