Live Virtual Courses
Credits: FP&A 3.6 | CTP 3.6 | CPE 3.68 | CPE Field of Study: Computer Software & Applications (CSA)
Dates: June 13 & 15 1:00 - 2:30 PM ET
Course Description:
Excel possesses tons of unique formulas and features that can bring your financial models to life. One of the most underutilized tools in Excel is Solver, even though it’s a feature that has been included within Excel for nearly 30 years. By tapping into this powerhouse, a finance professional can have Excel adjust multiple inputs in order to optimize a single output, such as cash flow, profit, or portfolio return. Join us for a few hours, as we tap into the world of Solver and teach you how to setup models to take advantage of this powerful add in.
Learning Objectives:
- Learn about the settings and application of the Solver plug-in within Excel
- Understand what business scenarios can be modeled using an optimization model
- Know how to setup an optimization problem with multiple constraints
- Learn how to interpret the model output and defend your methodology
Kevin is an expert facilitator specializing in streamlining processes. He has an extensive history of delivering spot-on analytical training solutions for both small, private firms and multi-billion-dollar corporations.
Currently in his PhD candidacy for Education in Instructional Design, Kevin has a passion for transferring key skill sets and knowledge to his clients.
Also holding an MBA in Finance & a Chemical Engineering degree, he understands the nuances of both worlds.
Having more than 30 years of experience within the financial arena, Kevin creates training sessions that are uniquely designed for his niche clients. His latest customized courses are
* Advanced Financial Modeling
* Economics for Capital Budgets
* Refinery Economics
* Power BI & Python Boot Camps
All courses envelop his clients’ operational intricacies and place them into easy to understand lessons with repeatable processes. Kevin provides a perfect mixture of technical knowledge, practical experience, and fun classroom interaction to further reinforce solid take-aways and memorable application upon class completion.
Sneak Peek
Agenda:
- What, Why and How of Solver
- Building a model with Solver in mind
- Running the optimization
- Model setup and Demonstration for the following scenarios:
- Profit Maximization
- Bond Portfolios
- Working Capital Optimization
- Product Mix
- Sudoku Puzzles
- How to save & load prior models