Financial Modeling Workshop Spring 2022
Date and time
Refund policy
Refunds up to 7 days before event
Two-day Financial Modeling Workshop -100% Hands On - Excel 2012 or newer required. PCs STRONGLY encouraged .
About this event
Model like an XP3RT® with the Training and Consulting Consortium "TCC".
As a student of the Freeman Reports, we invite you to participate in the Two-day Financial Modeling Workshop that will be filled with hands on experience. Taught by industry XP3RTs with extended experience in the industry and knowledge of the subject.
Two Day Intensive Workshop
Day One – Three statement modeling (whole-day)
MORNING SESSION
Excel functionality
- Shortcuts
- Financial math functions
- Formatting and presentation functions
- Auditing tools
Logical statements
- IF, AND, OR functions
AFTERNOON SESSION
3-statement model set-up
Best practices
- Extracting and inputting the historics
- Formatting conventions
Building historic financials
- Application of modeling to a case study company
- Inputting and cleaning up the historic information
Day Two – Three statement modeling (whole day)
MORNING SESSION
Integrating the financials
- Output statements
- Linking balance sheet, income statement and cash flow
- Reconciling the statements
- Quality control and balancing the model
Forecasting
- Identification of forecast drivers
- Forecasting conventions
- Modeling for flexibility
- User-focus and model presentation
AFTERNOON SESSION
Model outputs
- Identifying modeling objectives
- Setting up output sheets
- Links to other valuation outputs (DCF, LBO)
Scenario managers
- Different scenario managers (CHOOSE, MATCH, INDEX, VLOOKUP, HLOOKUP)
- Scenario manager exercise to apply the theory to practice
