Want to break into finance, consulting, or startups? It all starts with knowing how to build a solid financial model.

Join us for a hands-on workshop where we’ll walk through the fundamentals of financial modeling using Excel—no prior experience required.

This one-hour workshop will introduce the core concepts of financial modeling and demonstrate how Excel and Microsoft Copilot can be used together to build, analyze, and refine simple financial models.

Topics we will cover include:

Introduction

• Overview of financial modeling and its applications in finance, consulting, and startups
• What to expect from the session

Model Structure

• Understanding the three-statement model (income statement, balance sheet, cash flow)
• Key principles of clean and organized model design

Building the Model

• Creating basic revenue projections using assumptions
• Modeling costs and calculating profit
• Linking components for consistency

Excel + Copilot in Practice

• Using Excel functions and shortcuts for efficient modeling
• Demonstration of Copilot for generating formulas, summarizing data, and assisting workflows

Valuation & Analysis

• Introduction to DCF and basic valuation concepts
• Running simple sensitivity/scenario analysis

Q&A

• Open questions and next steps