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AMA's Course on Financial Modeling and Forecasting Workshop

Fee:

$2,545

· QuickCode:

QQAGRR

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*When registering by phone, use Priority Code: XNNT

Provider:
AMA (American Management Association International)

Topic(s):
Finance & Accounting

Who Should Attend?
Financial executives, business professionals and operations managers who are involved in the decision-making process

• AMA's Course on Financial Analysis
• AMA's Financial Statement Workshop Seminar

Full Seminar Description

Improve decision making with advanced modeling techniques

Build more powerful and more accurate forecasting models to better analyze financial data, predict revenues and costs, assess risks—and justify critical business decisions.

HOW YOU WILL BENEFIT

• Create effective financial models that meet your business needs
• Quantify the uncertainty inherent in forecasting models with various risk analysis techniques
• Make better, more profitable business decisions using advanced financial modeling methods
• Evaluate patterns in your historical data
• Identify and utilize key business drivers and integrate them into your forecast
• Effectively communicate the results of your models to team members and senior management

WHAT YOU WILL COVER

• Working with advanced Excel modeling techniques such as simulation add-ins
• Creating your own model from real-world examples
• Analyzing and applying diagnostics to validate your forecast
• Understanding how Monte Carlo simulations handle uncertainty

WHO SHOULD ATTEND

Analysts and executive-level managers who work with financial models, need a refresher course on modeling methods—as well as experienced financial professionals who have not built models on a regular basis.

Note: Please bring a laptop equipped with Excel.

Those with minimal finance experience should attend AMA’s Fundamentals of Finance and Accounting for Nonfinancial Managers or Intermediate Finance and Accounting for Nonfinancial Managers.

Recommended CPE credit: 22 hours/Intermediate

Recommended for optimum learning benefit: familiarity with fundamentals of finance analysis (see AMA Seminar 1552).

Instructional Method— Group Live

This Seminar Features Blended Learning

AMA Blended Learning combines instructor-led training with online pre- and post-seminar assessments, tune-up courses and other resources to maximize your training goals. Through a blend of proven instructor-led seminars and powerful online technology, AMA Blended Learning provides a compelling and more comprehensive experience for the learner—producing a greater return-on-investment for the employer and the seminar participant.

3 days/1.8 CEUs/20 CCM Credits - Recommended CPE credit: 22 hours

Extended Description

Learning Objectives

• Use Mainstream Financial Concepts and Terminology
• Describe Fundamental Statistical Methods
• Develop Existing Financial Models in Excel®
• View More Advanced Excel® Modeling Techniques Such as Monte Carlo Add-Ins
• Create Your Own Model and Provide Diagnostics
• Analyze Your Model and Provide Diagnostics
• Identify Uncertainty in the Model and Design Methods to Address It
• Present Your Models to a Brand Management Audience

Finance Theory As Used in Modeling

• Apply the Concepts of Modern Finance
• Use Various Interest and Risk Measures in Your Models
• Develop Models That Are Consistent with the Principles of Finance

Creating Financial Models in Microsoft Excel®

• Develop a Set of Guidelines for Preparing Financial Models in Microsoft Excel®
• Identify Key Tips for Preparing These Models
• Apply the Pyramid Structure to Your Models
• Use Various Microsoft Excel® Functions That Will Aid in Developing Models
• Prepare a Basic Model Using These Techniques

Model Statistics and Forecasting

• Calculate Mean and Standard Deviation of a Dataset
• Present Data for Manipulation
• Analyze the Data Using Simple Techniques
• Forecast Financial Data Using Regression Analysis

The Art of Building Models

• Identify the Key Points Necessary to Build a Model
• Describe the Art in Creating an Effective Model
• Create a New Model Solving a Complex Business Problem

Modeling Risk and Uncertainty

• Identify Uncertainty as It Exists in the Business World
• Develop Simple Techniques to Handle Uncertainty
• Use Monte Carlo Simulations to Handle Uncertainty
• Use Option Pricing Models to Handle Uncertainty

Sponsor Background:

• provide comprehensive, hands-on training that is of practical use when you return to the job
• focus on need-to-know specifics, relevant to the demands of global business today
• offer the expertise and personalized attention of top-ranking instructors
• facilitate your career development and business savvy

Whether you're looking for a solid foundation of business fundamentals or strategies to help you seize growth opportunities for your company, AMA offers expert instruction to help you:

• manage your priorities effectively
• cultivate more productive working relationships
• increase your on-the-job value
• align your skills with marketplace demands
• bring out the best in people, processes and yourself

Cancellation and Refund Policy

If you cannot attend a seminar you may contact AMA in advance to transfer to a future session, or can send someone to take your place. If you need to cancel your attendance, AMA will give you a complete refund if you cancel more than three weeks before your seminar begins. To cancel, simply call. If you cancel with less than three weeks' notice, you will be liable for the entire seminar fee, however you may request a courtesy transfer to use at any future AMA seminar of equal or lesser value. The courtesy transfer must be used within one year of the date of your originally scheduled seminar. In fairness to all attendees, if you do not attend a seminar session for which you are confirmed, and do not cancel with a minimum of three weeks’ notice as described above, you will be charged the entire seminar fee.

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