Overview

Zoom: https://nyu.zoom.us/j/96160151000

ICS files for your calendar:  https://nyu.zoom.us/meeting/tJIscempqzoqGtSZ7_NIqEei-kb_ooqUhhZQ/ics?icsToken=98tyKuCurz0qG9GUsBmHRowABY_oc-vwmH5fjbdupkjaLQlCRwb_e-lADb1wAe3Y

Part 1: Sunday, Oct 25, 2020 01:00 PM to 4:30 PM

Part 2: Sunday, Nov 1, 2020 01:00 PM to 4:30 PM

Part 3: Sunday, Nov 8, 2020 01:00 PM to 4:30 PM

Part 4: Sunday, Nov 15, 2020 01:00 PM to 4:30 PM

You can attend any part without attending other parts.

To register, please visit Student Affairs website before emailing them. Please do not copy me on your emails to Student Affairs. I have no involvement in the registration process. The seminar is open only to Stern MBAs OR any student in my classes. Please let them know that you are my student if you are not a Stern MBA student.

The workshop covers the following skills:

  1. Building projections of financial statements
  2. Developing scenarios and what-if analysis
  3. Solving investments and corporate finance problems
  4. Data analysis

Disclaimers

Prerequisites

Session 1: Building projections of financial statements

Developing and reviewing business plans is an integral part of what entrepreneurs and executives do. Understanding how different pieces of a business plan fit together financially is critical to being a successful manager. The business plans are also the basis of budgets used to monitor the progress of a business or division.

Accounting and finance skills taught

Linking financial statements

Deriving cash flows from income statement and balance sheet assumptions

Excel skills taught

Shortcuts

Excel best practices

Styles and Add-ins [This is an incredibly useful feature that is not used because most users are not aware of it.]

Checks and Errors

Iterations [Time permitting]

s07-01-iteration-circuit-breaker.xlsm; s07-02-iteration.xlsx

Session 2: Developing scenarios and what-if analysis

Excel skills

Excel functions needed for multiperiod models

Data tables

Scenarios

Session 3: Investments and corporate finance problems

Finance examples

The focus here will not be to teach finance per se but to illustrate how to use Excel to solve finance problems.

Excel skills

Financial functions

s08-01-excel-financial-functions.xlsx

Session 4: Data analysis

Data analysis examples

The focus here will not be to teach data analysis concepts per se but to illustrate how to use Excel to analyze data.

Excel skills

Classifying data

Solving equations

Data analysis