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Vena cfobudgeting

THE CFO'S GUIDE TO BUDGETING WITH EXCEL

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 18, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Are you or your clients using Excel spreadsheets for budgeting? Is Excel’s lack of overarching controls causing you to consider moving to more structured (and more expensive) budgeting software that displaces your current Excel models? Join this webinar and learn how Finance leaders can improve their corporate Budgeting process while still retaining their Excel spreadsheets. This presentation will cover why organizations prefer to use Excel in their budgeting and planning processes, the problems associated with continuing to use Excel as the company grows, and why eliminating Excel could still be a big mistake. Lastly, participants will receive 5 action steps organizations can take today to improve their Excel based budgeting process. CPAs and their clients would be interested in attending this webinar as it lays the groundwork for scalable growth for companies across all industries.

Learning Objectives

  • Understand the problems associated with budgeting in Excel even while the company grows.

  • Hear why eliminating Excel could also be problematic (and why it might never go away).

  • Top 5 Steps to take to improve your Excel-based budgeting process.

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Testimonials
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Ronnie, Other

"I found the "Best Practices to Enable Excel for Budgeting" very helpful and applicable to many more areas than just budgeting. I appreciate very much the technical detail incorporated into this webinar."
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Sandy, TN

"This is a very interesting app. I can see how it would be an excellent management tool and improve accuracy and eliminate time consuming data entry. I particularly liked having a rolling budget."
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Kathy, OH

"Helpful ideas. Even though I have extensive Excel experience, I was able to find some new thoughts to ponder/implement."
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Harold, NJ

"The Speaker was knowledgeable and kept you interested in use of excel and other forms of budgeting software."
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Mark, IL

"Good presenter and excellent material coverage Please schedule him for additional presentations & topics!"
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Dianne, CA

"Thank you for accepting that many of us still use Excel rather than just selling your product"
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Wanda, OK

"Great ideas, I will be able to use several of these suggestions."
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Natasha, CO

"Useful information in bite size format."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Sukh Takk (remove)

VENA Solutions
Solutions Engineer
stakk@venasolutions.com
(416) 207-1770

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About Our Presenter

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At Vena, we believe there's a better way to manage your company's data and processes. We give you the control and security you need but let you and your team stay in native Excel.