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Budgeting using Excel

  • CPA/ABV
  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • Maryland Tax Prep.

This Course is Also Available in Self Study (On-Demand)

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  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Course Description

In this informative online Excel CPE course, Excel expert David H. Ringstrom, CPA, shows you how to create effective and resilient spreadsheets and how to future-proof them as well. David explains design techniques, including separating inputs from calculations, building out a separate calculations spreadsheet, and creating an operating and cash flow budget. Although not included in the discussion, a cash flow budget calculates when to borrow against a line of credit, pay down the line of credit, and also when cash is available to pay dividends is provided in the handouts.

David demonstrates every technique at least twice in this continuing education course: 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.

This Online CPE Excel Webinar covers the following Key Topics:

  • Utilizing Excel's Name Manager feature to review and manage named ranges within a workbook.
  • Using range names to streamline formulas and bookmark key inputs within a workbook.
  • Crafting formulas to compute gross margins, projected sales, commissions, and related amounts.
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
  • Using range names to streamline formulas and bookmark key inputs within a workbook.
  • Building operating budgets quickly based on detailed supporting schedules that provide an audit trail.
  • Saving time by using the AutoSum formula to sum multiple columns at once with a mouse click or a keyboard shortcut.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Using range names to streamline formulas and bookmark key inputs within a workbook.
  • Saving time writing formulas by choosing named ranges with the Use In Formula command.
  • Building operating budgets quickly based on detailed supporting schedules that provide an audit trail.

Learning Objectives

  • To define how to isolate all user entries to an inputs worksheet, while protecting all calculations and budget schedules on additional worksheets.
  • To recognize the range names and the Table feature to create resilient and easy-to-maintain spreadsheets.
  • To recall what the SUMIF function returns if it cannot return a match.

Recommended For

  • This Online Excel CPE course for CPAs is recommended for CMAs, CVAs, CFAs, ABVs, Accounting, and Finance Professionals and Practitioners who are seeking to build budget spreadsheets that can be easily updated and supporting calculations are easy to follow.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounts Director
  • Certified Management Accountant
  • Chief Accounting Officer
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 CE Credit for Maryland Tax Preparer (MRTP)
  • 2 CPD Credit for Accredited in Business Valuation (ABV)
  • 2 CPE Credit for Certified Management Accountants (CMA)
  • 2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 2 CPE Credit for Certified Valuation Analyst (CVA)
  • 2 PL Credit for Chartered Financial Analyst (CFA)
  • 2 CPD Credit for Chartered Professional Accountant (CPA Canada)

Presenter

About Presenter

David Ringstrom, CPA (US)

President Excel Accountant

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

  • Microsoft Excel
  • Microsoft Access
  • Sage 50/Peachtree Accounting
  • QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

  • National Association of Certified Valuators and Analysts
  • Institute of Real Estate Managers
  • Georgia Society of CPAs
  • South Carolina Society of CPAs
  • Georgia Government Finance Officers Association
  • Atlanta chapter, American Society of Women CPAs
  • Perimeter Chapter, Georgia Society of CPAs

I teach over 200 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I am the co-author of Idiot's Guide to Introductory Accounting. I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

About Company

Excel Accountant

www.excel-accountant.com

Excel Accountant is an exclusive excel training platform for CPA, Tax Professionals, Accountants, Bookkeepers, Financial Professionals, CFP, EA, CFOs & Controllers etc and the entire Accounting, Finance & Tax community.

Here is what you get for the yearly subscription from Excel Accountant website.

  • 40+ Courses
  • 80+ hours of Interactive Videos
  • All CPE Approved Courses
  • Unlimited Access to the Entire Library
  • Exclusively designed for Accounting, Finance & Tax Professionals

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.3

30 Ratings

Excellent

17

Very Good

7

Average

6

Poor

0

Terrible

0

JL

Jack London, CPA/ABV, CFF, CFE, CPA (US), CVA

Dec 17th, 2021

Learned new things

PB

Peter Bickoff, CPA (US)

Jun 2nd, 2020

Great idea for a presentation and professionally creation of excel file for cash flow budget. And too much learning about the crafting formulas to calculate sales projections

KB

Kristi Bosworth, CPA (US)

Nov 17th, 2021

The program was great but the instructor went a little too fast for me. I wish I had a video so I could go over it a couple of more times.

OF

Omolara Falayi, CPA (US)

May 14th, 2020

Very useful information! I learned a lot about formatting, lists, charts, and how to build a functional budget. Thanks!!

Budgeting using Excel

$20

2 Credits

Subject Area

Finance

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