Author: Charlie Hanger

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

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On Thursday, February 17, at 11 AM EST, Training and Consulting Consortium, “TCC” will be hosting a free webinar for learning and development professionals. This 60 minute discussion will highlight the best practices for a blended learning solution and cover important “do’s” and “don’ts.” 

TCC’s E-learning & VILT best practices aims to provide: 

• A high level view of e-learning practices needed to engage learners by a seasoned financial industry trainer.
• An understanding of navigating multi-modal learning to better understand

• Engaged E-learning 
• Continuing professional education 
• Virtual Instructor Led Training “VILT” Environment 
• Foundational concepts in an asynchronous environment 
• A blended learning solution 

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CHECK OUT WHAT YOU MISSED from our webinar below

View a recording of the Virtual Blended Learning Best Practices below.

To view the material presented at the Virtual Blended Learning Best Practices, please click here.

Program designed to teach service members, veterans & military spouses how to build and nurture your professional network for success.

NETWORKING 101 FOR VETERANS – LEARNING OUTCOMES

• To provide a high level view of essential communication and networking skills needed to establish a solid network for service members and transitioning veterans by a seasoned financial industry trainer.

• An understanding of navigating the financial industry and connecting with other professionals to better understand

• The Types of Networking and Why it Matters
• The Power of Linkedin
• How to Network Effectively and Avoid Pitfalls
• How to Build Meaningful Relationships

Participants will leave our Lunch and Learn with resources on how to build their Linkedin profile step by step, how to receive a FREE headshot, networking groups for veterans, and more!