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
The workshop will be taught by Matthew Lowry, formerly of VC Sweater Ventures and a UNC Charlotte graduate, from Training the Street. The Financial Literacy Workshop Series is open to YLS students only.
Sponsoring Organization(s)
The Tsai Leadership Program