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
  • Maryland 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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Sep 21, 2021 | 01:00 PM EDT View Details

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Sep 21, 2021 | 01:30 PM EDT View Details

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Sep 21, 2021 | 01:30 PM EDT View Details

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Sep 21, 2021 | 01:30 PM EDT View Details

The Fundamentals of PEOs: Everything You Need to Know to Find, Refer and Work with a Professional Employer Organization

Sep 21, 2021 | 02:00 PM EDT View Details

Accounting & Tax Implications of Accounting Changes & Errors

Sep 21, 2021 | 02:00 PM EDT View Details

IRS Representation Series - Reducing IRS Assessments for Interest & Penalties

Sep 21, 2021 | 02:30 PM EDT View Details

How to Make it Easy for Clients to Work with Your Accounting Firm

Sep 21, 2021 | 03:00 PM EDT View Details

Demystifying the Magic of Deferred Taxes

Sep 21, 2021 | 03:00 PM EDT View Details

Products and Services Subject to Sales Tax

Sep 21, 2021 | 03:30 PM EDT View Details

Auditing for Corruption

Sep 21, 2021 | 03:30 PM EDT View Details

Excel’s Data Validation Tools - keep out bad data from the start

Sep 21, 2021 | 03:30 PM EDT View Details

SOX Internal Controls For Accounts Payable, Receivable & Inventory

Sep 22, 2021 | 09:00 AM EDT View Details

S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis

Sep 22, 2021 | 09:00 AM EDT View Details

Updates to Significant GAAP Topics

Sep 22, 2021 | 09:30 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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