Instructional Delivery Method: Group Live-Seminar

CPE Credit and NASBA Field of Study: 8 Hours, Finance

This fast-paced, intensive, one-day seminar is designed to illustrate 40+ tools and techniques commonly used by sophisticated financial professionals to make decisions for their firms or clients. Each financial decision making tool is first clearly described to participants and then participants are shown how to use Excel 2010 to perform the calculations in a rapid and effective manner.

Participants leave this seminar with valuable Excel templates that will serve as an important take-home reference guide.

Use Excel to Aid Financial Decision Making in the Areas of:


  • Present Value, Retirement or Portfolio Planning and Capital Budgeting


  • Financial Analysis and Cash Flow Analysis


  • Calculating the Capital Asset Pricing Model (CAPM), the Optimal After-tax Weighted Average Cost of Capital (WACC), & Economic Value Added (EVA)


  • The Basics of Business Valuation Modeling and Economic Value Added Modeling


  • Introduction to the Basics of Financial Modeling and Forecasting


  • Understand and Use Pareto Analysis and Monte Carlo Modeling


  • Present Value Calculations for Financial Decisions


  • Evaluating Capital Expenditure Proposals Including FASB 13 on a Spreadsheet


  • Financial Statement Analysis and SAS 56 Analytics - Excel Conditional Formatting


  • Using the Statement of Cash Flow (FASB 95/ASC 220) for Business Analysis


  • Introduction To Business Valuation Modeling


  • Economic Value Added (EVA) Concepts and Model


  • Financial Modeling and Forecasting Introduction


  • Pareto Analysis Using Excel 2010


  • Monte Carlo Modeling

Who should attend: This seminar is perfect for CFOs, CPAs, treasurers, controllers, financial and security analysts, budget analysts, internal auditors, independent auditors, acquisition analysts, staff accountants and auditors, personal financial planners and investment advisors.

Prerequisites: None

Program Level: Intermediate

Advance preparation: None

Ask NCCE About Extensive Customization Possibilities for this In-House Seminar.

For a comprehensive course description and to view a brochure click a link below:

To register for this In-House Seminar, please fill out this questionnaire to help pinpoint your group's in-house needs, and assist NCCE in putting together a top-notch in-house seminar for your organization.


Cost effective for 10 or more employees. Click here for more information on in-house seminars.

NCCE is only holding in-house seminars right now but NCCE will offer our seminars including 40+ Tools/Techniques Using Excel 2010 for Financial Decisions to the public starting in 2013.


Click here to be put on a notification list for NCCE's public seminars starting in 2013.

The National Center for Continuing Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
For more information regarding administrative policies such as complaint and refund,
please contact our offices at 850-561-6081.

National Center for Continuing Education

967 Briarcliff Drive - Tallahassee, FL - 32308 - Fax: (850) 222-4862

Phone: (850) 561-6081 -