Workshop on Financial Analysis and Modeling using Excel May 17-18, 2013

Transcription

1 Workshop on Financial Analysis and Modeling using Excel May 17-18, 2013 Institute of Management Technology, Nagpur

2 About the Workshop Spreadsheet models have become a must for academicians teaching finance courses as well as for corporate executives working in the field of finance and investments. Microsoft s Excel is one such spreadsheet application which is ubiquitous and is being used extensively. This workshop would provide training on how to use Excel 2007 and/or 2010 to analyze financial data and understand the models used in the field of finance. The models include Forecasting Financial Statements, Capital Asset Pricing Model, Valuation models using Discounted Cash Flow techniques, Credit Risk models like Altman s Z score, to name a few. Takeaways The benefits that participants can expect from the program are: Understand certain core concepts of Finance, Develop hands-on, spreadsheet modeling skills, and Build a number of finance models on your own. The pedagogy will consist of lectures and hands on practice sessions. Participants will be provided individual computer terminal for practice sessions and a CD containing study material and Excel templates for developing real-world applications. Participants may bring their own laptop if they so desire. Hands on practical sessions are essential for Learning by solving Example: We believe that the best way to learn spreadsheet modeling is by working through examples and solving real life cases. This program fully develops this hands-on, active learning approach, wherein participants build financial models, using simple built-in Excel functions. Building from Simple Examples to Real-World Applications: The general approach is to start with simple examples and build up to a practical, real-world application. Program coverage The program will cover important concepts of finance and how to convert the real world applications into Excel Spreadsheet Models. The participants are not required to be an expert in computer applications but some familiarity with basic features of Excel is desirable. In any case, few sessions will be exclusively devoted to make participants familiar with basic features of Excel Spreadsheet.

3 The following broad topics will be covered during the program: Excel basics and certain advanced features Tools like Scenario Manager, Pivot Table, Goal Seek, Solver, Data Table Certain Statistical and Financial Functions Analysis and Forecasting of Financial Statements Time Value of Money Valuation using Discounted Cash Flow Techniques Estimating Risk, Return, Beta, Cost of Capital of a listed Stock Capital Budgeting Credit Risk Analysis Option and Option Portfolios For whom The program is designed for research scholars and academicians who are actively engaged in teaching and research using Financial data Corporate executives who are creating a foothold in the areas of finance and investment research Prerequisites for participation Although basic concepts will be reinforced in the program by way of theoretical inputs, it is highly desirable on the part of participants to have enough exposure in Business Processes. Basic exposure in Microsoft Excel Self-motivation to learn through action learning and practice Time and Venue Two days, from May 17 18, am to 5.30 pm Institute of Management Technology Nagpur (IMT Nagpur), 35 Km Milestone, Mouza-Dorli, Katol Road, Nagpur

4 Program Fee Rs. 3,000/- (Rupees Three Thousand only) for two days which includes course fee, course materials, lunch and refreshments. For groups of three or more persons, a discount of Rs. 250/- (Rupees Two Hundred and Fifty only) per head will be provided. Spot registration may be accepted subject to availability of seats The registration fee can be made either through Crossed DD in favor of Institute of Management Technology, Nagpur or through NEFT and the details for online transfer is as follows Name: INSTITUTE OF MANAGEMENT TECHNOLOGY Bank: YES Bank Ltd Ground Floor, Swami Sadan, Plot No.206/1A, GPO Square, VIP Road, Civil Lines Nagpur , India SB A/c No IFSC code: YESB MICR Code: Those who are willing to make the payment through DD are expected to send the DD along with the registration form to the contact details given below. Accommodation Limited Accommodation is available on Payment Basis and it will be allotted on First come First serve basis. Accommodation tariff details are as follows:- Rooms A/C Rooms Single Double Description Rs 600 (Single bed in the room) Rs 1000 (Two beds in the room) Payments for accommodation can be made along with the registration fee. Program Faculty Prof. Jasbir Singh Matharu is an Assistant Professor at Institute of Management Technology, Nagpur for the last two years. He has obtained his MBA degree from Griffith University, Australia and his M.Com. degree from Calcutta University. He is currently pursuing the Ph.D program from Indian Institute of Foreign Trade (IIFT), New Delhi. He has an experience of around 5 years in stock markets and 10 years in academics.

5 ABOUT IMT NAGPUR IMT-Nagpur has been conceptualized as a centre for managerial excellence and an institution conforming to global academic standards. To achieve its goals, IMT-Nagpur provides its students with academic, extracurricular and other necessary facilities to groom into leaders of the future. Established in 2004 by Late Shri Mahendra Nath, the campus spreads over a sprawling campus of 27 acres at the outskirts of Nagpur. Strategically located in the heart of the country, Nagpur is equidistant from all the major cities and is fast emerging as a hub for new-economy industries. IMT-Nagpur s state-of-the-art campus, amidst picturesque surroundings, is a testimony to its commitment of becoming a top-of-theline B-school in India. IMT-Nagpur also organizes Full time long duration residential Management Development Programs for Companies aimed at corporate executives, apart from providing consultancy services to the corporate world. Contact Details:- 1. Mr. Amit Hedau Faculty Research Associate 2. Ms. Jasprit Kaur Bhatia Faculty Research Associate City office: INSTITUTE OF MANAGEMENT TECHNOLOGY, Nagpur 603, Khullar Apartments, Byramji Town, Nagpur Tel: / 5305 Mobile : / ahedau@imtnag.ac.in; jkbhatia@imtnag.ac.in

6 REGISTRATION FORM Workshop on Financial Analysis and Modeling Using Excel May 17-18, 2013 Institute of Management Technology, Nagpur Name (As you want it to appear on your certificate of participation) Institute / University / Organization Designation Area of Specialization Contact Address: Official City Phone State Pin Code Type of Registration: Single Rs. 3,000(Per Head) Group (3 or more) Rs.2,750 (Per Head) Accommodation: Yes Type of Accommodation: A\C Rooms:- Single No Double Mode of Payment: DD DD No. Dated Bank Branch Amount (in Figures) Amount (in Words) Mode of Payment: NEFT UTR No Dated Bank Name of A/c Holder Amount (in Figures) Amount (in Words) Signature *Use multiple copies of this form for each participant in case of Group registration