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K2 Enterprises
K2's Excel Financial Modeling Best Practices
K2's Excel Financial Modeling Best Practices
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Course Description
Excel continues to be the preferred tool for many professionals when constructing financial models, including forecasted financial statements and budgets. However, many of these professionals have not received training on the best practices for developing financial modeling spreadsheets. Join this session to learn exceptional techniques that will not only save you valuable time when building your Excel-based models but also enhance the accuracy and quality of your results.
Learning Objectives
Upon completing this course, you will 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
- Incorporate various formatting techniques to improve the usefulness of reports
Course Information
- CPD Credit: 2.0 hours in Computer Software and Applications
- Prerequisites: Fundamental knowledge of computer operations and Microsoft Office Excel
- Program Level: Intermediate
- Advance Preparation: None
- Who Should Participate: Professionals interested in enhancing their financial modeling skills in Excel
Instructor
- Name: Tommy Stephens
- Hometown: Woodstock, GA
- Bio: Tommy Stephens holds a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University and a Master of Science (Major in Finance) from Georgia State University. He is a Certified Public Accountant, Certified Information Technology Professional, and Chartered Global Management Accountant. Since 1995, Tommy has been authoring and presenting continuing professional education courses to accounting and finance professionals. He joined K2 Enterprises in 2003 and became a partner in 2007. Tommy has delivered over 2,700 educational sessions to more than 70,000 participants across the United States and Canada, lecturing on topics such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications.
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