CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Excel Tips And Tools For Better Budgets And Forecasts

Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
CPE Credits
2 Credits: Computer Software & Applications

Course Description

Excel is the de facto budgeting and forecasting tool for most professionals, yet many who use Excel for these tasks do not take advantage of numerous built-in tools that can be beneficial for these tasks.  Among other topics, in this session you will learn how to work with Excel features such as FORECAST, FORECAST.ETS, TREND, Forecast Sheets, XNPV, and XIRR. Additionally, you will learn better ways to manage what-if analysis using Scenario Manager, Solver, and the value of performing Monte Carlo simulations. In short, if you use Excel for budgeting and forecasting, you can’t afford to miss this session!

MAJOR TOPICS COVERED

  • How to use Excel’s forecasting features
  • Capital budgeting functions in Excel
  • Modeling budget and forecast uncertainty
  • Using Excel’s What-If features for analysis

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; and
  • Create Monte Carlo simulations to model risk in budgets and forecasts

Course Specifics

Course ID
WC12206841
Revision Date
March 20, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

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 Tips And Tools For Better Budgets And Forecasts

CPE CREDITS
2 Credits: Computer Software & Applications

$125.00

Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
CPE Credits
2 Credits: Computer Software & Applications

Course Description

Excel is the de facto budgeting and forecasting tool for most professionals, yet many who use Excel for these tasks do not take advantage of numerous built-in tools that can be beneficial for these tasks.  Among other topics, in this session you will learn how to work with Excel features such as FORECAST, FORECAST.ETS, TREND, Forecast Sheets, XNPV, and XIRR. Additionally, you will learn better ways to manage what-if analysis using Scenario Manager, Solver, and the value of performing Monte Carlo simulations. In short, if you use Excel for budgeting and forecasting, you can’t afford to miss this session!

MAJOR TOPICS COVERED

  • How to use Excel’s forecasting features
  • Capital budgeting functions in Excel
  • Modeling budget and forecast uncertainty
  • Using Excel’s What-If features for analysis

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; and
  • Create Monte Carlo simulations to model risk in budgets and forecasts

Course Specifics

Course ID
WC12206841
Revision Date
March 20, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

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 Tips And Tools For Better Budgets And Forecasts

CPE CREDITS
2 Credits: Computer Software & Applications

$125.00