This seminar builds on your existing financial modeling skills and and it is adjusted based on the globally recognized FAST Modeling Standard*. Once you are done with this seminar you will know how to integrate and model the three major financial statements (balance sheet, income statement and cash flow statement) based on the FAST Modeling Standard, as you are going to develop a full scale model and learn how to model all respective items (assets, debt, depreciation etc). In addition, through the hands-on training approach you will learn how to perform sensitivity analysis, build alternative scenarios and tackle issues like inflation, escalation, corkscrews,error checking etc.
By applying FAST modeling principles, participants will improve their financial models’ design, style and structure. Participants will learn how to integrate all financial statements to produce a correctly balanced Balance Sheet, avoiding any circularity.
Using the forecasted financial statements, the application of DCF valuation is illustrated, focusing on the issues that come up when estimating discount rates, cash flows and expected growth and other key parameters; the model is then subjected to sensitivity analysis.
During each stage participants, will get practical tips based on the FAST Standard that will help them upgrade the level of their work.
This seminar is designed to provide you with a range of techniques, concepts and methodologies that will take your financial modeling skills to the next level and allow you to gain maximum value on these vital issues:
- Enhance your financial modeling skills and build more flexible and standardized models to help in the analysis of financial data.
- Learn the details of developing a full-scale model to integrate the three major financial statements (balance sheet, income statement and cash flow statement) based on the FAST Modeling Standard
- Model business operations (including revenue, costs, taxation and inflation / indexation / escalation);
- Learn how to model business assets (including non current assets, accounting depreciation and working capital – and impacts on tax); and how to model financing (including debt principal and interest calculations)
- Learn how to perform sensitivity analysis, build alternative scenarios and tackle issues like inflation, escalation, corkscrews, error checking etc.
- LEARN to measure, identify potential trends, interpret and forecast company performance using Excel modeling
- CREATE meaningful management reports and charts for communication
Who should attend
This hands-on workshop is designed for junior to senior business and finance professionals as well as general managers who need to use financial models to measure business performance, identify risk and perform sensitivity analyses, including:
Directors, GMs, VPs, Senior Managers, Managers, with responsibility in the following functional areas:
• Financial Controllers and Accountants
• MBA’s and Business Undergraduates
• Anyone seeking to improve their financial and valuation modeling skill set
• Project Managers and Risk Analysts
· Corporate Finance and Business Development Professionals
· Finance & Accounting staff
· Heads of Business Units & Business Planners
Instructor – Short Bio
Mr. Dimitris Leimonis has more than 20 years of experience in a wide range of roles in investment management, banking, and professional financial training industry. Dimitris has extensive knowledge of the financial industry, with both practical and analytical experience, which makes him a very successful financial modeling expert. He has built, developed and used financial models to analyse risk, test scenarios, forecast results and optimize business and finance variables.
While working for a major asset management firm in SE Europe, Dimitris acquired extensive investment experience by managing a range of mutual funds and affluent client’s portfolios. He has worked as a mutual fund manager, managing money market, bond and equity mutual funds with AUM around €2billion. He has strong quantitative and analytical skills with an ability to understand complex financial structures and his a passionate financial trainer of advanced finance topics, like Financial Modeling, Portfolio Management, Derivatives, & Fixed Income.
Dimitris started his academic studies in Banking & Finance and continued with post-graduate studies with a Master of Business Administration (MBA) from Lebow College of Business – Drexel University, specializing in Management Information Systems and Investment Management. He has extensive corporate training experience and key involvement in the development of the training program of one of Greece’s largest financial institutions.