September 3 2010
Programs & Events Details
| Financial Statement Modeling in Excel | |
|---|---|
| Date | Thursday, October 14, 2010 |
| Time | 8:30 AM Registration 9:00 AM - 5:00 PM Program |
| Location | Metro Meeting Center 101 Federal Street, 4th Floor Boston |
| Cost | $499.00 per Member $549.00 per Non-Member |
| Speaker(s) | Ziv Feldman, Senior Instructor Wall Street Prep |
| Program | Knowing how to build a financial statement model is the foundation of all valuation modeling. Develop an integrated three-statement financial model completely from scratch, inputting historical data and assumptions to project out financial statements using step-by-step instructions on selecting and developing appropriate projection drivers. In this hands-on session, you will build a full-functioned model that you can put to use in real-world scenarios. Incorporate historical results and develop forward projections of a companys core statements: -Cash flow statement -Balance sheet -Income statement -Build robust supporting schedules -Understand the interconnectivity of the core financial statements and learn how the cash flow statement, income statement, and balance sheet are linked -Learn to apply automatic balance checks -Understand treatment of non-recurring charges in financial models -Standard formatting best practices -Excel best practices and efficient formula construction -Appropriate driver selections -Presentation using data tables to present various sensitivities to projected financial metrics -Balancing the balance accounts, including excess cash and revolver -Fixing circularity problems, iteration, and other common modeling troubleshooting -Balance sheet / cash flow statement crosschecks Participants should have basic knowledge of Excel and solid Financial Accounting fundamentals. |