Financial Modeling Workshop Spring 2022

Actions Panel

Financial Modeling Workshop Spring 2022

Two-day Financial Modeling Workshop -100% Hands On - Excel 2012 or newer required. PCs STRONGLY encouraged .

When and where

Date and time


Tulane University Tulane University, Law School WH Room 110 New Orleans, LA 70118

Map and directions

How to get there

Refund Policy

Refunds up to 7 days before event

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)


 Excel functionality

  • Shortcuts
  • Financial math functions
  • Formatting and presentation functions
  • Auditing tools

Logical statements

  • IF, AND, OR functions


 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)


Integrating the financials

  • Output statements
  • Linking balance sheet, income statement and cash flow
  • Reconciling the statements
  • Quality control and balancing the model


  • Identification of forecast drivers
  • Forecasting conventions
  • Modeling for flexibility
  • User-focus and model presentation


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


Financial Modeling Workshop Spring 2022 image