COVID-19 Business & Financial Modelling

The course is focused at understanding the fundamentals of financial modelling vs forecasting. The uncertainty brought about by COVID19 has challenged the way we do forecasting forever. Now we have to explore quicker and more flexible ways of modelling and coping with uncertainty whilst being focused on cash flow not just profit or revenue. This course will give participants tools and skills they can use right away including technical content and workbooks they can take away.

13-14 JULY 

LIVE VIRTUAL COURSE

 
 
BUY THIS COURSE

If you are involved in scenario planning, budgeting or forecasting this course is perfect for you.

The course is focused at understanding the fundamentals of financial modelling vs forecasting. The uncertainty brought about by COVID19 has challenged the way we do forecasting forever. Now we have to explore quicker and more flexible ways of modelling and coping with uncertainty whilst being focused on cash flow not just profit or revenue. This course will give participants tools and skills they can use right away including technical content and workbooks they can take away.

Any finance professional or accountant that is involved in scenario planning, budgeting or forecasting. This could be from CFOs, FP&A professionals to even finance business partners needing to work with the business to develop forecasts in uncertainty.

At the end of this training participants will be able to understand the fundamental differences between forecasting and modelling and how to go about applying these new skills.

At the very least they will be able to identified areas of improvement in their current forecasting processes and take practical steps to close those gaps.

The course will include both technical content, practical on screen hands on application in addition to workbooks to take away and use and apply post the training. Slides and Excel workbooks will be made available.

day one

Context of the crisis

  • Start with the problem in a crisis?
  • What contributes to the crisis?
  • How can we prepare for a crisis?
  • What is a true black swan?

Finance position in a crisis and how to leverage it

  • What are the key things Finance bring to the table
  • What we need to avoid or stop doing
  • What we need to leverage and do more of
  • What we need to continue doing

Bringing decision making in opaque conditions to tangible reality

  • Spectrum of uncertainty of knowns and unknowns
  • How do hypothesise and be creative
  • How to leverage the science and art of decision making
  • Maths, Accounting and Business merging to find optimal decision making

Setting up your modelling tools before, during and after a crisis

  • Practical steps to take now by building robust models (covering some fundamentals)
  • Commence live use case on screen

day two

Setting up your modelling tools before, during and after a crisis (continued)

  • Continue live use case on screen
  • Ensuring greater integrity and reduction of errors in models
  • Testing and updating models with speed
  • Scenario planning and simulations to quicker decision making
  • Visual influencing with speed and impact                           

 

MEET YOUR EXPERT INSTRUCTOR:

Lance Rubin

Lance has a wealth of financial modelling experience across financial and professional services having worked at two of the Big 4 accounting firms (PwC & KPMG), Investec Bank Corporate Finance & Advisory and National Australia Bank.

Lance is also a judge on the world’s first Financial Modelling Innovation Awards to be held in 2020.

Lance was also previously the CFO of fintech start-up Banjo (SME lender) whilst founding Model Citizn, a financial modelling, analytics and automation consultancy firm following his 20 years in corporate.

Model Citizn helps all businesses and governments simplify their complexity in order to make relevant, informed and purposeful decisions with insight by better managing cashflow and their Excel and PowerBI environment.  

Lance has run workshops across Australia & New Zealand on data analytics and data visualisation using PowerBI on behalf of ACCA and CA ANZ (CA Catalyst). These workshops are currently on holding pending COVID-19.

Lance has commenced developing online training and workshop delivered for these courses and looking to deliver more training remotely having recently converted one of his workshops to online interactive workshop.

Lance is an A+ certified Modano user and trainer, Certified trainer for the Financial Modeling Institute (FMI) in addition to running courses in PowerBI and data analytics.

TESTIMONIALS & RECOMMENDATIONS FOR LANCE RUBIN

ARE YOU READY TO PARTICIPATE IN THIS COURSE?

SAVE 1OO  US$

Register & pay 15 days prior the course start date and get a 100 US$ discount from the regular price of 490 US$

REGISTER NOW

SAVE 25%

Register 3 or more participants and get a group discount of 25% on the final price of 490 US$ 

REQUEST A QUOTE

The course fee includes the course slides and Excel workbooks in addition to the Certificate of Attendance 

Contact Us

Call: +41 44 585 2775 E-mail: khoren@ipmoadvisory-mena.com WhatsApp Khoren