Constructing a 3-Stmt Financial Model Pt.1: Core Stmts, Working Capital, Fixed & Intangible Assets

Mar. 28, 2025
10:00AM - 1:00PM
Baker Room 124
Open to the YLS Community Only

In this workshop, we will commence with the construction of a three-statement financial model, covering the following:

  • Core statements (income statement, balance sheet, cash flow statement)
  • Working capital schedule
  • Depreciation & Amortization schedule
  • Other long-term items schedule

This workshop is part of The Tsai Leadership Program’s Financial Literacy Workshops taught by Training the Street.The workshop will be taught by Alex Lue, a former Merrill Lynch investment banker and Stanford Law School graduate, from Training the Street. 

A light breakfast will be provided. Lunch will be provided at the conclusion of the workshops.

Sponsoring Organization(s)

The Tsai Leadership Program