Excel® Tips & Tools for Better Budgets

12:00 am–11:59 pm ET

CPE SelectAvailable with CPE Select

# of CPE Credits

2

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!
 
Please note—This course will expire on Tuesday, December 31, 2019. If you don’t complete the course by midnight on this date, you will forfeit your registration fee for this course.   

Objective

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

Highlights

* Performing what-if analysis in Excel® * Utilizing Excel features to facilitate capital budgeting * Solving complex business situations to find optimal scenarios * Managing multiple sets of budget assumptions in the same workbook

Who Should Attend

Business professionals who are seeking to become more efficient and effective in budgeting processes * The program focuses on Excel® for Windows, but many of the features can be found in Excel for Mac

Required Knowledge

Fundamental knowledge of budgeting and Microsoft® Office® Excel®

Advanced Prep

None

Event Speaker(s)

Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at onlinelearning@ncacpa.org, and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at support@peachnewmedia.com.

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via phone or email 30 minutes prior to the start of a live online program.

CPE Select Pass Policies
The CPE Select pass is available only for NCACPA members and the price is applicable for an individual user. The pass includes access to on demand and webinar programs, but excludes webcasts, “hot topic” webinars, and on demand Ethics programming. All eligible programs for the CPE Select pass will be marked in the online catalog and in promotions. Licensed CPAs who elect the student membership status must provide proof of enrollment in an advanced degree.

The CPE Select pass grants unlimited access to qualifying webinars and on demand programs on a calendar-year basis. Early bird pricing runs January 1 through June 30, and regular pricing runs July 1 through December 31.

We anticipate a spike in webinar activity later in the calendar year, and NCACPA is not liable for third-party service outages that may occur. Please plan your CPE before 12/31 to avoid any unforeseen technology issues.

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Event Vendor:K2 Enterprises
Field of Study:Computer Software & Applications
Level: Intermediate

Event Type:On Demand
Event Code:OD010419

Registration Fees

Registration Fee Early Bird Regular
CPE Select N/A $0.00
NCACPA Member N/A $85.00
Non-Member N/A $120.00