Chapter PD: Budgeting and Forecasting Using Excel

June 17, 2017

As accounting and financial professionals, budgeting and forecasting is part of our day to day responsibilities.  The most common tool used is Microsoft Excel. We will explore how Excel can be used more effectively to make tasks more efficient. Topics include: functions & formulas, creating layouts and templates, using what-if analysis tools, macros and combining charts and conditional formatting to engage the budget stakeholders. We will be using Excel 2013 for this session.

*Please note that although you are welcome to bring your laptop, please ensure it is fully charged as power is not available at the tables. Please also note there will not be any assistance available during the presentation. Our speaker, Richard Jang, is a member of the Sage Software Product Design team who works on accounting and business management software. His focus includes reporting, business analytics and intelligence.

Chapter PD
Date:Saturday, June 17, 2017
Location:PoCo Inn and Suites, 1545 Lougheed Highway, Port Coquitlam, BC
Parking:Free Parking
Time:Breakfast: 7:45 am – 8:30 am | Seminar: 8:30 am – 12:30 pm
Cost:$80 + GST
CPD | Level:4 hour | General
Register:Click Here
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2 comments on “Chapter PD: Budgeting and Forecasting Using Excel
  1. frank weiler says:

    Can you please confirm what version of MS Excel will be used during the presentation.