Spreadsheet Skills for Planning, Forecasting and Budgeting Course

Acquire spreadsheet skills essential for planning, forecasting, and budgeting with our specialized training course. BMC Training offers Spreadsheet Skills for Planning, Forecasting and Budgeting Course in Finance , Accounting and Budgeting Courses.

  • English
  • 139 Training Sessions
  • Confirmed
  • One Week
Spreadsheet Skills for Planning, Forecasting and Budgeting Training Course

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Type a city name or a month
Venue Start Date End Date Net Fees Details & Registration
Paris , France 21 - Jul - 2024 25 - Jul - 2024 6700 GBP
Hong Kong , Hong Kong 21 - Jul - 2024 25 - Jul - 2024 8500 GBP
Dubai , UAE 21 - Jul - 2024 25 - Jul - 2024 4987.5 GBP
Istanbul , Turkey 28 - Jul - 2024 1 - Aug - 2024 4700 GBP
Bali , Indonesia 28 - Jul - 2024 1 - Aug - 2024 8100 GBP
Singapore , Singapore 28 - Jul - 2024 1 - Aug - 2024 7500 GBP
Washington , United States 28 - Jul - 2024 1 - Aug - 2024 11000 GBP
Dubai , UAE 28 - Jul - 2024 1 - Aug - 2024 4987.5 GBP
Paris , France 28 - Jul - 2024 1 - Aug - 2024 6700 GBP
Hong Kong , Hong Kong 28 - Jul - 2024 1 - Aug - 2024 8500 GBP
Kuala Lumpur , Malaysia 28 - Jul - 2024 1 - Aug - 2024 4750 GBP
Rome , Italy 28 - Jul - 2024 1 - Aug - 2024 7300 GBP
Barcelona , Spain 28 - Jul - 2024 1 - Aug - 2024 6950 GBP
Zurich , Switzerland 28 - Jul - 2024 1 - Aug - 2024 7950 GBP
Tokyo , Japan 21 - Jul - 2024 25 - Jul - 2024 9750 GBP
Tokyo , Japan 28 - Jul - 2024 1 - Aug - 2024 9750 GBP
London , UK 4 - Aug - 2024 8 - Aug - 2024 4950 GBP
Madrid , Spain 4 - Aug - 2024 8 - Aug - 2024 6950 GBP
Munich , Germany 4 - Aug - 2024 8 - Aug - 2024 7900 GBP
Berlin , Germany 4 - Aug - 2024 8 - Aug - 2024 7900 GBP
New York , United States 4 - Aug - 2024 8 - Aug - 2024 10900 GBP
Amsterdam , Netherlands 4 - Aug - 2024 8 - Aug - 2024 8100 GBP
Dubai , UAE 11 - Aug - 2024 15 - Aug - 2024 4987.5 GBP
Paris , France 11 - Aug - 2024 15 - Aug - 2024 6700 GBP
Hong Kong , Hong Kong 11 - Aug - 2024 15 - Aug - 2024 8500 GBP
Istanbul , Turkey 18 - Aug - 2024 22 - Aug - 2024 4700 GBP
Bali , Indonesia 18 - Aug - 2024 22 - Aug - 2024 8100 GBP
Singapore , Singapore 18 - Aug - 2024 22 - Aug - 2024 7500 GBP
Washington , United States 18 - Aug - 2024 22 - Aug - 2024 11000 GBP
Kuala Lumpur , Malaysia 25 - Aug - 2024 29 - Aug - 2024 4750 GBP
Rome , Italy 25 - Aug - 2024 29 - Aug - 2024 7300 GBP
Barcelona , Spain 25 - Aug - 2024 29 - Aug - 2024 6950 GBP
Zurich , Switzerland 25 - Aug - 2024 29 - Aug - 2024 7950 GBP
Dubai , UAE 25 - Aug - 2024 29 - Aug - 2024 4987.5 GBP
Paris , France 25 - Aug - 2024 29 - Aug - 2024 6700 GBP
Hong Kong , Hong Kong 25 - Aug - 2024 29 - Aug - 2024 8500 GBP
Milan , Italy 4 - Aug - 2024 8 - Aug - 2024 6950 GBP
Tokyo , Japan 11 - Aug - 2024 15 - Aug - 2024 9750 GBP
Tokyo , Japan 25 - Aug - 2024 29 - Aug - 2024 9750 GBP
Kuala Lumpur , Malaysia 22 - Sep - 2024 26 - Sep - 2024 4750 GBP
