Financial Statement Modeling Using Excel
(Intermediate Proficiency Using Excel Required)

Learn how to model and build a five-year financial statement projection and valuation model from scratch. You will be provided with a 10K (Annual Report), a list of advanced Excel shortcuts and customized macros. With a focus on incorporating and fusing your accounting knowledge into the mechanics of Excel, you will input publicly available information and learn various shortcuts to construct a five-year income statement projection model from revenue down to earnings per share. Combined with your knowledge of the basics of corporate finance and valuation, translate the model into a discounted cash flow analysis. Leave the classroom with an easily scalable and customizable model that can be immediately applied to other companies.

Prerequisite: Intermediate proficiency using Excel is required. This Financial Modeling class is a technical workshop. NOTE: Lack of Excel skills will impede your ability to effectively acquire and implement the techniques and shortcuts that are presented in this program.

Eligible for 3 credit hours

This Seminar qualifies for credit under the guidelines for the CFA Institute Professional Development Program. Please see http://www.cfainstitute.org/memresources/pdprogram/ for more information.

Location:
The Standard Club
320 S. Plymouth Ct.

Date:
Tuesday, December 11, 2007

Time:
12:30 pm - Registration
1:00 - 4:30 pm - Seminar

Materials:
Bring your PC laptop with CD-ROM drive with Microsoft Excel installed. (Excel 2007, Vista, and Macs may not be as effective.) Note: Laptops will not be provided.

Attire:
Business Casual

Fees:

Member Rate: $250 (cash, check or credit card)

Student-Member Rate: $125(cash, check or credit card); limited seats available
Note: This rate is only available to students who have been approved as a Student-Member of CFA Chicago.

Non-Member Rate: $300 (cash, check or credit card)

We require a credit card guarantee for ALL reservations.
(Visa, MasterCard, American Express, Discover and Diners Club are accepted)

This is a "Passport Program." Members of any CFA society may attend at the CFA Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.

For Reservations
Register online below, or by phone: 312-251-1301

Cancellations accepted until 5:00 pm, December 6. There is a $5 surcharge for walk-ins.

Sorry, this event is sold out.