CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Financial Modeling Using Excel

  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • Tax Preparer
Financial Modeling Using Excel

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

Upcoming Webinars

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Oct 18, 2021 | 09:00 AM EDT View Details

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Excel Accountant: Dashboards In-Depth

Oct 18, 2021 | 10:00 AM EDT View Details

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Oct 18, 2021 | 10:00 AM EDT View Details

Retirement Plan Governance Best Practices: Fiduciary Responsibility

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Introduction to Business Valuation for a Closely-Held Business

Oct 18, 2021 | 10:00 AM EDT View Details

S Corporations: Crucial Insights: Ordinary Losses on Stock Sales, Exit Strategies, and Required Conformity to Form K-1

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Oct 18, 2021 | 10:00 AM EDT View Details

Business Loan Basics

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Oct 18, 2021 | 10:00 AM EDT View Details

Remote Workplace Investigations – How to do them correctly

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Oct 18, 2021 | 10:30 AM EDT View Details

Best Overview on Individual Tax Updates Latest (Basic)

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Oct 18, 2021 | 11:00 AM EDT View Details

Federal Tax Update – Individual & Business Current Developments

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Oct 18, 2021 | 11:00 AM EDT View Details

This Course is Also Available in Self Study (On-Demand)

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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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