Conferences

Conference: Spreadsheet Skills for Planning, Forecasting & Budgeting


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CO8213

8 - 12 Jun 2025

Cairo (Egypt)

Hotel : Holiday Inn & Suites Cairo Maadi, an IHG Hotel

Cost : 3575 € Euro

Introduction

Planning, forecasting, and budgeting are essential for business success, and Excel® offers powerful tools to enhance these processes. This course teaches participants how to develop accurate models, perform what-if analyses, and optimize plans efficiently using techniques like goal seek, scenario manager, and solver. Designed for Excel® ’03 and ’07, the course includes practical demonstrations and templates for hands-on learning. Bring your laptop and gain skills to improve precision, save time, and drive business performance.

Objectives

  • Fully understand the various Excel® tools available to perform planning, forecasting & budgeting

  • Perform sophisticated “what-if” scenarios to improve decision making

  • Know what Excel® techniques to use in a given situation

  • Properly use some of the most advanced spreadsheet techniques

  • Know when to take a chance & when not to

  • Learn to use & expand a range of Excel® models (provided)

Process

The training comprises teaching sessions covering each topic area with the theory blended with practical application. Additionally, real-world examples & case studies will be used so that the Delegates will be able to apply these techniques immediately. Delegates will use the provided Excel® templates to apply their new knowledge case studies to reinforce the concepts.

Benefits

  • Having Experts in-house to develop advanced decision support models

  • Increased productivity of personnel involved in planning, forecasting & budgeting

  • Improved performance of plans developed into budgets

  • Better ways to plan & measure results of forecasts

  • Realizing better options when facing forecasting choices

  • Better integration between functional areas leading to better decisions

Results

  • Developing an improved understanding of how well prepared Excel® models to benefit the corporate in today’s challenging world.

  • Really understanding the risks & rewards of various planning decisions

  • Being able to calculate the impact of alternative inputs on critical outputs

  • Understanding to cost/benefit of every decision

  • Enhancing their knowledge with the use of the models in the case studies

  • Significantly increasing their Excel® analysis skills

Outlines

Day 1: Introduction to Spreadsheets using Excel

  • Worksheet fundamentals

  • Using the F4 key for Relative & Absolute cell references

  • Expose ALL formulas in a worksheet using the built-in function for faster review

  • Naming cells & ranges for quicker, more accurate work

  • Freeze panes, columns & rows for easier viewing while scrolling

  • Protecting cells & ranges to stabilize models

  • Function wizard benefits

  • Linking cells from various worksheets to reduce errors

  • Secret keyboard shortcuts

  • Case study: create, build & protect a reusable template

Day 2: Proper Planning

  • Introduction to planning

  • What-if analysis

    • scenario analysis techniques

    • sensitivity analysis using spinners & scroll bars

  • Economic Order Quantity (EOQ)

  • Build out Data tables to see an entire range of options

  • 1-way Data tables

  • 2-way Data tables

  • Maximizing vs. optimizing techniques

  • Utilizing The Goal Seek command to calculate a reverse equation

  • Using Solver to calculate optimal product mix, distribution problems & capital budgeting

  • Case study & template for using Solver to plan the Optimal product mix

Day 3: Fantastic Forecasting

  • What is forecasting?

  • Qualitative techniques & their uses

  • Quantitative techniques & their uses

    • Smoothing techniques

    • Regression analysis

    • Time series analysis

  • Forecasting growth rates for verification

  • Internal (IGR)

  • Sustainable (SGR)

  • MIN and MAX functions

  • MEDIAN, MODE & AVERAGE functions

  • GEOMEAN to calculate Average Growth Rate (AGR)

  • When to use RANK, QUARTILE & PERCENTILE

  • Case study & template: Use the GEOMEAN function to calculate your AGR

Day 4: Beyond Budgeting

  • What is the budget?

  • How to build a simple budget

  • Build a Flexible Budget Model

  • Build out a complete budget

    • Operating budget elements

    • Financial budget elements

    • Linking them

  • What is the Variance Analysis report & why is it important to improve your budget

  • Calculating variance analysis to see what must be changed

  • Case study & template: Build a complete budget

Day 5: Putting it together – building the comprehensive model

  • Build your planning model

  • Build your forecasting model

  • Build your budgeting model

  • Link these together

  • Leverage optimization through a capital structure (Case study Example)

  • Bond buybacks (Case study Example)

 

Conferences

Conference: Spreadsheet Skills for Planning, Forecasting & Budgeting


Register Now
Quick Inquiry
Discount Group Download Brochure (39)

CO8213

8 - 12 Jun 2025

Cairo (Egypt) - Holiday Inn & Suites Cairo Maadi, an IHG Hotel

Hotel : Holiday Inn & Suites Cairo Maadi, an IHG Hotel

Cost: 3575 € Euro


  About Cairo

Cairo is a mesmerizing assortment of iconic monuments, bustling markets, and ancient sites encircled by a vast and sprawling metropolis. At its core lies a maze-like medieval quarter. A world away from the modern side of the city, it boasts a seductive blend of intricate mosques, jostling crowds, madrasas, and traditional hammams. No visit could be complete without visiting the awe-inspiring Giza Pyramids that preside over the city's horizon. Whether you come to delve into the city's ancient past, dive into colorful souqs, sip mint tea and contemplate thousands of years of history or explore the city's cosmopolitan side, you'll be left with memories to last a lifetime.


  Things to do and places to visit in Cairo

The multi-layered capital of Egypt offers its visitors lively markets, authentic restaurants, and a multitude of ancient sights and archeological findings. Gaze in wonder at the Pyramids, take an awe-inspiring look at Tutankhamen's burial mask, shop for handmade souvenirs in the bazaars or hop on a sunset cruise down the Nile and embrace the sensory overload that is Cairo.

Take a vacation in Cairo and you can:

  • Visit the Great Sphinx of Giza, one of Ancient Egypt's great mysteries.
  • Explore the ramparts of the Salah El-Din Citadel.
  • Join locals drinking coffee at Fishawi Café, one of Cairo's first cafes and most important meeting spots.
  • Marvel at the seemingly endless historical artifacts on display at the Egyptian Museum.
  • Learn about the Ummayad, Ottoman, and Ayyubbid dynasties and more at the Museum of Islamic Art.
  • Haggle for souvenirs and gifts at the Khan el-Khalili souk.
  • See one of the world's oldest universities at the Al-Azhar Mosque, one of the city's original mosques.
  • Take a tour of the showstopping Giza pyramids.
  • Savor local cuisine such as mezze in the old city.
  • Wander through the labyrinth-like streets of Coptic Cairo, the city's ancient quarter, and spot Roman relics.
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