Spreadsheet Models Pricing, Cashflow and Investment Analysis

  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CPA/CFF
  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • CFA
  • ChFC
  • ACCA
  • FSCP
  • MAFF
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: March, 2022

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Types of Financial model
    9 mins
  • Agree the assumptions for the model
    20 mins
  • Planning the input data sheet
    34 mins
  • The cashflow model
    62 mins
  • Spreadsheet models for the project lifestyle
    83 mins
  • Comparing projects
    104 mins

Course Description

Welcome to Spreadsheet Modeling - the world where analytics meets our favorite tool, Microsoft Excel. Spreadsheets are used by executive and execution audiences, they allow data storage, visualization, analysis as well as automation – and hence all aspects of modeling can be covered in MS Excel.

The speaker Ross Maynard in this CPE/CPD webinar will cover good spreadsheet modeling practice to build three types of spreadsheet models - a pricing decision model; a cash flow statement; and a project lifecycle analysis using discounted cash flows.

Spreadsheet Models: Cashflow, Net Present Value, and Pricing will provide delegates with the skills they need to develop flexible spreadsheet models for: 

  • Pricing Decisions
  • Cashflow analysis including the Income Statement and Balance Sheet
  • Investment analysis and project lifecycles

This CPE Finance course assumes a good basic knowledge of Microsoft Excel. The focus of this course is practical examples of some of the most important spreadsheet models.

Learning Objectives

  • To discuss the guiding principles of spreadsheet model building.
  • To analyze how to plan the work involved in getting ready to build a spreadsheet model, including identifying stakeholders and defining the problem that the model will address.
  • To develop models for pricing decisions including identifying the profit-maximizing price for a business.
  • To build a cash flow model to support a wide variety of business situations.
  • To extend the cashflow model to include an Income Statement and Balance Sheet.
  • To analyze the project lifecycle.
  • To select an appropriate discount rate for use in Net Present Value analysis.
  • To compare projects using Net Present Value.
  • To apply the Discounted Cashflow Valuation Model to business projects.
  • To compare investment opportunities.

Recommended For

  • The Online continuing education webinar is recommended for CPA/ABV, CPA (CA), CMA, CPA (US), CVA, CFA, CBA/MCBA, accounting professionals, finance professionals, and other professionals interested in learning how to build and operate spreadsheets for cash flow, net present value, pricing.
  • This CPD webinar is recommended for Canadian CPAs interested to understand spreadsheets for cash flow, net present value, pricing.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Certified Valuation Analysts
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Directors of Finance
  • Finance Director
  • Finance Pros
  • Wealth Management Advisor
  • Wealth Planner
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2.5 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 2.5 CPD Credit of Finance for Accredited in Business Valuation (ABV)
  • 2.5 CPE Credit of Financial Reporting for Certified Management Accountants (CMA)
  • 2.5 CPE Credit of Finance for Certified Valuation Analyst (CVA)
  • 2.5 CPE Credit of Finance for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 2.5 CPD Credit of Financial Reporting for Certified Financial Forensics (CFF)
  • 2.5 CPE Credit for Master Analyst In Financial Forensics (MAFF)
  • 2.5 CPD Credit of Finance for Chartered Professional Accountant (CPA Canada)
  • 2.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 2.5 CE Credit for Certified Wealth Strategist (CWS)
  • 2.5 General Credit for Accountant/Bookeeper
  • 2.5 CRE Credit for Certified Corporate FP&A Professional (FPAC)
  • 2.5 PL Credit for Chartered Financial Analyst (CFA)
  • 2.5 PL Credit for Certificate In Investment Performance Measurement (CIPM)
  • 2.5 CPE Credit of Financial Planning for Chartered Financial Consultant (ChFC)
  • 2.5 CPE Credit of Financial Planning for Chartered Advisor in Senior Living (CASL)
  • 2.5 CPE Credit of Financial Planning for Chartered Special Needs Consultant (ChSNC)
  • 2.5 CPE Credit of Financial Planning for Retirement Income Certified Professional (RICP)
  • 2.5 CPE Credit of Financial Planning for Wealth Management Certified Professional (WMCP)
  • 2.5 CPE Credit for Financial Services Certified Professional (FSCP)
  • 2.5 CPE Credit for Certified Government Financial Manager (CGFM)
  • 2.5 CPD Credit for CA - ICAEW
  • 2.5 CPD Credit for Chartered Certified Accountants (ACCA)
  • 2.5 CPD Credit for Chartered Accountants - Scotland
  • 2.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 2.5 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    2.5
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Ross Maynard

Managing Director, Ideas2Action Process Excellence Ltd

My philosophy is to inspire, challenge and support change. I have nearly 30 years’ experience as a business author and consultant.

As a consultant, I specialise in process improvement based on the Lean philosophy. I facilitate improvement teams and provide expertise in performance measurement and management; problem solving; and process improvement. 

As well as delivering webinars for MyCPE, I develop courses and webinars for the ACCA (Association of Chartered Certified Accountants) in the UK and other specialist business and finance providers.

I live in Scotland, near Glasgow, with my wife, daughter and Cocker Spaniel.

About Company

Ideas2Action Process Excellence Ltd

www.ideas2action.co.uk/

Ideas into Action was founded in 1997 by Ross Maynard. Ross is a Fellow of the Chartered Institute of Management Accountants with over 20 years experience in organisational development with organisations of all sizes. The business is incorporated as Ideas2Action Process Excellence Ltd, registration number SC523801. We specialise in process analysis and improvement and lean finance, offering training, consultancy and facilitation of process improvement teams.

Ross is author of “Successful Business Growth” published by Hodder and Stoughton, in 1998; as well as many published articles on business improvement and lean management. Ross is an NLP Master Practitioner.

Faq

FAQs content

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  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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