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Financial Modeling Using Excel

  • CPA (CA)
  • CMA
  • CPA (US)
  • Tax Preparer
  • CFE

Published: February, 2021

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  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Overview

  • Consolidated Model
    4 mins
  • Planning Summary
    13 mins
  • Templating Summary
    25 mins
  • Income Statement Summary
    39 mins
  • Non-Cash items to adjust
    58 mins
  • Advanced Modeling Summary
    83 mins

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 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?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Certified Financial Planner
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • VP Accounts
  • VP Finance
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1.5 CRE Credit for Certified Financial Examiner (CFE)
  • 1.5 CPE Credit for Certified Management Accountants (CMA)
  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 1.5 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CE Credit of Computer Software and Applications for Tax Professionals
  • 1 CE Credit of Computer Software and Applications for Tax Professionals

Presenter

About Presenter

Blair Cook, CPA (US), CA-UK, MBA

Partner Executive Finance Partner Inc.

Blair is a many-time and active financial executive, corporate director, author, speaker, and thought leader.  His educational videos of accounting and finance have million of views on YouTube. He has keynoted and spoken at national conferences from New York to Toronto. Along with Jen, he co-hosts CPA Canada’s podcast series “CPA Success Podcast.” He works with real businesses experimenting with theories and best practices to share his experiences and stories with others of what works, what doesn’t, and what was learned.  He is the author of The Illiterate Executive: An Executive’s Handbook for Mastering Financial Acumen.


About Company

Executive Finance Partner Inc.

www.executivefinance.ca/

Executive Finance Partners is a globally focused professional development, strategic consulting, and thought leadership firm. We are a group of passionate financial executives and professional corporate directors focused on development of aspiring finance executives.

Faq

FAQs content

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