K2's Excel Financial Modeling Best Practices

Course Description

Excel remains the tool of choice for many professionals when building financial models, including forecasted financial statements and budgets. Yet many of these professionals have never received any training on the best practices associated with generating financial modeling spreadsheets. Participate in this session to learn many amazing techniques that will not only help you to save valuable time when building your Excel-based models but will also improve the accuracy and quality of your results.

Learning Objectives

Upon completing this course, you should be able to:

• Identify ten best practices for creating financial models in Excel;
• Utilize Excel features and add-in services for sensitivity, trend, and discounted cash-flow analyses;
• Create optimization models using Excel’s Solver tool;
• Implement procedures for eliminating errors in Excel-based financial models; and
• Incorporate various formatting techniques to improve the usefulness of reports.

Course Information

• CPD Credit: 2.0 hours Computer Software and Applications
• Prerequisites: Fundamental knowledge of computer operations and Microsoft Office Excel
• Program Level: Intermediate
• Advance Preparation: None
• Who Should Participate: Not specified

Instructor

• Name: Tommy Stephens
• Hometown: Woodstock, GA
• Bio: Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.