Intelligent Performance Modeling using Excel
Registration Closed
9:00 AM - 4:30 PM
CPA Ontario - York,
25 York Street,
Suite 1100,
Toronto, Ontario, M5J 2V5
Who can attend
New Member Price $210.00
Personal Passport Price $270.00
Organization Passport Price $320.00
Member Price $420.00
Student Price $420.00
Public Price $520.00
CPD hours
Event type
Event description

Every day, organizations are faced with complex business problems. In most cases, information on the problem has already been gathered. But what’s needed is actionable insights. The key tool in developing the insights is a performance model that applies a methodology to analyze and transform data into a useable, customizable and presentable format. Intelligent Performance Modeling using Excel is a practical class in which participants will blend data analysis skills into the construction of five interactive performance models in Excel from scratch. Participants work alongside the instructor to apply modeling skills and techniques to better analyze organizational data, predict revenues and assess outcomes to justify business decisions. Each example will focus on a different operational scenario and a different business sector.


Business professionals who work with data and are often tasked with solving operational problems and finding creative solutions or act as a key part of the decision making process.


  • Understanding of general modeling techniques in Excel.
  • Learning how to use models to present quantitative information simply, clearly, and concisely.
  • Fundamentals of “what-if” analysis in models.
  • Making more informed decisions based on collected business intelligence.
  • Understanding key Microsoft Excel Functions and tools used for model building.
  • Special instructions
    Attendees must bring a laptop with either Microsoft Office 2013 or 2010 installed.

    Seminar material will be available to download/save one week prior to the event. Please go to our Blackboard site and login using the same username and password as you have for the CPA registration portal. Click on the appropriate seminar title and follow instructions to download/save the material onto your device or computer. The material will remain available for two days after the event.

    Speaker Bio
    David is the principal of DHE Consulting, providing training, consulting, and analytical solutions to organizations. Working across a number of industries, his specialties lie in solution implementation, guiding businesses to make use of their data assets, and developing cost-saving strategies. An experienced lecturer, David provides analytical and professional classes to clients including the Rotman School of Management and CPA Ontario.