JP Morgan's industry-leading tax equity department reviews hundreds of sponsor financial models built with varying levels of sophistication.  It needed to train its 12 person team in the basics of project finance and tax equity while identifying essential client information that could be extracted from client models and ported over to its tax equity financing template for investment committee review purposes.

Even though meeting in-person during the pandemic was impossible, the team was still tasked with analyzing deals from disparate locations all over the US.

Orbis structured a 3-day virtual course with 3, 1-hour course blocks per day to optimize the team's availability and reduce cognitive load.  Learning blocks included project finance basics, financial statement analysis, depreciation modeling, and modeling for tax equity.  Orbis used real JPM client model submissions to demonstrate ways to port valuable data over to the bank's tax equity template model.