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Creating Effective and Easy-to-Maintain Budget Spreadsheets
- Utilizing Excel's Name Manager feature to review and manage named ranges within a workbook
- Avoiding the complexity of nested IF statements with Excel’s CHOOSE function
- Crafting formulas to compute gross margins, projected sales, commissions, and related amounts
- Building operating budgets quickly based on detailed supporting schedules that provide an audit trail
- Improving the integrity of spreadsheets by using SUMIF to look up values in a more flexible fashion than VLOOKUP
- Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets
- Crafting formulas to compute gross margins, projected sales, commissions, and related amounts
- Using range names to streamline formulas and bookmark key inputs within a workbook
- Understanding why it’s worthwhile to build out supporting schedules to break down calculations used in budgets
- Saving time by using the AutoSum formula to sum multiple columns at once with a mouse click or a keyboard shortcut
- Building operating budgets quickly based on detailed supporting schedules that provide an audit trail
- Saving time writing formulas by choosing named ranges with the Use In Formula command
Overview of the webinar
In this informative webcast, Excel expert David H. Ringstrom, CPA, shows you how to create effective and resilient spreadsheets and how-to future-proof them as well. David explains design techniques, including separating inputs from calculations, building out a separate calculations spreadsheet, and creating both an operating and a cash flow budget. A cash flow budget calculates when to borrow against a line of credit, pay down the line of credit, and also when cash is available to pay dividends.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) 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.
Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.
Who should attend?
Practitioners seeking to build budget spreadsheets that can be easily updated and supporting calculations are easy to follow.
Why should you attend?
- Define how to isolate all user entries to an inputs worksheet, while protecting all calculations and budget schedules on additional worksheets
- Apply range names and the Table feature to create resilient and easy-to-maintain spreadsheets
- Identify how to calculate borrowings from, and repayments toward, a working capital line of credit
Faculty - Mr.David H. Ringstrom, CPA
Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.
David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel.
His comprehensive yet easy to understand presentations cover Excel 2019, 2016, 2013, and 2010. David’s webcasts are fast-paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.