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Accounting and Finance |
Financial Analysis and Modeling Using Excel
Dr. David Carter — Oklahoma Bankers Association Chair of Commercial Bank Management and Professor of Finance in the Spears School of Business at Oklahoma State University
Excel is a powerful and flexible tool that can be used to build complex models to analyze the effects of a firm’s financial decisions. A properly built Excel model can ask a variety of “what if” questions: What if expenses are greater than expected? How does this affect our bottom line?” Excel has a large number of analytical tools that can be used to investigate a variety of financial and business opportunities. Business and technical professionals are often called upon to analyze the effects of financially based deci - sions, often without a formal financial background in Excel model building or the use of Excel as a financial decision-making tool. This in-depth and practical three-day seminar will focus on financial model building and analysis using Excel. At the end, participants will be able to build models to generate pro forma (projected) financial statements and evaluate proposed capital investment projects. Delegates will also be able to use Excel to perform optimization and write simple user-defined functions.
This training will benefit your organization by giving participants greater knowledge of Excel as a financial decision-making tool. The trainer will conduct dynamic and resourceful training that you do not want to miss.
This seminar is sponsored by the Department of Finance and the Center for Executive and Professional Development in the Spears School of Business at Oklahoma State University. It qualifies for continuing edu - cation credit for licensed professional engineers and also professional development hours for other disciplines.
» KORN FERRY COMPETENCIES Business insight | Financial acumen | Nimble learning | Self-development
SEMINAR OUTLINE I. Review of financial statements II. Analyzing financial performance III. External financing needed (EFN ) IV. Financial statement modeling V. Discounted cash flow analysis
IX. Capital budgeting under risk A. Part 1 Sensitivity and Scenario Analysis B. Part 2: Monte Carlo Simulation Analysis X. Excel add-ins XI. User defined functions
VI. What-if analysis using Excel VII. Capital budgeting metrics VIII. Cash flow estimation for capital budgeting model building
The Center for the Future of Work in the OSU Spears School of Business offers various certificate programs and customized professional development.
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