Modeling & Projecting Financial Statements (Virtual)

KPMG Executive Education

What are the topics?

KPMG Executive Education

Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Read more about Finance

Finance is an integral and most important component of any business, so everyone needs to improve their competence in this area. Finance courses will ...

About the course

Learn how to weave business forecasts into spreadsheet-based financial projections during this live, virtual seminar. Each day’s agenda features individual modules (one hour or less) as well as breaks. Modeling financial statements is critical to financial planning and analysis, business development, valuation, and credit risk analysis. This real-time, interactive course breaks down models into manageable components and explains how the modeling sequence differs from the sequence in which accounting entries are made. Also covered are best practices for integrating knowledge of business drivers, accounting, Excel, finance, and financial programming to produce “well-engineered” models.

The seminar will run as follows:

  • Day 1: 11:30 AM – 5:30 PM EST
  • Day 2: 11:30 AM – 5:30 PM EST
  • Day 3: 1:30 PM – 5:30 PM EST

Course Agenda

  • Overview: Six key business drivers – Size, growth, margins, asset intensity, business risk, and financial risk; Two major parts of a model – enterprise and financial
  • Best practices: Building models that reflect how management views a business, and are error free, understandable, and easy to update
  • Enterprise activities: Revenues, expenses, and related accruals and deferrals
    • Modeling revenues, receivables, and deferred revenues
    • Modeling expenses, payables, and prepaid costs
    • Modeling multi-period effects: Long-term receivables, deferred revenues, accrued expenses, and deferred expenses (PP&E, intangible assets)
    • Modeling current and deferred taxes
    • Understanding and forecasting enterprise free cash flows
  • Financial activities: Financial assets, financial liabilities, and equity
    • Deriving funding needs, modeling liquidity, and leverage
    • Cost of capital and risk; Terminal growth and terminal value

Experts

Dan Gode

Dan is the founder of Almaris Consulting and Training. He brings in 25 years of extensive experience in consulting and training in accounting, financial statement analysis, business drivers, modeling. valuation, and credit risk analysis. He has worked with over numerous corporations, investment b...

Modeling & Projecting Financial Statements (Virtual) at KPMG Executive Education

This course has no confirmed dates in the future. Subscribe to be notified when it is offered.


Something went wrong. We're trying to fix this error.

Thank you

Someone from the Coursalytics team will be in touch with you soon.

Disclaimer

Coursalytics is an independent platform to find, compare, and book executive courses. Coursalytics is not endorsed by, sponsored by, or otherwise affiliated with any business school or university.

Full disclaimer.

Read more about Finance

During Finance courses, you will get acquainted with a huge number of financial analyst tools and learn how to work with them. So, you will learn how to make and analyze financial reporting, calculate the main financial indicators of the company and ...

Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.

We are happy to help you find a suitable online alternative.