K2's Excel Tips and Tools for Better Budgets Webcast | 4203620A

Course Details

Date

Tuesday, June 30, 2020

7:00am – 8:40am
(Registration: 6:30am)

Field of Study

Technology

Course Number

4203620A

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Intermediate

Vendor

CalCPA Education Foundation

Prerequisites

Fundamental knowledge of budgeting and Microsoft Office Excel

Description




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!

Highlights




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

Objectives




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

Designed For




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.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$75.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$101.00
Your Price $101.00

CPE Choice

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

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