Title
Excel - Budgeting and Forecasting Tools and Techniques
Status
Registration Closed
When
9:00 AM - 4:30 PM
Location
Holiday Inn Kitchener-Waterloo Hotel and Conference Centre,
30 Fairway Road South,
Kitchener, Ontario, N2A 2N2
Who can attend
All
Pricing
Personal Passport Price $280.00
Organization Passport Price $330.00
Member Price $420.00
New Member Price $420.00
Student Price $420.00
Public Price $520.00
CPD hours
420
Event type
Seminar
Event description
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Are your budgeting and forecasting processes working as well for you as they should? Probably not, as many organizations report that budgeting and forecasting activities consume tremendous amounts of time and yield only marginal benefits. In this course, you will learn how to achieve a greater return on your budgeting and forecasting activities by taking advantage of various tools and techniques.

Additionally, you will learn how to account for risk and uncertainty in your budgeting and forecasting models and why doing so is a best practice for more meaningful budgets and forecasts. If you are involved in budgeting and forecasting activities, you will not want to miss this opportunity to learn how to reduce the amount of time you spend on these tasks, while simultaneously increasing their value.

LEARNING OUTCOMES:

  • Utilize processes for obtaining budget data and collaborating with others when using Excel including Shared and Merged Workbooks, Excel’s Audit Trail, controlling and validating data input, and collaborating with others
  • Apply various Excel techniques for interacting with the accounting system, such as Office Data Connections, Open Database Connectivity, importing text files, and linking Internet-based data into budgeting and forecasting models
  • Identify situations in which various Excel techniques are appropriately implemented, such as using Data Tables for sensitivity analysis, working with Excel’s Goal Seek feature, using Solver to maximize scarce resources, working with Scenario Manager, forecasting with Regression Analysis, and analyzing risk with Monte Carlo simulations
  • Implement various Excel functions – including NPV, IRR, XNPV, and XIRR – in capital budgeting situations, and identify the various methods by which Excel computes depreciation

WHO WILL BENEFIT:

Business professionals involved in budgeting and forecasting activities.

Special instructions
  • Participants should have a fundamental knowledge of Microsoft Office Excel 2007 or newer.
  • Group-live demo and discussion using color computer projection.
  • This course is “laptop friendly”, so feel free to bring your laptop equipped with Excel 2007 or above.
  • This course will be taught in Windows Excel 2016. Reference will be made to the differences between Excel 2016 and Excel 2013, 2010 and 2007.

Hard copy seminar material is NOT provided at seminars. More information can be found here..

Electronic material can be accessed one week prior to the program at https://pdlms.cpaontario.ca/ and should be downloaded in advance.

Registration, cancellation, withdrawal and all other CPA Ontario PD Seminar policies can be found here.

Speaker
Speaker Bio

K2E Canada Inc, and its US partner K2 Enterprises is the pre-eminent provider of technology-focused continuing professional education to accountants and other professionals in Canada and the United States. We offer seminars on Excel, Word, PowerPoint, Outlook and Access. In addition our catalogue includes seminars on Internal Controls, Cloud Computing, Tech Tools to Prevent Fraud, Adobe PDF and overviews of current technology for accountants.

Karen Granville, Hons. BMath, is a Senior Associate with K2 Enterprises. Karen has an Honours Bachelor of Mathematics degree in Operations Research and Combinatorics and Optimization from the University of Waterloo, a Teacher Training Certificate in adult teaching from Durham College, and is also a Microsoft Office Specialist - Master Instructor. She has several years business experience in the oil industry, and has taught at many educational institutions.