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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London28 - 2 - 20214 - 3 - 2021
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Kuala Lumpur21 - 3 - 202125 - 3 - 2021
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Dubai14 - 3 - 202118 - 3 - 2021
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Paris14 - 3 - 202118 - 3 - 2021
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London7 - 3 - 202111 - 3 - 2021
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Istanbul28 - 3 - 20211 - 4 - 2021
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Dubai28 - 3 - 20211 - 4 - 2021
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Paris28 - 3 - 20211 - 4 - 2021
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London25 - 4 - 202129 - 4 - 2021
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Dubai4 - 4 - 20218 - 4 - 2021
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Istanbul11 - 4 - 202115 - 4 - 2021
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Kuala Lumpur18 - 4 - 202122 - 4 - 2021
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Kuala Lumpur9 - 5 - 202113 - 5 - 2021
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Dubai2 - 5 - 20216 - 5 - 2021
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Paris2 - 5 - 20216 - 5 - 2021
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London16 - 5 - 202120 - 5 - 2021
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Istanbul23 - 5 - 202127 - 5 - 2021
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Dubai23 - 5 - 202127 - 5 - 2021
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Paris23 - 5 - 202127 - 5 - 2021
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London13 - 6 - 202117 - 6 - 2021
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Dubai20 - 6 - 202124 - 6 - 2021
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Paris20 - 6 - 202124 - 6 - 2021
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Istanbul27 - 6 - 20211 - 7 - 2021
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Kuala Lumpur6 - 6 - 202110 - 6 - 2021
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Kuala Lumpur4 - 7 - 20218 - 7 - 2021
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Dubai11 - 7 - 202115 - 7 - 2021
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Paris11 - 7 - 202115 - 7 - 2021
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Dubai18 - 7 - 202122 - 7 - 2021
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Paris18 - 7 - 202122 - 7 - 2021
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Istanbul25 - 7 - 202129 - 7 - 2021
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Dubai25 - 7 - 202129 - 7 - 2021
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Paris25 - 7 - 202129 - 7 - 2021
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London1 - 8 - 20215 - 8 - 2021
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Dubai8 - 8 - 202112 - 8 - 2021
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Paris8 - 8 - 202112 - 8 - 2021
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Istanbul15 - 8 - 202119 - 8 - 2021
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Kuala Lumpur22 - 8 - 202126 - 8 - 2021
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Kuala Lumpur26 - 9 - 202130 - 9 - 2021
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Dubai5 - 9 - 20219 - 9 - 2021
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Paris5 - 9 - 20219 - 9 - 2021
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London12 - 9 - 202116 - 9 - 2021
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Istanbul19 - 9 - 202123 - 9 - 2021
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Dubai19 - 9 - 202123 - 9 - 2021
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Paris19 - 9 - 202123 - 9 - 2021
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London17 - 10 - 202121 - 10 - 2021
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Dubai24 - 10 - 202128 - 10 - 2021
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Paris24 - 10 - 202128 - 10 - 2021
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Istanbul3 - 10 - 20217 - 10 - 2021
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Kuala Lumpur10 - 10 - 202114 - 10 - 2021
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Kuala Lumpur21 - 11 - 202125 - 11 - 2021
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London7 - 11 - 202111 - 11 - 2021
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Istanbul14 - 11 - 202118 - 11 - 2021
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Dubai14 - 11 - 202118 - 11 - 2021
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Paris14 - 11 - 202118 - 11 - 2021
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London19 - 12 - 202123 - 12 - 2021
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Dubai26 - 12 - 202130 - 12 - 2021
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Paris26 - 12 - 202130 - 12 - 2021
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Istanbul12 - 12 - 202116 - 12 - 2021
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Kuala Lumpur5 - 12 - 20219 - 12 - 2021
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
- Warehouse , Logistics , Supply Chain and Inventory
- Construction and Civil Engineering Training
- Facilities Management Training
- Safety Training
- Healthcare Training
- Electrical and Power Engineering Training
PDF Training Plan 2021 - 2022
- 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
- Warehouse , Logistics , Supply Chain and Inventory
- Safety Training
- Healthcare Training
- Electrical and Power Engineering Training