April 10, 2023

Webinar

2 Total CPE Credits

product-artwork-1758061

K2’S Excel Financial Modeling Best Practices

  • Instructor

    Thomas Stephens

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

Learning Objectives

  • 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

Major Topics

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

CPE Credits Available

2
Total CPE
2
Finance

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Fundamental knowledge of computer operations and Microsoft Office Excel

Advanced Preparation

None

Intended Audience

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

Provider

ACPEN

Register For This Event

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    $ 79 79
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  • ASCPA Non-Member

    $ 109 109
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