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Learn how to model and project a top-down financial statement for
valuation purposes or for analyzing mergers and acquisitions. You will
receive a 10K (Annual Report) and a list of advanced Excel shortcuts.
With a focus on incorporating your accounting knowledge into the
mechanics of Excel, you will input publicly available information and
learn various shortcuts to construct a five-year income statement
projection model from revenue down to earnings per share
(EPS). Model discounted cash flow analysis, current market
valuation, dilutive options, and a detailed depreciation build-up
schedule. Leave the classroom with a model that you can immediately
apply to other companies.
Note: Bring your PC laptop with Microsoft Excel installed and a
CD-ROM drive. (Excel 2007, Vista, and Macs may not be as
effective.)
Prerequisite: This is a technical workshop,
and intermediate proficiency using Excel is required.
NYSSA’s “Excel
Fundamentals for the Finance Professional” and “Corporate
Valuation Methodologies” are recommended.
Note: To maximize the educational value of this
program, it is strongly recommended that you have a basic understanding
of Excel and are familiar with its functions and features. Lack of basic
Excel skills will impede your ability to effectively acquire and
implement the techniques and shortcuts that are presented in this
program. If you have any questions, or for further information, please contact the Education Department
at education@nyssa.org.
Level: Intermediate
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