Please contact Academicaffairs@stern.nyu.edu for all administrative matters.

These sessions are on Zoom, not in person. You can attend any part without attending other parts. However, please watch the zoom recording for any part you miss. You will be much more productive if you attend the entire series.

Zoom link: https://nyu.zoom.us/meeting/register/tJcudOivqj8tHtfwZEOgVTp0NOTNDYjDZkp2

After registering, you will receive a confirmation email containing information about joining the meeting.

Part 1 [Advanced]: Sunday, February 20, 2022, 1-4:30 PM
Part 2 [Advanced]: Sunday, February 27, 2022, 1-4:30 PM
Part 3 [Advanced]: Saturday, March 5, 2022, 1-4:30 PM
Part 4 [Advanced: Sunday, March 6, 2022, 1-4:30 PM

To register, please visit

For non-Stern students: https://www.eventbrite.com/e/excel-bootcamp-day-1-4-tickets-259568104187
For Stern students: https://nyustern.campusgroups.com/academic/rsvp_login?id=1467330&private_event=1

. If this link is not working, please Academicaffairs@stern.nyu.edu. Please do not copy me on your emails to Student Affairs as I am not involved in the registration process. The seminar is open only to Stern MBAs OR any student in my classes. Please let them know that you are my student if you are not a Stern MBA student.


Part 1 [Advanced]: Building projections of financial statements

Developing and reviewing business plans is an integral part of what entrepreneurs and executives do. Understanding how different pieces of a business plan fit together financially is critical to being a successful manager. The business plans are also the basis of budgets used to monitor the progress of a business or division.

Business skills taught

Linking financial statements

Deriving cash flows from income statement and balance sheet assumptions

Excel skills taught

Excel best practices

Excel styles

Excel templates

Excel add-ins

Part 2: Identifying key performance drivers and scenario analysis

Business skills taught

Key drivers

Scenario analysis

Excel skills

Custom formatting

Seeking user input

Data tables


Part 3 [Advanced]: Multiperiod models, waterfalls, and cascades

Business skills

Waterfalls and cascades

The skills listed below can make you ten times faster and more accurate.

Excel skills

Excel functions needed for multi-period models

Automating charts

Part 4 [Advanced]: Optimizations and simulations; Classifying data

Business skills

Excel skills

Integrating what-if analysis with scenarios

Combining the following functions to produce highly efficient spreadsheets

Classifying data



Simulations and regressions