K2's Excel Financial Modeling Best Practices Webcast | 4203612C

Course Details


Wednesday, November 4, 2020

8:00am – 9:40am
(Registration: 7:30am)

Field of Study


Course Number


CPE Credit

2.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


Fundamental knowledge of computer operations and Microsoft Excel


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 build financial modeling spreadsheets. Join us to learn amazing techniques that will save valuable time and improve the accuracy and quality of your results.


Design considerations for Excel-based models
Advanced options for analyzing your models
Troubleshooting your models
Formatting reports for improved readability


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

Designed For

Business professionals who are seeking to utilize the Windows-based version of Excel more efficiently and effectively when creating financial models, plans, and analyses

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $101.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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