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Build better budgets with Excel



This workshop-style seminar will help you get a better handle on Excel’s powerful, user-friendly and flexible features so you can prepare and track budgets efficiently and effectively.

Fee

$1,595 + taxes

Length

Two days – 9 a.m. to 5 p.m.

Language
Course given in French
Dates

HEC Montréal
March 12, 13, 2018

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This hands-on training session will show you how to operate Excel’s advanced functions to streamline and optimize the budget management process. By the end of the seminar, you will have a better handle on Excel’s powerful, user-friendly and flexible features so you can prepare and track budgets efficiently and effectively. You will be able to put your new skills and tools to use immediately and with ease.


Goals

  • Master the use of Excel functions to make budgeting and forecasting simpler, faster and better.

Is this for you?

  • Accounting professionals
  • Managers
  • Mid-level and senior executives

This program is for you if:

  • You work with budgets and you have an intermediate or advanced knowledge of Excel.

Special features

  • An opportunity to experiment with various high-level Excel functions, using a limited number of worksheets, in order to streamline the budgeting process.

"I finally know how to use all the Excel functions I’ve heard about. I never knew where to find them or how they worked!"

Valérie Martin, Assistant Process Scientist, Agence d’évaluation des technologies et des modes d’intervention en santé

"Very thorough and very useful."

Manon Lévesque, Assistant Controller, PLB International Inc.

Instructor:

Michel Vézina
Michel Vézina
MSc (Management), HEC Montréal, DSc (Management), CPA, CA
Professor, HEC Montréal

Menus and toolbars

  • Learn how to customize menus and toolbars using hyperlinks and simple macros to facilitate budgeting
  • Secure your data, taking into account inherent limitations in terms of data protection

Forecasting

  • Optimize the forecasting process using the Solver add-in
  • Use data validation to guide users in the data entry process

Budgeting

  • Prepare budgets in several different languages and currencies, without the need to create an unwieldy number of worksheets
  • Enhanced formula validation
  • Use data outlining to organize budget information by levels
  • Learn the basics of pivot tables to summarize your budget data

Sensitivity analysis

  • Maximize the performance of your sensitivity tests using data tables, Goal Seek and Scenario Manage

Budget monitoring

  • Use filters, conditional formatting, forms controls and database functions to improve budget tracking
  • Laptops equipped with Excel 2007 will be provided for use by participants.
  • Concrete examples will be used to illustrate each of the steps involved.

Participants in all of our seminars will receive a certificate of completion from Executive Education HEC Montréal.



For more information

Chantal Daigneault
Contact
Chantal Daigneault
Phone
514 340-5673

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