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Webinar(CA): K2’s Excel Tips and Tools for Better Budgets

Description

Excel is the de facto budgeting and forecasting tool for most professionals, yet many don’t leverage it’s numerous built-in tools. Learn Excel features such as FORECAST, FORECAST.ETS, TREND, Forecast Sheets, XNPV, and XIRR. Additionally, techniques to manage what-if analysis using Scenario Manager, Solver, and the value of performing Monte Carlo simulations. If you use Excel for budgeting and forecasting, you can’t afford to miss this session!

Learning Objectives

List key budgeting and forecasting-centric features in Excel
Differentiate between Excel’s capital budgeting functions
Utilize Scenario Manager to manage different sets of budget assumptions
Solve complex, multi-variable equations with Excel’s Solver add-in
Create Monte Carlo simulations to model risk in budgets and forecasts

Major Topics

Budgeting and forecasting-centric features in Excel
Excel’s capital budgeting functions
Scenario Manager to manage different sets of budget assumptions
Excel’s Solver add-in

Provider
California CPA Education Foundation
Course Level
Intermediate
CPE Field of Study
Information Technology
2
Who Should Attend

Business professionals who are seeking to become more efficient and effective in budgeting processes. The program focuses on Excel for Windows, but many of the features can be found in Excel for Mac.

Instructor(s)
Tom Stevenson
Prerequisites

Fundamental knowledge of budgeting and Microsoft Office Excel

Advanced Preparation

None

Location
Webinar
Register Now
When
Jan 22, 2021
11:00 am - 12:40 pm MDT
Location
Webinar
Total CPE Credits
2
Format
Webinar

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Webinar(CA): K2’s Excel Tips and Tools for Better Budgets


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