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Program of The University of Chicago
Program overview
Designed for liberal arts students with little to no finance background, our Accounting & Financial Modeling Liberal Arts Boot Camp will bridge the gap between academics and the real world and equip you with the knowledge you need to stand out during the recruiting process and on the job.
What's Included
Course 1: Excel Crash Course
For finance professionals, proficiency in Excel is a fundamental part of the job description. Whethe ...
Course TOC
Excel Crash Course
For finance professionals, proficiency in Excel is a fundamental part of the job description. Whether you currently work in Excel at a beginner or intermediate level, this course will take you to the next level and turn you into an advanced "power" user. We'll start with the basics before we quickly ...
For finance professionals, proficiency in Excel is a fundamental part of the job description. Whether you currently work in Excel at a beginner or intermediate level, this course will take you to the next level and turn you into an advanced "power" user. We'll start with the basics before we quickly introduce you to lesser known time-saving keyboard shortcuts and powerful Excel functions and features that you can immediately put to use on the job. The only way to learn Excel is by doing, so you'll be completing Excel exercises alongside the instructor at every step of the way.
1.
Getting Started
Video,
9:12
2.
Course Downloads
Files
3.
Excel for Mac Quick Setup
Video,
8:08
4.
Using the Keyboard to Navigate the Excel Ribbon
Video,
5:13
5.
Ribbon Layout
Video,
4:51
6.
Excel Settings
Video,
7:57
7.
Excel Basics Review
Quiz
8.
Basic Excel Shortcuts, Navigation & Editing
Video,
7:22
9.
Basic Formatting
Video,
4:54
10.
Referencing Cells from Other Worksheets
Video,
4:34
11.
Navigation to Referencing Cells from Other Workbooks
Video,
1:27
12.
Navigation Within Excel Review
Quiz
13.
Splitting & Freezing Panes
Video,
4:12
14.
Entering & Editing Data
Video,
7:57
15.
Columns & Rows
Video,
6:31
16.
Paste Special
Video,
9:52
17.
Ctrl Shortcuts
Video,
1:28
18.
Naming Cells
Video,
3:11
19.
Anchoring Cells
Video,
3:32
20.
Naming Worksheets
Video,
1:10
21.
Grouping & Hiding Columns & Rows
Video,
3:12
22.
Grouping Workbooks
Video,
2:44
23.
Formula Auditing
Video,
6:50
24.
Cell Alignment & Center Across Selection
Video,
2:56
25.
Go To Special
Video,
4:12
26.
Conditional Formatting
Video,
10:16
27.
Creating Dynamic Headers, Custom Formatting & the TEXT Function
Video,
7:41
28.
More on Custom Formatting
Video,
15:46
29.
#Ref, #Div/0! & Other Excel Errors
Video,
2:54
30.
Find and Replace
Video,
2:33
31.
Page layout
Video,
6:31
32.
Entering/Editing Data Review
Quiz
33.
Introduction to Functions: SUM & Average
Video,
3:03
34.
Simple & Nested IF Statements
Video,
9:58
35.
IFS statement (2016+ only)
Video,
7:14
36.
IFERROR & Concatenation
Video,
7:58
37.
Date Functions: EOMONTH & EDATE
Video,
5:26
38.
ISNUMBER, ISTEXT & Combining with IF to Create Overrides
Video,
7:10
39.
More Date Functions: YEARFRAC, DAY, MONTH, YEAR & DATE
Video,
6:26
40.
AND & OR Functions
Video,
6:17
41.
Logical Functions Review
Quiz
42.
HLOOKUP, VLOOKUP, CHOOSE, OFFSET & INDEX Functions
Video,
10:45
43.
Common Errors with HLOOKUP, VLOOKUP, CHOOSE, OFFSET & INDEX
Video,
2:47
44.
The MATCH Function
Video,
3:29
45.
Combining H/VLOOKUP, OFFSET, INDEX, CHOOSE with MATCH
Video,
13:51
46.
Combining INDIRECT with &
Video,
8:12
47.
Creating Drop Down Menus with Data Validation
Video,
2:59
48.
Combining INDIRECT with MATCH
Video,
6:54
49.
The Address Function
Video,
7:36
50.
Using COLUMN and ROW Functions as Counters in Complex Formulas
Video,
7:06
51.
Data Tables
Video,
13:52
52.
When Data Tables Fail: Self Referencing IF Statement
Video,
8:01
53.
