Excel Magic 5: Building Interactive Budgeting Model in Excel 1 Credit
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Nov 29, 2024 | 03:30 PM
ET
Feeling bogged down by budget models that seem like they were designed for another planet? Say goodbye to those clunky, ill-fitting templates! This course is your golden ticket to revolutionizing how your operations team handles budgeting. We'll show you how to craft an interactive Excel budgeting model that lets your team make real-time adjustments—accurately and effortlessly. Picture this: instant updates, precise reports, and a process so smooth you'll wonder if it's magic. Spoiler alert—it's not magic; it's just Excel done right.
We'll kick things off by exploring the three critical environments where forecasts and budgets take shape. Then, you'll roll up your sleeves and tackle six common pain points in budget modeling—yes, we know the headache of balancing operational needs with system-based tools. But don't worry, we're not leaving you hanging! For every challenge, we've got six practical solutions ready to turn your spreadsheets into powerful, adaptable tools. You'll also learn how to harness the power of Excel and Power Query to streamline everything.
Major Topics:
By the end of this Excel course, you'll be the Excel wizard your team didn't know they needed. Armed with your new skills, you'll transform those bland, static budget reports into dynamic, interactive models that everyone on your team will love. It's time to see Excel in a whole new light and finally make your budgeting process work for you.
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Lenny Wu was a Lecturer at Tsinghua University in Beijing, China. He also sat as an Examiner for the International English Language Testing System (or IELTS) in the 1990s. On top of these, he is an exam trainer for various high profile exams, such as GRE (or Graduate Record Examination), GMAT (or Graduate Management Admission Test), TOEFL (or Test of English as a Foreign Language), and math contests such as Euler, Gauss and Pascal. He has published books on test taking strategies.
Lenny received his MBA, Finance from The George Washington University in Washington, DC, USA, and currently is a Senior Financial Analyst with an international engineering company in Vancouver, BC, Canada.
Lenny's motto at work is "Don’t work hard, work smart". Lenny has passion in teaching how to build your own "robot" into everyday office work. He has over over 22 years working with Microsoft Excel, and he is a modeling expert in Power Query, Power Pivot, and Power BI.
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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
CM
Great presentation. I learned a lot and could see multiple uses in my current position,
DH
Very insightful
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