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Utilizing Pro Forma Modeling in Excel®

Ensure your Excel® pro forma financial model is correctly structured and formatted.

Executives and investors rely on Excel® pro forma financial models to make critical business decisions, so the models must be correct. This means the model must be correctly structured and formatted in Excel®, and the model must properly represent a company's business operations. How can you analyze an Excel® pro forma financial model to ensure it meets these criteria? In this topic you will learn how to audit any Excel® spreadsheet for proper structure or critical errors. We will also review basic credit analysis techniques, so you can determine if the Excel® pro forma financial model accurately represents a company's future business activities. This information is essential for anyone who works with critical Excel® financial models daily, so they can ensure their spreadsheets are reliable and error-free.

Runtime: 88 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Course Overview

Audit for Spreadsheet Errors

  • Formula Errors
    • Formula Consistency
    • Hardcoded Formulas
    • Error Messages
  • Structural Errors
    • Formatting
    • Variables Worksheet

Spreadsheet Numbers vs. Business Reality

  • Does the Spreadsheet Accurately Reflect Business Operations?
  • Are the Spreadsheet Calculations Correct?

Analyzing the Financial Statement

  • The Essential Financial Ratios
  • Using Ratios to Analyze a Business

Cash Flow

  • The Accounting Cash Flow Statement
  • The Operational Cash Flow Statement
  • Working Capital

Tips for Working in Excel®

  • Named Ranges
  • Customizing the Ribbon
  • Paste Special
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on November 20, 2018.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Bruce Kaufmann

Bruce Kaufmann

Emergent Partners, LLC

  • Senior Consultant, Excel and Data Specialist – Emergent Partners, LLC
  • Owner of the Spreadsheet Diagnostics.com website
  • Financial and business consultant since 1992
  • 14 years of commercial banking experience as a Lender and Loan Review Manager
  • Creator of custom Excel application to create financial pro forma statements
  • Can be contacted at mobile – 281-734-9823 or [email protected]
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 401230
Published 2018
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