Financial Forecasting: Leverage Excel Shortcuts & Time-Saving Tricks

Duration: 90 Minutes
Excel is one of the key tools of the trade for those in finance and accounting disciplines. In this webinar, you'll learn how to tame unruly data, derive information from data elements, and present it with impact and clarity to decision-makers and stakeholders.
Financial Forecasting with Excel
Instructor: Melissa P Esquibel
Product ID: 505958
We take basic financial data such as transaction lists, financial statements and budget data and show you how to work with it effectively in Excel. We'll cover the right way to use techniques like Table Style Formatting, LookUps, Pivot Tables, Charts, IF logic, Named Ranges, 3D References, and more!

Objectives of the Presentation
Upon completion of this course, you'll be able to:
  • Recognize whether your data is in the right shape to take advantage of Excel's advanced tools
  • Identify functions to calculate present and future values
  • Derive additional information from raw data to add dimension to your forecasts
  • Display trend information in formats other than charts
  • Use PivotTables to keep your forecasting data nimble
  • Define a named range and explain how it can reduce repetitive steps in your financial analysis
  • Identify the right approach to data that grows and changes over time
  • Utilize Excel's newest features to make your reporting understandable to non-financial professionals
  • Define a dashboard and create one without buying special add-ins
  • Predict future trends based on historical data
  • Blend datasets to generate a single report
  • Join data with look-up capabilities in Excel beyond VLookUp
  • Convert your financial forecast charts and reports from Excel into PowerPoint
  • Use web-based data in your Excel workbooks
Why Should you Attend
There's a right way to do things and a long way. How much time are you spending, scrubbing, arranging, calculating, architecting your financial spreadsheets. From budgets to dashboards, there are shortcuts, tips and tricks to get your data in the right place and provide you the information you need to make sound decisions.

Effectively using pivot tables, named ranges, charts, graphs and formulas can save you hours and net you reusable workbooks that can be repurposed. Learn tips for doing the hard work once with set it and forget it ease that allows you to update financial information with a couple of clicks.

Who will Benefit
  • Financial Analyst
  • CFO
  • Accounting Manager
  • Controller
  • Administrative Assistant
  • Finance Analyst
  • Finance Manager
  • CPA
  • CFA
  • Mortgage Broker
  • Loan Officer
  • Lending Manager
  • Accountant
  • Investment Analyst
  • Accounts Receivable
  • Accounts Payable
  • Manager
  • Supervisor
$300
Recorded Session for one participant
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How it works
Live Session - How it works
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  • Presentation handouts in Downloadable PDF format will be updated on your OCP Account 24 hours prior to the live session
  • Login to the audio conference on the scheduled date and time
  • Get answers to your queries through interactive Q&A sessions via chat at the end of the session
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account 24 hours after the completion of the session
  • Please let us know your thoughts and views at the end of the webinar, your valuable feedback will help us improve
Recorded Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • Upon purchase of the recorded session a link will be updated on your OCP Account within 24 hours
  • Please click on the link to access the Recorded Session
  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account after 48 hours of the product Purchase
  • Please share your valuable Feedback at the end of the session
Instructor Profile:
Melissa Esquibel specializes empowering office software users to get the software to work for them, rather than the other way around. As a Microsoft Certified Trainer (MCT) and Microsoft Office Specialist Master (MOSM) with more than 25 years in business application technology, Melissa has a unique ability to make learning programs enjoyable and valuable. Her consulting career spans banking, engineering, construction, government, manufacturing, telecommunications, energy and insurance, which allows her to provide real-world examples and applications. She has enabled everyone from rocket scientists to real estate brokers to put the "productive" back in office productivity software. Her practice also includes business continuity planning, SharePoint governance, and information security policies. Melissa graduated summa cum laude from Strayer University with a Bachelor of Business Administration, majoring in Legal Studies.
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