Spreadsheet Skills for Planning, Forecasting and Budgeting Training
BMC Training provides a training course in Spreadsheet Skills for Planning, Forecasting and Budgeting in Finance , Accounting and Budgeting
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Istanbul26 - 3 - 202330 - 3 - 2023
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Dubai26 - 3 - 202330 - 3 - 2023
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Paris26 - 3 - 202330 - 3 - 2023
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Kuala Lumpur26 - 3 - 202330 - 3 - 2023
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Dubai26 - 3 - 202330 - 3 - 2023
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Paris26 - 3 - 202330 - 3 - 2023
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Dubai2 - 4 - 20236 - 4 - 2023
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Paris2 - 4 - 20236 - 4 - 2023
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Istanbul9 - 4 - 202313 - 4 - 2023
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Kuala Lumpur16 - 4 - 202320 - 4 - 2023
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Dubai16 - 4 - 202320 - 4 - 2023
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Paris16 - 4 - 202320 - 4 - 2023
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London23 - 4 - 202327 - 4 - 2023
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Dubai7 - 5 - 202311 - 5 - 2023
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Paris7 - 5 - 202311 - 5 - 2023
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Kuala Lumpur14 - 5 - 202318 - 5 - 2023
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London21 - 5 - 202325 - 5 - 2023
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Istanbul28 - 5 - 20231 - 6 - 2023
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Dubai28 - 5 - 20231 - 6 - 2023
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Paris28 - 5 - 20231 - 6 - 2023
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Kuala Lumpur28 - 5 - 20231 - 6 - 2023
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Dubai28 - 5 - 20231 - 6 - 2023
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Paris28 - 5 - 20231 - 6 - 2023
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Kuala Lumpur4 - 6 - 20238 - 6 - 2023
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Dubai4 - 6 - 20238 - 6 - 2023
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Paris4 - 6 - 20238 - 6 - 2023
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London11 - 6 - 202315 - 6 - 2023
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Dubai18 - 6 - 202322 - 6 - 2023
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Paris18 - 6 - 202322 - 6 - 2023
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Istanbul25 - 6 - 202329 - 6 - 2023
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Kuala Lumpur2 - 7 - 20236 - 7 - 2023
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Dubai9 - 7 - 202313 - 7 - 2023
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Paris9 - 7 - 202313 - 7 - 2023
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Dubai16 - 7 - 202320 - 7 - 2023
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Paris16 - 7 - 202320 - 7 - 2023
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Istanbul23 - 7 - 202327 - 7 - 2023
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Dubai23 - 7 - 202327 - 7 - 2023
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Paris23 - 7 - 202327 - 7 - 2023
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Kuala Lumpur23 - 7 - 202327 - 7 - 2023
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Dubai23 - 7 - 202327 - 7 - 2023
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Paris23 - 7 - 202327 - 7 - 2023
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London6 - 8 - 202310 - 8 - 2023
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Dubai13 - 8 - 202317 - 8 - 2023
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Paris13 - 8 - 202317 - 8 - 2023
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Istanbul20 - 8 - 202324 - 8 - 2023
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Kuala Lumpur27 - 8 - 202331 - 8 - 2023
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Dubai27 - 8 - 202331 - 8 - 2023
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Paris27 - 8 - 202331 - 8 - 2023
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Dubai3 - 9 - 20237 - 9 - 2023
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Paris3 - 9 - 20237 - 9 - 2023
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London10 - 9 - 202314 - 9 - 2023
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Istanbul17 - 9 - 202321 - 9 - 2023
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Dubai17 - 9 - 202321 - 9 - 2023
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Paris17 - 9 - 202321 - 9 - 2023
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Kuala Lumpur17 - 9 - 202321 - 9 - 2023
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Dubai17 - 9 - 202321 - 9 - 2023
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Paris17 - 9 - 202321 - 9 - 2023
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Kuala Lumpur24 - 9 - 202328 - 9 - 2023
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Istanbul1 - 10 - 20235 - 10 - 2023
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Kuala Lumpur8 - 10 - 202312 - 10 - 2023
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Dubai8 - 10 - 202312 - 10 - 2023
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Paris8 - 10 - 202312 - 10 - 2023
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London15 - 10 - 202319 - 10 - 2023
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Dubai22 - 10 - 202326 - 10 - 2023
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Paris22 - 10 - 202326 - 10 - 2023
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London5 - 11 - 202310 - 11 - 2023
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Istanbul12 - 11 - 202317 - 11 - 2023
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Dubai12 - 11 - 202317 - 11 - 2023
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Paris12 - 11 - 202317 - 11 - 2023
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Kuala Lumpur12 - 11 - 202317 - 11 - 2023
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Dubai12 - 11 - 202317 - 11 - 2023
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Paris12 - 11 - 202317 - 11 - 2023
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Kuala Lumpur19 - 11 - 202324 - 11 - 2023
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Dubai26 - 11 - 202330 - 11 - 2023
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Paris26 - 11 - 202330 - 11 - 2023
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Kuala Lumpur3 - 12 - 20237 - 12 - 2023
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Dubai3 - 12 - 20237 - 12 - 2023
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Paris3 - 12 - 20237 - 12 - 2023
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Istanbul10 - 12 - 202314 - 12 - 2023
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London17 - 12 - 202321 - 12 - 2023
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Dubai24 - 12 - 202328 - 12 - 2023
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Paris24 - 12 - 202328 - 12 - 2023
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
Courses Search
Traning Categories
- Management and Leadership
- Finance , Accounting and Budgeting
- Human Resource Management
- Project , Procurement and Contracts
- Secretarial and Administration
- PR , Customer Services , Sales and Marketing
- Quality and Productivity
- Maintenance Engineering Training
- Oil and Gas Training
- Construction and Civil Engineering Training
- Facilities Management Training
- Safety Training
- Electrical and Power Engineering Training
PDF Training Plan 2023 - 2024
- Management and Leadership
- Finance , Accounting and Budgeting
- Human Resource Management
- Project , Procurement and Contracts
- Secretarial and Administration
- PR , Customer Services , Sales and Marketing
- Quality and Productivity
- Maintenance Engineering Training
- Oil and Gas Training
- Facilities Management Training
- Safety Training
- Electrical and Power Engineering Training