Rome , Italy 22 - Sep - 2024 26 - Sep - 2024 7300 GBP
Barcelona , Spain 22 - Sep - 2024 26 - Sep - 2024 6950 GBP
Zurich , Switzerland 22 - Sep - 2024 26 - Sep - 2024 7950 GBP
Paris , France 1 - Sep - 2024 5 - Sep - 2024 6700 GBP
Hong Kong , Hong Kong 1 - Sep - 2024 5 - Sep - 2024 8500 GBP
Dubai , UAE 1 - Sep - 2024 5 - Sep - 2024 4987.5 GBP
London , UK 8 - Sep - 2024 12 - Sep - 2024 4950 GBP
Madrid , Spain 8 - Sep - 2024 12 - Sep - 2024 6950 GBP
Munich , Germany 8 - Sep - 2024 12 - Sep - 2024 7900 GBP
Berlin , Germany 8 - Sep - 2024 12 - Sep - 2024 7900 GBP
New York , United States 8 - Sep - 2024 12 - Sep - 2024 10900 GBP
Amsterdam , Netherlands 8 - Sep - 2024 12 - Sep - 2024 8100 GBP
Istanbul , Turkey 15 - Sep - 2024 19 - Sep - 2024 4700 GBP
Bali , Indonesia 15 - Sep - 2024 19 - Sep - 2024 8100 GBP
Singapore , Singapore 15 - Sep - 2024 19 - Sep - 2024 7500 GBP
Washington , United States 15 - Sep - 2024 19 - Sep - 2024 11000 GBP
Dubai , UAE 15 - Sep - 2024 19 - Sep - 2024 4987.5 GBP
Paris , France 15 - Sep - 2024 19 - Sep - 2024 6700 GBP
Hong Kong , Hong Kong 15 - Sep - 2024 19 - Sep - 2024 8500 GBP
Kuala Lumpur , Malaysia 15 - Sep - 2024 19 - Sep - 2024 4750 GBP
Rome , Italy 15 - Sep - 2024 19 - Sep - 2024 7300 GBP
Barcelona , Spain 15 - Sep - 2024 19 - Sep - 2024 6950 GBP
Zurich , Switzerland 15 - Sep - 2024 19 - Sep - 2024 7950 GBP
Tokyo , Japan 1 - Sep - 2024 5 - Sep - 2024 9750 GBP
Milan , Italy 8 - Sep - 2024 12 - Sep - 2024 6950 GBP
Tokyo , Japan 15 - Sep - 2024 19 - Sep - 2024 9750 GBP
London , UK 20 - Oct - 2024 24 - Oct - 2024 4950 GBP
Madrid , Spain 20 - Oct - 2024 24 - Oct - 2024 6950 GBP
Munich , Germany 20 - Oct - 2024 24 - Oct - 2024 7900 GBP
Berlin , Germany 20 - Oct - 2024 24 - Oct - 2024 7900 GBP
New York , United States 20 - Oct - 2024 24 - Oct - 2024 10900 GBP
Amsterdam , Netherlands 20 - Oct - 2024 24 - Oct - 2024 8100 GBP
Dubai , UAE 27 - Oct - 2024 31 - Oct - 2024 4987.5 GBP
Paris , France 27 - Oct - 2024 31 - Oct - 2024 6700 GBP
Hong Kong , Hong Kong 27 - Oct - 2024 31 - Oct - 2024 8500 GBP
Istanbul , Turkey 6 - Oct - 2024 10 - Oct - 2024 4700 GBP
Bali , Indonesia 6 - Oct - 2024 10 - Oct - 2024 8100 GBP
Singapore , Singapore 6 - Oct - 2024 10 - Oct - 2024 7500 GBP
Washington , United States 6 - Oct - 2024 10 - Oct - 2024 11000 GBP
Kuala Lumpur , Malaysia 13 - Oct - 2024 17 - Oct - 2024 4750 GBP
Rome , Italy 13 - Oct - 2024 17 - Oct - 2024 7300 GBP
Barcelona , Spain 13 - Oct - 2024 17 - Oct - 2024 6950 GBP
Zurich , Switzerland 13 - Oct - 2024 17 - Oct - 2024 7950 GBP
Dubai , UAE 13 - Oct - 2024 17 - Oct - 2024 4987.5 GBP
Paris , France 13 - Oct - 2024 17 - Oct - 2024 6700 GBP
Hong Kong , Hong Kong 13 - Oct - 2024 17 - Oct - 2024 8500 GBP
Milan , Italy 20 - Oct - 2024 24 - Oct - 2024 6950 GBP
Tokyo , Japan 27 - Oct - 2024 31 - Oct - 2024 9750 GBP
Tokyo , Japan 13 - Oct - 2024 17 - Oct - 2024 9750 GBP
