POWER of Excel in Budgeting

SYNOPSIS:

This interactive and comprehensive three-day seminar will help you gain experience in developing and controlling budgets as well as allowing you to develop your services with a sound financial basis. Most users are not aware of the advanced features of Excel that are suited to accommodating the budgeting and forecasting processes. This is an excel course dedicated to solving the problems managers face when preparing budgets and forecasts. It combines accounting, budgeting, and forecasting issues with excel to provide managers with practical guidance on how to prepare more accurate budgets and forecasts with less time and effort.

By combining both traditional budgeting and forecasting concepts with the power and flexibility of Excel, Participants are given the tools and techniques needed to meet the ever increasing demands of Management, banks, regulators, and investors. It provides participants with the “accounting industry’s best practices” to preparing accurate Excel-based budgets in a timely manner.

TARGET AUDIENCE:

Managers who use Excel and who want to save time and improve the quality of their budgets.

DURATION: 3 DAYS

PRICE: $1800

COURSE OUTLINE

Introduction and Course Overview
Viewing Excel Functions
Cell and Range Referencing
Range Name
Lookup & Reference
Choose, Match, Offset
Vlookup, Hlookup
Index, Indirect
Mathematics
Sumif, Rounding
Date & Time
Time
Information
IS
Logic
IF,And & Or
Text
Left, Right, Mid, Len, Find, Search
Concatenate & Text
Forms
Spinner, Scroll Bar, Combo Box, Option Button, Check Box
Data Collection
Preparing budget templates
Decision Making
Handling Uncertainty
Sensitivity Analysis
Scenario Analysis
Preparing Profit & Loss, Balance Sheet and Cash Flow Statement
Managing change during Budget Process
Preparing your Budget for Board Presentation & Review
Protecting your Worksheets
Workshop Wrap-Up

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