Excel Agility: Building Valuable and Dynamic Budget Spreadsheets

Unlock the full potential of Excel in budgeting with guidance from renowned Excel expert David Ringstrom, CPA. In this dynamic and informative webcast, David will walk you through the process of creating structured, accurate, and easily updatable budget spreadsheets. You’ll discover how to separate inputs from calculations, construct both operating and cash flow budgets, and simplify filtering tasks. With clear explanations and real-world examples, this session is ideal for professionals seeking to enhance their spreadsheet skills and build more reliable financial models.

David's teaching method is hands-on and detailed—each technique is demonstrated twice: once with a step-by-step PowerPoint slide, and again within the Office 365 version of Excel. For users of older Excel versions (2019, 2016, 2013, and earlier), David highlights key differences so you can follow along regardless of your software. Attendees also receive a detailed handout and a comprehensive Excel workbook packed with practical examples used throughout the session, helping to solidify your learning and serve as a valuable reference long after the webinar concludes.

• Protect sensitive information by hiding formulas within an Excel workbook.
• Craft formulas to compute gross margins, projected sales, commissions, and related amounts.
• Master the IFERROR function to display alternate values in place of error messages.
• Copy formulas efficiently across multiple columns with ease.
• Build formulas quickly using the “Use in Formula” command.
• Improve spreadsheet integrity using Excel’s VLOOKUP function.
• Use the SUMIF function to summarize data based on specific criteria.
• Build operating budgets using supporting schedules that provide a clear audit trail.
• Preserve key formulas by utilizing hide and protect features.
• Access downloadable budget templates that are customizable to your needs.
• Employ the SUMIF function to sum values tied to multiple instances of a criterion.

• Define how to isolate all user entries to an inputs worksheet while protecting all calculations and budget schedules on additional worksheets.
• Apply range names and the Table feature to create resilient and easy-to-maintain spreadsheets.
• Identify how to calculate borrowings from, and repayments toward, a working capital line of credit.

This webinar is an excellent opportunity to streamline your budgeting workflow and gain confidence in creating professional-grade Excel spreadsheets that are robust, secure, and easy to maintain.