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Live Webinar

90-minute live streaming program
  • January 24
  • 1:00 - 2:30 pm EST

Creating and Managing a Budget in Excel®

January 24

Learn how to use Excel® tools to help you get your budget done efficiently and more quickly than you are doing it now.

As a project manager, business owner, department head, accountant, etc., budgets are part of our lives. It can be a very stressful task to make a budget. There’s many things you have to think about. You have to make sure everything is accounted for, you have to make sure you don’t go over budget. You want to ask for a reasonable amount of money for your project, but you don’t want to appear like you are asking for too much. There are many other things that go into making a budget. After this material, you will be able to use Excel® tools like Autosum, Subtotals, Goal Seek, Solver, Scenarios, formulas, charts, grouping and others to help you get your budget done efficiently and more quickly than you are doing it now.

Learning Objectives

  • You will be able to define different tools that are built in to Excel® to help you build your budget.
  • You will be able to explain how this year’s budget compares to previous budgets.
  • You will be able to identify the different components of your budget and what parts are taking up the lion’s share.
  • You will be able to review your budget vs. actual numbers using charts, conditional formatting, and some formulas.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Creating Budgets in Excel®
  • Simple Budget
  • Grouping Categories Together to Get Subtotals
  • Linking to Other Sheets
  • SUMIF to Help With Subtotals
  • Using Previous Data as a Baseline for a Budget
Showing Budget vs. Actual
  • Conditional Formatting
  • Charting
  • Difference and % of Difference
Bottom up Budgeting
  • Goal Seek
  • Solver
  • Using Scenarios to Go Back and Forth Between Different Sets of Numbers
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • AIPB 1.5
     
  • This program is acceptable for 1.5 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • ASAP PACE 0.1
     
  • This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
     
  • IAAP 1.5
     
  • This course has been preapproved by the International Association of Administrative professionals for 1.5 recertification point(s).
     
  • CPE 1.8 including Finance 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Finance for 1.8 hours. Prerequisite: basic knowledge of business financials. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Specialized Knowledge and Applications for 1.5 hours.
     

Who should attend?

This live webinar is designed for business owners and managers, supervisors, associates, administrative professionals, analysts, bookkeepers and accountants.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Thomas Fragale

Thomas Fragale

DBA The PC Guy Consulting, INC

  • Partner in the office of The PC GUY Consulting for more than 24 years
  • Practice emphasizes all aspects of your areas of practice
  • Conducts regular seminars and workshops on all Microsoft Office topics
  • Author of several publications related to the areas of Microsoft Office
  • Microsoft Certified Trainer, Microsoft Certified Office Master, Microsoft Certified Expert in Excel and Word
  • Can be contacted at [email protected], (215)280-1073 or on Twitter® @tomfragale
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 404769
Published 2019
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