Financial Analytics: Effective Decisions with Critical Thinking
September 9, 14, and 16, 2020
1:00-3:00 PM ET
CREDITS: 7.2 FP&A | 7.2 CTP | 7.2 CPE
CPE Field of Study: Finance
Member: $495 | Non-member: $595
Description & Learning Objectives
Finance professionals are expected to perform contemporary statistical techniques and related financial analytics PLUS critically think their way through these efforts. The purpose of this course is to discuss financial data from a critical thinking perspective, demonstrate a variety of statistical and financial analytics in a lab setting where participants follow along in Excel, and discuss how each modeling technique demonstrated can be used from improved decision-making. By focusing on critical thinking skills, financial data analysis, and systems thinking, it is our objective to:
- Discuss critical thinking and its import to decision-making
- Discuss the systems approach to data interpretation and analysis
- Identify trends and “stories” in the data important for improved decision-making
- Demonstrate in a lab setting in Excel the following statistical and financial analytics: statistics and percentiles, moving averages plus crossovers, relationship mapping, correlation & scatterplots, time-dependent correlation, rate of change analysis, conditional analysis, net margin analysis, sensitivity analysis, scenario analysis, profitability analysis, data mining, bridge analysis, revenue & expense analysis, and sensitivity analysis.
About the Instructor
Luke Miller's teaching and research interests span all areas of business valuation to include financial planning, capital budgeting, replacement analysis, capital rationing, security analysis, and risk management. After attending the University of Virginia for his undergraduate degree in Systems Engineering, he served as an instructor and program manager in the U.S. Air Force. Completing his Masters and Ph.D. in Financial Engineering from Auburn University, Dr. Miller has served as a faculty member in the School of Business Administration at the University of San Diego and Fort Lewis College where he taught quantitative and financial economic courses.