XLOOKUP: Why it Rocks
Video,
8:46
54.
Nested (Two-Way) XLOOKUP vs INDEX MATCH
Video,
5:26
55.
Using XLOOKUP to Generate Multiple Values
Video,
2:21
56.
Scenario Analysis Using XLOOKUP
Video,
4:46
57.
Where XLOOKUP Loses To INDEX MATCH
Video,
11:39
58.
Lookup Functions & Data Tables Review
Quiz
59.
The SUMPRODUCT Function
Video,
4:28
60.
Advanced SUMPRODUCT: Adding Criteria & Booleans in Excel
Video,
13:06
61.
SUMIF/S & AVERAGEIF/S
Video,
8:22
62.
CEILING, FLOOR & ABS Functions
Video,
1:36
63.
ROUND, ROUNDUP, ROUNDDOWN & COMBIN Function
Video,
3:52
64.
The MIN & MAX Functions
Video,
2:50
65.
COUNT/A & COUNTIF/S Functions
Video,
5:01
66.
Present Value & Future Value Functions
Video,
6:44
67.
NPV & XNPV Functions
Video,
7:29
68.
IRR & XIRR Functions
Video,
3:18
69.
Mathematical Functions Review
Quiz
70.
Text Functions (LEN, LEFT, RIGHT, MID, REPLACE, etc.)
Video,
7:59
71.
Using Text Functions to Solve Data Extraction Challenges
Video,
7:48
72.
Flash Fill (Excel 2013 Only)
Video,
2:47
73.
Text to Columns
Video,
6:23
74.
Remove Duplicates
Video,
1:57
75.
VALUE and DATEVALUE
Video,
4:07
76.
Sort & Subtotal
Video,
4:16
77.
Autofilter
Video,
4:09
78.
Pivot Tables, Part 1
Video,
9:11
79.
Pivot Tables, Part 2
Video,
8:00
80.
The fiscal half date problem
Video,
9:22
81.
The Olympic event problem
Video,
16:13
82.
Conclusion
Video,
0:23
83.
Create your first LAMBDA function
Video,
7:35
84.
LAMBDA: Create a CAGR function
Video,
4:52
85.
LAMBDA: Create a DSO function
Video,
3:32
86.
LAMBDA: The =IMPLIEDG() function
Video,
4:18
87.
LAMBDA: The =EOQUARTER() function
Video,
8:12
88.
LAMBDA: The =TSM() function
Video,
8:16
89.
LAMBDA: The =SHEETNAME() function
Video,
2:51
90.
Using LAMBDA functions across multiple workbooks
Video,
2:48
91.
VBA & Macros in Excel
Video,
7:07
Course 2: Advanced Accounting
Several areas of accounting pose particular challenges for finance professionals because they appear ...
Course TOC
Advanced Accounting
Several areas of accounting pose particular challenges for finance professionals because they appear frequently in practice but are rarely covered in introductory accounting texts. In this exercise-intensive course, we look at less-understood accounting topics in the context of financial analysis. W ...
Several areas of accounting pose particular challenges for finance professionals because they appear frequently in practice but are rarely covered in introductory accounting texts. In this exercise-intensive course, we look at less-understood accounting topics in the context of financial analysis. We start with how financial statements are adjusted by companies and analysts to show “non-GAAP” results. Next, we cover deferred taxes and the activities that most frequently create them. We move on to cover inter-company investments with a specific focus on the application of the equity method and consolidation method. We finish by addressing accounting issues that emerge from various debt-related activities such as original issue discount, PIKs, and capitalized interest. This course presumes basic accounting knowledge.
1.
Advanced Accounting Course Welcome
Video,
1:28
2.
Course Downloads
Files
3.
Introduction to Deferred Taxes
Video,
8:26
4.
Deferred Tax Liabilities Exercise, Part 1
Video,
10:54
5.
Deferred Tax Liabilities Exercise, Part 2
Video,
3:08
6.
Book vs. Tax Basis
Video,
1:55
7.
Deferred Tax Assets Exercise, Part 1
Video,
11:07
8.
Deferred Tax Assets Exercise, Part 2
Video,
2:39
9.
Introduction to NOLs
Video,
2:44
10.
NOLs illustration
Video,
7:27
11.
NOLs-related tax journal entries
Video,
1:53
12.
NOLs exercise solution
Video,
7:43
13.
