K2's Excel Tips & Tools for Better Budgets

Course Details

Date

Friday, June 24, 2022

11:00am – 12:53pm

Field of Study

Technology

Course Number

A3425779

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Intermediate

Vendor

ACPEN

Prerequisites

Fundamental knowledge of computer operations and Microsoft Office Excel

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.

Highlights

  • Budgeting and forecasting-centric features in Excel
  • Excel’s capital budgeting functions
  • Using tools such as Scenario Manager, Solver, and Forecast Sheets to solve common budgeting problems

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

Accounting, financial, and other business professionals who want to learn how to use many of the budgeting and forecasting-centric features found in Excel 2016 and newer

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$79.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$109.00
Your Price $109.00

CPE Choice

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

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