Flow of Finance: Crafting a Comprehensive Cash Waterfall Model 2 Credits
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Dive into the comprehensive world of crafting a Cash Waterfall model—a vital tool for the nuanced management and analysis of financial flows.
Participants will explore fundamental principles and the strategic significance of Cash Waterfall in orchestrating cash allocations and distributions within financial models.
In this CPE Finance webinar, participants through the meticulous methodology will be involved in designing a Cash Waterfall, including a detailed look at sequencing, priority orders, and the handling of various financial scenarios and complexities. The course aims to imbue participants with the capability to manage uncertainties and variabilities within financial flows efficiently.
Enriching the learning landscape, participants will engage in hands-on exercises and delve into insightful case studies that bring to life the practical applications and challenges of Cash Waterfall models. This robust approach aims to fortify participants’ practical skills and deepen their understanding, preparing them to navigate the flow of finance with finesse and strategic acumen.
Major Topics Covered:
Join this CPE webinar to enrich your skill set, enhance your financial expertise, and gain a competitive edge in understanding and implementing Cash Waterfall models.
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Credits
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Pre-requisites
Advance Preparation
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Gregory Holzel is an accomplished accountant and Certified Public Accountant (CPA) with expertise in financial analysis, auditing, and budgeting.
Education: Gregory holds an MBA with a concentration in Finance, graduating magna cum laude from Shippensburg University in May 2023. During his studies, he achieved a remarkable GPA of 3.82. Prior to his MBA, he completed a Bachelor's degree in Accounting at Central Penn College in Summerdale, PA, graduating magna cum laude in 2021. Gregory also served as a tutor during his undergraduate studies.
Experience: Gregory has gained valuable experience in the accounting field through various roles. As a Senior Auditor at S.R. Snodgrass, P.C. in King of Prussia, PA from 2021 to 2023, he audited financial statements and provided assurance services for financial institutions and employee benefit plans. His responsibilities included preparing audit work papers, documenting audit tests and findings, and preparing reports for management review. In June 2023, Gregory launched GT Financials PLLC, a company that offers accounting and financial services to small businesses.
Before transitioning into the role of a Senior Auditor, Gregory served as a Senior Staff Accountant at Fleet Repair Solutions in Grantville, PA, from 2018 to 2021. In this position, he conducted detailed financial analysis, prepared financial statements, and played a vital role in budget preparation and month-end closing. Gregory was also responsible for designing, implementing, and maintaining accounting policies, procedures, and controls.
Certification: Gregory Holzel became a Certified Public Accountant (CPA) in 2023, further demonstrating his commitment to professionalism and expertise in the field.
Skills: With a strong background in accounting and finance, Gregory possesses a wide range of skills. His areas of expertise include financial planning and analysis (FP&A), financial reporting, payroll, auditing, budget preparation, variance analysis, and cost accounting. He is proficient in utilizing tools such as QuickBooks desktop and QuickBooks online (QBO), SQL, and Microsoft Office, particularly Excel at an expert level. Additionally, Gregory has experience working with SAP and is familiar with nonprofit accounting, public accounting, and private industry practices.
Gregory Holzel is a dedicated and knowledgeable professional who consistently strives for excellence in the field of accounting. His combination of education, certifications, and practical experience makes him a valuable asset in any accounting or finance role.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
RO
This was a highly informative webinar on how to run cashflow models for companies with different constraints and responsibilities. The presenter was very knowledgeable and the pop-up questions reinforced the material.
LG
Very good class. Very interesting. Although, my current position does not require me to utilize this information, it was a great refresher/update to my knowledge base.
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