ΠΕΡΙΓΡΑΦΗ

The purpose of this training is to enhance your existing Excel modeling skills and learn how to build and modify financial models faster by learning and applying industry best practices. The seminar highlights the core financial model design and construction techniques that every modeler should know. This seminar will allow participants to adopt a structured and comprehensive design strategy to develop rigorous financial models, in less time and with greater accuracy.

This hands-on workshop will also teach you how to perform risk analysis and apply uncertainty into a model and undertake a more dynamic analysis to improve decision making by developing a risk assessment into an @RISK model.

This 2-day seminar focuses on best practices and is based in case studies and real-life examples, using a highly effective hands-on intuitive training approach. It is designed for professionals who need to build flexible and transparent spreadsheet models by learning and applying industry best practices. Participants follow the instructor, while building their own financial models on their own laptop computers; in this way they immediately practice what they have been taught.

Participants will also cover how to build models accurately and efficiently through a series of best practice modeling rules, how to stress-test the assumptions used, to check their work efficiently and to document it.

It is important to acquire this core financial modelling knowledge and master key spreadsheet functions. In addition, through a comprehensive hands-on training approach participants learn how to perform risk analysis and apply uncertainty into their models and undertake a more dynamic analysis to improve their decision making. Participants will be introduced to the concepts and methods necessary to develop a risk assessment and will learn to expand their existing deterministic Excel analysis into a @RISK model so that to quantify exposure and test mitigation strategies. The importance of correlation between model inputs will be presented and business and modeling decisions will be compared.

ΣΚΟΠΟΣ ΣΕΜΙΝΑΡΙΟΥ

Key Learning Outcomes

• Understand essential steps in designing simple, yet powerful financial models and cope with well-known model complexities by applying best practice modelling principles and techniques
• Apply core and advanced spreadsheet functions and techniques to construct effective models
• Master the development of models for project appraisal and decision making
• Learn to create and compare alternative scenarios – base case, best case, worst case.
• Identify the importance of uncertainty for model building and decision making and LEARN how to select distributions and incorporate uncertainty in a financial model.
• Apply and interpret Monte Carlo simulation results and learn how to combine optimization and simulation

ΣΕ ΠΟΙΟΥΣ ΑΠΕΥΘΥΝΕΤΑΙ

• CFOs & Finance Managers
• MBA’s & Business Undergraduates
• Business & Financial Analysts
• Financial Controllers and Accountants
• Directors, GMs, VPs, Senior Managers, Managers
• Corporate Finance & Business Development Professionals
• Anyone seeking to improve their data analytics skill set
• Heads of Business Units & Business Planners
• Industry Consultants
• Project Managers and Risk Analysts
• Finance & Accounting staff
• Risk Managers and Portfolio Managers

ΠΕΡΙΣΣΟΤΕΡΕΣ ΠΛΗΡΟΦΟΡΙΕΣ

Free Takeaway

Various templates are going to be offered in line with the methodology discussed, that will help participants to apply principles and techniques presented and adjust them to their own operating requirements.

Training Agenda

Day 1

• Explore and Practice the core Financial Modeling Design and Construction techniques:
• Introduction and Overview of the Seminar
• Effective Model Design & Construction – Best practices overview
• Separating Inputs, Calculations and Outputs – Key Modeling tips & steps
• Preventing critical errors
• Techniques to reduce potential errors, error-check creation
• Which function or formula is most appropriate in alternative Modeling situations?
• Review of the most commonly-used Excel functions in financial Modeling
• Timing Issues (Corkscrews, Base calculations etc)
• Smart Techniques for quick and efficient Modeling – Use of keyboard shortcuts

Day 2

Advanced Excel techniques for creating automatically expanding charts and ranges:

• Sensitivity Analysis & Optimization techniques
• Reporting and Managing Results/Outputs
• Adding uncertainty to deterministic models using @RISK environment
• Select the proper distributions depending on the nature of their model / project
• Fit distributions to data
• Perform Simulating and fine-tune simulation settings
• Incorporate correlation in risk analysis and discuss its importance

Trainer

Mr. Dimitris Leimonis

Mr. Dimitris Leimonis is the Managing Director of Financial Arena, a London-based consultancy specializing in financial modelling, data analytics, business intelligence, firm valuation and risk analysis. He attained in becoming one of the first financial modelling experts globally to be accredited on the 2 major financial modelling standards. He is an experienced finance professional with an in depth 20-year experience in financial markets and has hands-on experience in a number of industry sectors, including financial services, education and retail. In the business training area, he has provided training to more than 1000 banking and business professionals focusing on financial modelling, data analytics, asset allocation, portfolio management and risk analysis. His core skill set includes applied financial analysis, and development of business intelligence solutions using Power BI, resulting in better decision making. These skills incorporate design and construction of sophisticated financial models and communication of the outcomes in the form of high quality reports and presentations. Partnered with Microsoft to run bespoke training camps on Data Analytics and Financial Modelling in Greece and Cyprus. He is also an adjunct finance lecturer at ALBA Graduate Business School at the American College of Greece and had been a module leader at advanced Finance courses at Deree college from 2008 till 2015.

He holds an MBA from Drexel University, specializing in Management Information Systems and Investment Management and a BSc in Banking and Financial Management from the University of Piraeus. He is also a certified Financial Modeller, Portfolio Manager and Investment Consultant.

• No VAT is charged due to CIIM’s non-profit status.
• Fees include tuition, educational materials, lunch, coffee breaks and refreshments.