Excel Tips & Tools for Better Budgets & Forecasts (2 hours)

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Oct 8, 2020

Registration: 6:30 AM / Program: 7:00 AM - 9:00 AM Pacific Time


Member Fee: $79.00
Nonmember Fee: $109.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


Excel is the de facto budgeting and forecasting tool for most professionals, yet many who use Excel for these tasks do not take advantage of the numerous built-in tools available.  Among other topics in this session, you will learn how to work with Excel features such as FORECAST, FORECAST.ETS, TREND, Forecast Sheets, XNPV, and XIRR. Additionally, you will learn better ways to manage what-if analysis using Scenario Manager, Solver, and the value of performing Monte Carlo simulations. In short, if you use Excel for budgeting and forecasting, you can’t afford to miss this session!

Designed For

Accounting, financial, and other business professionals who want to learn how to use many of the budgeting and forecasting-centric features found Excel in Excel 2013 and Excel 2016


*List key budgeting and forecasting-centric features in Excel *Differentiate between Excel's capital budgeting functions *Utilize Scenario Manager to manage different sets of budget assumptions *Solve complex, multi-variable equations with Excel's Solver add-in *Create Monte Carlo simulations to model risk in budgets and forecasts

Major Subjects

*Computer Software & Applications