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Executive Education
Clariden Leadership Institute
Advanced Financial Modeling and Business Analysis (Melbourne)
Daniel Feiman
Founder and Managing Director
Daniel Feiman, Founder and Managing Director

Daniel Feiman, MBA, CMC©, Consultant, Trainer, Author, Reviewer. Mr. Feiman is the Founder and Managing Director of Build It Backwards, a consulting & training firm based in Redondo Beach, CA, USA. He consults in three areas: Strategy: Planning, Implementation & Succession; Finance: Modeling & Analysis; Leadership: Coaching & Development

Mr. Feiman is internationally recognized as a leader in these areas; working with firms such as ADNOC (United Arab Emirates), American Management Association (AMA); Apple, ARAMCO (Saudi Arabia), California Institute of International Business & Economics, Credit Suisse, Hilton Hotels, Institute for Supply Management (ISM), Mattel, PEMEX (México), PDO, (Oman), Promigas (Colombia) Reliance (India), TRW, UEM (Malaysia) & the University of Manchester (UK) among others.

Mr. Feiman has over 18 years’ experience in all facets of both the traditional & non-traditional banking industry. He has been interviewed on various television and radio shows.

Program Summary

This comprehensive 2-day program is designed for senior level Financial Planning and Analysis (FP&A) professionals who want to build more powerful and accurate financial models. Through this program, you will build robust financial models, learn tips and tools, analyze the results, and learn how to communicate key data to decision makers in your organization. You will also discover how to create forecasting models that steer you to fast-track and improve business decisions making process.

Led by Daniel Feiman, a highly-acclaimed leader in these areas, Daniel will show you advanced Excel modelling techniques such as simulation add-ins and offer you a range of practical techniques from analyzing financial data, predicting revenues and costs, assessing risks to justifying critical business decisions. He will also show you how to create your own model from real-world examples.



Programs, dates and locations are subject to change. In accordance with Clariden Global policy, we do not discriminate against any person on the basis of race, color, sex, religion, age, national or disability in admission to our programs.

Introduction

Financial modelling is the centrepiece of an effective financial management strategy. With increasing economic volatility and uncertainty, it is becoming more crucial than ever for you to learn the skills on how to build robust financial models, forecast and budget that is accurate and aligned with your organization's strategy.

 

Led by Daniel Feiman, a highly-acclaimed leader in these areas, Daniel will show you how to create effective financial models that meet your business needs and how to develop accurate financial projections by using customized forecasting and budgeting drivers. You will also discover how to create and analyze your model, identify uncertainty in the model, provide diagnostics and present your key findings to the relevant stakeholders.

 

This 2-day workshop combines instructor-led training with case studies, group discussion & hands-on expansion of instructor-provided templates to produce a greater return-on investment for the employer and the seminar participant.

What You Can Expect

By the end of this program, participants will be able to:

  • CREATE effective financial models that meet your business needs
  • QUANTIFY the uncertainty inherent in forecasting models with various risk analysis techniques
  • MAKE better, profitable business decisions using advanced financial modeling methods
  • EVALUATE patterns in your historical data
  • IDENTIFY and utilize key business drivers and integrate them into your forecast
  • EFFECTIVELY communicate the results of your models to your team members and senior management

 

Who Will Benefit Most

This program is designed for middle to senior level Financial Planning and Analysis (FP&A) professionals, including but not limited to:

  • Chief Finance Officer
  • EVP / SVP / VP of Finance
  • Chief Business Analyst
  • Global / Regional / Financial Controller
  • Senior Accounting Manager / Accountants
  • Senior Financial Planning & Analysis Manager
  • Senior Financial Analyst / Financial Modelers
  • Senior Business Performance Manager / Analyst
  • Senior Finance Manager
  • Business & Finance Analysts
  • Investment Managers / Analysts
  • Project Managers
  • Project Accountants
  • Investment & Corporate Bankers

 

Program Outline

Day 1

Financial Modeling Principles

  • Using Data Analysis to Solve Business Problems
  • Learn the 10 steps to Create Good Financial Models
  • The 13 Steps to Improving Traditional Financial Models
  • Types of Data – Primary & Secondary Data; Quantitative and Qualitative Data
  • Learn to Use Flowcharting Tools & Techniques in Excel©.


Essential Models for Financial Analysis

  • Make vs. Buy Decision Models (Excel model)
  • Lease vs. Buy Decision Models (Excel model)
  • Calculating the Mean; Median and Mode of a Range of Data Ratios, Trends, & More
  • Deciding on Benchmarks & Industry Standards
  • Breakeven Analysis & Options (Excel model)
  • Leverage: Operating vs. Financial vs. Combined (Excel model)
  • Altman’s Z-Score & Its Application (Excel model)


Scenario & Sensitivity Analysis

  • Install & Utilize the Excel® Analysis ToolPak
  • Excel’s Scenario Manager: 3 Ways to Use This Tool
  • Build Data Tables for Fast Answer Ranges
    • One Way (Input) (Excel case study)
    • Two Way (Input) (Excel case study)
  • Goal Seek (Excel model)
  • Optimization with Excel’s Solver (Excel case study)
  • VLOOKUP & HLOOKUP Functions
  • INDEX and MATCH Functions

 

Day 2

Forecasting Fundamentals

  • Forecasting vs. Budgeting
  • Revenue vs. Costs vs. Profits Forecasts
  • Calculate the Internal (IGR) & Sustainable (SGR) Growth Rates
  • How The FORECAST, GROWTH & TREND Functions Simplify the Process
    • Case Study: Calculate Possible Growth Rates & Trends


Data Analysis of Project Investment Decisions

  • Keep vs. Replace Analysis Side by Side
  • Learn Why the Weighted Average Cost of Capital (WACC) is Used in Capital Budgeting Models (Excel model)
  • Use Net Present Value (NPV) and Internal Rate of Return (IRR)
  • Models in Making Capital Expenditure Decisions
  • Why is Profitability Index (PI) & MIRR (Modified Internal Rate of Return) are Good Alternatives?
  • Evaluating Projects With Different Lives Using an Equivalent Annual Cost (EAC) Method (Excel model)
  • Establishing the Firm’s Optimal Capital Structure (Excel model)
  • Case Study: Build Out the Keep vs. Replace Model to Make the Best Decision


Modeling Risk, Uncertainty & Decisions

  • Solve Lease Vs. Buy Decisions
  • Risk in The Real World
  • Develop A Risk Matrix
  • Case Study: Solve a Risk Model (Risk Assessment & Financial Impact)

 

CFOs Leadership :
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Venue: InterContinental Melbourne The Rialto
Date: 24 - 25 May 2018
Faculty: Daniel Feiman
Early Bird 1: AU$2,295 (by 25 March 2018)
Early Bird 2: AU$2,495 (by 23 April 2018)
Regular Fee: AU$2,595
Group Discount: 2nd participant get 10%, or register 3 participants and 4th participant get a complimentary seat
(1 discount scheme applies)
Contact: jane.thomson@claridenglobal.org
 
 
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