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