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Excel Accountant: What-If Analysis

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David Ringstrom, CPA

Excel Accountant

Wednesday, June 24, 2020 | 03:00 PM EDT

  • CPA Canada
  • CMA
  • CPA
  • Tax Preparer
  • SHRM

2 Credits

$20

Subject Area

Computer Software and Applications

Webinar Qualifies For

2 CPE credit of Computer Software & Applications for all CPAs

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

This informative on-demand webcast presented by Excel expert David Ringstrom, CPA, is designed to teach you how to implement Excel’s powerful What-If Analysis tools. David explains how and when to make use of Excel’s Scenario Manager, how to use the Data Table feature to compare calculation results based on two or three inputs, how to use Excel’s Goal Seek feature to perform basic what-if analyses, and more. 

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based 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.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Learning Objectives

  • Identify when to use Excel’s Goal Seek feature versus Solver.
  • Describe how to apply Excel’s Solver Add-in for more complex what-if analyses.
  • Recall how to use the Data Table feature in Excel to compare calculation results based on varying inputs.

Who Should Attend?

  • Accountant
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Tax Accountant (Industry)
  • Young CPA

Testimonial

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