1 CPE No-one likes budgeting! However, there are keys to making it work across the organization regardless of technology. This course examines how to create and manage a real corporate budget in Excel, including Excel features that can be utilized to improve the process’ accuracy and scalability.
The course includes many examples and sample files for ease of adoption.
Learning Objectives
- Explore approaches to take with operational groups to increase accuracy and reduce the burden of budgeting
- Identify how Finance can make the operational groups better at what they do and raise their performance profile
- Discover how to structure the Excel files to provide maximum benefit
- Discover Excel functionality to smooth the way through the process
- Explore how to scale budgeting and planning beyond Excel using more scalable technology, without entirely abandoning the Excel that we know so well.
Last updated/reviewed: March 26, 2024
36 Reviews (111 ratings)
Reviews
Erica Osborn
(Owner at Reborn Investments LLC)
Great class with great tips and ideas to smooth processes, wish he would have touched on service based organizations more and would love to see a case on budgeting scenarios for different types of businesses.
Josefina Castillo
(Managing Consultant at Frost & Sullivan)
I really liked how the material was presented with simplicity and the excel templates that accompany the course. I also appreciated the method of approaching operations to help with the budget process.
Anonymous
(Management Analyst II)
This course is a great overview for those who are new to budgeting. Course was a good pace and had enough details but not too much. Some good Excel tips for those of us who aren't Excel experts.
Anonymous
(Controller)
I love the simplicity and inter-connectivity of the Excel files he created. It really shows the dependencies and narrows the user inputs to what they will know the most about.
Anonymous
(Finance Manager)
Would have been helpful to have gone into more detail in the excel worksheets with formula used - advise brushing up on this before taking course but otherwise very good
Anonymous
(Owner)
Another great course I will refer back to when setting up our company's budget. This plus other "how to best utilize Excel" courses will make me dangerous!
Rahman Ullah
(Senior Accountant at Cardtronics)
Great overall course on creating a budget. Loved the straightforward approach. Hope the supporting excel files are working files that i can use later.
Edward Thill
(Consultant at None)
I found it difficult to stay engaged with this presentation and believe there are better Excel focused presentations available from Proformative.
Norman West
(Financial Manager at Lockheed Martin)
Mr. Turner demonstrated a comprehensive budgeting solution in Excel which could work well if it is monitored and managed carefully.
andrew manikas
(Financial analyst at Self)
Too quick, should be longer and go more in-depth into modeling and how the scenario and goal seek functions can be fully utilized.
Anonymous
()
This is a relatively basic overview of the topic, but it is well presented for professionals new to budgeting.
C C
(Controller at Security)
Practical, good overview. Nothing. Operations people or people who have never had exposure to budgeting
Anonymous
(Finance Manager)
Interesting to see how Mr. Turner creates a budget. There are a few tips that I maybe able to implement.
Anonymous
(CFO)
This is exactly the course I've been looking for. It provides the information and the tools.
Jessica Spaulding
(Accountant at Firebirds Funding)
Excellent walk through of the budgeting process and using excel to make it easier.
Louise Aldridge
( at Levenue LLC.)
Useful course for small organizations. The excel files provided are very helpful
Anonymous
(Co-owner and CFO)
Very easy to follow and provided thoughts to incorporate into my modeling
Anonymous
(Senior Accountant)
would like this course to be even longer. Question 2 is a bit misleading.
Anonymous
(Director of Finance, Coporate Business F..)
good to remind me of the basics of excel financial simulation
Emily Moran
(Director of Finance at Kurtosys Systems)
Good tips on working with other groups and leveraging Excel
Timothy Goodrich
(Vice President at BentallGreenOak)
great basic course on budgeting techniques in excel
Anonymous
(Treasury Analyst)
Good basic course, would love to see more depth...
Qingkui Qiu
(Finance supervisor at Wanli New energy corporation LTD.)
Great course!
learn the full budgeting process.
Anonymous
(FP&A Manager)
I like the detailed templates in Excel.
Anonymous
(Senior Accountant)
The excel templates are very helpful.
Siva Vinay
(Controller at Park n Fly)
greater details of linking B/S and C/f
Chris Grimes
(Rules Master at Cisco)
Good review of budgeting with Excel
Anonymous
(CFO)
very organized; valuable tips
S Marie Vernon
(- at --)
Excellent presentation!
Jeff Jacobs
(Consultant at Jeff Jacobs Consulting)
Good basic course
Natasha Smith
(Senior Editor, Digital Editorial at Haymarket Media US)
clear and concise
Anonymous
(NA)
Enjoyed the demos
Anonymous
(Senior Fund Accountant)
Good overview.
Matt Osmundsen
(Category Finance Director at Energizer Holdings, Inc.)
Great course!
Anonymous
(Controller)
Good overview
Jack Stevens
(Financial Analyst at ACME Industrial Supply)
Great course!
Prerequisites
Course Complexity: Intermediate
Prerequisite: Basic proficiency with financial modeling and Excel
Advanced Preparation: None
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Simon TurnerConsultant CFO
About Illumeo
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- Phone: 408-400-3993
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- Av #221, Campbell, CA 95008
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