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Excel's Best Budgeting Features for Accountants (IME973C)

Presented by: Thomas G. Stephens
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(*) Single User Price. For multiple users please call 1-800-223-8720
Pre Recorded Webinar
60 minutes
  •  Tue, September 19, 2017
Event Description

Save Time by Effectively Using Excel’s Key Budgeting and Forecasting Tools

For most business professionals, Excel is an essential tool for budgeting and forecasting activities. But inefficient and outdated Excel techniques still abound because many of those professionals don’t take advantage of the numerous built-in tools Excel offers. If you’re spending too much time working on budgeting and forecasting tasks, you’re probably not receiving the results you need to best assist in organizational performance planning. Avoid lost time, errors, and reports that are not as accurate as they should be by brushing up on the latest tips and features for using this powerful budgeting software.

In this session with expert speaker Thomas G. Stephens, Jr., you will learn how to take advantage of many of Excel’s key budgeting and forecasting tools. Tommy will explore features in Excel that you can put to work right away to help solve problems you encounter when using spreadsheets for budgeting and forecasting applications.

More specifically, you’ll learn to manage multiple versions of the same model more effectively and solve complex, multi-variable equations with ease. Handle the inevitable circular references that appear in budgeting workbooks and obtain more accurate capital budgeting results by joining this session. You’ll even be able to use regression analysis to improve the quality of your budgeting and forecasting spreadsheets. By taking advantage of the tools discussed and demonstrated in this session, you can reduce the amount of time you spend in budgeting and forecasting activities and get better results at the same time.

Session Highlights

  • How to effectively manage multiple versions of the same budgeting spreadsheet using Scenario Manager
  • The importance of using Solver to optimize results in complex budgeting and forecasting models
  • Best practices for handling circular references in workbooks
  • Why Excel’s XNPV and XIRR functions should be used in capital budgeting situations
  • The easiest ways to incorporate regression analysis into your budgeting and forecasting activities, and why this is a critical feature
  • How to use the new forecasting features added to Excel 2016
Who Should Attend
  • CFOs
  • Controllers
  • Financial managers
  • CPAs in public practice
  • Business analysts
  • Accounting and financial professionals who are involved in budgeting and forecasting activities
About Our Speaker(s)

Thomas G. Stephens
Thomas G. Stephens, Jr., is a certified public accountant and a shareholder in K2 Enterprises, a leading technology consulting and training organization. At K2 Enterprises, Tommydevelops and presents continuing education programs to business professionals across the United States and Canada. To date, he has lectured na... More info

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    Event Title: Excel's Best Budgeting Features for Accountants
    Presenter(s): Thomas G. Stephens

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