Financial Modeling and Projections

About the Course:

Developing sophisticated financial models is crucial for determining the viability of new business initiatives, raising capital, measuring the performance of your management team, and for competitive intelligence.

This course will help the business development community develop financial models and forecasts that:

  • Predict market size and growth rates
  • Predict market share your firm can expect to win
  • Forecast revenue for your firm
  • Calculate breakeven thresholds

Specific Methodologies That Will Be Covered Include:

  • Sensitivity/scenario analysis
  • Monte Carlo analysis
  • Real Options
  • Goal Seek
  • Correlation analysis
  • Solver functions

Specific Ratios That Will Be Covered Include:

  • Market share
  • Unit share
  • Brand development index
  • Price premium
  • Customer lifetime value
  • Average acquisition cost
  • Average retention cost

Specific skills that will be taught include:

  • Calculating present / future value
  • Calculating depreciation using a variety of depreciation methods
  • Creating formulas
  • Creating pivot tables
  • What-If scenarios

The modeling and forecasting exercises for this course will be run with Excel.

About the Instructor:

David Wanetick is a Managing Director at IncreMental Advantage, a research boutique based in Princeton, NJ. Representatives from more than 850 Fortune 1000 companies have participated in programs produced by IncreMental Advantage. David is the author of three books that have achieved world-wide acclaim, the most recent of which is The Power of Incremental Advantage: How Incremental Improvements Produce Dramatically Disproportionate Results. He has been a guest on CNBC, Bloomberg and CNNfn and has been quoted in the Wall Street Journal, Barrons, Investor's Business Daily, Boards & Directors, and many other newspapers, blogs and magazines throughout the United States. He speaks about issues of Leadership, Strategic Planning, Financial Modeling, Negotiations, and IP Valuation before many organizations and corporations. He has lectured all over the United States, in Canada, Belgium, Germany, Singapore, Kuwait, Malaysia, Hong Kong, India and Israel.

Course Availability: In addition to this course being provided to CECA candidates via CD, this course is also offered on a live, open-enrollment basis as well as via live webinar. See the schedule. To determine availability for a live session, please contact Neomi Barazani at 609-919-1895 ext. 100 or at registration@bdacademy.com.

Webinars: This rate is for one participant. Distribution of login information is prohibited. Site licenses for up to five participants are available for $1,795. To arrange a site license, please contact Neomi Barazani at 609-919-1895 ext. 100 or info@bdacademy.com.

Course Length: Approx. 3.5 hours

$615.00 PER USER

Purchase Now:

Need help purchasing this course? Please contact Neomi Barazani at 609-919-1895 ext. 100 or at info@bdacademy.com.