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  • Developing Practical Excel Budget Spreadsheets

    Product id IQW15C8751
Speaker David Ringstrom
Level Intermediate
Duration 90 Mins
Schedule Thursday, November 2, 2017 | 12:00 PM PDT | 03:00 PM EDT
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  • Description
  • Why should you attend
  • Areas covered
  • Who will benefit
  • Speaker


Excel expert David Ringstrom will show you step-by-step how to create resilient and easy-to-use budget spreadsheets in this comprehensive webcast. He explains helpful techniques, including how to streamline formula writing, preserve key formulas, separate inputs from calculations and create both operating and cash flow budgets. He also covers a variety of Excel functions and features you can implement to easily update your budget spreadsheets.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps and second, in Excel 2016. He draws to your attention any differences in Excel 2013, 2010 or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.


Why should you attend

After attending the webcast, participants will be equipped to:
  • Build budget spreadsheets that can be updated effortlessly
  • Create budget spreadsheets that contain easy-to-follow supporting calculations
  • Apply and isolate all user entries to an inputs worksheet and protect all calculations and budget schedules on additional worksheets
  • Use range names and the Table feature to create resilient and easy-to-maintain spreadsheets
  • Calculate borrowings from, and repayments toward, a working capital line of credit
  • Streamline formula writing
  • Preserve key formulas in budget spreadsheets
  • Improve the integrity of spreadsheets using Excel’s VLOOKUP function

Areas covered

  • Learning a simple design technique that greatly improves the integrity of Excel’s SUM function
  • Preserving key formulas using hide and protect features
  • Learning how range names can minimize errors, save time in Excel, serve as navigation aids and store information in hidden locations
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function
  • Avoiding the complexity of nested IF statements with Excel’s CHOOSE function
  • Learning how the Table feature allows you to transform filtering tasks
  • Going beyond simple rounding with the ROUNDUP and ROUNDDOWN worksheet functions
  • Comparing and contrasting IFNA, IFERROR and ISERROR functions and learning which versions of Excel support these worksheet functions
  • Streamlining formula writing by using the Use in Formula command
  • Using the SUMIF function to summarize data based on a single criterion

Who will benefit

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Excel User
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers
  • Government Personnel


David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.