Finance training for your team, taught by people who did the work.
Tailored programs for single-day, week-long or multi-week delivery, on site or virtual. Built around your templates and your deals, for finance teams of every size, from boutique advisory firms and growth-stage companies to global banks and Fortune 500s.
- Ariel Investments
- AVALT
- CMI Enterprises
Core Curriculum
Run one as a focused workshop, or combine several into a multi-day program. Every engagement is scoped to your team's level and your work.
Excel & Financial Modeling
Shortcuts, structure and error-proofing. Three-statement models built from filings to a standard someone else can rely on.
Valuation and M&A
Comparables, precedents, DCF and WACC. Accretion and dilution, synergies, cash versus stock, and the deal process end to end.
LBO Modeling
From paper LBO to full returns analysis with debt schedules, dividend recaps and add-ons. The same curriculum taught to teams at companies and firms all over the world.
Accounting & FP&A
Three statements and how they link, accruals versus cash, working capital. Budgeting, forecasting and variance analysis for operators.
Presentation Skills & Storytelling
Pages that need no cleanup. Structuring a recommendation, walking a room through a model, and writing the update that gets read.
AI for Finance
Prompting, skill libraries and workflows inside Excel and PowerPoint, taught on the tools your firm has already deployed.
Our Best Seller: The Five Day Program
One week, one cohort, one model carried from Monday's blank sheet to Friday's presentation. Typical for new hire training or continuing professional development for upskilling.
- ▪Model hygiene and Excel best practices
- ▪Excel shortcuts and spreadsheet navigation
- ▪Advanced data cleaning, analysis, manipulation, extraction
- ▪The accounting system & GAAP
- ▪Three statements and how they link
- ▪Financial statement analysis and reading public filings
- ▪Public company build from filings from scratch
- ▪Revenue and cost drivers build with rollforward schedules
- ▪Balancing, circularity, troubleshooting
- ▪Corporate finance, time value of money, NPV, IRR
- ▪DCF valuation & WACC
- ▪Relative valuation: public comps and precedent transactions
- ▪Public speaking skills
- ▪Present with structure for various presentation types
- ▪Team presentations with live feedback
Discuss swapping curriculum for a certain day. Common substitutions include LBO Modeling, M&A, or AI for Finance.
Why Caserta
What sets our corporate training apart.
Real Finance Experience
The lead trainer worked in investment banking and private equity, holds the CFA and passed all four sections of the CPA exam. Harvard MBA.
Operator As Well As Investor
He built, scaled and sold a VC-backed tech company, so your team learns from someone who has sat on both sides of the table.
The Case Method
Where it fits, sessions run as cases: the group works a real situation, defends a view and gets challenged. Engagement and discussion, not lecture.
Authored In 2026
Curriculum authored in 2026 by the trainers who actually deliver it. No stale, old or generic content.
On Site Or Virtual
At your offices, off site, or fully remote. Half-day sessions to multi-week programs, for teams of five to fifty or more.
Post-Training Support
Materials and recordings stay with the team. Thirty days of email support after the program for follow-up questions.
“We onboard all new associates with this course. It's the most efficient way to get them up to speed on LBO mechanics.”
Tell us about your team
Tell us about your team and we'll put together a customized proposal. We typically respond within 24-48 hours.