Feb 25, 2020
This hands-on course is an intensive program that will transform participants into Excel "Power-Users." The course is focused on the pertinent Excel tools that are required in a business environment to efficiently analyze and manipulate data and to create compelling financial analyses. Data Manipulation with Excel - Part 1
Feb 26, 2020
Join us on February 26th as Catherine Brownlee takes us through tried and true methods of networking that will open doors to business growth and future career success.
The session will include a discussion surrounding the basics of what to do in the current economic conditions, how to connect with the right people and expand your professional network, and how to set yourself apart from those around you. After all, business is not about what you know, but who you know.The Power in Networking
Feb 28, 2020
Join us on February 28 & 29 as we host schools from all over the prairies to compete in CFA Institute's 2020 Research Challenge. The winning team from the Prairie Local Competition will advance to the Americas Regional Competition, and the winning team from the regional competition will advance to the Global Final. 2020 Research Challenge - Prairie Local Competition
Mar 11, 2020
This event is sold out, please contact us about joining the wait list.
In their recently-released book, Tom McCullough and Keith Whitaker identify 50 of the most important questions wealthy families wrestle with on the topics of planning, preparation of the rising generations, governance, investing, philanthropy, finding good advisors and other relevant issues. And it delivers answers to those questions from 50 of the world’s leading thinkers and practitioners in the field of family wealth.Wealth of Wisdom: The Top 50 Questions Wealthy Families Ask
Mar 17, 2020
This hands-on course is an intensive program that will transform participants into Excel "Power-Users." The course is focused on the pertinent Excel tools that are required in a business environment to efficiently analyze and manipulate data and to create complelling financial analyses.Data Manipulation with Excel - Part 1
Mar 31, 2020
This course takes a hands on approach to rapidly gain the skills needed to develop Python programs to solve typical Finance problems, cutting through the noise of generic "Data Science" courses. Participants will be introduced to best practices, programming in Python to clean, analyze and visualize Financial Data.Python for Financial Professionals
Apr 21, 2020
This hands-on course is intended for anyone who uses Excel extensively and who is already comfortable with the skills that were taught in "Data Manipulation with Excel - Part 1."
This session covers advnced level Excel topics that are required to manage and analyze data.Data Manipulation with Excel - Part 2
May 12, 2020
Taking two courses and combining them into one, this two-day workshop will focus on the practical implementation of Discounted Cash Flow (DCF) valuation analysis, along with the skills required to design and create an interactive financial model of a company that adheres to the highest industry standards.
Course material includes model design, logic, construction, financial concepts and accounting treatment. During the course participants will also learn the skills required to build a DCF analysis and incorporate it into a financial model.Building a Financial Model & DCF Valuation Analysis
May 23, 2020
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.
The course material includes model design, logic, construction, financial concepts and accounting treatment. During the seminar, participants will build a model that includes a forecast of a company's income statement and balance sheet.
Participants should have a solid grasp of basic accounting fundamentals and proficiency with Excel before taking this course.Building a Financial Model
Jun 16, 2020
This hands-on course is focused on the practical implementation of Discounted Cash Flow ("DCF") valuation analysis.
The skills required to build a DCF analysis will be discussed and incorporated into a financial model.
Participants will learn to recognize and avoid the most common errors that finance professionals make when creating a DCF analysis.
This course will also include a number of Excel tips and skills to help a user check and audit a financial model.DCF Valuation Analysis