Excel-based modeling is an important component in many budgeting, reporting, and monitoring projects. Driven by ease of use, widespread adoption, and analytical power, the Excel platform has become a cornerstone of modern business analytics. In this course, our presenters will begin with commonly used Excel functions and then introduce more sophisticated operations and analytical tools. We will review topics such as: v-lookups, h-lookups, Time-Value-of-Money operations, basic financial statement and valuation models, sensitivity analysis, basic statistical functionality and more.
- Organize and format data in Excel
- Compare financial data
- Measure project value with Excel's NPV functionality
- Test decision-making assumptions with sensitivity analysis
William Kline, Ph.D., CFA is an Assistant Professor of Management at Pennsylvania State University - Harrisburg. He received his Ph.D. in Strategic Management from the Fox School of Business at Temple University. He holds a Master of Business Administration from Saint Joseph's University, and a Bachelor of Science in Business Administration with a concentration in finance from Kutztown University. He is a member of the Beta Gamma Sigma International Business Honor Society, and the CFA Institute in Charlottesville, Virginia. He earned the right to use the Chartered Financial Analyst (CFA) designation in November of 2006.
Prior to entering academia, Mr. Kline was a manager at PricewaterhouseCoopers where he completed valuations for mergers and acquisitions, business planning, as well as tax and financial reporting. Mr. Kline also spent time consulting at CBIZ Valuation Group, Inc. and Curtis Financial Group, a regional investment bank.
Dennis McGovern, Owner of McGovern Consulting, LLC, has over ten years experience providing management consulting and financial management technology solutions to hundreds of tax exempt and non-profit organizations throughout the U.S. Mr. McGovern is a Microsoft Certified Professional and Abila Software Partner.
||Saturday, July 14th, 2018. 9:00 am to 5:00 pm EST
|Where:||Your home or office
||William Kline, Ph.D., CFA and Dennis McGovern
||8 Specialized Knowledge CPE
||7 Substantive CLE / 6 Substantive CLE (PA)*
||Bill Kline Email:
email@example.com or Phone: 267-251-3805
|McDevitt & Kline, LLC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:www.nasba.org.