K2's Excel Tips and Tools for Better Budgets Webcast | 4203620F

Course Details


Wednesday, April 28, 2021

11:00am – 12:40pm (Registration: 10:30am)



Field of Study


CPE Credit

2 hours CPE credit

Level of Knowledge





Fundamental knowledge of budgeting and Microsoft Office Excel


Excel is the de facto budgeting and forecasting tool for most professionals, yet many don't leverage it's numerous built-in tools. Learn Excel features such as FORECAST, FORECAST.ETS, TREND, Forecast Sheets, XNPV, and XIRR. Additionally, techniques to manage what-if analysis using Scenario Manager, Solver, and the value of performing Monte Carlo simulations. If you use Excel for budgeting and forecasting, you can't afford to miss this session!


Budgeting and forecasting-centric features in Excel
Excel's capital budgeting functions
Scenario Manager to manage different sets of budget assumptions
Excel's Solver add-in


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

Designed For

Business professionals who are seeking to become more efficient and effective in budgeting processes. The program focuses on Excel for Windows, but many of the features can be found in Excel for Mac.

Course Pricing

WYOCPA Member Fee

Non-Member Fee

Your Price

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