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Excel Budgeting and Forecasting Techniques (EBT14)
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This course will give you the Excel knowledge and skills necessary to prepare budgets and forecasts more efficiently and with greater accuracy. Developed by accountants for accountants, you’ll get real-world examples in collaboration and workbook security, integrating and manipulating external data, consolidating budgetary data, summarizing and analyzing data with PivotTables, forecasting revenues and expenses using linear regression and other techniques, and capital budgeting principles.

When: 9/3/2014
8:30 AM until 4:30 PM
Where: Crowne Plaza Hotel & Resorts
4728 Constitution Ave.
Baton Rouge, Louisiana  70808
Presenter: Will Fleenor

Online registration is closed.
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Recent research reveals that nearly 75% of North American companies use Excel as their primary budgeting and forecasting tool. This course is designed to give you the Excel knowledge and skills necessary to prepare budgets and forecasts more efficiently and with greater accuracy. It provides real world examples developed by accountants for accountants in the following six major topic areas:

·        collaboration and workbook security

·        integrating and manipulating data from external sources

·        consolidating budgetary data

·        summarizing and analyzing data with PivotTables

·        forecasting revenues and expenses using linear regression and other techniques

·        understanding and applying capital budgeting principles


If you use Excel in budgeting and forecasting, you need this course. Participants will have access to sample data files. 


Designed for: Accounting and financial professionals who use Excel and want to save time and improve the quality of their budgets and forecasts



  • Describe the processes and benefits associated with creating and using Excel Templates – including Budget Templates – and securing Excel workbooks and worksheets with techniques such as Encryption, and Digital SignaturesDescribe processes for obtaining budget data and collaborating with others in the budget process including Sharing Workbooks, Accessing Excel’s Audit Trail, Merging Workbooks, Controlling and Validating User Input, Collaborating with others on the Web, and Querying Data from the Web
  • Define and describe various Excel techniques for interacting with the accounting system, such as Office Data Connections, Importing Text Files, Manipulating Accounting Data Imported from Various Software Applications, Importing Access Data, and Open Database Connectivity
  • Identify situations in which various Excel techniques such as Using Data Tables for Sensitivity Analysis, Working with Excel’s Goal Seek Function, Using Solver to Maximize Scarce Resources, Working with Scenario Manager, Forecasting with Regression Analysis, and Analyzing Risk with Monte Carlo Simulations are appropriate and describe how to execute each of these techniques
  • Describe how to use Excel in Capital Budgeting situations, including Excel’s Present Value and Internal Rate of Return functions and various methods by which Excel computes depreciation
  • Describe Excel techniques useful in preparing proforma financial statements, including the Watch Window, VLOOKUP, Linking Workbooks, and Accommodating Formulas with Circular References
  • List three Excel techniques for consolidating budget data and describe how to use each of these techniques to solve consolidation issues; describe how to use Conditional Formatting to identify trends and significant budget variances



  • Creating and securing budget templates, workbooks, and worksheets
  • Obtaining budget data and collaborating with others
  • Interacting with the accounting system
  • Forecasting tools and techniques
  • Capital budgeting with Excel
  • Miscellaneous techniques used in creating pro forma statements
  • Reporting issues and solutions


Requisite Knowledge: Fundamental knowledge of Excel operations


Speaker: Will Fleenor

Vendor: K2

Field of Study: Management

Level: Intermediate

CPE Credits: 8


Note: Instructional delivery method: Group-live demo and discussion using color computer projection - NOT a hands-on course



“One of the better seminars I have attended – learned many useful tools.”

--R.D. PA 


“Thanks! I learned a lot that will be applicable in the real world.”

--B.Y., CPA HI


Registration Fees:



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Standard (after 8/18)



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