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Title

[Virtual Course] FP&A Technical Mastery

Event Description

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FP&A Technical Mastery
March 16 - 18 | 9AM - 5PM ET

This is a Virtual Instructor - Led Training (VILT)

FP&A professionals require a cross-functional understanding of accounting, finance, corporate strategy, and industry dynamics. This virtual training program is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals, covering the following topics:
 
  • The Power & Art of Business Modeling in FP&A
  • Data Visualization & Storytelling
  • Outputs & Variance Analysis
  • Scenarios & Sensitivities
  • Getting to Answers Without Modeling
  • Capex & Project Forecasting
  • Forecasting & Budgeting
  • Strategic Financial Planning & Analysis
Full Agenda

The Power and Art of Business Modeling

Modeling best-practices
  • Organizational structure and navigation
  • Coverage of key formulas & functions, ribbons, and functionality
  • Simplification of complex modeling techniques and model hygiene
  • Formula auditing, watch window, formula evaluator
  • Use of dynamic links for linking internally and to external workbooks
Model formatting
  • Use of defined names for cells, ranges, tables, data sets, and formulas to simplify references
  • Incorporation of dynamic drop-down lists, toggles, and lookups to improve efficiency
Dynamic modeling
  • Creation of dynamic data sets, data ranges, named ranges and formulas using OFFSET to reduce or eliminate manual updates to models and forecasts
  • Use toggles combined with INDIRECT to quickly and efficiently import financials or subsequently-dated data sets
  • Lookup Functions: INDEX, MATCH, VLOOKUP, HLOOKUP, DATA VALIDATION
  • Real-life application through exercises and case studies
Data Visualization & Storytelling
  • Best-practices for conveying financial performance in visual form for meetings and presentations
  • How FP&A can serve as a strategic partner to non-financial business functions
  • Creation of deliverables with consideration given to the end-user or a wide array of audiences
    • Sparklines combined with dynamic data ranges
    • Using dynamic data sets to populate pivot charts, pivot tables, and pivot slicers
  • Real-life application through exercises and case studies
Outputs & Variance Analysis
  • Use of data visualization to communicate strategic mapping, key performance indicators (KPIs), and balanced scorecards
  • Approaches for identification and visual display of KPIs
  • Variance analysis and cash flow forecasting
    • Use of conditional formatting to highlight period-over-period variances
    • Consideration of dynamic triggers for flexible conditional formatting
  • Real-life application through exercises and case studies
  • Building and displaying impactful dashboards for meetings and presentations
  • Crafting and management of dynamic charts and graphs
    • Creation of fully-dynamic graphs with automated updating of links to source information
    • Incorporation of fully-flexible date range toggles within dynamic graphs
    • Utilization of form controls in dynamic graphs to enhance user-interface
  • Real-life application through exercises and case studies
Scenarios & Sensitivities
  • Financial consolidations
    • SUM OF WORKSHEETS approach to scenario management, forecasting, and budgeting
  • Introduction to the Developer ribbon and Visual Basic for Applications (VBA)
  • Introduction to Excel’s built-in scenario manager and scenario summary function
  • Enhancement of scenario user-interface with form controls (option buttons, check boxes, combo boxes, spin buttons, scroll bars, group boxes)
  • Differences between simulation and optimization
  • Conduct sensitivity analysis with dynamic 1- and 2-variable data tables combined with conditional formatting
Getting to Answers Without Modeling
  • Conduct ‘what-if’ operational simulations to minimize risk
  • Utilize goal seek to determine pricing and to target profitability
  • Demonstrate how Excel’s Solver can enhance performance while addressing resource constraints
  • Address break-even, profit optimization, and product mix decisions
  • Real-life application through exercises and case studies
Capex & Project Forecasting
  • Net Present Value (NPV), Internal Rate of Return (IRR), Modified IRR (MIRR), XIRR, XNPV
  • Discounted cash flow analysis and the weighted average cost of capital
  • Utilize 1- and 2-variables sensitivity tables to display a range of probable results
  • Real-life application through exercises and case studies
Forecasting & Budgeting
  • Key terms and definitions
  • Forecasting methods
    • Top-down
    • Bottoms-up
  • How risk, uncertainty, and probability affect forecasts
  • How regression aids in forecasting accuracy
  • Real-life application through exercises and case studies
Strategic Financial Planning & Analysis
  • Key accounting and finance terms and definitions
  • Understanding the fundamentals of the financial statements
    • Income Statement
    • Balance Sheet
    • Statement of Cash Flows
    • Common-sizing and period-over-period trend analysis
    • Ratio analysis
  • Comprehensive strategic case study
    • Revenue and cost build by channel
    • Assessment of the macroeconomic and industry environment
    • Peer review
    • Liquidity and working capital management including cash conversion cycle optimization
    • Gap analysis
    • Debt sizing
    • Integrated venture forecast modeling
Program Conclusion
  • What are the characteristics of an effective FP&A function
  • The future of FP&A in large corporations and private companies
This Virtual Course is Instructed by our training partner, 

Event Type

Educational

Education Topic

 

Start Time

3/16/2021 9:00 AM

End Time

3/18/2021 5:00 PM

City

Virtual

State/Province

 

Event Country

 

Event Region

Americas

Location Info

 

Speaker

 

CE Credits

 

SER Credit

0.00

Currency

USD

Member Price

1,099.00

Non-Member Price

1,299.00

Candidate Price

1,299.00

Registration

Registration is closed.

Cancellation Policy

Participants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.

All Day Event

 

Recurrence

 

Location

 

Cost

 

Description

 

Begin

3/16/2021 9:00 AM

Attachments

Content Type: MyCFA Calendar
Version: 7.0
Created at 1/29/2021 9:28 AM by serena.roche@gmail.com[CASMSTS:username]
Last modified at 3/18/2021 7:22 AM by Jennifer.fromen@gmail.com