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Budgeting and Forecasting in Excel Training Course

This training course teaches you essential skills in using Excel for budgeting and forecasting purposes.

How to Create Budgets and Forecasts that Blow Away Your Managers

Budgeting and Forecasting Course Overview
In this practical workshop our trainer takes you by the hand and shows you how to effectively create budgeted income statements, balance sheets & cashflows and shows you how to forecast them using Excel®.

The course is non-industry specific so the concepts you learn can be applied to your own company and industry.

View the detailed course content and the latest discount promotions:

Have a question? Email us at: or call us at: (+852) 2273-4393

Budgeting and Forecasting Course Agenda Highlights

Budgeting and Forecasting Principles & Concepts

• Accounting Concepts
  • Financial and Management Accounting Concepts
  • Types of Costs
• Budgeting Concepts
  • Why Budget?
  • Budgeting Methods
  • Budgeting Flow
• Arranging Data
  • Relevant information
  • Rearranging, regrouping, categorizing, stratifying data
• Relationships between Income Statements & Balance Sheet Accounts through Financial Analysis
  • Ratios
  • Exercise
• Creating the Financial Statements
  • Review budget development sequence and its elements
  • Creating the Income Statement
  • Case Study

Budget and Forecast Modelling

• Scenario Analysis
• Presenting Your Budget
• Post-Budget Analysis
• Forecasts

Who Should Attend?

• Accountants
• Financial Controllers
• Finance professionals
• Business Unit Heads
• Profit Center Managers
• Analysts
• Project Managers

Pre-Requisites

Business knowledge, some accounting background and familiar with Excel

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View the detailed course content and the latest discount promotions:

Have a question? Email us at: or call us at: (+852) 2273-4393

Why Ethan Hathaway training courses?

• Practical. Learn from experienced and active industry practitioners and what's being practiced by your peers.
• Applicable. Apply what you learn in your job and your career
• Specially designed courses by industry active experts for industry practitioners
• Quality Control. Each expert instructor is interviewed and vetted through our senior management and our 5-point instructor criteria.
• Valuable. Earn more revenue or save your organisation from monetary loss. You and your organisation will quickly earn back your investment on the course fee and more
• Enjoyable. Speakers who have a passion for their topic
• Clear. Turning complex concepts into easy to understand concepts
• Limited seats - each session is limited to between 18-25 seats

What do you receive from an Ethan Hathaway training course?

• You gain knowledge and skills that make you valuable to your company and your career
• Instruction by industry experts
• Course notes and reference package
• Daily lunch, snacks and refreshments
• Certificate of completion
• Meeting your industry peers
• Ask questions relevant to your job

Download the course brochure to learn more

Your course instructor

Juan (Bombet)Arangote: Bombet is a Canadian-based qualified finance professional holding the CMA and CPA designations.

He has over 15 years of extensive experience developing financial models for various industries such as real estate, financial institutions, public concessions, education, telecoms, hospitals, and equity issues. He has held various positions across the full spectrum of finance such as planning, treasury and equities, both in the private and public sectors.

Bombet's experience includes stints with the Greater Toronto Airports Authority, the Ministry of Finance (Ontario Government), Canadian Securities Institute, Palladium Development Corporation, Benpres Holdings Corporation, Citicorp, Bank of America and SGV & Co. (now Ernst & Young formerly Arthur Andersen).

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Dates & Locations & Fees

Date	Location	Venue	Course Fee	Early Bird Fee	Register
17 May - 18 May, 2012	Toronto, Canada	TBA	CAD$1997	See Brochure
15 Oct - 16 Oct, 2012	Toronto, Canada	TBA	CAD$1997	See Brochure

Early Birds May Save Up To 30%** Off the Regular Fee, download the brochure to learn more

Limited seats - Email us: for availability.

* Venue, dates, course fees, promotions, course content, course instructor are all subject to change

** Selected courses only

Can't find a session in a city near you?

If there's no session scheduled in a city near you, you have the following options:

• In-house training: If you have a group of 8 or more, consider having us run this course in-house for you
• Co-sponsored training: Between 5-7 people, consider a co-sponsored course - you agree to send this set number of people to the course if we run it in a city near you and Ethan Hathaway sells the remaining seats to other companies
• Distance learning: Less than 5 people, consider distance training format: live trainer presents over phone lines/web at pre-scheduled times (available only for select courses)
• Just tell us where you want the course: Let us know which city you'd like us to run this course in - we'll plan it if there's enough demand

Email us at: for more information regarding the above options.

Register for the course

You may book your place on the course by any of these methods:

1. Online booking - simply click on the "Register Me" button next to the course date you wish to register and it will take you through our quick online registration procedure.
2. Email us at: - please include your full contact details.
3. Fax us the booking form (included in the brochure) to: +852 3014-0721
4. Or call: +852 2273-4393 during normal office hours

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Related Courses

• Financial Modelling in Excel
• IFRS-International Financial Reporting Standards Workshop
• Essential Excel for Finance
• Budgeting & Forecasting for Electricity / Power Companies

Related Online Courses

Presently no related online courses listed.

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Learn more about this course

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