Advanced Finance and Risk Analysis Skills - Crystal Ball (24hrs)

✨ Overview
This 3-day intensive workshop equips finance professionals with modern risk modeling tools using Crystal Ball. Learn to apply simulation, optimization, forecasting, and decision analysis to support smarter business decisions.
Ideal for analysts, consultants, and decision-makers looking to validate assumptions, quantify risk, and improve forecasting accuracy.
 
🔍 Workshop Content
 
Module 1: Simulation & Risk Modeling Essentials
Why risk modeling matters
Monte Carlo simulation: purpose & history
Key risk analysis concepts
The modeling process in business
Using Crystal Ball: interface, sampling, and reporting
Workshop: Compensation model with risk inputs
 
Module 2: Building & Running Models
Statistics for simulation (mean, std dev, skewness, etc.)
Tornado charts & one-way sensitivity
Best practices for defining assumptions
Correlation & input behavior control
Workshop: Portfolio allocation and ROI analysis
 
Module 3: Historical Data & Trends
Rank correlation and regression
Fitting distributions from historical data
Time-series forecasting with smoothing & seasonality
Workshop: Sales projection model
 
Module 4: Optimization & Scenario Planning
Optimization using OptQuest
Project portfolio & resource allocation
Efficient frontier analysis
Decision tables & 3D scenario plots
Workshop: Portfolio selection and inventory planning
 
Module 5: Advanced Decision Techniques
Bayes' Theorem for decision making
Value of Information (VOI) using Hubbard's method
Decision tree analysis
Real Options Theory and valuation
Workshop: Real options in oil/mining and project valuation
 
✅ Benefits
Participants will be able to:
Apply Monte Carlo simulation & optimization in Excel
Quantify risk & test assumptions effectively
Forecast revenue and model uncertainty
Perform DCF with probabilistic inputs
Use real options for strategic valuation
Optimize project and resource portfolios for ROI