Wall Street Prep

FP&A Technical Mastery|San Francisco

Learn the technical and presentation skills you need to become an invaluable member of your team

What You'll Learn

  • Learn a full range of invaluable FP&A skills
  • Boost your Excel efficiency
  • Taught by FP&A professionals

This 3-day boot camp is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again in our years of training at top financial institutions. You will hone your technical analysis and Excel modeling skills and learn how to present reliable data to your company's leadership while learning invaluable skills in problem-solving, risk management, and growth planning.

Pricing

Enrollment
$1,799
Group Rates
discount
available
Earlybird price(s) of $1,599 in effect until May 7, 2019 and will subsequently increase to $1,799.

Agenda

Day 1
8am - 5pm
  • Introduction to the modern FP&A function
  • Macroeconomic, Industry, and Competitive Analysis
  • The Power and Art of Business Modeling
Day 2
8am - 5pm
  • Data Visualization & Storytelling
  • Outputs & Variance Analysis
  • Scenarios & Sensitivities
  • Getting to Answers Without Modeling
Day 3
8am - 5pm
  • Capex & Project Forecasting
  • Forecasting & Budgeting
  • Strategic Financial Planning & Analysis
  • The future of FP&A in large corporations and private companies
Online
Pre-Seminar Excel training

This boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher.

Who is this boot camp for?

  • Analysts and managers in financial planning and analysis
  • Business decision support
  • Internal & external financial reporting groups
  • Controllers
  • Corporate accounting professionals

Boot Camp Overview

FP&A professionals require a cross-functional understanding of accounting, finance, corporate strategy and industry dynamics. This training program is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again.

Schedule

Each day begins at 8am and ends at 5pm with a 1-hour lunch break as well as a midmorning and midafternoon break.

Instructor

Carl-SeidmanThe course is taught by Carl Seidman, Business Strategist, CFO Advisor, TedX Speaker, and Trainer in Leadership and Financial Management. Carl has 10+ years of management consulting experience in finance and strategy, including turnarounds, restructurings, valuation, transactions, and crisis management. With a passion for teaching and years of directly relevant real-world experience, Carl understands the importance of teaching in a way that empowers finance professionals to apply the lessons from the classroom directly on the job.

What’s Included?
  • The training materials that trainees receive are comprehensive and intuitive, and are designed to serve as stand-alone materials for easy use long after the training session has ended.
  • 27 CTP/FP&A credits
  • 27 CPE credits
What to Bring

Laptop, Notepad, and Calculator.

Prerequisites

This seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar.

CTP/FP&A Credits

This seminar is approved for up to 27 FP&A recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

CPE Credit

CPE logoWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Cancellation Policy

Participants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Trainees will be refunded in full in the event of a cancellation.

Seminar Location

San Francisco State University,
835 Market Street, 6th Floor
San Francisco, CA 94103

Why attend a boot camp?

  • Comprehensive training

    Our live courses pulls no punches. Each boot camp is the same intensive training used to prepare incoming analysts at top financial institutions.

  • Learn by doing

    Attendees “learn by doing” by working through practical exercises and building financial models from scratch using real case studies.

  • Networking opportunity

    Boot camps provide an opportunity to network with MBAs and professionals from industries including investment banking, corp dev and FP&A.

  • Experienced instructors

    Our instructor-practitioners are experienced bankers who give real-world context by connecting training to their own experience on the desk.

  • Excel Mastery

    Our training reinforces speed, efficiency and consistency in Excel that investment banking analysts are expected to have on Day 1.

  • Continuing ed & webinars

    Enrollment includes lifetime access to our continuing education online training platform and our popular monthly webinar series.

Syllabus

FP&A Technical Mastery

Introduction to Financial Planning & Analysis (FP&A) Technical Mastery Boot Camp

  • Introductory discussion about the modern FP&A function
  • Overview of modules
    • The Power & Art of Business Modeling in FP&A
    • Data Visualization & Storytelling
    • Outputs & Variance Analysis
    • Scenarios & Sensitivities
    • Getting to Answers Without Modeling
    • Capex & Project Forecasting
    • Forecasting & Budgeting
    • Strategic Financial Planning & Analysis
  • Participant and instructor introductions

