CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
CPE Credits
2 Credits: Computer Software & Applications

Course Description

Excel remains the tool of choice for many professionals when building financial models, including forecasted financial statements and budgets. Yet many of these professionals have never received any training on the best practices associated with generating financial modeling spreadsheets. Participate in this session to learn many amazing techniques that will not only help you to save valuable time when building your Excel-based models but will also improve the accuracy and quality of your results.

MAJOR TOPICS COVERED

  • Best practices for financial modeling workbooks
  • Conducting trend, sensitivity, and discounted cash flow analyses
  • How to use Excel’s Solver tool
  • Reducing errors in financial modeling workbooks
  • Improving the formatting of your financial modeling reports

Learning Objectives

Upon completing this session, you should be able to:

  • Identify ten best practices for creating financial models in Excel;
  • Utilize Excel features and add-in services for sensitivity, trend, and discounted cash-flow analyses;
  • Create optimization models using Excel’s Solver tool;
  • Implement procedures for eliminating errors in Excel-based financial models; and
  • Incorporate various formatting techniques to improve the usefulness of reports.

Course Specifics

Course ID
WC12206840
Revision Date
March 20, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Thomas G. (Tommy) Stephens, Jr. Headshot
K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Thomas (Tommy) G. Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. He developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he has authored and presented continuing professional education courses to accounting and finance professionals. Mr. Stephens has lectured nationally on subjects such as …

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA) Read More »

Financial Modeling Best Practices

CPE CREDITS
2 Credits: Computer Software & Applications

$125.00

Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
CPE Credits
2 Credits: Computer Software & Applications

Course Description

Excel remains the tool of choice for many professionals when building financial models, including forecasted financial statements and budgets. Yet many of these professionals have never received any training on the best practices associated with generating financial modeling spreadsheets. Participate in this session to learn many amazing techniques that will not only help you to save valuable time when building your Excel-based models but will also improve the accuracy and quality of your results.

MAJOR TOPICS COVERED

  • Best practices for financial modeling workbooks
  • Conducting trend, sensitivity, and discounted cash flow analyses
  • How to use Excel’s Solver tool
  • Reducing errors in financial modeling workbooks
  • Improving the formatting of your financial modeling reports

Learning Objectives

Upon completing this session, you should be able to:

  • Identify ten best practices for creating financial models in Excel;
  • Utilize Excel features and add-in services for sensitivity, trend, and discounted cash-flow analyses;
  • Create optimization models using Excel’s Solver tool;
  • Implement procedures for eliminating errors in Excel-based financial models; and
  • Incorporate various formatting techniques to improve the usefulness of reports.

Course Specifics

Course ID
WC12206840
Revision Date
March 20, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Thomas G. (Tommy) Stephens, Jr. Headshot
K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Thomas (Tommy) G. Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. He developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he has authored and presented continuing professional education courses to accounting and finance professionals. Mr. Stephens has lectured nationally on subjects such as …

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA) Read More »

Financial Modeling Best Practices

CPE CREDITS
2 Credits: Computer Software & Applications

$125.00