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Upcoming Financial Modeling Events

Join our comprehensive workshop series starting August 2025. Build advanced financial modeling skills through hands-on practice and expert guidance.

Reserve Your Spot

Workshop Schedule & Details

Our three-part workshop series runs from August through November 2025. Each session builds upon previous concepts, creating a comprehensive learning experience that develops both technical skills and practical application knowledge.

Fundamentals & Excel Mastery

Aug 15-16
  • Duration: 2 full days, 9 AM - 5 PM
  • Prerequisites: Basic Excel knowledge and financial accounting concepts
  • Materials: Laptop with Excel 2019 or newer, provided workbooks
  • Focus Areas: Advanced formulas, data validation, scenario building
  • Preparation Time: Plan for 3-4 hours of pre-work reviewing financial statements
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Advanced Modeling Techniques

Sep 19-21
  • Duration: 3 days, includes evening practice sessions
  • Prerequisites: Completion of Fundamentals workshop or equivalent experience
  • Materials: Advanced Excel add-ins, industry case studies
  • Focus Areas: DCF models, sensitivity analysis, Monte Carlo simulations
  • Preparation Time: 6-8 hours studying provided case materials and industry reports
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Professional Presentation & Implementation

Nov 20-21
  • Duration: 2 days with individual coaching sessions
  • Prerequisites: Completed previous workshops with passing assessment scores
  • Materials: PowerPoint templates, presentation equipment, peer review materials
  • Focus Areas: Model documentation, stakeholder communication, risk presentation
  • Preparation Time: 8-10 hours developing final project and presentation materials
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Registration Process & Requirements

Early registration opens May 2025 with enrollment limited to 24 participants per session. We maintain small class sizes to ensure personalized attention and meaningful peer interaction. Registration includes all materials, refreshments, and access to our online resource library for six months following completion.

Complete the full series for certification eligibility and ongoing professional development opportunities. Our alumni network provides continued learning and career advancement support.

Pre-Workshop Preparation

  • Complete online assessment (sent 2 weeks before start date)
  • Review provided reading materials and case study background
  • Install required software and verify system compatibility
  • Submit preliminary project proposal for feedback
  • Join online discussion forum to connect with fellow participants
  • Arrange schedule to accommodate evening study sessions

Meet Your Workshop Leaders

Our experienced instructors bring decades of combined expertise from investment banking, corporate finance, and financial consulting. They've designed this curriculum based on real-world challenges and current industry practices.

Rachel Thornton, Senior Financial Analyst

Rachel Thornton

Senior Financial Analyst

Background: 12 years at major investment firms, specialized in healthcare and technology valuations
Teaching Focus: Excel automation, scenario modeling, and sensitivity analysis techniques
Recent Projects: Led modeling for 0M+ merger transactions, developed training programs for Fortune 500 finance teams
Session Leadership: Fundamentals workshop and ongoing mentorship throughout the series
Marcus Chen, Director of Financial Planning

Marcus Chen

Director of Financial Planning

Background: Former VP at regional bank, now leads corporate finance consulting practice
Teaching Focus: Advanced DCF modeling, risk assessment, and presentation strategy
Recent Projects: Restructured financing models for renewable energy projects, advised on capital allocation strategies
Session Leadership: Advanced techniques workshop and final presentation coaching