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Live Webinar

60-minute live streaming program
  • October 12
  • 1:00 - 2:00 pm EST

Also available as:

OnDemand Course

Utilizing Excel® for Financial Analysis and Modeling

October 12

Master analysis from data cleansing to conclusions.

Financial analysis and modeling are more important now than ever. Visualizations such as pivots, tables, and dashboards create the clear understanding of complex data that your audience requires. Microsoft Excel® is the most common analysis software on the market. The introduction of business intelligence eliminates the need for more expensive specialty software.

With this material, you will master analysis from data cleansing to conclusions. Learn how to simplify statistics to present the most compelling information to improve your operational process and financial management.

Learning Objectives

  • You will be able to explain your findings and recommendations with confidence.
  • You will be able to identify the importance of tracking and comparing your organization to your industry.
  • You will be able to recognize the powerful features Excel has to offer to analyze and visualize data.
  • You will be able to discuss the analysis tools to simplify statistics and increase your audience’s comprehension.

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Why Lorman?

Over 34 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

Reporting With Pivots and BI (Business Intelligence)
  • Budget
  • Actual
  • Forecast
Comparison Charts and Tables
  • Operational Process
  • Cash Flow
  • Purchases
Forecasting and Trendlines
  • Trendlines
Know Your Numbers: Industry Comparison
  • Data Analysis
  • Central Tendencies
  • Variability of Data
  • Standard Deviation
Stability: Profit, Leverage, and Cash Flow
  • Commitment to the Plan
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More Program Information

Why Lorman?

Over 34 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 January 19, 2018.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Live Webinar Registration

  • AIPB 1.0
     
  • This program is acceptable for 1.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • CPE 1.2 including Computer Software & Applications 1.2
     
  • 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: 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: 1.2 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 1.2 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.
     

Who should attend?

This live webinar is designed for presidents, vice presidents, accountants, CFOs, controllers, tax managers, directors, analysts, bookkeepers, tax preparers, administrative professionals, and accounts payable professionals.

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More Program Information

Why Lorman?

Over 34 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.

  • 20 years of business and analytical training coupled with 30 years in finance and administration
  • President of WiseOwlOps, Inc. and an international consultant and trainer in finance and data management
  • Conducts regular seminars and workshops on a variety of financial, accounting, analytical, and Office 365® subjects and specializes in Microsoft® Excel® and data management
  • Strong communication skills as she is a columnist and author of numerous tutorials on finance, software, and analytics
  • Bachelor’s degree, CA Pacific University
  • Can be contacted at 805-434-7070 or [email protected]
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More Program Information

Why Lorman?

Over 34 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
  • Live Webinars
  • MP3 Downloads
  • 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: 408370
Published 2018, 2021
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