No-one likes budgeting! However, there are keys to making it work across the organization regardless of technology. This course examines how to create and manage a real corporate budget in Excel, including Excel features that can be utilized to improve the process’ accuracy and scalability.

The course includes many examples and sample files for ease of adoption.

Learning Objectives
  • Explore approaches to take with operational groups to increase accuracy and reduce the burden of budgeting
  • Identify how Finance can make the operational groups better at what they do and raise their performance profile
  • Discover how to structure the Excel files to provide maximum benefit
  • Discover Excel functionality to smooth the way through the process
  • Explore how to scale budgeting and planning beyond Excel using more scalable technology, without entirely abandoning the Excel that we know so well.
Last updated/reviewed: August 13, 2023
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36 Reviews (111 ratings)

Reviews

4
Member's Profile
Great class with great tips and ideas to smooth processes, wish he would have touched on service based organizations more and would love to see a case on budgeting scenarios for different types of businesses.
5
Member's Profile
I really liked how the material was presented with simplicity and the excel templates that accompany the course. I also appreciated the method of approaching operations to help with the budget process.
5
Anonymous Author
This course is a great overview for those who are new to budgeting. Course was a good pace and had enough details but not too much. Some good Excel tips for those of us who aren't Excel experts.
5
Anonymous Author
I love the simplicity and inter-connectivity of the Excel files he created. It really shows the dependencies and narrows the user inputs to what they will know the most about.
4
Anonymous Author
Would have been helpful to have gone into more detail in the excel worksheets with formula used - advise brushing up on this before taking course but otherwise very good
5
Anonymous Author
Another great course I will refer back to when setting up our company's budget. This plus other "how to best utilize Excel" courses will make me dangerous!
5
Member's Profile
Great overall course on creating a budget. Loved the straightforward approach. Hope the supporting excel files are working files that i can use later.
Member's Profile
I found it difficult to stay engaged with this presentation and believe there are better Excel focused presentations available from Proformative.
4
Member's Profile
Mr. Turner demonstrated a comprehensive budgeting solution in Excel which could work well if it is monitored and managed carefully.
3
Member's Profile
Too quick, should be longer and go more in-depth into modeling and how the scenario and goal seek functions can be fully utilized.
4
Anonymous Author
This is a relatively basic overview of the topic, but it is well presented for professionals new to budgeting.
5
Member's Profile
Practical, good overview. Nothing. Operations people or people who have never had exposure to budgeting
3
Anonymous Author
Interesting to see how Mr. Turner creates a budget. There are a few tips that I maybe able to implement.
5
Anonymous Author
This is exactly the course I've been looking for. It provides the information and the tools.
5
Member's Profile
Excellent walk through of the budgeting process and using excel to make it easier.
5
Member's Profile
Useful course for small organizations. The excel files provided are very helpful
5
Anonymous Author
Very easy to follow and provided thoughts to incorporate into my modeling
5
Anonymous Author
would like this course to be even longer. Question 2 is a bit misleading.
Anonymous Author
good to remind me of the basics of excel financial simulation
5
Member's Profile
Good tips on working with other groups and leveraging Excel
5
Member's Profile
great basic course on budgeting techniques in excel
4
Anonymous Author
Good basic course, would love to see more depth...
5
Member's Profile
Great course! learn the full budgeting process.
4
Anonymous Author
I like the detailed templates in Excel.
4
Anonymous Author
The excel templates are very helpful.
5
Member's Profile
greater details of linking B/S and C/f
4
Member's Profile
Good review of budgeting with Excel
5
Anonymous Author
very organized; valuable tips
4
Member's Profile
Excellent presentation!
4
Member's Profile
Good basic course
5
Member's Profile
clear and concise
5
Anonymous Author
Enjoyed the demos
3
Anonymous Author
Good overview.
5
Member's Profile
Great course!
4
Anonymous Author
Good overview
5
Member's Profile
Great course!
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Prerequisites
Course Complexity: Intermediate

Prerequisite: Basic proficiency with financial modeling and Excel

 

Advanced Preparation: None

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  3:53PREVIEW: Introduction to Budgeting in Excel
Budgeting in Excel
  Working with Operations 5:04
  Demo 113:45
  Budget Timing 3:39
  Excel Structure 6:03
  Demo 29:16
  Beyond Excel7:57
Continuous Play
  Budgeting in Excel49:37
SUPPORTING MATERIALS
  Slides: Budgeting in ExcelPDF
  Budgeting in Excel Glossary/IndexPDF
BUDGET GUIDES
  Manufacturing Budget XLSX
  Central Budget XLSX
  Marketing BudgetXLSX
  Master Budget File XLSX
  Sales Budget XLSX
REVIEW & TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam