Excel® Financial Modeling Best Practices

12:00 am–11:59 pm ET

CPE SelectAvailable with CPE Select

# of CPE Credits



Excel® remains the tool of choice for many accounting and financial professionals when building financial models, including forecasted financial statements and budgets. Yet, many of these same professionals have never received any formal training in the best practices associated with generating these types of spreadsheets. By participating in this session, you will learn many amazing techniques that will not only help you to save valuable time when building Excel-based models, but will also improve the quality of your results.
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.   


Upon completing this course you should be able to *Identify 10 best practices for creating financial models in Excel® * Utilize Excel features and add-in services for sensitivity, trend, and discounted cash-flow analyses * Create optimization models using Excel's Solver tool * Implement procedures for eliminating errors in Excel-based financial models * Incorporate various formatting techniques to improve the usefulness of reports


* Understanding the 10 best practices associated with developing Excel®-based financial models * Building financial models that accommodate issues such as sensitivity analysis, trend analysis, and discounted cash-flow analysis * Troubleshooting your Excel-based financial modeling workbooks for errors * Formatting reports to improve their usefulness and reader comprehension * Learning how to build Excel-based financial models to solve for optimal results

Who Should Attend

Business professionals who are seeking to utilize the Windows®-based version of Excel® more efficiently and effectively when creating financial models, plans, and analyses

Required Knowledge

Fundamental knowledge of computer operations and Microsoft® Excel®

Advanced Prep


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.

Test Your System
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Also Available As

On Demand
Tuesday, January 1, 2019 (12:00 am–11:59 pm ET)
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Event Vendor:K2 Enterprises
Field of Study:Finance
Level: Intermediate

Event Type:On Demand
Event Code:OD010519

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
CPE Sponsors LogoThe National Registry of CPE Sponsors is a program offered by the National Association of State Boards of Accountancy (NASBA) to recognize CPE program sponsors who provide continuing professional education (CPE) programs in accordance with nationally recognized standards. The North Carolina Association of Certified Public Accountants is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800- 469-1352.