Webcast
Intermediate
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 (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
Webcast
Intermediate
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 (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