Excel Competency: Budget Spreadsheets

  EVENT DATE

July 29, 2019

  PRESENTER(s)

David H. Ringstrom, CPA

  12:00 PM ET | 11:00 AM CT | 09:00 AM PT | 90 Minutes


* Not able to attend the live session? We can arrange an on-demand session for You. Please call 1-‪814-892-0304


DESCRIPTION



Excel expert David Ringstrom, CPA, demonstrates how to create both effective and resilient budget spreadsheets in this illuminating presentation. He shares informative techniques, including how to separate inputs from calculations, streamline formula writing, preserve key formulas, create operating and cash flow budgets, and implement several key Excel functions.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts.

David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Learning objectives:

  • Apply and isolate all user entries to an inputs worksheet and protect all calculations and budget schedules on additional worksheets.
  • Recall how to use range names and the Table feature to create resilient and easy-to-maintain spreadsheets.
  • Calculate borrowings from, and repayments toward, a working capital line of credit.

Area Covered in this Session:

  • Mastering the IFERROR function to display alternate values in lieu of a # sign error.
  • Crafting formulas to compute gross margins, projected sales, commissions, and related amounts.
  • Preserving key formulas using hide and protect features.
  • Building operating budgets quickly based on detailed supporting schedules that provide an audit trail.
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
  • Crafting formulas to compute gross margins, projected sales, commissions, and related amounts.
  • Building operating budgets quickly based on detailed supporting schedules that provide an audit trail.
  • Protecting sensitive information by hiding formulas within an Excel workbook.
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
  • Utilizing Excel's Name Manager feature to review and manage named ranges within a workbook.
  • Understanding why it’s worthwhile to build out supporting schedules to break down calculations used in budgets.
  • Accessing free downloadable budget templates that can be customized as needed.

Who should attend?

  • Accountants
  • CPA’s
  • CFO’s
  • Controllers
  • Excel User
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals

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