Financial Modeling with Excel Tools or Dashboard Reporting and Balanced Scorecards | NASBA CPE - 1.5

  • Speaker:Miles Hutchinson
  • Duration:90Min
  • Product Code:GRC-90366
  • NASBA CPE: 1.5

Live Session - How it works

  • Username and Password will be sent to you within 24 hours prior to the webinar.
  • Presentation handouts in pdf format will be emailed to along with the login instructions or few hours before the meeting starts.
  • Login to the session by clicking on “Join the Meeting” in the login instructions and then dial the number to connect to the meeting audio or use your Computer to connect to audio. Please use the name and the email address you used at the time of registration to join the meeting.
  • Get answer to your queries through interactive Q&A sessions. The Q and A sessions are at the end of the meeting. The expert will complete his/ her presentation and then the phone lines will be open for the audience to discuss your questions.
  • Please let us know your thoughts and views at the end of webinar, your valuable feedback will help us improve our Training programs.
  • Certificate of attendance is emailed to you within 6 working days from the date the webinar was completed. If you don’t receive an email within 6 days. Please email our support@grcts.com

Recorded Session - How it works

  • Login Information with Password to view the webinar will be emailed to you within 48 hours from the date the Live webinar was completed. The link to the recording is for a single person use only and it is valid for 6 months or the actual duration the recording was purchased.
  • Please click on the link to access the Recording and type in the password provided in the email.
  • Presentation and other handouts will be emailed to you in a pdf format.

Training CD - How it works

  • Free shipment within 2 working days, from the date the webinar was completed. The presentation and other handouts will be emailed to you in a pdf format if we are unable to attach them in the CD or USB.

(For more information about our products contact +1- 248-233-2049)

If you are unable to attend the meeting Live then you can opt in for the Live Recording instead. Access the recording of the webinar for 6 months. Contact our support for any questions. To prepare an invoice to pay by Check or Wire email us at support@grcts.com. 

Certifications

NASBA CPE Certification - 1.5 CPE

Group Internet Based | 1.5 (1 CPE for 50 minutes) | Computer Software & App - 1.5CPE (1.5 CPE) | Specialized Knowledge - 1.5CPE (1.5 CPE) | Intermediate | Prerequisites - None| No advance preparation.

Description:

Attend this briefing and demonstration on Excel to unleash its powerful sensitivity tools. Get the full power out of your financial models.  Improve the design of your models to take advantage of these tools in just 90 minutes.

Financial analysis is an area of opportunity and risk.  Analysis should incorporate tests of sensitivity to changes in key variables using the most advanced tools available.  Typical financial models do not effectively utilize these tools.  This exposes the analyst to blind spots in their analysis.   Analysts will want to obtain and become proficient in the use of the more sophisticated “what if” analysis tools of the trade.

Why Should you Attend    Learn best practices for designing efficient forecasting models.  Learn how to apply scroll bars, goal seek, data tables, and scenario manager to your models in just 90 minutes.

Experienced CGMA and financial analyst, Miles Hutchinson will demonstrate these tools for you using Microsoft ExcelTM. He will provide practical instructions and guidance for applying them and identify the key cautions to help you avoid potential misfires.

Areas Covered in the Webinar:   

  • 20 rules of effective model design
  • Applying Scroll Bars to individual cells to flex them over their relative ranges with the touch of your mouse
  • Using Goal Seek to discover how much a single variable must move to reach a desired outcome
  • Using Data Tables with one or two-inputs to deliver an array of outcomes from your model in just seconds
  • Using Scenario Manager to store selected groupings of inputs and resulting outcomes 
  • Use Scenario Manager to consolidate all ”versions” of your model into one file
  • Use the standard Scenario Summary to compare your Scenarios automatically
  • Expand your skills in financial modeling to a level you never dreamed of in just 90 minutes!
  • Bonus – download a copy of the demo model along and the answer key to our demonstration!

Who Will Benefit:   

  • Financial Analysts
  • Business Analysts
  • Information Reporting Officers
  • Tax Managers
  • Compliance Officers
  • Compliance Managers
  • CFOs
  • Controllers
  • Accounting Managers
  • Auditors
  • Risk Managers 

Instructor Profile:   

By Miles Hutchinson, CPA, CGMA,President,Sales Tax Advisors, Inc.
Miles Hutchinson is a CGMA and experienced businessman with over 35 years in the field. He has been an auditor with PriceWaterhouseCoopers and the Chief Financial Officer of a one billion dollar real estate development company.

Miles is a professional speaker and consultant who has presented over 2,500 seminars and training sessions on a myriad of business and financial topics, like financial analysis and modeling, accounting, strategic planning, and compliance with the Sarbanes-Oxley Act.  He is recognized as an expert in payroll and sales & use tax as well as financial modeling & analysis, business strategy and communications. 

