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Session recorded live on October 19, 2022

During this webinar, covered some critical Excel skills that are helpful in the construction of financial models.
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About the Speaker: Ian Schnoor

Ian is one of the founders of the Financial Modeling Institute (FMI). In this role, he oversees the organization including its strategic direction. Ian is also Founder of the The Marquee Group, a leading provider of financial modeling training and consulting.

Over the last 20 years, Ian has taught thousands of business professionals and university students around the world. Ian is passionate about teaching and brings a hands-on, interactive approach to every course.

Ian also teaches at Queen’s University in Canada and is a past recipient of the “Instructor of the Year” award in the Master of Finance program at the Smith School of Business.

Ian started his career in the Investment Banking departments at Citigroup and BMO Capital Markets. Ian completed his Bachelor of Commerce Honours degree with academic distinction from the University of Manitoba and has also attained the Chartered Financial Analyst (CFA) designation.
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Find more about Ian's work and connect with him:
LinkedIn:   / ianschnoor  
Website: https://marqueegroup.ca/
https://fminstitute.com/
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CHAPTERS: (Thank you to Gráinne Duggan for her help with this list.)

00:00:00 - Celia Alves and Gráinne Duggan MS Excel Toronto news and upcoming events
00:03:21 - Gráinne Introduces Ian Schnoor
00:04:26 - Ian introduces himself and his presentation
00:12:54 - What is a financial model? What does a model forecast? Why are we forecasting?
00:18:09 - Types of decisions we make with our models
00:22:26 - Good financial model needs to work in 2 ways
00:26:40 - Excel tools and features needed to build strong models
00:31:50- Centering Titles
00:37:11 - Formatting cells clearly - use custom formatting to show type of units of measurement
00:52:36 - Adding conditions/rules to custom formats. Format positive, negative, zero and text values
01:03:38 - Align numbers using custom formats
01:16:32 - Incorporate dynamic notes and sentences in Excel
01:21:20 - Conclusion
01:24:48 - Questions
01:48:00 - Wrap up