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2016-2017 MBA Courses for Finance Development Program Course Offerings and Descriptions

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2016-2017 MBA Courses for Finance Development Program Course Offerings and Descriptions Preparing Financial Professionals for Success 1.0 About Training The Street: Training The Street (TTS) offers state-of-the-art, instructor-led courses in capital markets, financial modeling and corporate valuation. Founded in 1999, TTS is the world’s leading financial learning services company offering targeted and customized training courses to corporate and educational clients. TTS’s corporate clients include the world’s leading investment banks, consulting firms & Fortune 500 companies. We specialize in applied learning using practical examples and annotated guides. With more than 150 years of combined professional and teaching experience, TTS's instructors have worked across a broad spectrum of industries-from high-technology to retail-and across a wide range of financial disciplines-from investment banking, accounting, and financial research to global trade finance and credit risk management. Several of our instructors are Adjunct Professors at leading academic institutions. For more information on TTS, please visit www.trainingthestreet.com. Calendar of Courses Offered: 2016-2017 Finance Development Program 1) Excel Best Practices – Friday, August 19, 2016 (5:00 – 9:00pm), Koury 2) Introduction to Financial Modeling – Friday, September 16, 2016 (1:00pm – 5:00pm), Kenan 204 3) M&A Strategy and Corporate Valuation – Saturday, September 24, 2016 (9:00am – 5:00pm), McColl 2250 4) Anatomy of a Deal – Saturday, October 1, 2016 (10:00am – 4:00pm), McColl 2500 5) LBO Modeling – Tuesday, October 25, 2016 (4:30pm – 8:30pm), McColl 2500 6) Restructuring and Credit Analysis – Friday, November 11, 2016 (9:00am – 5:00pm), McColl 2600 7) Interview Preparation: Private Equity – Saturday, December 3, 2016 (9:00am – 11:30pm), McColl 2500 8) Interview Preparation: Finance – Saturday, December 3, 2016 (12:00pm – 3:30pm), McColl 2500 Detailed course descriptions are on the following pages. Registration: Registration for each event will open roughly 30 days prior to each course as indicated in the course description on the following pages. To register, simply: 1) Go to https://trainingthestreet.secure.force.com/register 2) Create your profile or login using the username and password you created previously 3) Enter the Class Code listed for the workshop you would like to attend Page 2 of 10 Kenan-Flagler_TTS_Brochure_2016-2017 V1 5.Doc Excel Best Practices – Friday, August 19 Course Overview This workshop is designed to develop applied modeling skills through actual hands-on experience in Excel. Topics covered in the course include: Basic Excel setup including macro security settings, iterations & toolbar setup Financial modeling essentials including appropriate color schemes Page setup functions Customizing toolbars in Excel 2003 (including adding icons to your toolbar) and customizing the Quick Access Toolbar in Excel 2007/2010/2013/2016 Excel best practices, including common “shortcut” keys and other efficiency tips Navigating in Excel Shortcuts including autosum, advanced paste special functions, fill functionality, go to cells, repeat function, naming cells & effectively navigating between worksheets Excel foundations & efficiencies in formulating projections Fundamentals of formats including alignments & custom number formats including “text” with custom formatting Anchoring cells Understanding how to efficiently design historical inputs & forecast financial projections Introduction to macros & distribution of TTS proprietary Macro toolkit Fundamentals of sensitivity analysis using data tables (sensitivity tables) Target Audience This intensive workshop will benefit professionals in any field, especially those that entail working with Excel to analyze, project and present data. This workshop will be particularly invaluable for candidates interested in the following areas: Working in the financial services industry (investment banking, consulting, research, asset management, private equity, brokerage, sales & trading, insurance, etc.) Working in the corporate, marketing, operations, strategic development group, or finance department of a corporation Enhancing the overall learning experience inside the classroom, especially in finance and financial statement analysis classes Pre-requisites There are no required pre-requisites for this course. However, basic familiarity with Excel will certainly enhance the overall learning experience. What to Bring Each participant will need the following: Computer* with Microsoft Excel® (MS Office 1997-2016), Adobe Acrobat Reader® *To best prepare you for corporate environments, our curriculum is geared toward the