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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.

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Utilizing Pro Forma Modeling in Excel®

Agenda

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Utilizing Pro Forma Modeling in Excel®

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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Utilizing Pro Forma Modeling in Excel®

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