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OnDemand Course

Advanced Excel Financial Reporting

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.

Learning Objectives

  • You will be able to identify strategies for setting financial business goals and targets.
  • You will be able to recognize modeling's role in reporting.
  • You will be able to identify helpful Excel formulas and functions.
  • You will be able to recognize strategies to improve your analytical skills.

62 minutes
Course Exam
Certificate of Completion
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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

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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.

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.
     
  • CPE/NASBA - QAS Self Study 1.6 including Computer Software & Applications 1.6
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study 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: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.6 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Computer Software & Applications for 1.6 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement 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.
     
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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.

Faculty

Lauritta Sowa

Lauritta Sowa

WiseOwlOps, Inc.

  • Assists owners and senior management in increasing their effectiveness
  • Over 30 years of experience in finance, analysis, and administration
  • Brings diversified insights that reflect the trends and awareness required in today’s business world
  • Supports her clients in facilitating change while increasing profitability, cash flow, and return on investment
  • Her skills have been utilized by a variety of Fortune 500 firms and an array of businesses
  • Specializing in Microsoft® Excel®, finance, and decision-making, she emphasizes the pragmatic skills necessary in today’s business environment
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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.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • OnDemand Courses
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  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 409454
Published 2022
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