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Financial Modeling in Excel: Proper Design, Accurate Formulas & Flexibility


Webinar Recording

Recording Price: $199.00

(Includes Proprietary Materials)

Building and developing accurate financial models using Microsoft Excel is critical to both the reporting and financial processes that help your business thrive. How do you design and layout your model so others can easily understand, validate, or adjust it? Join us for this live, 90-minute webinar to discover the correct way to build a complete financial model with formulas in Excel, including:

  • Critical concepts behind good model design: From layout to range names
  • How to construct validation controls for improved accuracy in your models
  • Creating scroll bars for data ranges: Easy-use and best viewing practices
  • Ways to build flexibility into your models to accommodate expansion

Program Highlights

  • Flexible Financial Models: Tools to Create Models that Adjust to Change

    • Identifying 3 logical parts of a financial model: Better organization
    • How to include error checks to reduce errors and flag mistakes
    • Important model components: From primary to secondary layers
  • Top 4 Design Principles to Help you Present your Financial Information

    • Constrained color use: Enhancing your model comprehension
    • Tools to build & integrate proper formulas into your spreadsheets
    • Changing inputs: Best practices for "what-if" analysis in Excel
  • Validation Controls: How to Examine your Data for Improved Accuracy

    • Migrating from Microsoft Excel to Access for financial modeling
    • How to avoid common mistakes when constructing formulas
    • Quality controls: Ways to document your basis for review
  • Live Q & A Session - Have all your financial modeling questions answered!

About The Speaker

Matt Evans, CPA, CMA, CFM is an independent consultant in the Washington, D.C. area. He has over 25 years of experience working as a senior managing consultant, financial manager, controller, and senior analyst.

  • Mr. Evans has led major projects ranging from system implementation projects for Fortune 100 companies, to design and deployment of performance management systems within the federal public sector. Evans also has hands-on experience with financial analytical projects such as cost benefit and risk analysis of $ 1 billion investments, financial profiling of private companies, and financial forecasting models.
  • Evans earned his BS in accounting from Louisiana State University. He is also a Six Sigma Green Belt and has completed executive education programs at the Wharton Business School and J. L. Kellogg Graduate School of Management.

Program Benefits

In this jam-packed, 90-minute webinar you will discover everything you need to know about financial modeling & design using Excel.