COURSE COVERAGE

Course Methodology

The course is a hands-on application on how to use MS Excel in budgeting and forecasting. Participants will be involved in exercises, individual and group presentations, and working on case studies.

Course Objectives

By the end of the course, participants will be able to:

• Evaluate the budgeting process in their organizations and recommend improvements
• Create budget templates and models for their departments or organizations
• Apply several forecasting techniques to better manage uncertainties in budgeting
• Evaluate capital budgeting decisions using several methods and recommend proper action
• Utilize Microsoft Excel functions and tools in the budgeting process including breakeven analysis and optimization

Target Audience

Finance directors, managers, controllers, accountants, budget analysts, budget owners and professionals who wish to expand their budgeting knowledge.

Target Competencies

• Budgeting
• Building models in Microsoft Excel
• Forecasting
• Evaluating proposals
• Applying Microsoft Excel functions and tools
• Assessing budgeting process