This critical Excel and financial training covers five key topics:
- Using Excel Spinners and Sliders for Financial Modeling and Dynamic Charts
- DuPont Analysis to Evaluate Firm’s Financial and Operational Functions
- Use an Excel Template to Calculate, Evaluate and Model Your Firm’s Weighted Average Cost of Capital (WACC)
- Create and Optimize Your Firm’s Annual Cap Ex Budget
- Calculate and Model Your Firm’s Business Valuation
Major Topics in Slightly More Detail
- Excel Spinners and Sliders. Financial Modeling Using Excel Spinners and Sliders to Instantly (Dynamically) Change Assumptions and Outcomes - and Dynamic Charts That Change Instantly with Assumptions. These Tools are the Ultimate “What-If” Scenario Planner
- DuPont Analysis. Use Excel to Calculate and Dynamically Model Your Firms DuPont Analysis. This tool has been in use for almost a century. It will be deconstructed, explained and linked on a spreadsheet to the Balance Sheet and Income Statement.
- Weighted Average Cost of Capital (WACC). Understand, Calculate and Dynamically Model Your Firm’s Cost of Capital Using Excel. This section will also compare a relatively new financial concept, Economic Value Added (EVA) to the Dupont Analysis. Surprisingly, these metrics give us the exact same financial message as the century old DuPont Analysis
- Cap Ex. Create an Excel Toolkit to Dynamically Model Your Firm’s Capital Expenditure Budget: Payback, ROI, DCF, NPV, IRR, MIRR, More! We’ll look at 10 Excel Present Value Tools and Related Dynamic Modeling Financial Professionals Use Daily. Excellent, easy-to-follow examples.
- Business Valuation. Calculate and Dynamically Model Your Firm’s Business Value Using Excel. You’ll Learn Business Valuation Methodology and Get Easy-To-Follow Excel Instructions to Make This Understandable and Easy
Why you should Attend
This fast-paced, intensive, six-hour webinar is designed to illustrate and teach you 30+ tools and techniques commonly used by sophisticated financial professionals to make decisions for their firms or clients. Each financial decision making tool is first clearly described to participants and then participants are shown how to use Excel to perform the financial calculations in a rapid and effective manner.
In today’s fast paced, rapidly changing financial environment, dynamic financial modeling plays a crucial role in achieving your firm’s optimal financial results and maximizing firm value. The most valuable accounting and financial professionals are those who can advance from “scorekeeper” to top management’s strategic partner. The accounting professional who does this will have a sophisticated background in financial decision making, modeling and data analysis. This financial decision making and financial modeling workshop delivers that ‘must-have’ knowledge and skill.
In six fast-paced hours participants will examine the key aspects of financial decision making and modeling including financial principles merged with practical Excel techniques and crystal-clear examples. Modeling methodology illustrated in this webinar will show participants the best way to design, build and test successful, dynamic financial models.
This practical nuts-‘n-bolts virtual seminar is designed to deliver essential on-the-job training that can make a difference in an individual’s career and a company’s performance. Participants will develop modeling skills that can immediately be used at their job and contribute to their firm’s performance.
Participants will explore a wide variety of critical financial modeling techniques, methodologies applications and tools including: Excel’s built-in modeling tools; The Dupont Analysis on a spreadsheet, Capital Expenditure Analysis with special Excel tools, Business Valuation and more!
Speaker
Joseph Weil has a Master of Accounting Degree from Florida State University and is an actively licensed Florida CPA. Joe’s work experience includes staff accountant with large CPA firm, corporate controller, state agency director of auditing and former municipal CFO. Joe also started and sold his own CPA firm. Joe is the owner and CEO of the National Center for Continuing Education, a nation-wide financial and technology training firm. Joe has led over 500 seminars and over 100 webinars.Past in-house seminar/webinar clients have included Harley-Davidson, Hewlett-Packard, General Mills, Oracle, Burger King, Deloitte, Florida Power and Light and many similar organizations.
Who Should Attend
- CFOs
- CPAs
- Treasurers
- Controllers
- Financial and Security Analysts
- Budget Directors