Financial Analysis with Excel Seminar for Engineers and Technical Professionals

Financial Analysis Using Excel for Engineers and Technical Professionals

Engineer performing financial analysis with skill and confidence

Summary

Master the essentials of investment analysis. Identify better projects faster. Justify capital requests. Quantify your contributions to your company and to your customers. Confidently present your projects by showing how they contribute to your organization’s bottom-line.

How You Will Benefit

Make better investment decisions
Screen competing projects efficiently
Improve return-on-investment of your time
Improve the return-on-investment of your company’s capital
Improve shareholder value
Weigh the advantages and disadvantages of competing project concepts
Justify budgets and capital expenditures
Streamline the acquisition of capital
Defend your position with hard financial data
Gain credibility at higher levels in the organization
Keep projects and initiatives on track
Provide common goals and language for team members
Provide better inputs for strategic planning
Measure project potential and performance more accurately and efficiently
Understand and interpret financial information
Learn many new tricks to Microsoft Excel 2003 and 2007 enabling you to work faster and more confidently

What You Will Learn

Time value of money
- Simple interest
- Compound interest
- Discounting
- Present value
- Future value
- Annual value
Discounted cash flow analysis
Financial statements
- Income statement
- Cash flow statement
- Balance sheet
Cost of capital
Investment decision making tools
- Payback
- Present value
- NPV
- ROI
- DuPont formula
- IRR
- MCR
- B/C
- PVR
- EVA
- Growth rates of return
Decision making environments/criteria
- Mutually exclusive alternatives
- Independent alternatives
- Income producing investments
- Service rendering investments
- Incremental versus full-cost analysis
- Sunk costs
- Opportunity costs
Tax implications
- Tax rates
- Depreciation
- Tax credits
- Before-tax, after-tax, and no-tax evaluations
- Expensing and capitalizing expenditures
- Deductions
- Amortization
- Write-offs
- Loss carry forward
- Working capital
Elements of financial analysis
- Project scope
- Revenue
- Capital
- Operating costs
- Cash flows
Risk
- Dealing with uncertainty
- Expected value
- Monte Carlo analysis
Inflation, escalation
- Constant (or real) dollar analysis
Estimating revenue
Estimating capital
Estimating operating costs
Preparing clear cash flow representations
Sensitivity analysis
Investment scenarios
Case studies
Auditing your work
- Excel auditor
- SharePoint
- Other software
Reporting your work
Tracking changes
Excel tools and techniques
- Financial functions
- Look up functions
- Goal seek
- Solver
- Data tables
- Scenario manager

Course Format

The Financial Analysis with Excel seminar will include instructor led training and many student exercises. Students will make extensive use of Microsoft Excel 2003 or 2007.

Who Should Attend

Engineers, technical professionals, and managers seeking to rapidly and effectively make business decisions involving money. Professionals seeking a hands-on workshop to learn how to plan, evaluate, and justify capital investments. Engineers seeking to improve profitability. Professionals wanting to enhance their credibility.

Schedule

Accelerated Learning

Towering Skills combines a full suite of modern learning tools to accelerate your learning. We present the material using visual, audio, and kinesthetic elements so you see, hear, and experience the ideas and concepts. Our teacher’s toolbox includes the Socratic method, problem solving, simulations, role playing, debriefings, storytelling, music, ritual, imagination, and more.

You will enjoy the energy, knowledge, and wit of our instructors. They possess the towering command of their disciplines so they can personalize the instruction to fit your needs.

Each course includes a pre-class and post-class assessment. You also enjoy the support of on-line resources that support your application of the material when you return to your office or jobsite.

What People Say about This Course

"The course was very well presented. I had a course similar in college, but I walked away from this one with a much better understanding of the material."
—— Young chemical engineer

"Some years ago I attended a 3-day seminar on Economic Evaluation and Investment Decision Analysis, and while that class was informative, it did not provide me with any readily usable tools. I later took a similar course from Mr. Maxwell, and his course did provide me with a clear understanding of the methods, as well as providing a usable spreadsheet based tool for the evaluation."
—— R. Bruce Kennedy, General Manager of Peñasquito Project, Goldcorp Inc., Zacatecas, Mexico

"Great, even for Excel-limited people like me!"
—— Engineering manager

"Well-thought-out economic evaluations."
—— Senior engineering manager

"True value creation comes from making smart investment decisions that are implemented through superb project execution.
        I have known Mr. Maxwell for two decades and can attest to his ability to employ disciplined technical and economic decision-making processes to prioritize projects that either realize new opportunities or solve existing problems for real situations in a leading global industrial business.
        We used this approach to successfully complete a number of projects, which increased capacity, increased yield, improved product quality, reduced site and downstream customer costs, and greatly expanded profitability. For example, a $1.2-million investment into a very technical, but well conceived project, generated more than $100-million in profit.
        As a true professional, Mr. Maxwell has always had a passion for sharing his mastery of engineering economics with his peers and is now offering this unique talent to the broader technical community."
        —— Edward C. Dowling, Jr., President and CEO for Anatolia Minerals, Colorado

Instructor

Charles Maxwell has taught this material for 22 years. He has evaluated billions of dollars worth of investments while working as an engineer and engineering manager. His 30-year career includes work in operations, maintenance, research and development, business development, quality management, project management, and organizational development. He presents high-energy, entertaining courses that provide the leading-edge techniques and tips that you can immediately apply to your work.