Webcast: K2's Excel Budgeting Techniques (XKEXB117)
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Excel provides an outstanding variety of tools for accumulating, analyzing, and reporting budgetary data. This session focuses on the analytical features available in Excel for preparing budgets.

5/16/2017
When: 05/16/2017
12:00 PM until 2:00 PM
Where: Webcast
K2
United States
Presenter: Mac McClelland


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AcronymXKEXB117
CPE2 hours
VendorK2 Enterprises
Category
Management
LevelIntermediate
PrerequisiteGood working knowledge of Excel
Adv PrepNone
Yellow Book?No
Designed forAccounting and financial professionals involved in the budget process who want to use Excel more effectively
Registration
Member$79
CPA Non-Member$104

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course Description

Excel provides an outstanding variety of tools for accumulating, analyzing, and reporting budgetary data. This session focuses on the analytical features available in Excel for preparing budgets.

Objectives

Upon completing this course, you should be able to:

  • Differentiate between one-way and two-way data tables for forecasting revenues and expenses
  • Specify the four components of the regression equation
  • List some of the regression functions available in Excel
  • Describe the general procedure for using Solver in the budget process
  • Identify three automated methods of consolidating budget data

Topics

  • Performing regression analysis for forecasting
  • Using data tables for sensitivity analysis
  • Implementing linear programming with Goal Seek and Solver
  • Calculating moving averages automatically with built-in Excel functionality
  • Employing Scenario Manager for comparative budget reporting