Event Program
Program Structure
- Model Architecture: Building flexible frameworks, worksheet organization, best practices from sell-side and buy-side teams
- Three-Statement Integration: Connecting income statement, balance sheet, cash flows with proper accounting relationships
- Valuation Methods: DCF models, comparable company analysis, precedent transactions
- Scenario Analysis: Building cases for best, base, and worst outcomes with proper assumptions
- Error Prevention: Testing frameworks, common mistakes, quality control processes used by top firms
- Final Project
- Complete financial model for a real company including valuation and management presentation
Full Details
Most analysts spend hours fighting with Excel formulas that break when you add a row. This workshop fixes that problem by showing you how professional finance teams structure their models.
You will work through building a complete three-statement model from scratch. Income statement flows into balance sheet, cash flow statement ties everything together. The kind of model investment banks and corporate finance departments actually use, not simplified textbook versions.
What Makes This Different
We focus on model architecture first. You learn to structure worksheets so they are flexible enough to handle real-world changes without falling apart. Color coding, assumption tables, error checks that catch problems before your boss does.
The second half covers valuation techniques. DCF models that make sense, comparable company analysis that goes beyond just copying multiples, sensitivity tables that show what actually matters. You build these in Excel, troubleshoot common errors, and understand why certain approaches work better than others.
Technical Details That Matter
Circular references in working capital calculations trip up most people. We show you three different ways to handle them. Index-match versus vlookup for analyst work. Keyboard shortcuts that save twenty hours per month. Small things that compound into significant time savings.
By the end, you have working models you built yourself, not templates you downloaded. You understand why each formula exists and can explain your assumptions to skeptical executives.