Upcoming Financial Education Events

Join our comprehensive workshops and seminars designed to enhance your financial knowledge and analytical skills through practical, hands-on learning experiences.

Featured Summer & Fall Workshops

These intensive workshops focus on building practical skills through guided exercises and real-world case studies. Each session includes comprehensive materials and ongoing support.

August 15-16, 2025

Advanced Financial Modeling Workshop

Two-day intensive • 9:00 AM - 5:00 PM

This comprehensive two-day workshop covers advanced Excel techniques, scenario analysis, and valuation models used in corporate finance. You'll work through real company case studies and build complex financial models from scratch.

What to prepare:

Basic Excel proficiency (formulas, pivot tables, charts)
Understanding of financial statements
Calculator and notebook for manual calculations
Laptop with Microsoft Excel 2019 or newer

September 22, 2025

Investment Strategy Fundamentals

Full-day session • 10:00 AM - 4:00 PM

Learn the core principles of portfolio construction, risk assessment, and asset allocation strategies. This practical session includes market analysis techniques and hands-on portfolio building exercises with real market data.

Prerequisites and preparation:

Basic understanding of stocks, bonds, and mutual funds
Familiarity with financial news and market terminology
Bring recent investment statements (optional but helpful)
Access to financial calculator or smartphone app

Reserve Your Spot

October 18, 2025

Business Valuation Essentials

Half-day workshop • 1:00 PM - 6:00 PM

Explore different valuation methodologies including DCF analysis, comparable company analysis, and precedent transactions. Perfect for business owners, analysts, and anyone interested in understanding how businesses are valued.

Recommended preparation:

Review basic accounting principles beforehand
Bring examples of businesses you're curious about
Understanding of time value of money concepts
Comfort with percentage calculations and ratios

Join This Workshop

Simple Registration Process

Getting started with our workshops is straightforward. We've streamlined the registration process to get you enrolled quickly while ensuring you have everything you need for a successful learning experience.

Contact us through phone or email to discuss which workshop fits your current skill level and goals
Receive detailed preparation materials and technical requirements via email within 24 hours
Complete registration with secure payment processing and receive confirmation packet
Join our pre-workshop orientation call one week before your session begins

Start Your Registration