Operational Modeling

Overview

In today’s data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy.

Highlights

• Operational Modeling Template, comprising of the following schedules:
• Revenue Schedule
• Cost Schedule
• Income Statement
• Working Capital Schedule
• Depreciation Schedule
• Asset Schedule
• Income Tax Schedule
• Discussions on financial modeling best practices, a framework for effective modeling, model review, and building out your own library schedule.

Objectives

• Explore a framework and guidelines for effective financial modeling.
• Analyze a company's operations and organize a financial model into several schedules.
• Approach each schedule with a consistent workflow.

Preparation

Attendees should have a basic understanding of accounting fundamentals, reading financial statements, and Excel.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.