Accessibility Navigation:

Training the Street - Financial Modeling Workshop with Excel

Target Audience 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 What You Will Need to Bring to the Seminar 1) Laptop with Microsoft Excel (a version between 2003 to 2013) and Adobe Reader 2) Laptop charger (the college will provide outlets for laptops) 3) Calculator 4) Highlighters (blue, green and red/pink) to color code pages (optional, but strongly encouraged) This event is part of the Finance 101 series, which qualifies sophomores for the Davidson on Wall Street program:


Knobloch Campus Center Alvarez- Smith 900 Room

Event Type

Information Session


Schlein, Kayla N