Budget Spreadsheet

Expediting Excel: How to make a budget spreadsheet
25 Sep 2018
- 01:00 PM to 02:30 PM EST
90 Minutes

Want to know How to make a budget spreadsheet that has everything you need and will never give you any fuss? In this presentation, Excel expert David Ringstrom, CPA, demonstrates how to create effective and resilient budget spreadsheets.

Expediting Excel: How to make a budget spreadsheet

Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well.

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25 Sep 2018 - 01:00 PM to 02:30 PM
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Want to know How to make a budget spreadsheet that has everything you need and will never give you any fuss? In this presentation, Excel expert David Ringstrom, CPA, demonstrates how to create effective and resilient budget spreadsheets.

Topic Background
Excel spreadsheets are invaluable for preparing budgets. They allow information to be inserted, laid out, formatted, and arranged quickly and easily. Using Excel spreadsheets makes it easy to compute budgetary estimates, such as calculating income and expenditures. They also enable future users to follow how budgets were initially calculated.

Overview - Budget spreadsheet
In this presentation, Excel expert David Ringstrom, CPA, demonstrates how to create effective and resilient budget spreadsheet as well as how to future-proof them once they're built. David shares several design techniques, including separating inputs from calculations, building out separate calculations spreadsheets, and developing both operating and cash flow budgets. Cash flow budgets are beneficial in that they calculate when to borrow against a line of credit, when to pay down the line of credit, and when cash is available to pay dividends.

Learning Objectives - Budget spreadsheet
• Learn to create both operating and cash flow budgets
• Learn how to Streamline formula writing
• Transform filtering tasks using the Table feature
• Understand the benefits associated with a variety of Excel functions
• Apply and isolate all user entries to an inputs worksheet
• Protect all calculations and budget schedules on 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

Areas Covered in the Session (Budget spreadsheet)
• Avoiding the complexity of nested IF statements with Excel's CHOOSE function
• Streamlining formula writing by using the Use in Formula command
• Improving the integrity of spreadsheets with Excel's VLOOKUP function
• Comparing IFNA, IFERROR, and ISERROR functions and learning which versions of Excel support these worksheet functions
• Going beyond simple rounding with the ROUNDUP and ROUNDDOWN worksheet functions
• Learning a simple design technique that greatly improves the integrity of Excel's SUM function
• Using the SUMIF function to summarize data based on a single criterion
• Learning how range names can minimize errors, save time in Excel, serve as navigation aids, and store information in hidden locations
• Learning how the Table feature allows you to transform filtering tasks
• Preserving key formulas using Excel's hide and protect features

Why Should you Attend (Budget spreadsheet)
To learn how to build budget spreadsheets that can be updated easily, that contain easy-to-follow supporting calculations, and that are future-proofed to ensure their integrity.

David teaches from the version of Excel in use by the majority of attendees, but he explains any differences in Excel 2007, 2010, 2013, and 2016. His webcasts are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. He welcomes participants' questions, so come ready to pick his brain. David's detailed handouts serve as reference tools you can fall back on after participating in one of his webcasts. He also provides an Excel workbook that includes a majority of the examples he uses during each session.

What You Get
• Training Materials
• Live Q&A Session with the Speaker
• Participation Certificate
• Earn 100 Loyalty points with every booking. You can redeem one live webinar with 300 loyalty points.

Who will Benefit
• Accountants and CPAs
• CFOs
• Financial consultants
• Controllers
• Accounting Personnel
• Human Resources Personnel

At the Q&A session following the live event, ask a question and get a direct response from our expert speaker

Important Note
1. For Live webinar attendee, you can find webinar joining details at user dashboard. (Create an account)
2. Live webinar attendees can download the participation certificate & credit points from dashboard after approval.
3. For Web download - You can download recorded video & handouts from user dashboard after Live webinar session.

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