Constructing a Three-Statement Financial Model Part 2: Equity & Debt, Troubleshooting the Model

Apr. 4, 2025
10:00AM - 1:00PM
Baker Room 124
Open to the YLS Community Only

This is the final workshop on financial modeling this term. In this workshop, we will continue what was covered in the previous workshop (core statements, working capital, fixed & intangible assets) with the complete construction of a three-statement financial model:

  • Equity & shares schedules
  • Preparing for the debt and interest schedule
  • Debt and interest schedule
  • Advanced modeling topics
    • Understanding and controlling for circular references
    • Balancing a model, and ensuring there is parity in the projected balance sheet
    • Sensitivity analysis, including data tables

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