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Excel Modeling Course at the Burridge Center


January 18, 2020 9:00 AM to January 20, 2020 5:00 PM

CU Boulder - Leeds School of Business - Room S125
995 Regent Drive
Boulder, CO 80302

The Burridge Center is pleased to announce that the Pillars of Wall Street instructors are coming back to the Leeds School of Business for a weekend training. The training will take place at CU-Boulder, Leeds School of Business, 995 Regent Drive. 

Although a Mac laptop will be ok, a windows-based laptop is highly recommended. It is recommended you show up 30 minutes early on the first day. Parking on street available near the building. 

Point of Contact: If you have any questions, please reach out to Roberto Caccia

Introduction to Excel and 3 statement forecasting (day 1 and 2)
This session will introduce participants to Excel and the fundamentals of 3 statement modeling. Participants will learn how to forecast the 3 financial statements, balance a model and handle issues related to circularities. Key accounting concepts are reviewed through the session.

  • Excel and modeling fundamentals
    • Optimal excel settings
    • Key shortcuts
    • Formula construction
    • Matrix integrity
  • 3 statement modeling
    • Steps to building a model
    • Income statement construction
    • Supporting calculations and debt schedule
    • Balance sheet and cash flow statement construction
    • Balancing the model
    • Understanding circular references and building a circuit breaker

Valuation fundamentals (day 3)
The goal of this session is to introduce participants to corporate valuation and prepare them for questions and concepts they will likely encounter during interviews. The session focuses on the strengths and weaknesses of the 4 primary valuation methodologies, calculation of equity and enterprise value and drills in on the detailed calculations participants will be expected to know during interviews.

  • What is enterprise value
    • The link between the balance sheet equation and valuation
    • Invested capital, net operating assets and the links to enterprise value
    • Book value vs. market value
  • What is equity value
  • Diluted shares outstanding
  • Fundamental vs. relative valuation
  • 4 primary valuation techniques
    • Trading comparables
    • Transaction comparables
    • DCF
    • LBO
  • Strengths and weaknesses of each valuation technique
  • Minority vs. majority stake valuation
  • Key multiples
  • Valuation football field

Tickets

$300.00 Day One Only

$450.00 Days One and Two

$595.00 Three Day