Budget Spreadsheet and Financial Statement 2020
Recorded Webinar | David H. Ringstrom | From: Jan 29, 2020 - To: Dec 31, 2020
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Budget Spreadsheet & Financial Statement - Excel Training For Financial & Accounting Professional
Session 1: Jan 29, 2020, 1:00 PM EST - 2:30 PM EST | 90 Minutes
Break: 2:30 PM EST - 3:00 PM EST | 30 Minutes
Session 2: Jan 29, 2020, 3:00 PM EST - 4:30 PM EST | 90 Minutes
Part 1 Overview - Budget spreadsheet
In this presentation, Excel expert David Ringstrom, CPA, demonstrates how to create an effective and resilient budget spreadsheet as well as how to future-proof them once they're built. David shares several design techniques, including separating inputs from calculations, building out separate calculations spreadsheets, and developing both operating and cash flow budgets. Cash flow budgets are beneficial in that they calculate when to borrow against a line of credit, when to pay down the line of credit, and when cash is available to pay dividends.
Learning Objectives - Budget spreadsheet:-
Areas Covered in the Session (Budget spreadsheet):-
Part 2 Overview - Automating an Excel-based Financial Statements
In this session, Excel expert David Ringstrom, CPA, shows you step-by-step how to create dynamic accounting reports for any month of the year on just one worksheet. While Excel users often build worksheets for each month of the year, such worksheets can be cumbersome to revise. As an alternative, David explains how to use Excel functions, including VLOOKUP, OFFSET, and SUM, to quickly create accounting reports that allow you to switch to any reporting period with only two mouse clicks. He also outlines how to export data from your accounting package, improve the integrity of your spreadsheets, incorporate Check Figures and Alarms into your work, and more.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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.
Learning Objectives / Why You Should Attend:-
Who Will Benefit?