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Basic Financial Modelling

Effectively Communicate And Systematically Analyze Financial Statements 


Basic Financial Modeling

Face to Face Session
21-22 May 2024,  9 AM to 5PM SGT
Manila, Philippines





Use 'Early Bird' to get 10% discount
valid until 09 April 2024

Clapping Audience

  • Do you find it frustrating when it takes you too long to complete a task?

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  • Do you believe that you need simpler functions rather than using the applications that you have been using for years?

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  • Do you feel stressed that even with a few training attended, you are not clear with the usage and step by step process to leverage on the right Excel functions? 

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Senior Businessman

C-Levels

This course will be valuable to leaders who is faced with quantitative decision making.

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Includes: CEO, COO, CHRO, CIO, CTO, CPO, CMO

Analyzing Data

Accounting & Finance

This workshop will benefit accounting and finance leaders who is faced with model building, statistical and data analysis and more.

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Includes: Financial Analysts, Accountants, Auditors, Credit managers, Financial and management accountants, Financial project administrators, Profect finance professionals, Financial planners

Office Coffee Break

Leaders

This training will be valuable to leaders who is faced with financial and non financial reporting, budgeting and planning

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Includes: Directors/Heads/Managers of Strategic Planning, Directors/Heads/Managers of Business Development, Project Managers, Risk Managers, Human Resources  and other Department Heads or Managers

This Training is Perfect For

Here's What You Will Learn from this Hand-On Workshop

Business Meeting; Finance Meeting; Quantitative Decision Making; Financial Modelling

In this program you will be able to address the top 3 challenges most leaders face when it comes to making shrewd and prudent quantitative decisions using financial models.

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Here's what you will learn on this workshop:

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✅  Producing and Publishing Model Output for EFFECTIVE COMMUNICATION  and WORKABILITY

In the first part we will take a specific look at the overall design of a financial model, providing insight into the usage of spreadsheet features, formatting and calculations. This section will provide a hands-on focal point for the designing of your own financial model using Excel.

 

✅  SYSTEMATICALLY Analysing Financial Statements for Improved Model Performance

In part two we undertake a review of data that organisations provide for us: the data normally comes from the financial reporting process. We then undertake a systematic and interactive review of the data we have gathered.

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✅Highlighting Key Financial Management Principles Underpinning EFFECTIVE MODEL DEVELOPMENT

A comprehensive examination of the key components of financial statements and financial management will assist in developing effective models that will be vital as you create a world class financial model using Excel.

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Learn Directly From  Duncan Williamson...

Duncan combines his extensive academic and training experience with significant manufacturing and commercial work. In addition to working as a teacher and trainer, Duncan has experience of working in a wide variety of settings, ranging from working as a management accountant in process industries in the UK to product cost consulting in several industries in Eastern Europe and the oil and gas industry in the Middle East. Duncan has worked in and around a number of oil and gas-based companies over recent years.

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He has published books, articles and case studies. His latest books Introduction to Power Pivot and Introduction to Power BI for Desktop published by Bookboon and Amazon

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Countries of Work Experience: Bosnia and Herzegovina, Kyrgyzstan, Kazakhstan, Uzbekistan, Romania, United Kingdom, Afghanistan, Dubai, Abu Dhabi, Kuwait, Oman, Saudi Arabia, Switzerland, Hungary, Thailand, Singapore, Vietnam, Philippines, Malaysia, Pakistan, Holland, Sudan, Albania, Qatar, Mexico, Angola

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Significant Areas of Expertise: cost and management accounting, financial accounting and bookkeeping, financial reporting under IFRS, financial modelling, spread sheet modelling, and product cost modelling.

TESTIMONIALS

Happy to have attended this online training since it helps a lot in my work as analyst in Controllership. Mr. Duncan gracefully showed his expertise in the course topics , and very thankful for the useful tips/tricks of financial modelling.

I have wanted a long time ago to attend a financial modelling training. My job is very heavy on spreadsheets. Sometimes, I find it frustrating when I feel like I take too long to complete a task. So, this training is kinda a dream come true for me! I was able to pick out a lot of pointers on how I can improve my worksheets

The course is highly recommended as it provides useful information that will make data analysis easier to prepare and present. The facilitators and instructor were very organized and attended to the needs and questions of the participants.

Prerequisites

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• Delegates should have a good working knowledge of Microsoft Excel: you don’t need to be an advanced user, just aware of and be confident in the use of basic Excel

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• Delegates should also be in possession of their laptops loaded with Office365/Excel 2016

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• You will also need to ensure that Power Query and Power Pivot are fully operational: you will receive a delegates’ pack in advance of the course and full instructions will be given then

TESTIMONIALS

Course was very comprehensive but the material very much relevant and applicable to corporate career. 

The instructor had a very good idea of what we would need Excel to do in our work and was able to point out some really helpful and useful techniques for us to apply at work

There were applications that we've been using for years and only to find out there were simpler commands we can use. The training will be very useful and applicable being a finance person.

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Request for Full Agenda of Basic Financial Modeling    

                 

Request for Full Agenda of Intermediate Financial Modeling

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  • Why are we organizing Experiential Leadership Training?
    We want to help more leaders to 1. Learn how to apply leadership skills in a safe space through gamification 2. Close gaps on top people-related threat to growth 3. Increase confidence in influencing team and making decisions
  • Why is it important for leaders to attend this Program?
    1. This sessions give leaders an opportunity to learn what skills are important as well as when and how to apply it. 2. If they wanted to have a holistic view of what it takes to be a leader in this ever-challenging times 3. Reflect on the important behaviours and influence your team to practice this at the workplace
  • Who should attend this Program?
    1. This is perfect for leaders & business owners who want to learn how to align learning with business objectives 2. Heads, managers, supervisors and team leads who implements strategies to stay updated on latest trends and skills needed to ensure leadership within organizations
  • What to Expect in this Program?
    Expect to communicate, collaborate and learn capabilities necessary in the new normal in a fun and yet effective way
  • What Makes this Sessions Different from others?
    We are using one of the best gamification platform that is engaging and yet meaningful as this is not the usual quizzes or games run by most. The debrief helps the learners to reflect and know how to make use of what is learned at work.
  • How to register?
    Just press the Register button and choose your preferred date. For more details or in-house sessions contact us at marylen@ctsolutionsglobal.com
  • Is there a certificate issued on this program?
    We can provide you with a certificate of participation after the session.
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