Training the Street: Financial Modeling

Saturday, February 22, 2025 10am to 1:30pm

NOTE: THIS IS A PAST EVENT

Farrell Hall, Winston-Salem, NC

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Through practical examples and real-world exercises, the workshops illustrate the fundamentals of financial modeling techniques used by finance practitioners. Key topics include:

∙ Basic Excel setup including macro security settings, iterations & toolbar setup

∙ Financial modeling essentials including appropriate color schemes

∙ Page setup functions

∙ Customizing toolbars in Excel (including adding icons to your toolbar)

∙ Excel best practices, including common “shortcut” keys and other efficiency tips

∙ Understanding how to efficiently design historical inputs & forecast financial projections

∙ Introduction to macros & distribution of TTS proprietary Macro toolkit

∙ Building a DCF Model

Please register in Handshake (https://wfu.joinhandshake.com/edu/events/1657020)

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