Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
CPE Credits
2 Credits: Finance

Course Description

Excel remains the tool of choice for many professionals to build financial models, including forecasted financial statements and budgets. Yet many have never received any training on best practices to create financial modeling spreadsheets. Join us to learn amazing techniques that will save valuable time and improve the accuracy and quality of your results.

Learning Objectives

Upon completing this session, you should be able to:

  • Identify ten best practices for creating financial models in Excel
  • Utilize Excel features and add-in services for sensitivity, trend, and discounted cash-flow analyses
  • Create optimization models using Excel’s Solver tool
  • Implement procedures for eliminating errors in Excel-based financial models
  • Incorporate various formatting techniques to improve the usefulness of reports

Course Specifics

Course ID
WC1322274936
Revision Date
January 14, 2022
Prerequisites

Fundamental knowledge of computer operations and Microsoft Office Excel.

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.

Course Instructor

Thomas G. (Tommy) Stephens, Jr. Headshot
K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Thomas (Tommy) G. Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. He developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he has authored and presented continuing professional education courses to accounting and finance professionals. Mr. Stephens has lectured nationally on subjects such as …

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA) Read More »

Excel Financial Modeling Best Practices

CPE CREDITS
2 Credits: Finance

$98.00


Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
This webcast is 2 hours in length so you must start it before 06:00 pm ET.
Start within 3 hour(s) and 48 minutes to watch today.

Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
CPE Credits
2 Credits: Finance

Course Description

Excel remains the tool of choice for many professionals to build financial models, including forecasted financial statements and budgets. Yet many have never received any training on best practices to create financial modeling spreadsheets. Join us to learn amazing techniques that will save valuable time and improve the accuracy and quality of your results.

Learning Objectives

Upon completing this session, you should be able to:

  • Identify ten best practices for creating financial models in Excel
  • Utilize Excel features and add-in services for sensitivity, trend, and discounted cash-flow analyses
  • Create optimization models using Excel’s Solver tool
  • Implement procedures for eliminating errors in Excel-based financial models
  • Incorporate various formatting techniques to improve the usefulness of reports

Course Specifics

Course ID
WC1322274936
Revision Date
January 14, 2022
Prerequisites

Fundamental knowledge of computer operations and Microsoft Office Excel.

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.

Course Instructor

Thomas G. (Tommy) Stephens, Jr. Headshot
K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Thomas (Tommy) G. Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. He developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he has authored and presented continuing professional education courses to accounting and finance professionals. Mr. Stephens has lectured nationally on subjects such as …

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA) Read More »

Excel Financial Modeling Best Practices

CPE CREDITS
2 Credits: Finance

Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
This webcast is 2 hours in length so you must start it before 06:00 pm ET.
Start within 3 hour(s) and 48 minutes to watch today.

$98.00