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training resources in finance

Additional Training Resources

This web page provides some additional resources to help you learn finance. The resources include lecture notes and presentations from training events.

Lecture Notes

What is Capital Budgeting - Quick overview of capital budgeting (12 pages)
What is Cost of Capital - Quick overview of cost of capital (13 pages)
Discounting Techniques - Future values, present values, compounding, annuities, perpetuities, etc. (32 pages)
Valuation of Cash Flows - Investment Decisions & Capital Budgeting: Cash flows, net present value, irr, payback period, etc. (32 pages)
Bond Valuation - Types of bonds, bond pricing, term structure of interest rates, etc. (29 pages)
Capital Structure - Capital structures, use of leverage, effects of leverage, etc. (40 pages)
Valuation of Stocks - Characteristics of stocks, constant growth formula, yields, P/E ratios, mergers, etc. (35 pages)
The Capital Asset Pricing Model - Illustrative notes on calculating the cost of capital under CAPM. (13 pages)
Arbitrage Pricing Theory - Comparison to CAPM, basic framework, factor loading, etc. (11 pages)
Market Efficiency - Efficient market hypothesis, predictability of returns, etc. (11 pages)

Investment Decision Rules - Descriptions of payback, accounting rate of return, net present value, internal rate of return, etc. (14 pages)
Capital Budgeting - Calculating cash flows, working capital requirements, net present values, etc. (18 pages)
Topics in Capital Budgeting - Measuring uncertainty, economic value added, etc. (11 pages)
Exchange Rates - Foreign markets, exchange rates, hedging, valuation in foreign currencies, etc. (20 pages)
Risk Return - Adjusting for risk, risk premiums, capital market line, portfolio risk, etc. (27 pages)
Capital Structure - How valuations change given a change in the capital structure. (21 pages)

Presentations - Various Sources

An Introduction to Mergers and Acquisitions - Concise description of what constitutes a good merger and acquisition process - Presented by Jeffrey H. Bunin, President of Bunin Management Advisors.

Value Based Management - An overview of VBM including the framework and cycles associated with VBM presented by Paul A. Sharman, President of Focused Management.

Creating Value in a Global Marketplace– Workshop presentation on how private companies can create value and wealth, including a contrast between the old public equity markets and the new private equity markets – Presented by Robert T. Slee , a leading national expert on private equity markets. Companion Textbook on Private Capital Markets | Five Reasons for Private Equity Capital - FMI Corporation

Change Management Model– Presentation on the change management process, including assessing organizational readiness, critical practices, and recognizing complacency – Presented by Gary Sadavage | White Paper | Exercise | Posters | Six Sigma Change | Enterprise Performance Assessment Tool (71 pages) developed by Steve Goldman of Lehigh University for the Agility Forum.

Six Sigma Executive Overview (6 MB) - A complete overview of six sigma presented by Dr. Thomas A. Little - Thomas Little Consulting.

My Own Presentations

Using Logic Models for Fund Raising - Workshop presented at the 2006 Non Profit Fund Raising Performance Conference in Arlington, Virginia on June 15, 2006.

Microsoft Excel - 90-minute workshop presented at the Annual Accounting and Auditing Conference - Virginia Society of Certified Public Accountants - Roanoke, Virginia on September 26, 2006.

Balanced Scorecard - Workshop to assist strategic planners in developing balanced scorecard models across the entire agency. Presented in conjunction with the Malcolm Baldrige Planning Retreat - March 17, 2005 in Honolulu, Hawaii. Scorecard 101 | GPRA Performance Handbook | Performance Management Guide | Strategy-Performance | Measurement Tool Kit | Performance Measurement Methodology | DOE Metric Handbook
Metric Examples => IT Metrics | Sales Metrics | Supply Chain Metrics | HR Reference

Identifying the Value Points in the Corporation: Short Version | Long Version - Workshop on the use of Value-Based Tools to improve corporate valuations. Presented to the Alliance for Corporate Wealth at their Annual Conference - January 21, 2005 in Orlando, Florida. Value Dynamics Presentation | Applications of the Denison Cultural Model

Analytical Thinking - Workshop on analytical tools used for various process improvement projects. Covers basic analytical techniques such as root cause analysis and pareto charts. Presented to consultants and analyst in both the private and public sector.

Strategic Planning Model - Workshop on an end-to-end model to manage the strategic planning process. Developed and presented to various strategic planners within a large global organization.

Special Files
  • Corporate Finance: A Valuation Approach by Professor Simon Benninga of the Wharton Business School. This is a collection of spreadsheets from the course. Click Here to download the set.

  • Tutorial on the McKinsey Model for Valuation of Companies. Working Papers and Excel Spreadsheets. Click Here to go directly to the download page.