Windows environment. We do, however, welcome both Mac and PC users and believe everyone will benefit from this workshop. Registration Registration opens July 19, 2016 12pm Class Code: 5C698D No charge through August 12th, after August 12th $25 Page 3 of 10 Kenan-Flagler_TTS_Brochure_2016-2017 V1 5.Doc Introduction to Financial Modeling – Friday, September 16 Course Overview The completed product is a dynamic model with 5 years of projections containing the following statements and schedules: Income statement, balance sheet and cash flow statement, including analyzing projections. Operating working capital – an introduction to working capital, and the basic working capital formula (current assets – current liabilities). The interlinking of statements includes the impact of working capital on a cash flow statement. Fixed assets - capital expenditure and depreciation and their respective impact on the cash flow statement & income statement. Equity and retained earnings, and basic reconciliation with net income. Understanding a “cash sweep”, and building Excel logic to borrow and raise debt when a company has a shortfall of cash and utilizing excess cash to pay down debt. In addition, the workshop will cover the following advanced modeling topics: Understanding circular references Understanding the basic accounting parity check formula in the projected balance sheet (A = L +E) Participants will construct the formulas to project 5 years of financial performance for the model. Target Audience This intensive workshop will benefit professionals in any field, especially those that entail working with Excel to analyze, project and present data. This workshop will be particularly invaluable for candidates interested in the following areas: Working in the financial services industry (investment banking, consulting, research, asset management, private equity, brokerage, sales & trading, insurance, etc.) Working in the corporate, marketing, operations, strategic development group, or finance department of a corporation Enhancing the overall learning experience inside the classroom, especially in finance and financial statement analysis classes Pre-requisites Workshop participants are expected to be proficient with Excel best practices and utilizing shortcut keys to effectively navigate through and construct a spreadsheet. Participants are STRONGLY ENCOURAGED to take Training The Street’s Excel Best Practices workshop to ensure the expected level of proficiency. What to Bring Each participant will need the following: Computer* with Microsoft Excel® (MS Office 1997-2016), Adobe Acrobat Reader® *To best prepare you for corporate environments, our curriculum is geared toward the Windows environment. We do, however, welcome both Mac and PC users and believe everyone will benefit from this workshop. Registration Registration opens August 16, 2016 12pm Class Code: E4594F No charge through September 2nd , after September 2nd $25 Page 4 of 10 Kenan-Flagler_TTS_Brochure_2016-2017 V1 5.Doc M&A Strategy and Corporate Valuation – Saturday, September 24 (Limited seating – 75 seats available) Target Audience The M&A Strategy and Corporate Valuation seminar is designed to be an essential foundation before investment banking interviews and internships. In addition, Training The Street believes the content will benefit a wide variety of MBA candidates interested in: Working in most areas of the financial services industry (investment banking, consulting, research, asset management, private equity, brokerage, sales & trading, insurance, etc.) Working in the corporate or strategic development group or finance department of a corporation Enhancing the learning experience in finance and financial statement analysis classes Working in marketing, brand management or a non-finance field, but are interested in gaining a solid foundation in applied corporate finance in a condensed, practical manner Pre-requisites In order to gain the most from the seminar, participants should possess a working knowledge of corporate finance, accounting and financial statement analysis. Topics Covered Topics covered include: Overview of valuation methodologies & key concepts Public comparables analysis Acquisition comparables analysis Discounted cash flow analysis Imputing valuation ranges Overview of M&A accounting Merger consequences analysis Leveraged buyout analysis What to Bring Computers are NOT needed for the Corporate Valuation workshop. Registration Registration opens August 24, 2016 12pm Class Code: CE6FC3 No charge through September 10th , after September 10th $25 Page 5 of 10 Kenan-Flagler_TTS_Brochure_2016-2017 V1 5.Doc Anatomy of a Deal – Saturday, October 1 (Limited seating – 75 seats available) Course Overview The main goal of the seminar is to give participants practical perspectives and applications
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