He is the author of several useful accounting and tax tools. His clients include, Abbott Labs, Bank of America, Boston Scientific, Citicorp, Corning, the FBI, the FDA, the Federal Reserve, GE, Pfizer, Siemens, US Marine Corps, and the US Army. 

Available Options

Recording: 6 Months Access to the Training which can be accessed from any location

$249

CD-DVD: Shipped within 2 working days

$369

Recording Access to 8 Members: 6 months access to 8 participants. Recording can be accessed from any location

$749

USB - Shipped within 2 working days

$389

5 Member Group: 5 people can Attend the Live Online Meeting from any location globally

$2,649

10 Member Group: 10 people can Attend the Live Online Meeting from any location globally

$4,679

Related Products

TIN Matching & B Notices - How to minimize the paperwork from complaints on IRS information returns | NASBA CPE 1.5

TIN Matching & B Notices - How to minimize the paperwork from complaints on IRS information returns | NASBA CPE 1.5

If you are unable to attend the meeting Live then you can opt in for the Live Recording instead. You can access the recording of the webinar for 6 months. Contact our support for any clarifications. NASBAGroup Internet Based | 1.5 (1CPE for 50 minutes) | Accounts - 1CPE / Taxes - .5CPE (1.5 CPE) | Intermediate | Prerequisites - None| No advance preparation.Description: This webinar will help you reduce the risk of being out of compliance with your Form 1099 reporting requirements with the I..

$259

Sales & Use Tax Compliance - NASBA and HRCI - 1.5 (CPE)

Sales & Use Tax Compliance - NASBA and HRCI - 1.5 (CPE)

If you are unable to attend the meeting Live then you can opt in for the Live Recording instead. Access the recording of the webinar for 6 months. Contact our support for any questions. To prepare an invoice to pay by Check or Wire email us at support@grcts.com. NASBA CPE: 1.5Group Internet Based | 1.5 (1 CPE for 50 minutes) | Taxes (1.5 CPE) | Intermediate Level | Prerequisites - None | No advance preparationDescription:  Sales tax? Use tax? What’s the difference?  Must I charge ..

$259

How to Analyze Financial Statements - HRCI CPE 1.5 & NASBA - 1.5 CPE

How to Analyze Financial Statements - HRCI CPE 1.5 & NASBA - 1.5 CPE

If you are unable to attend the meeting Live then you can opt in for the Live Recording instead. Access the recording of the webinar for 6 months. Contact our support for any questions. To prepare an invoice to pay by Check or Wire email us at support@grcts.com. NASBA CPE: 1.5Delivery Method: Group Internet Based, Field of Study: Finance and Accounting, Level: Basic, Intermediate, Prerequisites: None, Advanced Preparations - None.HRCI CPE - 1.5HR (General) recertification credit hours ..

$279

Roles and Responsibilities of a Successful Controller (2 parts) - NASBA Accounting CPE - 4.5

Roles and Responsibilities of a Successful Controller (2 parts) - NASBA Accounting CPE - 4.5

If you are unable to attend the meeting Live then you can opt in for the Live Recording instead. Access the recording of the webinar for 6 months. Contact our support for any questions. To prepare an invoice to pay by Check or Wire email us at support@grcts.com. NASBAGroup Internet Based | 4.5 (1 CPE for 50 minutes) | Accounting - 1.5CPE (1.5 CPE) | Intermediate | Prerequisites - None| No advance preparation.Topic Background:  Ever wonder what it would be like to take on the controller..

$569

Complying with FATCA – The Foreign Accounts Tax Compliance Act - NASBA CPE - 1.5

Complying with FATCA – The Foreign Accounts Tax Compliance Act - NASBA CPE - 1.5

If you are unable to attend the meeting Live then you can opt in for the Live Recording instead. Access the recording of the webinar for 6 months. Contact our support for any questions. To prepare an invoice to pay by Check or Wire email us at support@grcts.com.NASBAGroup Internet Based | 1.5 (1 CPE for 50 minutes) | Accounting - 1.5CPE (1.5 CPE) | Finance- 1.5CPE (1.5 CPE) | Intermediate | Prerequisites - None| No advance preparation.Background: FATCA was enacted by Congress in 2010 a..

$249

The New Tax Law 2018 - NASBA CPE - 1.5

The New Tax Law 2018 - NASBA CPE - 1.5

If you are unable to attend the meeting Live then you can opt in for the Live Recording instead. Access the recording of the webinar for 6 months. Contact our support for any questions. To prepare an invoice to pay by Check or Wire email us at support@grcts.com.NASBAGroup Internet Based | 1.5 (1 CPE for 50 minutes) | Accounting - 1.5CPE (1.5 CPE) | Finance- 1.5CPE (1.5 CPE) | Intermediate | Prerequisites - None| No advance preparation.Description:The new tax reform has broad implications an..

