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Use Excel for Financial Forecasting: Build Better Spreadsheets & Models


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 appropriate use of 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:

  • Simple techniques that help you build spreadsheets effectively
  • How to quickly compute interest and principal for any time period
  • Tools to summarize your detailed data into easy-to-read formats
  • Using range names to minimize errors, save time, and store information
  • How to toggle complex spreadsheets between executive summary & detail

  • Bonus: Attendees will have access to the step-by-step Excel materials 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
    • Protect sensitive inputs and make formulas easier to craft and audit
    • Strategies to protect & manage multiple sets of forecasting assumptions
    • Steps to quickly create an amortization schedule in Excel
  • 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
    • Grouping and SUMIF: Leverage advanced worksheet features & functions
  • Live Q & A Session - Have all your financial forecasting in Excel questions answered!

About The Speaker

L. Keith Jordan is a Certified Public Accountant with over 35 years of experience in Accounting, supervision, and management. Before forming his own CPA practice, Mr. Jordan's experience spanned various areas such as: general Accounting, cost and budgeting Accountant, Accounts Payable supervisor, Property Accountant, and serving as a company Controller. Mr. Jordan also has experience in Academic Administration, where he served as a Controller/Business Manager for a Higher Education component campus.

  • In addition to his Accounting duties, Mr. Jordan's responsibilities have included network administration; software programming; and IT development and coordination. With his emphasis on business applications software, his ability to use or create software applications to meet Accounting and business needs has often helped him increase or extend organizational capability and effectiveness.
  • Mr. Jordan is also a Certified QuickBooks ProAdvisor and a QuickBooks Affiliate. He was a contributing member of the now deactivated Intuit Inner Circle and is still a contributor to QuickBooks and other forums hosted by Intuit, LinkedIn and elsewhere. As the owner of his own business, Mr. Jordan is currently focused on providing CPE courses for CPAs.
  • You can read more at His website is aimed at providing tools and resources for Accountants, small business, and individuals.

Program Benefits

This feature-filled, 90-minute webinar will provide you with everything you need to know about a variety of Excel features and worksheet functions to help you utilize Excel in a more effective manner.