Excel for Financial Forecasting: Build Better Spreadsheets & Models

Price: $199 + applicable taxes

Excel is a powerful tool that can be used to quickly build accurate and effective forecasting spreadsheets.  With the right set of design techniques and use of overlooked Excel functions, you can dramatically change how you use Excel.  So, how can you tailor your spreadsheets to effectively build financial forecasts that work for your company? 

Join us for this live, 100-minute webinar where you'll discover how to:

  • Use design strategies that help you build spreadsheets effectively
  • Compute interest and principal for any time period in just a few clicks
  • Tools to summarize your detailed data into easy-to-read formats
  • Toggle complex spreadsheets between executive summary and detail forms
  • Bonus: Handouts with step-by-step instructions of the forecasting techniques along with the example worksheets used in the webinar!

Program Highlights

Minimize Forecasting Errors & Save Time in Excel: Spreadsheet Techniques

  • How to best arrange worksheets as you build your complex formulas
  • Strategies to protect & manage multiple sets of forecasting assumptions
  • Steps to create an amortization schedule with just 4 mouse clicks

Making Your Spreadsheets Do Double-Duty: Versatile Forecasting Models

  • Custom view & outline features: Ways to condense complex spreadsheets
  • Utilize Excel's Scenario Manager to manage multiple assumption sets
  • Worksheet functions: Compute interest & principal for any time period
  • Leverage advanced worksheet functions such as OFFSET and SUMIFS

Live Q & A Session - Have all your financial forecasting in Excel questions answered!

About the Speaker

David H. Ringstrom, is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started back in 1991.

  • He is an author, Microsoft Excel spreadsheet expert, and consultant.
  • David teaches over 200 live webinars on Excel each year, and has written articles on spreadsheets that have been published internationally. He is the co-author of “Idiot’s Guide: Introductory Accounting” and has served as the technical editor for dozens of books in the “QuickBooks for Dummies” series.
  • Attendees often speak highly of David's well-prepared handouts that provide numbered steps that you can follow to carry out the techniques that he presents during his webinars.

Program Benefits

Our Excel expert, David H. Ringstrom, says "Either you work Excel, or it works you". In this jam-packed, 100-minute webinar you will discover everything you need to know about a variety of Excel features and worksheet functions to ultimately help you utilize Excel in a more effective manner.

If you'd like this program customized for your organization, call us at 1-800-964-6033. We're certain we can fulfill your training needs, while making it fit in your budget!

SHRM Credits

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Premier Learning Solutions is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP® or SHRM-SCP®. This program is valid for 1 PDCs for the SHRM-CP® or SHRM-SCP®. For more information about certification or recertification, please visit www.shrmcertification.org.

HRCI Credits

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This program has been approved for 1 (HR (General)) recertification credit hour toward aPHRTM, aPHRiTM, PHR®, PHRca®, SPHR®, GPHR®, PHRiTM and SPHRiTM recertification through the HR Certification Institute. Learn more at hrci.org

Credits

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Credit Hours:
2
Field of Study:
Computer Software
Program Level:
Basic Knowledge
Prerequisites:
None
Advance Prep:
Working Knowledge of Excel
Delivery Method:
Group Internet Based
Progressive Business Conferences is registered with the National Association of State Boards of Accountancy (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

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Excel for Financial Forecasting: Build Better Spreadsheets & Models

Live event begins Tuesday, June 20, 2023, 1PM (ET)

Live + On-Demand
$199 + applicable taxes
more info
For the live training(s) you've selected:
You will receive access to the live event(s) which includes a copy of the speaker's presentation, real-time training with our expert instructor, and an interactive question & answer period. Two to three business days after each live training concludes, an email is sent to registrants which contains a link for unlimited access to the on-demand recording you can revisit & review.
For the on-demand training(s) you've selected:
You'll receive a link to access the recording(s) in your order confirmation email. On-demand recordings also include a copy of the speaker's presentation and the ability to submit your questions to the expert, for up to 7 days after viewing.
3 Workshop
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$300 + applicable taxes
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Take advantage of our three workshop bundle to enhance your learning beyond the training you initially selected. Our workshop bundle allows you to select three workshops (Live or On-Demand) at a discounted price.
For the live training(s) you've selected:
You will receive access to the live event(s) which includes a copy of the speaker's presentation, real-time training with our expert instructor, and an interactive question & answer period. Two to three business days after each live training concludes, an email is sent to registrants which contains a link for unlimited access to the on-demand recording you can revisit & review.
For the on-demand training(s) you've selected:
You'll receive a link to access the recording(s) in your order confirmation email. On-demand recordings also include a copy of the speaker's presentation and the ability to submit your questions to the expert, for up to 7 days after viewing.
Finance All Access Subscription
$699 + applicable taxes
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With this subscription, you will receive 1 year of unlimited access to our full library of on-demand trainings as well as priority access to trainings that are upcoming.
For the live training(s):
You will receive access to the live event(s) which includes a copy of the speaker's presentation, real-time training with our expert instructor, and an interactive question & answer period. Two to three business days after each live training concludes, an email is sent to registrants which contains a link for unlimited access to the on-demand recording you can revisit & review.
For the on-demand training(s):
You'll receive access to our full library of on-demand trainings along with the speaker's presentation and handouts for each event.
Sitewide All-Access Subscription
$899 + applicable taxes
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With this subscription, you will receive 1 year of unlimited access to our full library of on-demand trainings as well as priority access to trainings that are upcoming.
For the live training(s):
You will receive access to the live event(s) which includes a copy of the speaker's presentation, real-time training with our expert instructor, and an interactive question & answer period. Two to three business days after each live training concludes, an email is sent to registrants which contains a link for unlimited access to the on-demand recording you can revisit & review.
For the on-demand training(s):
You'll receive access to our full library of on-demand trainings along with the speaker's presentation and handouts for each event.

If you can’t make it live, no worries! You’ll receive the recording and materials after the event.

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