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Masterclass: Financial Modeling & Business Valuation

Workshop

Empower your financial acumen with our comprehensive Financial Modeling Training. Master advanced Excel techniques, scenario analysis, valuation methodologies, and more, ensuring strategic decision-making excellence

Program Overview

Mastering financial modeling is essential for informed decision-making. Our Financial Modeling training workshop is designed to empower professionals and aspiring finance enthusiasts with the skills needed to navigate through uncertainty and drive strategic financial decisions. Explore the intricate art of building robust financial models, enabling you to forecast, analyze, and strategize with confidence. This workshop goes beyond the basics, providing an in-depth understanding of advanced modeling techniques and their application in real-world scenarios. Whether you’re a seasoned finance professional or a newcomer to the field, this course equips you with the expertise to build, interpret, and leverage financial models effectively. Elevate your financial decision-making capabilities and set yourself apart in the competitive world of finance.

Course Outline

  • Regulations for International Payments in Pakistan
  • Payment Systems: SWIFT, SEPA, ACH, Blockchain Solutions
  • Import Procedures: Firm Contracts, Supplier Credibility
  • Modes and Terms of Payment
  • Letter of Credit: Opening, Amendments, and Prohibited Types
  • Correspondent Banking
  • Payment Settlement Risks and Mitigation Techniques
  • Trade Payment Methods: Advance Payments, Open Accounts, Documentary Collections, Credits
  • Types of Letters of Credit: Revocable, Irrevocable, Confirmed, Unconfirmed, Revolving, Transferable, SBLC, Back-to-Back, Red & Green Clause LCs
  • LC Discrepancies, Transaction Flow Charts, Key Articles of UCP-600, and URC-522

Learning Objectives

  1. Master the art of data analysis through data tables, pivot tables, and other essential functions.
  2. Dive into advanced formulas and functions, elevating the functionality of your financial models.
  3. Craft a dynamic, logically designed 3-statement financial model with a well-structured approach.
  4. Develop multi-year forecasts for the income statement, cash flow, and balance sheet with precision.
  5. Conduct scenario and sensitivity analyses to fortify the robustness of your financial models.
  6. Explore various valuation methodologies, discussing their pros and cons in-depth.
  7. Perform a comprehensive valuation analysis using comparable company and precedent transactions analysis.
  8. Calculate the weighted-average cost of capital and construct a dynamic DCF model in Excel.
  9. Apply diverse forecasting techniques to create a resilient financial forecast.
  10. Monitor actual performance against budgeted amounts using variance analysis and other strategic techniques.
  11. Analyze the impact of variance analysis on financial statements, leveraging the results for improved budgeting.
  12. Create visually compelling dashboards and employ advanced data visualization techniques to communicate financial analysis results.
  13. Design aesthetically pleasing and insightful charts, graphs, and tables in Excel.
  14. Craft impactful presentations to effectively communicate key messages to diverse audiences.

Workshop Agenda

Module 1: Introduction to Financial Modeling

  • Case Study on Financial Modeling
  • Overview of Financial Modeling
  • Significance of financial modeling 
  • Key principles and applications
  • Financial Modeling  best Practices

Module2: Master Forecasting Techniques and Advanced Financial Excel Tools

  • Time Value of Money, Present Value, Future Value, IRR and NPV Calculations
  • High-Low Method
  • Moving Average
  • Simple Linear Regression
  • Multiple Linear Regression
  • Sensitivity Analysis
  • Scenario Analysis
  • Goal Seek, Excel Solver
  • Power Query, Power Pivot.

Module 3: Building Comprehensive Financial Models

  • Model structure, layout and assumptions
  • CAPEX modeling including different depreciation methodologies
  • OPEX modeling including forecasting of revenue, operational cost, and working capital.
  • Modeling debt and equity financing, corporate taxation
  • Setting up Integrated financial statements
  • Scenario Analysis to test different business strategies on the model.
  • Sensitivity analysis to assess the impact of changes in key input variables on the output.
  • Building a comprehensive Model from start to finish

Module 4 Presenting and Communicating Financial Models

  • Horizontal and Vertical analysis
  • Free Cash Flow
  • Cost of Capital 
  • Industry KPIs
  • Creating Charts and Graphs
  • Dashboard Summaries

Module 5: Business Valuation

  • Why value a company
  • Main value drivers when valuing a company.
  • Different techniques of valuing a company
  • DCF Modeling, Equity Multiplier, Enterprise Multiplier

Module 6: Financial Model Audit and Error Checking

  • Reviewing and auditing financial models
  • Error checking and troubleshooting
  • Ensuring accuracy and reliability

Who Should Attend?

  • Financial analysts, managers, and executives seeking to enhance their financial modeling skills for more effective decision-making.
  • Professionals aspiring to specialize in corporate finance, investment banking, or financial consulting.
  • Strategic planners and business analysts looking to develop robust financial models to support long-term planning and decision-making.
  • Entrepreneurs and small business owners aiming to build accurate financial projections and optimize their business performance.
  • Management consultants aiming to augment their analytical capabilities and provide more comprehensive financial insights to clients.
  • BSAF/BBA/MBA students, finance majors, and researchers interested in gaining practical financial modeling skills for academic and professional advancement.
  • Individuals from diverse backgrounds seeking a career transition into finance, equipped with practical financial modeling expertise.
  • Professionals keen on mastering advanced Excel features for data analysis, visualization, and reporting, irrespective of their industry or role.

Program Fees

PKR/- 28,000
Exclusive of Taxes

Date

October 26 & 27, 2024

Duration

10 am to 5:00 pm

Venue

EMEC @IoBM, Karachi

Registration

Click here

Program Facilitator

Shahid Ilyas

CIMA-UK, ICMA

With over 22 years of leadership in finance and business transformation, Shahid Ilyas is a renowned expert known for driving sustainable growth through innovative financial strategies. He has held leadership roles at a Fortune 500 multinational company and runs a successful consulting firm, empowering organizations to achieve their strategic objectives through Finance Transformation, Financial Modelling and Business Advisory Services.

Currently, he is heading a management consulting firm with a focus on  finance transformation, he serves as an advisor for a group of companies, works as an Assistant Professor at SZABIST and provide corporate training on accounting and finance topics.

Shahid actively contributes to the professional community. He serves as a member of the Evaluation Committee for the Best Corporate & Sustainability Report Award (ICAP & ICMAP)

Shahid is a qualified Chartered Management Accountant from CIMA-UK and ICMA International. He has an Executive MBA from the Institute of Business Administration Karachi and is a certified director with numerous certifications from Pakistan and other countries in Leadership & Management Skills, Business Controlling, Project Management, Microsoft Power BI, and Business Finance Professional.