How to Create Budgets and Forecasts that Blow Away Your Managers

Budgeting and Forecasting in Excel Training Course

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

Have a question? Email us at: [email protected] or visit the help center.

COURSE HIGHLIGHTS

Available as:

Online Cohort-based with Instructor
In-House Customised/Bespoke

Ready to Enrol?

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.

The speaker has successfully made the course fun and meaningful.

The speaker has successfully made the course fun and meaningful.

Lot of discoveries can relate things effectively…what I liked most about this course was the discovery of significant functions of Excel which was previously I have no interest in making use of it.
A.A.
Manager, DHL Singapore

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

Have a question? Email us at: [email protected] or visit the help center.

Who Will Benefit

  • 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

What customers say about Ethan Hathaway:

Interactive sessions & extremely knowledgeable instructor…

Jeff has been an excellent trainer & someone who is approachable & most willing to share & help even beyond the scope of the course…Interactive sessions & extremely knowledgeable instructor…This is a good course definitely showing a glimpse of how much Excel can provide.
K.J.
Borouge Singapore

There were a lot of practical examples that could be brought into my daily work.

There were a lot of practical examples that could be brought into my daily work. Good & clear explanations of difficult concepts…I’m impressed by the instructor’s professionalism & clear explanations of functions that I’ve never heard of that I could use.
K.S.
DHL Singapore

There are lots of exercise so that it makes me understand more about formula & model.

There are lots of exercise so that it makes me understand more about formula & model.
M.K.
Finance, Chevron Energy Development, Thailand

The course well-fit my knowledge & met my expectation perfectly.

The coverage of the syllabus & the material is well-fit. A very good introduction to Financial Modelling. The course well-fit my knowledge & met my expectation perfectly.
C.A.
Corporate finance, CLP Ltd, Hong Kong

Concrete examples. Small group. Good interaction with the speaker…

Concrete examples. Small group. Good interaction with the speaker…Impressions after attending the course: Positive. Even more interested to discover more.
C.T.
Natixis, Singapore

I like the workshop as Speaker willingly and unselfness to share his knowledge and skills.

I like the workshop as Speaker willingly and unselfness to share his knowledge and skills.
L.D.
Borouge, Singapore

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