Budget spreadsheet for Financial Professional

Live Webinar | CEU Approved

  • 60 minutes

In this comprehensive presentation, Excel expert David Ringstrom, CPA, teaches you how to create resilient and easy-to-maintain budget spreadsheets. Among other techniques, David shows you how to separate inputs from calculations, build out a separate calculations spreadsheet, create both an operating and a cash flow budget, transform filtering tasks, and preserve key formulas. 

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.

Join this session by expert speaker David H Ringstrom where David teaches you Understanding why it’s worthwhile to build out supporting schedules to break down calculations used in budgets.

Session Highlights:

  • 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.

  • 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.

  • Accessing free downloadable budget templates that can be customized as needed.

  • Using the Name Manager feature to make corrections to range names or to store notes about assumptions.

Why You Should Attend:

Define how to isolate all user entries to an input worksheet, while protecting all calculations and budget schedules on additional worksheets. And Identify how to calculate borrowings from, and repayments toward, a working capital line of credit. How to apply range names and the Table feature to create resilient and easy-to-maintain spreadsheets.

Who Should Attend: 

  • Accountants

  • CPAs

  • CFOs

  • Controllers

  • Income Tax Preparers

  • Enrolled Agents

  • Financial Consultants

  • IT Professionals

  • Auditors

  • Human Resource Personnel

  • Bookkeepers

  • Excel Users

  • Marketers

  • Government Personnel

Advanced Preparation: None 

Program Level: Intermediate 

Prerequisites: None

Field of Study: Computer Software & Applications

*You may ask your Question directly to our expert during the Q&A session.

** You can buy On-Demand and view it as per your convenience.

David  Ringstrom

David Ringstrom

David H. Ringstrom, CPA, is a nationally recognized Microsoft Excel expert. He is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, later he began teaching continuing education classes as well. His mission since is to offer quality training and consulting services on Microsoft Excel via live webcasts, on-demand self-study webcasts, and in-house engagements. David has taught hundreds of webinars on Excel and other topics, in addition to speaking at conferences and in-house engagements.

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