Financial and Valuation Modeling Boot Camp
CFA Society San Francisco is pleased to partner with the global training firm, Wall Street Prep, to bring live financial and valuation modeling training to San Francisco. This intensive 3-day course offers an intuitive, step-by-step approach, using actual case studies to learn key concepts. The program is a synthesis of Excel modeling, navigating through various financial reports, and the application of accounting, corporate finance, and valuation courses.
Mike Kimpel, Adjunct Professor, Columbia Business School
Prior to joining Wall Street Prep, Mike was a Senior Analyst for five years at Permian Investment Partners, NYC-based long/short investment fund. Prior to joining Permian, he was a Vice President at HIG Capital, a private equity fund with $24 billion under management. Before business school, he was an Associate at Golden Gate Capital, a private equity fund with $15 billion under management. He began his career as an analyst at UBS Investment Bank, where he completed a variety of M&A and LBO transactions across multiple industries. Mike earned a BS in Commerce from the University of Virginia, with Distinction, and an MBA from Columbia Business School, where he was selected to participate in the Applied Value Investing program. Since 2014, he has taught Applied Value Investing as an Adjunct Professor at Columbia Business School.
Boot Camp Overview
Financial Statement Modeling - Day 1
You will develop a 3-statement model completely from scratch, inputting historical data and assumptions to project out financial statements by selecting, locating, and developing appropriate projection drivers.
DCF Modeling - Day 2
Participants learn how to value the company step-by-step, including how to estimate the weighted average cost of capital (WACC) in the real world, how to implement commonly used approaches to calculating terminal value, and how to use data tables to analyze a broad range of scenarios given different assumptions.
M&A Modeling - Day 3
Participants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals, pricing structures (exchange ratios, collars, "walk-away" rights), purchase accounting, and the step-by-step allocation of purchase price.
Pre-Seminar Excel online training
This boot camp assumes proficiency in Excel. Enrollment includes access to the Wall Street Prep Excel Crash Course for those who need an Excel refresher.
Online continuing education courses
Enrollment includes lifetime access to the following online course(s): Financial Statement Modeling, DCF Modeling, Comps Modeling, M&A Modeling, LBO Modeling.
Comprehensive training materials (manuals and online exercises), Detailed reusable modifiable Excel model templates, Unlimited e-mail support for content-related questions for 12 months post-seminar.
What to Bring:
This seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar.
Full Program (Recommended): $1,599 Non-Member/ $1099 Member
Days 1 & 2 Only: $1,499 Non-Member/ $999 Member
Date, Time + Location
Wednesday, April 11th to Friday, April 13th
8 AM to 5 PM
235 Montgomery Street. Suite 643
San Francisco, CA, 94105
Participants may cancel up to 3 weeks prior to the event for a full refund. A 20% cancellation fee will apply up to 1 week prior to the event. No refunds will be granted for cancellations made within 1 week of the event. Wall Street Prep reserves the right to cancel the seminar if enrollment is insufficient. Attendees will be refunded in full in the event of a cancellation.