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20WC-1489: K2's Excel Tips and Tools for Better Budgets (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Friday, January 22, 2021
12:00pm - 1:40pm Central Time
2 CPE ()

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!

Major subjects

  • 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

Learning objective(s)

  • 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

Who should take this program?

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.

Fees

Our records indicate you are a nonmember. If you register, you will be charged $101.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $75.00
checkmark Standard Nonmember Fee $101.00

More program information

Instructor Tommy Stephens, CPA, CITP, CGMA
Location Online
Area
of study
Information technology
Field(s)
of study
Information Technology - Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. Fundamental knowledge of budgeting and Microsoft Office Excel
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.