Modern Financial Modeling Using Special Excel Tools for Budgets, Forecasts and Projections

Why Should You Attend:

At the conclusion of this intense but fun, easy-to-follow, practical 100-minute webinar you'll understand and use professional modeling concepts and construct effective templates to model typical financial scenarios. You'll model sales forecasts, operating income and more! You'll also follow simple charting techniques that let you effectively report forecasting results to top management.

You'll instantly understand and use linear regression for forecasting and realize it's as simple to use as hand-drawing a picture. You'll also be able to determine fixed and variable costs using "What IF" sensitivity analysis. You'll use other Excel tools we clearly cover in this practical, one-hour “nuts-‘n-bolts” webinar to understand and isolate the key revenue drivers that determine your firm's revenues and profits. Determine and Model what drives your firm’s sales and revenues.

Areas Covered in the Webinar:

• Financial Modeling Concepts - Construct Powerful, Easy-to-Use Templates
• Linear Regression Analysis Using Excel (no prior statistical knowledge needed)
• Modeling Your Firm’s Sales Forecast
• Modeling the Income Statement Including Fixed and Variable Costs and Flexible Budgeting
• "What If" Sensitivity Analysis Using Excel Data Tables for Robust Models and Scenarios
• Connecting Excel Models to Excel Charts for Dynamic Professional Presentations
• Forecasting Operating Income with Monte Carlo Simulations
• Excel Tips ‘n Tricks – Modeling Techniques the Pros Use

Learning Objectives:

• Build professionally designed, effective modeling templates using input cells for assumptions
• Easily understand and use Excel's linear regression analysis to:
• Model your firm's sales forecast - ideal for sales managers/directors as well as finance pros
• Clearly identify your firm's key revenue and cost drivers (easily worth the entire cost of this webinar)
• Use revenue and cost drivers for effective model construction via interactive input cells
• Forecast fixed, variable and semi variable costs
• Develop Excel flexible budgeting templates
• Use the Excel Chart Wizard to illustrate and enhance your financial models
• Dynamically link your model to charts
• Understand Monte Carlo Simulations

Who Will Benefit:

This practical, nuts-'n-bolts webinar is ideal for accounting, business and financial professionals who want to master professional modeling techniques using state-of-the-art Excel tools specifically designed to make financial modeling quick, easy and professional in appearance. Included in the group are: CPAs, CFOs, Treasurers, Controllers, accounting managers and staff, financial directors, valuation professionals, budget directors, consultants, strategic planners, managers and analysts.

This on-the-job training is also ideal for administrators, general managers, division directors, sales and marketing managers and sales and marketing directors responsible for reporting, forecasting or budgeting sales.

Executive-level managers who work with financial models and need a refresher on modeling methods as well as experienced financial professionals who have not built models on a regular basis will benefit from this information-packed webinar.

Joe Weil
CEO, NCCE

Joe Weil, CPA, M. Acc., is the president of the National Center for Continuing Education (NCCE), a Tallahassee based nationwide financial training firm. With over 25 years’ experience, Mr. Weil has led over 400 seminars on Excel and financial topics and several highly acclaimed webinars on the same topics. He is a former corporate controller, former state agency director of auditing, and a former municipal CFO.

Mr. Weil earned his Master of Accounting Degree at Florida State University. His training clientele include Harley-Davidson, Hewlett-Packard, Oracle, Deloitte, Florida Power and Light, Motorola, National Institute of Science and Technology, and many others.

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