Webcast: Budgeting and Forecasting Tools and Techniques (XCBFT17)
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Learn how to achieve a greater return on your budgeting and forecasting activities by taking advantage of various tools and techniques. In addition to learning about how to utilize Excel more effectively, learn about Budget Maestro, PROPHIX and Host Analytics, and how reducing your dependency on Excel can lead to better results. Additionally, learn how to account for risk and uncertainty in your budgeting and forecasting models.

 Export to Your Calendar 12/20/2017
When: 12/20/2017
8:30 AM until 4:00 PM
Where: Webcast
CALCPA
4172978C
United States
Presenter: Thomas G. Stephens, Jr., CPA.CITP


Online registration is available until: 12/18/2017
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Acronym XCBFT17
CPE 8 hours
Vendor CalCPA
Category
Management
Level Intermediate
Prerequisite Fundamental knowledge of Microsoft Office Excel 2007 or newer.
Adv Prep None
Yellow Book? No
Designed for Business professionals involved in budgeting and forecasting activities.
Registration
Member $245
CPA Non-Member $375

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

Learn how to achieve a greater return on your budgeting and forecasting activities by taking advantage of various tools and techniques. In addition to learning about how to utilize Excel more effectively, learn about Budget Maestro, PROPHIX and Host Analytics, and how reducing your dependency on Excel can lead to better results. Additionally, learn how to account for risk and uncertainty in your budgeting and forecasting models.

Materials are provided as an ebook.

Objectives

  • Identify processes for obtaining budget data, collaborating with others, and controlling and validating data input.
  • Identify Excel techniques for interacting with the accounting system and situations, such as sensitivity analysis, risk analysis and Monte Carlo simulations, when Excel can be appropriately implemented.
  • Determine various Excel functions, including NPV, IRR, XNPV and XIRR, in capital budgeting situations.
  • Recognize differences between Excel and other applications used for budgeting and forecasting activities.

Major Topics

  • Using Excel more effectively as a budgeting and forecasting tool.
  • Identifying shortcomings of Excel-based budgeting and forecasting activities.
  • Implementing and working with dedicated budgeting and forecasting software applications to achieve better results in less time.
  • Managing risk and uncertainty in budgets and forecasts.