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Financial Modeling and Forecasting Using Excel?? Training Class
Course ID: 12946
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Financial Modeling and Forecasting Using Excel?? Training Seminar
Effective and realistic financial models and forecasts are critical tools in today's value-driven organization. As shareholders are increasingly concerned with the value of their investments, organizations are continually driven to ensure the optimum use of resources. Using Excel??, the Financial Modeling and Forecasting process provides an effective tool with which the potential outcomes of various strategic and tactical initiatives can be projected. The ability to answer the question "What are the potential results?" is key and critical. Forecasting models empower mangers and process owners to "Walk the Walk" prior to any significant investment of corporate resources.
Here is your opportunity to sharpen your analytical abilities for more profitable decision making. This comprehensive three-day "Hands-On" program walks you through the modeling process from start to finish. It provides practical examples and applications of modeling for both strategic and tactical executives.
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Agenda |
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Program Agenda:
Models in Today's International Environment
-Organizational Planning Framework
-The Product / Information / Decision Support Cycle
-Strategic, Tactical, and Operational Forecasts
-The recognition of risk in forecasts
-Situations that require models
-Models and Shareholder Value (EVA??)
Classifications of Financial Models
-Linking the Time Horizon of a Financial Model to Model Design
-Designing Models That Support Business Strategy Horizons.
Steps in Building Financial Models
-The ARC Nine-Step Model Development Framework??
-The rules of strategic thinking
-Identification of Forecast Validation Criterion
-Determination of Model and Forecast Horizons
-Validation of Models and Forecasts
-"Hands-on" Session
The Role of Assumptions in Financial Forecasting
-The assumption development process
-The key areas which require the development of assumptions
-The Eight Strategic Environments?? in developing assumptions
-The incorporation of Drivers, Dominos, and "Wild Cards" into assumptions
-Validation of assumptions
Decision Support Applications of Modeling
-Capital Investment Decisions, Acquisitions, Divestitures and Lease v. Buy Decision
-Budgeting and Financing the Business
-Cash Management and Financing the Business
-Project Management and R&D Financing Decisions
-Break-even Analysis, Product Pricing, Product Continuance
-Pro Forma P & L, Consolidations, and Asset Redeployment Strategies
Effective Management of Historical Data Using Excel??
-Understanding the Approaches Used to Build Financial Forecasting Models
-Recognizing the Basic Patterns Inherent in Historical Data
-Using the Exploratory Data Analysis Tools Available in Excel??
-Key Factors in Determining the Proper Time Horizon to Choose for Your Model
-Determining Degrees of Reliability in Model Projections
-Selecting the Degree of Robustness and Sensitivity of the Model
-Understanding and Applying Selected Modeling Techniques
-"Hands-on" Session
Use of Time Series Analysis
-Development of Time Series Models using histograms, moving averages, exponential smoothing, and regression analysis
-Using Regression as a predictor and estimator
-Mastering the use of Exponential Smoothing as a Data Analysis tool
-Single Regression vs. Multiple Regression
-Validation of Time Series Analysis
-"Hands-On" Session
Optimization Techniques in Models Using Excel??
-Basic Structure of All Optimization Models
-Different Forms and Applications of Optimization Models
-Developing a Financial Optimization Model
-Performing Sensitivity Analysis of an Optimization Model
-Interpreting the Solution of an Optimization Model to a Non-technical Manager.
-"Hands-on" Session
Sensitivity Analysis in Financial Models Using Excel??
-Appreciate the Meaning and Importance of Sensitivity Analysis
-Developing "What-if" Scenarios in Your Financial or Operational Models
-Using the Excel tools "Scenario and Goal Seek"
-"Hands-On" Session
Determination of Business Trends, Cycles and Seasonality
-Understanding the inter-relationship among trends, cycles and s+F15easonality
-Use Excel?? to calculate ,business trends, business cycles and the seasonality factor
-Using the seasonality factor in forecasting
-Using the seasonality factor in interpreting the forecast variances
-"Hands-on" Session
Probabilistic Models and Monte Carlo Theory Using Excel?? Add-ons
-Addressing Risk Assessment in Financial Models
-Benefits of Using Probabilistic Modeling
-Demonstration of Probabilistic Modeling using Crystal Ball?? |
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Audience |
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Financial professionals, internal auditors, operational process owners, business management professionals, project managers, Marketing and Sales Professionals, R&D managers, and anyone tasked with the effective and efficient management of a decision-making process and want to more effectively use Excel?? and an analytical tool. Participants should have a basic understanding of financial statements and bring a laptop computer with a full install of Excel??, including the complete "Toolbox."
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Pre-requisites |
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Participants should have a basic knowledge of Excel and Financial concepts.
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Financial Modeling and Forecasting Using Excel?? Training Course Dates and Locations
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Course ID: 12946
| Course Duration: 3 Days
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Locations: |
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