Friday, July 21, 2017

Creating Effective Excel Budget Spreadsheets

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Creating Effective Excel Budget Spreadsheets
August
 
4
1 pm - 2:40 pm ET
Presenter: David Ringstrom, CPA, author and nationally recognized Excel instructor
Credits: CPE (Credit Details)
Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both.
Viewing Options: View on your computer, tablet, or smartphone
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Course Description
 
In this webinar, you'll learn how to build budget spreadsheets that can be updated effortlessly and contain easy-to-follow supporting calculations. You'll learn how to separate inputs from calculations, streamline formula writing, preserve key formulas, and create both operating and cash flow budgets. Upon completion of this course, you'll be able to:
  • Apply and isolate all user entries to an inputs worksheet and protect all calculations and budget schedules on additional worksheets
  • 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
  • Apply several Excel functions, including:
    • CHOOSE
    • IFNA, IFERROR, and ISERROR
    • ROUNDUP and ROUNDDOWN
    • VLOOKUP
    • SUM and SUMIF
David demonstrates every technique at least twice, first on a PowerPoint slide with numbered steps, and second in Excel 2016. He'll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts.
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The Presenter
About The Presenter
 
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 25 years of consulting and teaching experience. David's mantra is "Either you work Excel, or it works you," so he focuses on what he sees users don't, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.
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Upcoming Webinars
Dealing with Duplicate Data in Excel
July 31 at 1 pm ET
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Preventing Fraud & Shenanigans in Travel & Entertainment Expenditures
August 2 at 1 pm ET
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Creating Dynamic Financial Statements in Excel
August 3 at 1 pm ET
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