Speaking Engagements

Current Lectures:

Investment Banking Secrets to Building Great Financial Models

Build financial models that provide critical insight into your projects. Use the most important best practices in the industry to ensure that your models produce accurate and meaningful results.


10539255_sProduce models that are meaningful to the end user.

The majority of financial models are software that can be used only by the developer. Without the analyst who created the model, it is often impossible to make changes or even understand what assumptions have led to the projected results.

    • How to develop from the beginning with the end in mind.
    • 3 effective strategies for making assumptions and results clear for all parties.
    • How to identify your user and build for clarity and ease of use.   

12620550_sMake the right assumptions to generate the right results.

With the right assumptions, a financial model can be extremely helpful and informative. With imprecise, unclear or erroneous assumptions, the same model can be highly detrimental. It is essential to know the difference.

    • How to develop the most effective assumptions.
    • Unit Economics modeling – how and why to break your assumptions down to the smallest meaningful elements.
    • How to format assumptions so that their origin is clear at a glance.

12061867_sSave time when it is most needed by developing your model with flexibility in mind.

The majority of financial models are developed under short deadlines and are used to inform mission-critical decisions. With the right modeling practices, you can build with the flexibility to adapt to changing strategies as they arise while minimizing the additional time required during initial development.

    • Weigh the importance of time spent today and time spent during decision-critical analysis.
    • How to build a model that fits both today’s strategy and tomorrow’s.
    • When back-of-the-envelope calculations are helpful and when they are not.

10105826_sEliminate uncertainty and build models you can trust.

A model is only useful if you are confident in the accuracy of its internal logic. By building with best practices, you can minimize the likelihood of errors so that you know your assumptions are effectively translated into results.

    • 5 ways to drastically reduce errors in your model building, and recognize any errors that arise, before the model is distributed.
    • Understanding the limitations of any financial model.
    • Using a financial model to complete your understanding of your own strategies.

10122231_sCreate effective models through effective communication.

The best models are the result not only of programming, but of effective communication between all parties involved.

    • How to set clear goals for your financial model so you know what to build towards and your users know what to expect.
    • Why the process of building the model can be as informative and helpful as the model itself.
    • How to interpret and understand management directives and translate them into a robust, meaningful model.