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Event Information

K2's Excel Tips and Tools for Better Budgets Webcast | 4203620B
Date: September 2, 2020
Event Start time: 10:00 AM   End time: 11:40 AM
Location: Webcast

Facility: Webcast Rebroadcast


Member:       $79
Nonmember: $109

CPE Credits:

2.00 CPE: Continuing Professional Education Technical


Excel is the de facto budgeting and forecasting tool for most professionals, yet many don't leverage it's numerous built-in tools.  Learn Excel features such as FORECAST, FORECAST.ETS, TREND, Forecast Sheets, XNPV, and XIRR. Additionally, techniques to manage what-if analysis using Scenario Manager, Solver, and the value of performing Monte Carlo simulations. If you use Excel for budgeting and forecasting, you can’t afford to miss this session!



• List key budgeting and forecasting-centric features in Excel
• Differentiate between Excel's capital budgeting functions
• Utilize Scenario Manager to manage different sets of budget assumptions
• Solve complex, multi-variable equations with Excel's Solver add-in
• Create Monte Carlo simulations to model risk in budgets and forecasts


Major Subjects:

• Budgeting and forecasting-centric features in Excel
• Excel's capital budgeting functions
• Scenario Manager to manage different sets of budget assumptions
• Excel's Solver add-in


Level of Difficulty:

Field of Interest:
Information Technology


Fundamental knowledge of budgeting and Microsoft Office Excel


Designed For:

Business professionals who are seeking to become more efficient and effective in budgeting processes. The program focuses on Excel for Windows, but many of the features can be found in Excel for Mac.


Advanced Prep:



Event Notes:
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