The Power and Art of Business Modeling

  • Modeling best-practices
    • Organizational structure and navigation
    • Coverage of key formulas & functions, ribbons, and functionality
    • Simplification of complex modeling techniques and model hygiene
    • Formula auditing, watch window, formula evaluator
    • Use of dynamic links for linking internally and to external workbooks
  • Model formatting
    • Use of defined names for cells, ranges, tables, data sets, and formulas to simplify references
    • Incorporation of dynamic drop-down lists, toggles, and lookups to improve efficiency
  • Dynamic modeling
    • Creation of dynamic data sets, data ranges, named ranges and formulas using OFFSET to reduce or eliminate manual updates to models and forecasts
    • Use toggles combined with INDIRECT to quickly and efficiently import financials or subsequently-dated data sets
    • Lookup Functions: INDEX, MATCH, VLOOKUP, HLOOKUP, DATA VALIDATION
    • Real-life application through exercises and case studies

Data Visualization & Storytelling

  • Best-practices for conveying financial performance in visual form for meetings and presentations
  • How FP&A can serve as a strategic partner to non-financial business functions
  • Creation of deliverables with consideration given to the end-user or a wide-array of audiences
    • Sparklines combined with dynamic data ranges
    • Using dynamic data sets to populate pivot charts, pivot tables, and pivot slicers
  • Real-life application through exercises and case studies

Outputs & Variance Analysis

  • Use of data visualization to communicate strategic mapping, key performance indicators (KPIs), and balanced scorecards
  • Approaches for identification and visual display of KPIs
  • Variance analysis and cash flow forecasting
    • Use of conditional formatting to highlight period-over-period variances
    • Consideration of dynamic triggers for flexible conditional formatting
  • Real-life application through exercises and case studies
  • Building and displaying impactful dashboards for meetings and presentations
  • Crafting and management of dynamic charts and graphs
    • Creation of fully-dynamic graphs with automated updating of links to source information
    • Incorporation of fully-flexible date range toggles within dynamic graphs
    • Utilization of form controls in dynamic graphs to enhance user-interface
  • Real-life application through exercises and case studies

 

Scenarios & Sensitivities

  • Financial consolidations
    • SUM OF WORKSHEETS approach to scenario management, forecasting, and budgeting
  • Introduction to the Developer ribbon and Visual Basic for Applications (VBA)
  • Introduction to Excel’s built-in scenario manager and scenario summary function
  • Enhancement of scenario user-interface with form controls (option buttons, check boxes, combo boxes, spin buttons, scroll bars, group boxes)
  • Differences between simulation and optimization
  • Conduct sensitivity analysis with dynamic 1- and 2-variable data tables combined with conditional formatting

Getting to Answers Without Modeling

  • Conduct ‘what-if’ operational simulations to minimize risk
  • Utilize goal seek to determine pricing and to target profitability
  • Demonstrate how Excel’s Solver can enhance performance while addressing resource constraints
  • Address break-even, profit optimization, and product mix decisions
  • Real-life application through exercises and case studies

Capex & Project Forecasting

  • Net Present Value (NPV), Internal Rate of Return (IRR), Modified IRR (MIRR), XIRR, XNPV
  • Discounted cash flow analysis and weighted average cost of capital
  • Utilize 1- and 2-variables sensitivity tables to display a range of probable results
  • Real-life application through exercises and case studies

Forecasting & Budgeting

  • Key terms and definitions
  • Forecasting methods
    • Top-down
    • Bottoms-up
  • How risk, uncertainty, and probability affect forecasts
  • How regression aids in forecasting accuracy
  • Real-life application through exercises and case studies

Strategic Financial Planning & Analysis

  • Key accounting and finance terms and definitions
  • Understanding fundamentals of the financial statements
    • Income Statement
    • Balance Sheet
    • Statement of Cash Flows
    • Common-sizing and period-over-period trend analysis
    • Ratio analysis
  • Comprehensive strategic case study
    • Revenue and cost builds by channel
    • Assessment of the macroeconomic and industry environment
    • Peer review
    • Liquidity and working capital management including cash conversion cycle optimization
    • Gap analysis
    • Debt sizing
    • Integrated venture forecast modeling

Program Conclusion

  • What are the characteristics of an effective FP&A function
  • The future of FP&A in large corporations and private companies

Questions? We're standing by.

To learn more about this boot camp, fill out the form below or call us at: 617-314-7685








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