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AMA's Advanced Financial Forecasting and Modeling Workshop - Live In-Person or Virtual Live
In this course, you will build robust financial forecasts and models, learn tips and tools, analyze the results, and learn how to communicate key data to decision makers in your organization. Build the model. . .generate the forecast. . .drive the business. Create more powerful and accurate forecasting models that steer you to fast-track, business-improving decision making. Three days in classroom or four sessions online, three hours each. ($100 less for online class.) CEUs: 1.8. Keywords: finance, financial, webinar, webinars, virtual learning. Fee per person: $2645, $2395 for AMA members.
*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
We Also Recommend:
In this course, you will build robust financial forecasts and models, learn tips and tools, analyze the results, and learn how to communicate key data to decision makers in your organization. Build the model. . .generate the forecast. . .drive the business. Create more powerful and accurate forecasting models that steer you to fast-track, business-improving decision making.
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
Special Feature
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.
Outline for classroom
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
- Apply Sensitivity Analysis Tools When Evaluating Model Results
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
Outline for Online sessions
Learning Objectives
- Improve Model Design Efficiency
- Expand Your Tool Kit for Building Effective Models
- Learn, Practice, and Apply Sensitivity Tools to Your Models
LESSON ONE
Finance Theory as used in Modeling
- Articulate the Concepts of Modern Finance
- Identify Key Tips for Preparing Financial Models
- Determine the Appropriate Rates of Return for Financial Models
Creating Financial Models and Using Advanced Tools in Microsoft Excel®
- Describe Best Practices for Preparing Financial Models in Microsoft Excel®
- Use Microsoft Excel® Functions That Will Aid in Preparing Models
LESSON TWO
Creating Financial Models and Using Advanced Tools in Microsoft Excel®(cont’d)
- Describe Best Practices for preparing Financial Models in Microsoft Excel®
- Use Microsoft Excel® Functions That Will Aid in Preparing Models
LESSON THREE
Design Effective Models Using Proven Tips and Techniques
- Identify the Key Points Necessary to Problem-Solve Using Models
- Explain the Powerful Sensitivity Analysis Tools Available in Microsoft Excel®
- Create a New Model Solving a Complex Business Problem
LESSON FOUR
Presenting Your Findings and Modeling Risk and Uncertainty
- Prepare an Effective Presentation of a Financial Analysis for Nonfinancial Decision Makers
- Explain Several Monte Carlo Simulation Add-Ins
- Identify Uncertainty as It Exists in the Business World
- Develop Simple Techniques to Handle Uncertainty
- Use Monte Carol Simulations to Handle Uncertainty
- Use Option Pricing Models to Handle Uncertainty
Sponsor Background:
The American Management Association was founded in 1923. They have built a content control check into every one of their professional seminars. Plus a series of checks and balances to ensure that the content of every AMA seminar is precisely targeted to:
- 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 Policy
Transfer, Cancellation and Refund Policy
For Classroom, Live Online, and Webinar programs, you may transfer to a future session, send someone to take your place or cancel without penalty at any time up to three weeks prior to your program. If you provide AMA with less than three weeks notice, or fail to attend, you will be liable for the entire program fee.
100% Satisfaction Guaranteed—At AMA, we guarantee the quality of our seminars. In fact, 98% of our participants say they would recommend the course they have taken to their colleagues. If, for any reason, you are not satisfied with a seminar for which you have paid, AMA will give you credit toward another seminar of comparable price or will refund your fee.
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