FEBRUARY 2022: FINANCIAL MODELING AT TULANE UNIVERSITY

Posted on by Charlie Hanger in Events

Register below for our Financial Modeling Workshop at Tulane University on Saturday, February 19 & Sunday, February 20, 2022!

TWO DAY FINANCIAL MODELING WORKSHOP. 100% HANDS ON. EXCEL 2012 OR NEWER REQUIRED. PC’S STRONGLY ENCOURAGED.

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

Saturday, Feb 19: Day 1 – Three Statement Modeling

Morning Session

  • Excel Functionality
    • Shortcuts
    • Financial Math Functions
    • Formatting & 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

Sunday, Feb 20: Day 2 – Three Statement Modeling

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 managers exercise to apply the theory to practice