Building a Modeling Culture

This course advocates for financial professionals to create a culture where models are developed and deployed in a way that makes them useful, shareable and sustainable across the organization.

AGENDA TOPICS

  • Work environment and business culture
  • Policies, procedures, and controls
  • Using consistent data and calculations

COURSE LENGTH

Three 2-Hour Virtual Sessions or One Full Day In-Person

LEARNING OBJECTIVES

  • How models can be more shareable
  • Tips for ensuring your models meet your objectives

Techniques and Best Practices

This course introduces the key techniques for building financial models that facilitate a rational and rigorous decision-making process. Through hands-on examples in Excel, participants build from scratch financial models that produce baseline and dynamic outputs in response to changes in real-world scenarios. 

AGENDA TOPICS

  • Identify and define business problems
  • Choose and build models
  • Break-even/sensitivity/scenario/simulation analysis
  • Make conclusions and recommendations

COURSE LENGTH

Three 2-Hour Virtual Sessions or One Full Day In-Person

LEARNING OBJECTIVES

  • Define, collect and validate data needed to complete a task
  • Evaluate and build financial models
  • Analyze the outputs, conduct sensitivity/scenario/simulation analysis 
  • Use financial models to address problems in the planning and analysis process

Three Statement Financial Modeling

This course introduces the key techniques and best practices for building financial models. Through hands-on examples in Excel, participants build from scratch financial models that produce baseline and dynamic outputs in response to changes in real-world scenarios. 

AGENDA TOPICS

  • Identify and define business problems
  • Choose, build, and refine financial models
  • Financial statement projections

COURSE LENGTH

Three 2-Hour Virtual Sessions or One Full Day In-Person

LEARNING OBJECTIVES

  • Define, collect and validate data that is needed to complete a task
  • Evaluate and build financial models
  • Analyze the outputs and conduct sensitivity/scenario/simulation analysis 
  • Use financial models to address problems in the planning and analysis process


Top-Line Modeling

The power of an effective revenue model comes from the ability to account for volatility and variable inputs. This course introduces the key techniques for building revenue-specific financial models that account for seasonality and uncertainty. 

AGENDA TOPICS

  • Examining historical growth rates
  • Estimating expected growth rates
  • Modeling time series data and forecasting accuracy evaluations
  • Modeling revenue with seasonality, regression analysis and Monte Carlo simulations

COURSE LENGTH

Two 2-Hour Virtual Sessions or One Half Day In-Person

LEARNING OBJECTIVES

  • Estimate expected revenue growth rates
  • Conduct time series analysis and forecasting-soothing and seasonality
  • Conduct regression analysis and forecasting
  • Model revenue uncertainty using simulations