April 17, 2023

Webinar

2 Total CPE Credits

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K2's Excel Tips & Tools for Better Budgets

  • Instructor

    Thomas Stephens

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.

Learning 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

Major Topics

  • 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

CPE Credits Available

2
Total CPE
2
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Fundamental knowledge of computer operations and Microsoft Office Excel

Advanced Preparation

None

Intended Audience

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

Provider

ACPEN

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