A simple financial model can be created using your company’s financial data (historical and/or forecasted).

CFOs and financial analyst use financial models to determine if/when a company will be profitable, what is the correct selling price, how many “widgets” need to be sold to be cover cost and how much money is available to pay expenses.

Financial models are used for start-ups and for on-going analysis to make sure the company is operating at an optimal financial performance. This process is also used to identify financial issues BEFORE they happen.

In this session (Part 1) we will learn the purpose and importance of a managerial accounting. You will view a simple financial model and learn how to properly gather data. In the next session (Part 2) you will see a model created and analyzed using a sample company.

This webinar is taught by Lori Williams, who has an extensive background in finance working as a CFO turnaround consultant, banker and professor. She is known as the “guru of all numbers”.

This webinar is NOT recorded. However, it is presented monthly and can be repeated as desired. Attendees will receive a copy of presentation materials.

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