Excel Tips and Tools for Better Budgets and Forecasts
2 Credits: Computer Software & Applications
$98.00
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Secure Transaction Excel Tips and Tools for Better Budgets and Forecasts
Format
Webcast
Course Level
Intermediate
CPE Credits
2 Credits: Computer Software & Applications
Course Description
Excel is the de facto budgeting and forecasting tool for most professionals, yet many don’t leverage its 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
Upon completing this session, you should be able to:
- 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
Course Specifics
WC1222274951
January 14, 2022
None
None
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration 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. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
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Meet The Experts
Thomas G. (Tommy) 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 internal controls for …
K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA) Read More »