Valuation Allowance
Video,
4:46
14.
Valuation Allowance Journal Entries
Video,
3:21
15.
Presentation of NOLs in Financials
Video,
1:12
16.
Stock Based Compensation
Video,
5:05
17.
Stock Based Compensation Accounting: Journal Entries
Reading
18.
Introduction to Intercompany Investments
Video,
7:16
19.
Trading, Available for Sale & Held to Maturity Securities
Video,
6:55
20.
Equity Method, Part 1
Video,
5:52
21.
Equity Method, Part 2
Video,
6:37
22.
Deferred Taxes & Dividends Received Deductions Arising From Equity Investments
Video,
13:39
23.
Paying in Excess of Book Value Under Equity Method
Video,
6:34
24.
Paying in Excess of BV Exercise
Video,
9:45
25.
Consolidation Method & Noncontrolling Interests, Part 1
Video,
7:48
26.
Consolidation Method & Noncontrolling Interests, Part 2
Video,
10:47
27.
Consolidation Method & Paying in Excess of BV
Video,
14:45
28.
Advanced Accounting Review 1
Quiz
29.
Introduction & PIK Debt
Video,
5:44
30.
Capitalized Interest
Video,
3:21
31.
Original Issue Discount
Video,
4:34
32.
OID Zero Coupon Exercise
Video,
6:29
33.
OID With Coupon Exercise
Video,
4:41
34.
OIP With Coupon Exercise
Video,
3:43
35.
Debt Accounting: Financing Fees
Reading
36.
Deferred Taxes Arising from OID & OIP
Video,
3:21
37.
Deferred Taxes Arising from OID & OIP, Exercise 1
Video,
14:29
38.
Deferred Taxes Arising from OID & OIP, Exercise 2
Video,
4:17
39.
Deferred Taxes Arising from OID & OIP, Exercise 3
Video,
4:58
40.
Introduction to Lease Accounting
Video,
2:22
41.
Lease accounting IFRS vs. US GAAP
Video,
4:44
42.
Lease Presentation on the Balance Sheet
Video,
5:30
43.
Operating Lease Accounting Overview
Video,
2:49
44.
Exercise: Straight-Line Rent Expense
Video,
3:34
45.
Exercise: ROU and Lease Liability Initial Entries
Video,
4:08
46.
Imputed Interest
Video,
2:16
47.
ROU Depreciation Amortization
Video,
5:59
48.
Lease Liability Accounting
Video,
3:32
49.
ROU Asset and Lease Liability Roll-Forward
Video,
5:15
50.
Operating Lease Journal Entries
Video,
2:02
51.
Finance vs Operating Lease Classification
Video,
2:38
52.
Finance Lease Accounting
Video,
5:00
53.
Finance Lease Roll Forwards
Video,
3:30
54.
Lease Footnote Disclosures
Video,
3:22
55.
Cash Flow Statement Leases Presentation
Video,
4:56
56.
Lease Accounting Summary
Video,
2:36
57.
Impact of Lease Commencement Payment
Video,
6:18
58.
Lease Liability Rollforward Walk Though
Video,
4:42
59.
ROU Exercise: Operating Leases
Video,
2:24
60.
ROU Exercise: Operating Leases Walk Through
Video,
1:13
61.
Exercise: Finance Leases
Video,
3:11
62.
Stock Sale v. Asset Sale Intro
Video,
2:43
63.
Tax Basis Step Ups in Stock sale vs Asset sale
Video,
5:34
64.
Quantifying PV of Acquirer Tax Benefits in Tax Basis Step Up
Video,
4:58
65.
Seller Preferences in M&A Deal Structuring
Video,
3:51
66.
Calculating Target Proceeds in M&A in Asset vs. Stock Sale
Video,
9:54
67.
Taxable Sales: Introduction and Acquirer Perspective
Video,
3:15
68.
Taxable Sales including 338(h)(10): Target Perspective
Video,
3:07
69.
NOLs in M&A
Video,
2:02
70.
NOLS in M&A exercise
Video,
6:48
71.
NOLs for 80%+ owned subsidiaries
Video,
1:21
72.
Selling S-Corporations and subsidiaries
Video,
2:09
73.
Aggregate Deemed Sales Price (ADSP)
Video,
1:56
74.
Taxable Sales Exercise
Video,
10:27
75.
Nontaxable Sales
Video,
3:42
76.
Advanced Accounting Review 3
Quiz
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