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Building a Spreadsheet Model

  • CPA (CA)
  • CFF
  • CMA
  • CPA (US)
  • CVA
  • MAFF
  • CWS

Published: March, 2022

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description


  • The key elements in a spreadsheet model
    10 mins
  • Definitions, Assumptions and sources of data
    18 mins
  • Feasibility study for a fraud and Bribery prevention course
    32 mins
  • The output data sheet
    52 mins
  • Building a spreadsheet model of your business
    78 mins
  • Maintaining the business model
    99 mins

Course Description

Modern spreadsheets are very powerful tools and it is easy to build a forecasting or business model. The problem is that the formulae can quickly become very complex, and the structure of the model can get very unwieldy. The person who originally built the model may be able to navigate it well enough, but the people, who have to use it, or want to study the outputs, may find it impenetrable. 

What is needed is structure.

A good spreadsheet model tells a story – it has a beginning, middle, and end. The model needs to be easy to understand so that non-experts can see how changes in variables affect the model and can take ownership of it. Equally importantly, if the person who built the model is unavailable, someone else can take over and “drive” it without too much difficulty. Building a Spreadsheet Forecasting Model will provide delegates with the skills they need to structure and develop a practical and effective spreadsheet forecasting or planning model. 

This Finance Continuing Professional Education Course explains how to build and operate spreadsheets for forecasting planning and business models. It is a practical guide, which takes a step-by-step approach to it.

The course will focus on building models for:

  • Forecasting the likely, and possible, outcomes of business activity.
  • Reviewing the feasibility of proposed business ventures.
  • Planning the financial needs and performance of business projects.
  • Modelling the performance of the business as a whole through various business scenarios.

Learning Objectives

  • To discuss the need for structure when building a spreadsheet model.
  • To analyze the components of a well-structured spreadsheet forecasting or planning model, and why they are needed.
  • To work through a defined series of steps to build a productive and understandable spreadsheet model.
  • To inspect how to use the model to assess the impact of a range of potential outcomes and scenarios using “What if” and sensitivity analysis.
  • To discuss how to build accessible, understandable, and flexible spreadsheet models in any arena or situation.
  • To develop the confidence to adapt, adjust and experiment with spreadsheet models in a wide range of scenarios.
  • To analyze the value of a spreadsheet business model for the running of their organization.
  • To inspect how to make better business decisions using a business model.

Recommended For

  • The Online continuing education webinar is recommended for CPA/ABV, CMA, CPA (US), CVA, CFA, CBA/MCBA, accounting professionals, finance professionals, and other professionals interested in learning how to build and operate spreadsheets for forecasting planning and business models.
  • This CPD webinar is recommended for Canadian CPAs interested to understand forecasting planning and business models.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Certified Valuation Analysts
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Directors of Finance
  • Finance Director
  • Finance Pros
  • Wealth Management Advisor
  • Wealth Planner
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 3 CPE Credit of Finance for Certified Public Accountants (CPA-US)
  • 3 CPD Credit for Accredited in Business Valuation (ABV)
  • 3 CPE Credit for Certified Management Accountants (CMA)
  • 3 CPE Credit for Certified Valuation Analyst (CVA)
  • 3 CPE Credit for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 3 CPD Credit for Certified Financial Forensics (CFF)
  • 3 CPE Credit for Master Analyst In Financial Forensics (MAFF)
  • 3 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 3 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 3 CE Credit for Certified Wealth Strategist (CWS)
  • 3 General Credit for Accountant/Bookkeeper (ACCT./BK)

Additional details

  • Course Level :
  • Credits :
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
  • Advance Preparation :


MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.


About Presenter

Ross Maynard

Managing Director, Ideas2Action Process Excellence Ltd

My philosophy is to inspire, challenge and support change. I have nearly 30 years’ experience as a business author and consultant.

As a consultant, I specialise in process improvement based on the Lean philosophy. I facilitate improvement teams and provide expertise in performance measurement and management; problem solving; and process improvement. 

As well as delivering webinars for MyCPE, I develop courses and webinars for the ACCA (Association of Chartered Certified Accountants) in the UK and other specialist business and finance providers.

I live in Scotland, near Glasgow, with my wife, daughter and Cocker Spaniel.

About Company

Ideas2Action Process Excellence Ltd


Ideas into Action was founded in 1997 by Ross Maynard. Ross is a Fellow of the Chartered Institute of Management Accountants with over 20 years experience in organisational development with organisations of all sizes. The business is incorporated as Ideas2Action Process Excellence Ltd, registration number SC523801. We specialise in process analysis and improvement and lean finance, offering training, consultancy and facilitation of process improvement teams.

Ross is author of “Successful Business Growth” published by Hodder and Stoughton, in 1998; as well as many published articles on business improvement and lean management. Ross is an NLP Master Practitioner.


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.
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  • 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


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