Attend this briefing and demonstration on Excel to unleash its powerful sensitivity tools. Get the full power out of your financial models. Improve the design of your models to take advantage of these tools in just 2 hours.
Publication Date: May 2025
Designed For
Financial Analysts, Business Analysts, Information Reporting Officers, Tax Managers, Compliance Officers, Compliance Managers, CFOs, Controllers, Accounting Managers, Auditors, Risk Managers
Topics Covered
- Historical reporting to future vision - enter forecasting and modeling
- Roll of Excel in Forecasting
- Goal Seek
- Scroll Bars
- Data Tables
- Scenario Manager
- Conditional Formatting
Learning Objectives
- Recognize the 20 rules of effective model design
- Identify best practices for designing efficient forecasting models
- Identify how to apply scroll bars, goal seek, data tables, and scenario manager to your models
- Identify data tables with one or two-inputs to deliver an array of outcomes from your model
- Identify the first stage on the journey to budgeting and forecasting
- Identify the maximum integer value that can be used in an Excel Scroll Bar
Level
Intermediate
Instructional Method
Self-Study
NASBA Field of Study
Computer Software & Applications (2 hours)
Program Prerequisites
Basic Understanding of Excel Tools
Advance Preparation
None
Instructor
Miles Hutchinson
Miles Hutchinson is a CGMA and experienced businessman with over 40 years in the field. He has been an auditor with PriceWaterhouseCoopers and the Chief Financial Officer of a $1 billion real estate development company. Miles is a professional speaker and consultant who has presented over 2,500 seminars and training sessions on a myriad of business and financial topics, like financial analysis and modeling, accounting, strategic planning, and compliance with the Sarbanes-Oxley Act. He is recognized as an expert in payroll and sales & use tax as well as financial modeling & analysis, business strategy and communications. He is the author of several useful accounting and tax tools.
His clients include, Abbott Labs, Bank of America, Boston Scientific, Citicorp, Corning, the FBI, the FDA, the Federal Reserve, GE, Pfizer, Siemens, US Marine Corps, and the US Army. Please visit his web sites to see how you can further benefit from his expertise.