Using Excel for Financial Modeling

Training Type: 
Course Status: 
Repeat Offering
Date and Time: 
Aug 20 2014 - 2:00pm to 4:00pm  EDT
Field of Study: 
Management Advisory Services
CPE Credits: 
Member Price: 
Non-Member Price: 
Who Will Benefit: 

New employees to budget and finance departments and government staff who are interested in learning more about spreadsheet capabilities for financial modeling.

Program Description: 

Participants will learn various techniques for maximizing the features of Excel during budgeting and planning work. Techniques that will be covered include: creating a spreadsheet database, running statistical analyses, analyzing multi-dimensional data through pivot tables, and preparing executive dashboard reports. A class example based upon a budget preparation worksheet or executive financial report will be used.

Seminar Objectives: 
  • Understand financial and other external data sources and how to import the data into Excel
  • Understand the most commonly used features of Excel for a budget or finance department and their benefits and limitations
  • Understand advanced features of Excel for financial modeling, budgeting, and planning
  • Understand various methods of presenting Excel data in executive reports, budget documents, and financial reports


Registration Form: