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Training the Street: Financial Modeling Workshop with Excel (Finance 101)

This workshop will benefit any intern/professional who uses Excel or will be required to forecast financial projections. The class is recommended strongly for students interested in:

  • Financial services, banking and consulting industries
  • Corporate or strategic development group or finance department of a corporation
  • Marketing, brand management or operations for a corporation and being responsible for a product or divisional budget, projections and profit/loss statement

About the Financial Modeling Seminar

Develop financial modeling skills used in investment banking, consulting, real estate and other areas of business. This intensive workshop, an abbreviated version of the program for TTS's corporate clients, is designed to develop financial modeling skills through actual hands-on construction of an abridged financial model. The completed product is a model with 5 years of projections and 3 years of historical data, containing the following detailed analyses:

  • Key operating profit line items
  • Key cash flow items statement (working capital, capital expenditures, depreciation, etc.)
  • Discounted cash flow analysis In addition, the seminar will cover the following modeling topics: - Excel best practices, common "shortcut" keys and other efficiency tips
  • Excel functions and formulas
  • Fundamentals of creating data tables and scenarios

Students MUST register in advance via Handshake.  Seating is limited.  Visit the Center for Career Development with questions.


Knobloch Campus Center Alvarez- Smith 900 Room

Event Type



Stamey, Jamie L