Automating Valuation Reports
BVR's Webinar Series
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Featuring
Summary
Most BVFLS practitioners rely on Microsoft Office products and tools to develop and support their work. In this program, join Nick Mears to learn the essential techniques to integrate Microsoft Excel and Word for report writing purposes. See integration techniques to automate report sections to eliminate mistakes, reduce rework, and improve consistency and efficiency. With a focus on practical implementation, this session will guide attendees through real-world examples of developing Excel models that can be integrated into a Word document.
Program Agenda
- Important Excel template tips/tricks;
- Important Word template tips/tricks;
- Unique formatting issues.
- Learn how to integrate.
Learning Objectives
- Summarize how to use Microsoft’s merging tools without additional add-ins;
- List essential formatting techniques for successful report writing; and
- Describe additional tools used in the report review process.
Multi-User CPE Policy
Admission to this program includes one CPE certificate for one individual.
Any additional listeners requesting CPE must pay a processing fee assessed at the completion of the online CPE survey for this course.
CPE Processing Fees may be bypassed by entering a valid, unused CPE Authorization Code (for single event purchasers) or by logging
into BVR's website (for subscribers to BVR's Training Series).
CPE Information
- Prerequisites: Knowledge of Business Valuation
- Program Level: Advanced
- Preparation Required: None
- Delivery Method: Group Internet-Based
- Recommended CPE: 2.0 Credit Hours (Accounting – Technical)
Business Valuation Resources 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 submitted to the National
Registry of CPE Sponsors through its website: www.nasbaregistry.org.
NASBA Sponsor
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