Financial Modeling Workshop (January 10th and 11th)

Sat, January 10, 2026 - Sun, January 11, 2026 (9:00 am - 4:00 pm)America/Chicago

$2,500.00
January
10 Saturday

Financial Modeling Workshop (January 10th and 11th)

Sat, January 10, 2026 - Sun, January 11, 2026 (9:00 am - 4:00 pm)America/Chicago
Online

Description

Participants in this workshop will construct a circular 3-statement financial model of a public company. Topics cover an intensive mix of excel shortcuts, finance, accounting and valuation.

Construction of the model will cover:

  • Income Statement Normalization
  • Historical and Projected Balance Sheet
  • Cash Flow Statement Projections
  • Working Capital Analysis
  • Depreciation and Amortization
  • Equity Projections
  • Cash Flow Sweeps
  • Debt Projections

Target Audience:

  • This course is the most popular offering
  • The seminar is designed for any student or professional that is interested in enhancing their ability to put together financial analysis in Microsoft Excel.
  • This is an essential course for anybody interested in pursuing a career in investment banking, consulting, equity research, asset management, private equity, venture capital, starting their own business or developing their finance career.

Participant Pre-requisites:

Participants should have a basic understanding of Excel.

In addition, an introductory level understanding of finance and accounting is helpful.

Logistics:

The course will take place virtually on Zoom.

Participants will receive an email with course files prior to the course. No need to work on any of the files in advance, everything will be covered during the course.

Course Takeaways:

  • Participants will Receive:
    • Key SEC filings, management presentations and press releases utilized for the historical metrics and projections.
    • Excel template and instructor solution files
    • Listing of the top Excel keyboard shortcuts
    • Access to a Zoom recording of the financial modeling workshop

Ticket Information

Financial Modeling Workshop (January 10th and 11th)

$2,500.00

Online booking closed

Participants in this workshop will construct a circular 3-statement financial model of a public company. Topics cover an intensive mix of excel shortcuts, finance, accounting and valuation. Construction of the model will cover: Income Statement Normalization Historical and Projected Balance Sheet Cash Flow Statement Projections Working Capital Analysis Depreciation and Amortization Equity Projections Cash Flow Sweeps Debt Projections Target Audience: This course is the most popular offering The seminar is designed for any student or professional that is interested in enhancing their ability to put together financial analysis in Microsoft Excel. This is an essential course for anybody interested in pursuing a career in investment banking, consulting, equity research, asset management, private equity, venture capital, starting their own business or developing their finance career. Participant Pre-requisites: Participants should have a basic understanding of Excel. In addition, an introductory level understanding of finance and accounting is helpful. Logistics: The course will take place virtually on Zoom. Participants will receive an email with course files prior to the course. No need to work on any of the files in advance, everything will be covered during the course. Course Takeaways: Participants will Receive: Key SEC filings, management presentations and press releases utilized for the historical metrics and projections. Excel template and instructor solution files Listing of the top Excel keyboard shortcuts Access to a Zoom recording of the financial modeling workshop

Event Calendar

Saturday, January 10, 2026 - Sunday, January 11, 2026

9:00 am - 4:00 pm  America/Chicago
Closed

Refund Policy

Understanding The Enterprise does not offer refunds. However, if a situation arises that causes a participant to miss a class, please email info@ute.training to shift registration to an alternative course date offered.
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