Financial Modeling with Excel Tools or Dashboard Reporting and Balanced Scorecards | NASBA CPE - 1.5

  • Speaker:Miles Hutchinson
  • Date: 3rd October 2017 09:00 AM PST | 12:00 PM EST
  • Duration:90Min
  • Product Code:GRC-90186



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 Attend this briefing and demonstration on Excel to unleash its powerful sensitivity tools. Get the full power out of your financial models.  Improve the design of your models to take advantage of these tools in just 90 minutes.
Financial analysis is an area of opportunity and risk.  Analysis should incorporate tests of sensitivity to changes in key variables using the most advanced tools available.  Typical financial models do not effectively utilize these tools.  This exposes the analyst to blind spots in their analysis.   Analysts will want to obtain and become proficient in the use of the more sophisticated “what if” analysis tools of the trade.
Why Should you Attend    Learn best practices for designing efficient forecasting models.  Learn how to apply scroll bars, goal seek, data tables, and scenario manager to your models in just 90 minutes.
Experienced CGMA and financial analyst, Miles Hutchinson will demonstrate these tools for you using Microsoft ExcelTM. He will provide practical instructions and guidance for applying them and identify the key cautions to help you avoid potential misfires.

Areas Covered in the Webinar:   
•    20 rules of effective model design
•    Applying Scroll Bars to individual cells to flex them over their relative ranges with the touch of your mouse
•    Using Goal Seek to discover how much a single variable must move to reach a desired outcome
•    Using Data Tables with one or two-inputs to deliver an array of outcomes from your model in just seconds
•    Using Scenario Manager to store selected groupings of inputs and resulting outcomes
o    Use Scenario Manager to consolidate all ”versions” of your model into one file
o    Use the standard Scenario Summary to compare your Scenarios automatically
•    Expand your skills in financial modeling to a level you never dreamed of in just 90 minutes!
•    Bonus – download a copy of the demo model along and the answer key to our demonstration!

Who Will Benefit:   
•    Financial Analysts
•    Business Analysts
•    Information Reporting Officers
•    Tax Managers
•    Compliance Officers
•    Compliance Managers
•    CFOs
•    Controllers
•    Accounting Managers
•    Auditors
•    Risk Managers

Instructor Profile:   
By Miles Hutchinson, CPA, CGMA,President,Sales Tax Advisors, Inc.
Miles Hutchinson is a CGMA and experienced businessman with over 35 years in the field. He has been an auditor with PriceWaterhouseCoopers and the Chief Financial Officer of a one billion dollar real estate development company. Miles is a professional speaker and consultant who has presented over 2,500 seminars and training sessions on a myriad of business and financial topics, like financial analysis and modeling, accounting, strategic planning, and compliance with the Sarbanes-Oxley Act.  He is recognized as an expert in payroll and sales & use tax as well as financial modeling & analysis, business strategy and communications.  He is the author of several useful accounting and tax tools available at and  His clients include, Abbott Labs, Bank of America, Boston Scientific, Citicorp, Corning, the FBI, the FDA, the Federal Reserve, GE, Pfizer, Siemens, US Marine Corps, and the US Army.  Please visit his web sites to see how you can further benefit from his expertise.

Available Options

10 Member group


Recording - The recording is accessible for 6 months by a single user.


CD - Shipped within 7 working days

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