Financial Modeling Using Excel

5 (1)

Blair Cook, CPA, CA, MBA

Executive Finance Partner Inc.

Friday, April 23, 2021 | 10:00 AM EDT

  • CPA Canada
  • CPA
  • Maryland Tax Preparer

1.5 Credits

$15

Subject Area

Computer Software and Applications

Webinar Qualifies For

1.5 CPE credit of Finance for all CPAs

1.5 CPD credit (Verifiable) for Canadian CPAs

1 CE credit of Federal Tax for Maryland Tax Preparers

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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This webinar is also available in self-study (On-Demand)

Click Here

Course Description

A financial model is simply a tool that’s built in spreadsheet software such as MS Excel to forecast a business’ financial performance into the future.  The forecast is typically based on the company’s historical performance, assumptions about the future, and requires preparing an income statement, balance sheet, cash flow statement, and supporting schedules (known as a 3 statement model).

In this online CPE webinar, we are going learn how to financially model a business using Excel. Financial models underpin strategic and business planning, solicitations for financing, budgeting and forecasting, business valuations, cash budgeting, capital budgeting, and so many other corporate finance purposes. The webinar is going to concentrate on the preparation of a financial projection of the income statement, balance sheet and statement of cash flow. The webinar will use an approach that keeps model integrity and credibility top of mind throughout development.

Learning Objectives

  • To use a disciplined approach for using Excel to develop financial analysis
  • To prepare financial projections of the income statement, balance sheet, and statement of cash flows

Who Should Attend?

  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • Maryland Tax Preparers
  • Personal Financial Specialist
  • VP Finance
  • Young CPA

Testimonial

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