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K2's Excel Tips and Tools for Better Budgets Webinar


June 30
1:00 - 2:40 p.m.

CPE Credits



PICPA Member: $75 | Nonmember: $101

 More Information

Course No.
Fundamental knowledge of budgeting and Microsoft Office Excel


List key budgeting and forecasting-centric features in Excel Differentiate between Excel's capital budgeting functions Utilize Scenario Manager to manage different sets of budget assumptions Solve complex, multi-variable equations with Excel's Solver add-in Create Monte Carlo simulations to model risk in budgets and forecasts


Excel is the de facto budgeting and forecasting tool for most professionals, yet many don't leverage it's numerous built-in tools. Learn Excel features such as FORECAST, FORECAST.ETS, TREND, Forecast Sheets, XNPV, and XIRR. Additionally, techniques to manage what-if analysis using Scenario Manager, Solver, and the value of performing Monte Carlo simulations. If you use Excel for budgeting and forecasting, you can't afford to miss this session!


Thomas G. Stephens, Jr., CPA.CITP

    • Bachelor of Science in Business Administration, Major in Accounting,Auburn University
    • Master of Science, Major in Finance (emphasis in Corporate Finance), Georgia State University
    • Twenty-five Years of Public Accounting Experience, Five Years of Corporate Internal Auditing Experience, Four Years of Corporate and Cost Accounting Experience
    • Nineteen Years of Experience as a Continuing Professional Education Discussion Leader
    • Member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants; Past Member of the Institute of Internal Auditors
    • To Date, Has Presented Over 1,800 Continuing Education Sessions to Over 55,000 Participants

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