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Budget Spreadsheets 2020 : Creating Effective and Easy-to-Maintain Budget Spreadsheets
Budget Spreadsheets 2020 : Creating Effective and Easy-to-Maintain Budget Spreadsheets

Budget Spreadsheets 2020 : Creating Effective and Easy-to-Maintain Budget Spreadsheets

Online
Event Date: March 09, 2020 - March 09, 2020




About

Overview

In this comprehensive presentation, Excel expert David Ringstrom, CPA, teaches you how to create resilient and easy-to-maintain budget spreadsheets. Among other techniques, David shows you how to separate inputs from calculations, build out a separate calculations spreadsheet, create both an operating and a cash flow budget, transform filtering tasks, and preserve key formulas. 

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.

Why should you attend?

Practitioners seeking to build budget spreadsheets that can be updated effortlessly and contain easy-to-follow supporting calculations.

Who can Benefit:

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

Call for Papers

Areas Covered in the Session:

  • Building operating budgets quickly based on detailed supporting schedules that provide an audit trail.
  • Saving time writing formulas by choosing named ranges with the Use In Formula command.
  • Crafting formulas to compute gross margins, projected sales, commissions, and related amounts.
  • Building operating budgets quickly based on detailed supporting schedules that provide an audit trail.
  • 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.
  • Improving the integrity of spreadsheets by using SUMIF to look up values in a more flexible fashion than VLOOKUP.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Saving time by using the AutoSum formula to sum multiple columns at once with a mouse click or a keyboard shortcut



Credits and Sources

[1] Budget Spreadsheets 2020 : Creating Effective and Easy-to-Maintain Budget Spreadsheets


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