Kuala Lumpur , Malaysia 17 - Nov - 2024 21 - Nov - 2024 4750 GBP
Rome , Italy 17 - Nov - 2024 21 - Nov - 2024 7300 GBP
Barcelona , Spain 17 - Nov - 2024 21 - Nov - 2024 6950 GBP
Zurich , Switzerland 17 - Nov - 2024 21 - Nov - 2024 7950 GBP
Paris , France 24 - Nov - 2024 28 - Nov - 2024 6700 GBP
Hong Kong , Hong Kong 24 - Nov - 2024 28 - Nov - 2024 8500 GBP
Dubai , UAE 24 - Nov - 2024 28 - Nov - 2024 4987.5 GBP
London , UK 3 - Nov - 2024 7 - Nov - 2024 4950 GBP
Madrid , Spain 3 - Nov - 2024 7 - Nov - 2024 6950 GBP
Munich , Germany 3 - Nov - 2024 7 - Nov - 2024 7900 GBP
Berlin , Germany 3 - Nov - 2024 7 - Nov - 2024 7900 GBP
New York , United States 3 - Nov - 2024 7 - Nov - 2024 10900 GBP
Amsterdam , Netherlands 3 - Nov - 2024 7 - Nov - 2024 8100 GBP
Istanbul , Turkey 10 - Nov - 2024 14 - Nov - 2024 4700 GBP
Bali , Indonesia 10 - Nov - 2024 14 - Nov - 2024 8100 GBP
Singapore , Singapore 10 - Nov - 2024 14 - Nov - 2024 7500 GBP
Washington , United States 10 - Nov - 2024 14 - Nov - 2024 11000 GBP
Dubai , UAE 10 - Nov - 2024 14 - Nov - 2024 4987.5 GBP
Paris , France 10 - Nov - 2024 14 - Nov - 2024 6700 GBP
Hong Kong , Hong Kong 10 - Nov - 2024 14 - Nov - 2024 8500 GBP
Kuala Lumpur , Malaysia 10 - Nov - 2024 14 - Nov - 2024 4750 GBP
Rome , Italy 10 - Nov - 2024 14 - Nov - 2024 7300 GBP
Barcelona , Spain 10 - Nov - 2024 14 - Nov - 2024 6950 GBP
Zurich , Switzerland 10 - Nov - 2024 14 - Nov - 2024 7950 GBP
Tokyo , Japan 24 - Nov - 2024 28 - Nov - 2024 9750 GBP
Milan , Italy 3 - Nov - 2024 7 - Nov - 2024 6950 GBP
Tokyo , Japan 10 - Nov - 2024 14 - Nov - 2024 9750 GBP
London , UK 15 - Dec - 2024 19 - Dec - 2024 4950 GBP
Madrid , Spain 15 - Dec - 2024 19 - Dec - 2024 6950 GBP
Munich , Germany 15 - Dec - 2024 19 - Dec - 2024 7900 GBP
Berlin , Germany 15 - Dec - 2024 19 - Dec - 2024 7900 GBP
New York , United States 15 - Dec - 2024 19 - Dec - 2024 10900 GBP
Amsterdam , Netherlands 15 - Dec - 2024 19 - Dec - 2024 8100 GBP
Dubai , UAE 22 - Dec - 2024 26 - Dec - 2024 4987.5 GBP
Paris , France 22 - Dec - 2024 26 - Dec - 2024 6700 GBP
Hong Kong , Hong Kong 22 - Dec - 2024 26 - Dec - 2024 8500 GBP
Istanbul , Turkey 8 - Dec - 2024 12 - Dec - 2024 4700 GBP
Bali , Indonesia 8 - Dec - 2024 12 - Dec - 2024 8100 GBP
Singapore , Singapore 8 - Dec - 2024 12 - Dec - 2024 7500 GBP
Washington , United States 8 - Dec - 2024 12 - Dec - 2024 11000 GBP
Kuala Lumpur , Malaysia 1 - Dec - 2024 5 - Dec - 2024 4750 GBP
Rome , Italy 1 - Dec - 2024 5 - Dec - 2024 7300 GBP
Barcelona , Spain 1 - Dec - 2024 5 - Dec - 2024 6950 GBP
Zurich , Switzerland 1 - Dec - 2024 5 - Dec - 2024 7950 GBP
Dubai , UAE 1 - Dec - 2024 5 - Dec - 2024 4987.5 GBP
Paris , France 1 - Dec - 2024 5 - Dec - 2024 6700 GBP
Hong Kong , Hong Kong 1 - Dec - 2024 5 - Dec - 2024 8500 GBP
Milan , Italy 15 - Dec - 2024 19 - Dec - 2024 6950 GBP
Tokyo , Japan 22 - Dec - 2024 26 - Dec - 2024 9750 GBP
Tokyo , Japan 1 - Dec - 2024 5 - Dec - 2024 9750 GBP

