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.
More Program Information
Why Lorman?
Over 34 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
More Program Information
Why Lorman?
Over 34 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 Course
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.
More Program Information
Why Lorman?
Over 34 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
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]
More Program Information
Why Lorman?
Over 34 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.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
Access to all training products for one year
$699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