$269

Creating and Implementing Dynamic Excel Dashboards - NASBA Certification

Creating and Implementing Dynamic Excel Dashboards - NASBA Certification

If you are unable to attend the meeting Live then you can opt in for the Live Recording instead. Access the recording of the webinar for 6 months. Contact our support for any questions. To prepare an invoice to pay by Check or Wire email us at support@grcts.com.Certification: NASBAGroup Internet Based | 1.5 (1 CPE for 50 minutes) | Accounting - 1.5CPE (1.5 CPE) | Finance- 1.5CPE (1.5 CPE) | Intermediate | Prerequisites - Excel Knowledge | No advance preparation.Description: Excel ..

$189

Internet Sales Tax Issues-Wayfair - NASBA CPE Tax 1.5

Internet Sales Tax Issues-Wayfair - NASBA CPE Tax 1.5

If you are unable to attend the meeting Live then you can opt in for the Live Recording instead. Access the recording of the webinar for 6 months. Contact our support for any questions. To prepare an invoice to pay by Check or Wire email us at support@grcts.com. NASBA CPE: 1.5Delivery Method: Group Internet Based, Field of Study: Tax, Level: Intermediate, Prerequisites: None, Advanced Preparations - None.Hot Issues in Multi-State Nexus & Internet Sales Tax-highlighting the SCOTUS W..

$4659

Applying Macros in Excel Spreadsheet - NASBA CPE 1.5

Applying Macros in Excel Spreadsheet - NASBA CPE 1.5

If you are unable to attend the meeting Live then you can opt in for the Live Recording instead. Access the recording of the webinar for 6 months. Contact our support for any questions. To prepare an invoice to pay by Check or Wire email us at support@grcts.com. CertificationsNASBA CPE Certification - 1.5 CPEGroup Internet Based | 1.5 (1 CPE for 50 minutes) | Computer Software & App - 1.5CPE (1.5 CPE) | Specialized Knowledge - 1.5CPE (1.5 CPE) | Intermediate | Prerequisites - None|..

$229

Wage and Hour Best Practices! Add to Your Strategic Risk Management Strategy and Reduce Risk!

Wage and Hour Best Practices! Add to Your Strategic Risk Management Strategy and Reduce Risk!

If you are unable to attend the meeting Live then you can opt in for the Live Recording instead. Access the Recording of the Training for 6 months. Contact our support for any questions. To prepare an invoice to pay by Check or Wire email us at support@grcts.com. Certifications:SHRM PDCs - 1.5GRCTS is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for [1.5] PDCs for the SHRM-CPSM or SHRM-SCPSM. For more information ..

$809

Taxes Withholding, Depositing and Reporting Federal Taxes - HRCI and SHRM Certificates

Taxes Withholding, Depositing and Reporting Federal Taxes - HRCI and SHRM Certificates

This topic is available for On Site/ Corporate TrainingCertifications: SHRM PDCs - 1.5GRCTS is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for [1.5] PDCs for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit www.shrmcertification.org.HRCI CPE - 1.5HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertificatio..

$1249

Developing Effective Financial Statements - NASBA Certification

Developing Effective Financial Statements - NASBA Certification

If you are unable to attend the meeting Live then you can opt in for the Live Recording instead. Access the Recording of the Training for 6 months. Contact our support for any questions. To prepare an invoice to pay by Check or Wire email us at support@grcts.com. Use coupon code "GRCTS10" to avail a 10% Discount on your purchaseCertification: NASBA CPE - 1.5Group Internet Based | 1.5 NASBA Credits (1 CPE for 50 minutes) | Computer Software & Applications (1.5 CPE) | Inter..

$249

Excel Functions - VLOOKUP, HLOOKUP, MATCH, and CHOOSE Lookup Functions

Excel Functions - VLOOKUP, HLOOKUP, MATCH, and CHOOSE Lookup Functions

If you are unable to attend the meeting Live then you can opt in for the Live Recording instead. Access the Recording of the Training for 6 months. Contact our support for any questions. To prepare an invoice to pay by Check or Wire email us at support@grcts.com.  Use coupon code "GRCTS10" to avail a 10% Discount on your purchase Topic Description:  Excel expert David Ringstrom, CPA, will equip you to implement Excel's lookup functions, including VLOOKUP, HLOOKUP, MATCH, and CHOOS..

$249

Forms W-2 and W-4 Update and Best Practices - CPE Accredited

Forms W-2 and W-4 Update and Best Practices - CPE Accredited

If you are unable to attend the meeting Live then you can opt in for the Live Recording instead. You can access the recording of the webinar for 6 months. Contact our support for any clarifications.  USE COUPON “GRCTS10” TO AVAIL A 10% DISCOUNT Experienced CGMA and businessman Miles Hutchinson will review the current law and regulations regarding the filing of Forms W-2 and preparation of new Forms W-4 for 2019 and will provide practical guidance in these areas that have b..

$225