Course Syllabus

Intorduction

This hands-on, practical course will demonstrate how you can develop spreadsheet models to create a forecast, which can then be utilised to generate business plans and operating budgets with the use Excel® as it is used in practice. The applications will be focused on three crucial aspects of business and financial management - strategic planning, intelligent forecasting and realistic budgeting. Delegates will learn how accessible the power of Excel® is to provide realistic forecasts and prepare flexible budgets. The impact on efficiency in planning and control and therefore return on investment for companies and/or divisions will be startling.

This course will feature:

  • Mastery of the power of Excel®
  • What functions to use from the Excel toolkit
  • Principles of strategic planning and budgeting
  • Mathematical forecasting models will be demystified
  • Building financial models enabling "what if" analysis

Objectives

  • Navigate through the features and functions of Excel®
  • Distinguish between data and output in spreadsheet architecture
  • Analyze financial statements in order to plan ahead
  • Build effective financial planning models
  • Use forecasting techniques for budget preparation

Content

Day One

Introduction to Spreadsheets using Excel®

  • The power of Excel® for building financial models
  • The Ribbons of Excel with their commands and functions
  • Using formulae: Copying, anchoring and special pasting
  • Using functions: financial, statistical and mathematical
  • Review of the financial objectives of business: ROI, ROA, ROE
  • Overview of Financial Statements

Case Study: Building a Quick Access Toolbar in Excel® and applying it to the analysis of financial statements of a division.

Day Two

Proper Planning

  • Classical strategic planning models
  • Cost-Volume-Profit Analysis and Break-Even as a planning example
  • Economic Order Quantity as a planning example
  • What-if analysis to build scenario's and test sensitivity
  • Maximizing and optimizing techniques
  • Linear programming and Solver as optimising tools

Case Study: Preparing a planning model and subjecting it to a range of sensitivity analysis in a manufacturing environment.

Day Three

Fantastic Forecasting

  • Forecasting in perspective - the Past vs. the Future
  • Necessity to apply a range of different forecasting methods:
  • Qualitative Models used in forecasting
  • Quantitative Models focussing on time series and regressions methodology
  • Forecasting growth rates
  • Recording, applying and modifying forecast assumptions

Case Study: Applying the forecasting functions in Excel® to past data and building a model offering various scenario's

Day Four

Beyond Budgeting

  • The budget process: Timing and Cycles
  • Setting budgeting objectives and tolerance levels
  • Budgeting Techniques
  • "Beyond Budgeting" compared to traditional budgeting principles
  • Operating and Capital budgets
  • Monthly reporting procedures and timely action

Case Study: Building budget based on assumptions - Operating Budget, Cash Budget & Capital Budget

Day Five

Putting it together – building the comprehensive model

  • Considering the financing mix in strategy
  • Considering the Return to Shareholder as the primary indicator
  • Build your planning model
  • Build your forecasting model
  • Build your budgeting model
  • Link these together in review

Case Study: Building an integrated planning, forecasting & budgeting model

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