FP&A™ Fundamentals

The nine-hour FP&A Fundamentals course is designed for a range of people including those considering switching to a career in FP&A, those wanting to learn more about FP&A in general as well as those in FP&A who want to learn functional best practices. The class consists of three, 3-hour sessions where you work collaboratively with other students to solve fundamental level FP&A cases. This is not an extensive FP&A exam preparation course.

Man and woman looking at data on the screen

The FP&A Fundamentals class includes cases focusing on: calculating market share and growth, learning basic and intermediate excel functions, building best, base and worst case scenario models, calculating the Lifetime Value of a Customer, analyzing price-volume-mix (introductory), determining NPV, payback, profitability index, breakeven and IRR for an investment, deseasonalizing sales and forecasting and Interpreting P&L statements.


Section Instructor Format Schedule start date
PFPA3002.F18.1 Mike Carpenter Online 6-9 p.m. Tuesday, July 10, 2018

Instructor: Mike Carpenter

Mike Carpenter joined Sparx Hockey as the vice president of finance and administration in 2017. He is a versatile corporate finance senior leader with broad experience that includes financial planning and analysis, manufacturing finance, client finance and business partnering. He has a strong focus on team stewardship and processes improvements.

Mr. Carpenter has experience in publicly traded, family owned and private equity backed companies ranging from $5M/year to Fortune 300. Prior to Sparx Hockey, Mr. Carpenter held various finance and business development roles for Cimpress, Lake Region Medical, PAREXEL International, EMD Millipore, the Tampa Bay Rays and Yum! Brands.

Mr. Carpenter graduated with a bachelor's in civil and environmental engineering from Cornell University in 1997 and received his MBA from the University of Chicago, Booth School of Business in 2003. In 2015, he obtained the FP&A professional certification and began teaching the FP&A course for Rice University's Glasscock School of Continuing Studies as well as abroad with Leoron.

Term: Fall 2018

Start Date: July 10, 2018

End Date: July 12, 2018

Schedule: 6-9 p.m.

Length: Tuesday, Wednesday, Thursday

Fee: $799

CEUs: 0.9

CPEs: 0.9

Note: This course is not currently accepting registrations. Please select VIEW CURRENT OFFERINGS to see similar Professional Development offerings.

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