Take an advanced approach to financial reporting using the power of Excel.
Financial reporting is typically done as a model, which is an essential skill in decision-making. Microsoft Excel is one of the most frequently used programs today. The objective of reporting is to combine accounting, finance, and business strategies and create an image of your company and a forecast of its future. Learn how to combine historical data, ratios, assumptions, and projections to come together for decision-making.
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Why Lorman?
Over 35 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
Learn How to Set Financial and Business Goals and Targets
Understand Modeling's Role in Reporting
Discover Excel Formulas and Functions
Master Simplicity of Design
Improve Your Analytical Skills
Credit
More Program Information
Why Lorman?
Over 35 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
OnDemand Course
This course was last revised on March 4, 2022.
Call 1-866-352-9540 for further credit information.
- AIPB 1.0
- This program is acceptable for 1.0 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 1.0
- All education that aligns with the CAP Body of Knowledge can be used toward recertification. Lorman Education Services believes this course does align and should be counted toward recertification. Please visit IAAP's certification webpage to review recertification details and requirements. https://www.iaap-hq.org/page/CAP_Recertification. Course Length: 1.0.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Credit
More Program Information
Why Lorman?
Over 35 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

Lauritta Sowa
WiseOwlOps, Inc.
- Has mastered Microsoft Excel and data management
- Has been teaching and assisting businesses for over 20 years
- Specializes in analysis and problem solving
- Conducts regular seminars and workshops on a variety of financial, accounting, analytical, and problem-solving topics
- Her clients include Fortune 500 and international cliental
- Holds a finance degree
Credit
More Program Information
Why Lorman?
Over 35 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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