Webcast: K2's Excel Tips & Tools for Better Budgets & Forecasts (XKETB217)
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Excel is the de facto budgeting and forecasting tool for most professionals, yet many who use Excel for these tasks do not take advantage of the numerous built-in tools available. Among other topics in this session, you will learn how to work with Excel features such as FORECAST, FORECAST.ETS, TREND, Forecast Sheets, XNPV, and XIRR. Additionally, you will learn better ways to manage what-if analysis using Scenario Manager, Solver, and the value of performing Monte Carlo simulations. In short, i

8/11/2017
When: 08/11/2017
12:00 PM until 2:00 PM
Where: Webcast
K2 Enterprises
United States
Presenter: Steven Phelan


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Acronym XKETB217
CPE 2 hours
Vendor K2 Enterprises
Category
Management
Level Intermediate
Prerequisite Good working knowledge of Excel
Adv Prep None
Yellow Book? No
Designed for Accounting and financial professionals who want to use Excel more effectively for budgeting and forecasting
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 is the de facto budgeting and forecasting tool for most professionals, yet many who use Excel for these tasks do not take advantage of the numerous built-in tools available. Among other topics in this session, you will learn how to work with Excel features such as FORECAST, FORECAST.ETS, TREND, Forecast Sheets, XNPV, and XIRR. Additionally, you will learn better ways to manage what-if analysis using Scenario Manager, Solver, and the value of performing Monte Carlo simulations. In short, if you use Excel for budgeting and forecasting, you can’t afford to miss this session!

Objectives

Upon completing this course, you should be able to:

  • 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

Topics

  • Review Excel built-in Features such as FORECAST, FORECAST.ETS, TREND, Forecast Sheets, XNPV, and XIRR
  • Manage what-if analyses using Scenario Manager
  • Use Excel more effectively as a budgeting and forecasting tool