When

Tuesday, October 27, 2020 at 9:00 AM EDT
-to-
Thursday, October 29, 2020 at 5:00 PM EDT
Add to Calendar 

Where

This is an online event. 
 

 
 

Contact

Jennifer Montenaro 
CFA Society of Columbus 
614-678-0356 
montenaj@yahoo.com 
 

CFA Society of Columbus WSP FP&A Tech 

This 3-day boot virtual camp is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again in our years of training at top financial institutions. You will hone your technical analysis and Excel modeling skills and learn how to present reliable data to your company's leadership while learning invaluable skills in problem-solving, risk management, and growth planning.

Agenda

This event is in Eastern Time (ET). Each day runs from 9a-5p.
Day 1
  • Introduction to the modern FP&A function
  • Macroeconomic, Industry, and Competitive Analysis
  • The Power and Art of Business Modeling
Day 2
  • Data Visualization & Storytelling
  • Outputs & Variance Analysis
  • Scenarios & Sensitivities
  • Getting to Answers Without Modeling
Day 3
  • Capex & Project Forecasting
  • Forecasting & Budgeting
  • Strategic Financial Planning & Analysis
  • The future of FP&A in large corporations and private companies
Online   
 Pre-Seminar Excel training

This boot camp assumes proficiency in Excel. Enrollment includes access to our popular        Excel Crash Course for those who need an Excel refresher.