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Use Excel for Financial Forecasting: Build Better Spreadsheets & Models

Summary

Webinar Recording

Recording Price: $199.00

(Includes Proprietary Materials)

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, 90-minute webinar where you'll discover how to:

  • Use the latest techniques 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
  • Use range names to minimize errors, save time, and store information
  • Toggle complex spreadsheets between executive summary and detail forms

  • Bonus: Handouts with step-by-step instructions of the forecasting techniques covered 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
    • Protect sensitive inputs and make formulas easier to craft and audit
    • 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
  • Protect the Integrity of Your Spreadsheets: Best Tools & Techniques

    • Data Validation feature: Restricting user inputs to a range of values
    • Excel's very hidden property: Hide sensitive worksheets in plain sight
    • 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 a Microsoft Excel spreadsheet expert, freelance writer, professional Excel spreadsheet trainer, and consultant.

  • David holds many professional memberships, such as the American Institute of Certified Public Accountants, Georgia Society of Certified Public Accountants (GSCPA), and more.
  • He has written and published numerous articles for Microsoft Office, VBA Developer, Inside Quickbooks, Inside Peachtree, and others. He also served as the technical editor for 28 books, including "QuickBooks Simple Start for Dummies", "QuickBooks for Dummies - All-In-One Desk Reference", and other accounting topics.
  • 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, 90-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.


You will receive 2 CPE credits for attending this 90-minute webinar