Format
This course will be delivered via Zoom. The Zoom link will be emailed to participants the day before the course is due to take place.
Who should attend
This course is designed for accountants, and other business professionals, who have had limited involvement in business planning on Excel and require more competence in business planning techniques. Participants must have a good knowledge of Excel basics (including Excel functions such as IF, Choose, etc.). It will be assumed that participants understand the principle rules in working with Interactive Spreadsheets and have knowledge of, or have attended, the Institute's Intermediate Excel course and ideally the Advanced course.
Course overview
- Modelling to incorporate future needs
- Building the detailed working sheet and importing
workings from subsidiary schedules
- Dealing with capital expenditure and funding
- Developing Profit and Loss, Balance Sheets and Cash
Flows and adjusting these with minimum level inputs
- Sensitivity analyses, goal seeking and scenario
setting
- Preparing formulae to relate accounting concepts in
spreadsheets
- Building checks and balances to ensure model integrity throughout workbooks
Key learning outcomes
By the end of this course, participants will be able to:
- Maximise flexibility and business model dynamics while
incorporating future needs
- Compete for support and resources with the aid of a convincing plan either internally or for their clients
All participants should please note the following
- Two monitors. Having two monitors is very strongly recommended for this training. It allows you to view the trainers PC in one monitor and the application that is the subject of the training in the other. On a single screen it can be difficult to arrange the trainers screen and your own application comfortably. If you only have a single screen please inform the trainer - ideally before the test session - and they can help you to get the best from the training session.
- Microsoft Office version. We use Microsoft Office 365 Professional. If you are using an older version please be aware that you might not be able to do some of the exercises that are using the latest features.
- Windows 10/11. We prepare the files and deliver the
course using Windows 10/11. If you are using a MacBook or other platform please
be aware that there can sometimes be incompatibilities and there are certain
features that are not available on the Macintosh edition of Microsoft Office
365 Professional. These issues can be identified and resolved during the test
session.
Speaker bio
Professional Training is a group of experienced specialists providing focused training in IT and Management skills. Our trainers use a combination of tailored, flexible approaches and real-life business knowledge to develop and provide techniques and solutions for immediate implementation by our course participants. We have delivered a range of CPD programmes with Chartered Accountants Ireland since 1997. Website: www.professional.ie
Contact us
If you have any questions regarding this or any other CPD course or requirements, please feel free to contact the team here or call us at
(+353) 01 523 3930
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