Spreadsheet Skills for Planning, Forecastingand Budgeting29 Jul - 02 Aug 2019, Istanbul 08 - 12 Sep 2019, Dubai

12-MAY-19

An ISO 9001:2015 & ISO 29990:2010Certified Company

An ISO 9001:2015 & ISO 29990:2010 Certified Company

Why Choose this Training Course?

This hands-on, practical finance & accounting training course will demonstrate how you can develop spreadsheet models to create a forecast, which can then be utilised to generate business plans and operating budgets with the use Excel® as it is used in practice. The applications will be focused on three crucial aspects of business and financial management - strategic planning, intelligent forecasting and realistic budgeting. Delegates will learn how accessible the power of Excel® is to provide realistic forecasts and prepare flexible budgets. The impact on efficiency in planning and control and therefore return on investment for companies and/or divisions will be startling.

This AZTech training course will feature:

• Mastery of the power of Excel®• What functions to use from the Excel toolkit• Principles of strategic planning and budgeting• Mathematical forecasting models will be demystified• Building financial models enabling “what if” analysis

What are the Goals?

By the end of this AZTech training course, participants will be able to:

• Navigate through the features and functions of Excel®• Distinguish between data and output in spreadsheet

architecture• Analyze financial statements in order to plan ahead• Build effective financial planning models• Use forecasting techniques for budget preparation

How will this Training Course be Presented?

This AZTech training course will utilise a variety of proven adult learning techniques to ensure maximum understanding, comprehension and retention of the information presented. The approach is two pronged; firstly, there is a focus on principles of financial management, from review of financial reports to making capital project decisions, secondly, the principles are applied using financial models built in Excel and based on the use of scenario and sensitivity analysis before making decisions.

Who is this Training Course for?

This AZTech training course is aimed at professionals who contribute to financial decision making. Participants with qualifications and or experience in accounting and finance will benefit from the new focus on building models and applying scenario’s in financial planning.

This AZTech training course is suitable to a wide range of professionals but will greatly benefit:

• Business advisors, analysts & staff from all functional areas who need to advise, comment or develop business forecast plans and budgets

• Strategic Planners and Finance Officers• Management Accountants• Managers without formal financial qualifications

www.aztechtraining.com

Course Schedule:29 Jul - 02 Aug 2019, Istanbul

08 - 12 Sep 2019, Dubai

Spreadsheet Skills for Planning, Forecastingand Budgeting

AZTech Certificate of Completion for delegates who attend and complete the training course

The Certificate:

DAY01: Introduction to Spreadsheets using Excel®

• The power of Excel® for building financial models• The Ribbons of Excel with their commands and functions• Using formulae: Copying, anchoring and special pasting• Using functions: financial, statistical and mathematical• Review of the financial objectives of business: ROI, ROA, ROE• Overview of Financial Statements

Case Study: Building a Quick Access Toolbar in Excel® and applying it to the analysis of financial statements of a division.

DAY02: Proper Planning

• Classical strategic planning models• Cost-Volume-Profit Analysis and Break-Even as a

planning example• Economic Order Quantity as a planning example• What-if analysis to build scenario’s and test sensitivity• Maximizing and optimizing techniques• Linear programming and Solver as optimising tools

Case Study: Preparing a planning model and subjecting it to a range of sensitivity analysis in a manufacturing environment.

DAY03:Fantastic Forecasting

• Forecasting in perspective - the Past vs. the Future• Necessity to apply a range of different forecasting

methods• Qualitative Models used in forecasting• Quantitative Models focussing on time series and

regressions methodology• Forecasting growth rates• Recording, applying and modifying forecast assumptions

Case Study: Applying the forecasting functions in Excel® to past data and building a model offering various scenario’s

DAY04: Beyond Budgeting

• The budget process: Timing and Cycles• Setting budgeting objectives and tolerance levels• Budgeting Techniques• “Beyond Budgeting” compared to traditional budgeting

principles• Operating and Capital budgets• Monthly reporting procedures and timely action

Case Study: Building budget based on assumptions - Operating Budget, Cash Budget & Capital Budget

DAY05: Putting it Together – Building the Comprehensive Model

• Considering the financing mix in strategy• Considering the Return to Shareholder as the primary

indicator• Build your planning model• Build your forecasting model• Build your budgeting model• Link these together in review

Case Study: Building an integrated planning, forecasting & budgeting model

Spreadsheet Skills for Planning, Forecasting and Budgeting

THE COURSECONTENT

CertificationAZTech Certificate of Completion for delegates who attend and complete the training course

Hotel AccommodationHotel accommodation is not included in the Registration Fee. A reduced corporate rate and a limited number of rooms are available for attendees wishing to stay at the hotel venue. Please make your request for accommodation at least 3 weeks prior to the commencement of the course.

Cancellation & SubstitutionYou must notify the Registrar of cancellations at least 2 weeks before a scheduled seminar in order to be eligible for a credit. If you cannot attend, you may send a replacement from your organisation at no charge. There is a $250 handling charge for all cancellations or rescheduling. We reserve the right to cancel a seminar due to low enrollment. All registrants will be notified in advance and a full refund will be provided upon request.

Event DisclaimerWe reserve the right to cancel or postpone a seminar or related event, change venue, substitution of the Instructor and alter the course content at our sole discretion at our sole discretion. If this occurs, our responsibility is limited to a refund of any registration fee(s) already paid. We are not responsible for airline tickets, hotels costs, other tickets or payments, or any similar fee penalties or related or unrelated losses, costs and/or expenses registrant may incur or have incurred as a result of any trip cancellations or changes.

4 Ways to RegisterToll Free: 800-AZTECHTelephone: +971 4 427 5400Fax Number: +971 4 427 5401Email Address: info@aztechtraining.comVisit our website: www.aztechtraining.com

Download Training Plan 2019

Our training portfolio will provide you a number of seminars and courses to choose from depending on your organisational goals and personal development objectives.

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Date Venue Fees(USD)

29 Jul - 02 Aug 2019 Istanbul - Turkey $5,950

08 - 12 Sep 2019 Dubai - UAE $5,950

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This fee is inclusive of Documentation, Lunch and Refreshments and may be subjected to 5% VAT

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Spreadsheet Skills for Planning, Forecastingand Budgeting