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Webinar Recording

Risks and Rewards of Budgeting in Excel

Date: Tuesday, June 14, 2016
Time: 2:00 pm - 3:00 pm EDT
Excel is the most commonly used tool in the budgeting process. This webinar looks at the pros and cons of Budgeting in Excel and the corresponding risks and rewards. The increased demand for more frequent and accurate forecasts has only increased those risks as the finance world has become more complex and fast paced with the potential cost of errors rising accordingly.

We will discuss how the features of that most common finance tool, Excel, can both help and hinder our ability to manage the budgeting and decision making processes.

Simon Turner, Finance Director, Abcodia Inc., will cover:
  • The risks of budgeting in Excel
  • The steps we need to take when using Excel to reduce risk of error
  • The issues that need to be addressed to improve on Excel
After attending this event you will be able to:
Identify and understand the risks of budgeting in Excel
Recognize steps we need to take when using Excel to reduce risk of error
Discuss the issues that need to be addressed to improve on Excel

Speakers

Simon Turner, MEng MSc ACA, Finance Director, Abcodia Inc.
Simon Turner, MEng MSc ACA
Finance Director, Abcodia Inc.
Simon has over 20 years of experience in International Finance and Business. Currently Finance Director for Abcodia, Inc. he spent 10 years as VP, Finance and Administration at Oxford Immunotec Global plc, taking the company from early stage start-up in the UK to NASDAQ IPO in November 2013. In that role he built countless budget, forecasting, financial projection and capital structuring Excel files leveraging his earlier experience with Deutsche Bank and JP Morgan to develop complex yet accurate Excel files to aid financial decision making and resource allocations. Simon has a MEng in Chemical Engineering from Imperial College, London as well as MSc (Fin) from London Business School and is a qualified UK chartered accountant (ICAEW).
Moderated by: Ernie Humphrey, Educational Programs Leader, Proformative
Moderated by: Ernie Humphrey
Educational Programs Leader, Proformative
Ernie currently serves as the CEO of 360 Thought Leadership Consulting. 360 Thought Leadership Consulting helps companies define and unlock the strategic value of their thought leadership programs. Previously Ernie served as the Vice President, Educational & Marketing Programs for Proformative. Ernie has overseen the content and execution of over 200 events designed to further the careers of finance and accounting leaders and related professionals. Formerly, Ernie served as the Director of Treasury Services and as a Director of the Corporate Treasurers Council for the Association for Financial Professionals. Ernie has extensive experience in the areas of educational program development and execution, online marketing, website content management, international cash management, and acquisition integration. Ernie has a BS and MS in Economics both from Purdue University.

Sponsor

Event Sponsor Centage
Centage - Budget Maestro® by Centage is an easy-to-use and scalable, automated budgeting, planning, and forecasting application. It is designed for small to mid-market companies and automates many of the time-consuming and error-prone activities associated with using spreadsheets to generate accurate budgets and forecasts. It features built in financial and business logic that allow users to build and update their budgets and forecasts and never worry about formulas, functions, links or any custom programming. It is the only solution in the market that offers synchronized P&L, Balance Sheet, and Cash Flow reporting that generate automatically and seamlessly update. Budget Maestro serves more than 7,000 users worldwide.

Certification is not required to get started, but please let us know which certifications you have.

By filling out this form you will become a member of Proformative, and are subject to Proformative's User Agreement. This webinar is provided to you for free by the sponsor, who may contact you later.

Continuing Education Information

Certified Public Accountant

  • Continuing Education Credit
    1 CPE Credit
  • Field of Study
    Finance
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CPE Credits

Continuing Professional Development

  • Continuing Education Credit
    1 Hour
  • Field of Study
    Finance
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
More information about Hours

Certified Management Accountant

  • Continuing Education Credit
    1 CE Credit
  • Field of Study
    Finance
  • CE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CE Credits