This 3-hour virtual financial modeling workshop will be taught by Scott Beber and cover the fundamentals of building operating and valuation models.

BHAN-LA is excited to host our annual Financial Modeling workshop.

This virtual event will be taught by Scott Beber (B.S., Haas ’92), an experienced finance professional and adjunct professor.

Mr. Beber will introduce the basic principles of finance and walk attendees through a financial model.

The material will consist of:

• Income Statement & Balance Sheet
• Ratios & KPIs
• Forecasting
• Stock & bond valuation
• Cost of capital
• Annuity formulas

Agenda
3:00-4:00 pm: Finance Overview

4:00-4:15 pm: Break

4:15-4:45 pm: Finance Overview Continuation

4:45-5:00 pm: Break

5:00-6:00 pm: Financial Modeling

The course is open to undergraduate and graduate students—of all disciplines— who want a better understanding of how finance is used to make business decisions.

The only requirement is a basic familiarity with Excel.

Register Here

About the instructor

As a Business Analyst at McKinsey & Co, Scott began working with Excel to analyze financial statements and help conduct due diligence on M&A projects.

After receiving his MBA from the Kellogg School of Management, he built forecasting models and performed valuations for various dot-com disasters.

In addition, Scott worked at a hedge fund, ran the Finance Department for an AdTech firm, and moonlighted as an adjunct finance professor. He currently serves as V.P. of Data Analytics for a P.E.-backed healthcare concern.

According to his calculations, Scott’s workshop pays a dividend of greater value than the total return on a two-year investment in a Stanford M.B.A.