When

Tuesday November 26, 2013 at 8:30 AM to 4:30 PM
-and/or-
Wednesday November 27, 2013 at 8:30 AM to 4:30 PM
Add to Calendar 

Where

Deloitte LLP 
Suite 2300 - 360 Main Street
Winnipeg, MB R3C3Z3  

 
Driving Directions 

Contact

Eva Swan, Administrator, 
CFA Society Winnipeg 
204-471-3640 
info@cfawinnipeg.ca 
 

Financial Modeling Workshop 2013 

CFA Society Winnipeg is pleased to announce that Ian Schnoor of the Marquee Group will lead a series of Professional Workshops.

In these workshops, participants will learn to build models that serve as powerful communication tools and add tremendous value to the decision-making process.

DAY 1 - Building a Financial Model (of a Company)
 
Overview: This hands-on course focuses on the skills required to design and create an interactive financial model of a company that adheres to the highest industry standards. During the seminar, participants will build a model that included a forecast of a company's income statement, cash flow statement and balance sheet.
 
The course material includes model design, logic, construction, financial concepts and accounting treatment. Various intermediate Excel tools along with helpful keyboard shortcuts will also be covered throughout the day.
 
Timing: this course requires one-day
 
Learning Topics:
  • Design and layout a financial model clearly and logically
  • Create clearly defined inputs and assumptions schedules
  • Design and incorporate a company's income statement, balance sheet and cash flow statement.
  • Construct all necessary supporting schedules
  • Balance the company's balance sheet

Click here for a pdf that contains a full course description.

DAY 2 - Financial Data Design and Manipulation

Overview: In a business environment, everybody deals with large amounts of data. We have encountered many people who struggle in their jobs due to poor data orginazation skills (i.e., it often takes a person a long time to complete a task because they do not know the best tool to use).

The Marquee approach to teaching data manipulation is based off Excel but is very different from most other Excel training providers. We focus on teh most critical skills that business professionals need to analyze and manage their data. Everything is taught in context. The examples that are provided allow participants to use the skills in very relevant business situations.

The course is interactive with hands-on working sessions throughout the seminar. We aim for people to have fun and to enhance the learning experience.

Timing: This course requires one-day

Learning Topics:

  • Use numerous build-in Excel functions to interpret and manipulate data
  • Use Excel's filters in conjunction with specific arithmetic functions to summarize large volumes of data.
  • Use a variety of intermediate and advanced Lookup functions to efficiently extract specific information.
  • Uses powerful Text functions to manipulate non-numeric variables
  • Become proficient with Pivot Tables, one of the most powerful tools in Excel, to quickly analyze large quantities of data.

Click here for a pdf that contains a full course description.

Register early to avoid disappointment as space is limited.

Registration deadline is November 22, 2013.

COURSE FEE INCLUDES:

  • Course notes and materials
  • Morning refreshments, lunch and afternoon refreshments