Build more powerful and accurate forecasting models to better analyze financial data and predict revenues and expenses. This customized two day hands-on workshop will give you the tools for developing effective financial forecasts and budgets using the powerful capabilities of financial models.   You will learn the new features of Excel 2007®. 

     The instruction may include the actual development of a Five Year Budget Model for your institution. Much of the model may be developed over the 2 days of training. Prior to the training the institution should provide revenue and expense data to build into the model. This will provide you with a quick and cost effective way to create a Five Year Budget Model and sharpen your modeling skills. 

     With the purchase of the Five Year Budget Model five hours of consulting time is included to create the Department Detail worksheet, Expense Assumptions worksheet, and the Object and Department Pivot Tables. We would like to have the institutions expense data available prior to the workshop in order to start building the model. It would be advantages to have actual data built into the model for the on-site training. In addition to the expense data, it would be most helpful to review the revenue budget data, admission, enrollment and financial aid data prior to the visit. 

     In order to complete the model additional tasks needed to be identified. Examples of these additional tasks are: building extra worksheets, creating additional institutional related models, linking worksheets, creating reports, building pivot tables, preparing reconciliation procedures, validating data, developing user forms, creating print routines, developing up-load and down-load procedures. During the workshop we will identify many of these tasks and work towards getting as much of the model competed as possible within the 2 day visit. Before the end of the training we will identity what task are needed to complete the model.

     The cost of a two day, on-site workshop is $3,800 for the first five participants.   Each additional participant is $495.  All participants will be provided a workbook and sample models.   Your institution provides the classroom, computer equipment and travel cost.  Call a CFMW Training Consultant at 1-800-946-8644 to schedule your workshop.

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