Financial Forecasting Using Excel


June 2nd. 8:30am-10:10am. 2 hours of CPE (Technical)


Course Description

Program Content

When I left public accounting in 2004, as a senior manager in Deloitte’s international tax practice, a partner said that I should do some consulting while I still could, because my “shelf life” was only a couple years. I transformed my skill set using financial modeling skills and 17 years later I continue to consult for a Fortune 1000 company in the Twin Cities. The majority of CPAs will work with financial forecasts at some point. The ability to quickly and accurately prepare a forecast can give you an edge and provide value to your company or clients. In this hands-on session, we will develop a forecast template which you may use to create forecasts in your work. You will learn the mechanical part of forecasting using Excel and also the more subjective part of forecasting in using proper inputs. You will also learn how to review for accuracy a forecast provided by others.

Learning Objectives

  1. Understand how to prepare a forecast using MS Excel
  2. Understand how to determine growth rates and other elements of forecasts
  3. Understand how to review a forecast provide by others

Course Details

Instructor Boz
Number of CPE Hours 2
Location Zoom Meeting
Field of Study Finance (Technical)
Level Basic
Format Group Internet Based
Prerequisites None
Policies A full refund is offered if registration is cancelled by a participant prior to the CPE session. Credit toward a future session offered for no-shows. Contact Boz (612-414-9629) to cancel or for more questions.
Other Notes None

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