Excel: Tips and Tricks for BV Professionals
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Featuring
Summary
Participants will learn tools for working in Microsoft Excel specifically designed to improve overall efficiency when building and working with valuation models. Techniques and tips will be based on the presenter’s more than 20 years of experience with building models and working with Excel for valuations both domestically and internationally. Insights will help reduce the use of the mouse and improve the use of the keyboard when modeling. Participants will learn how to custom format cells and best practice techniques in building formulas for calculating cash flows and data lookups. The course will also cover simple formula review tools to make understanding complex formulas easier. A brief introduction to using VBA will be included as well as looking at the newly introduced Microsoft 365 functionality. Participants will spend time doing hands-on simple exercises in Excel to improve the retention of learned skills. While basic and intermediate Excel users should get the most out of the class, the course was designed to provide insights that even advanced users of Excel will find useful when working with valuation models.
Program Agenda
- Introduction;
- Optimally setting up Excel:
- Startup screen and security settings;
- The workspace area and QAT; and
- Slow-start models.
- “Hands-on” exercises together to transition from mouse clicks to keyboard:
- Shortcuts, shortcuts, shortcuts:
- Stealthy formatting;
- Stealthy navigation; and
- Stealthy viewing.
- Using built-in and custom functions;
- Transferring client data without melting down your model:
- Importing sheets versus unformatted data; and
- Financial statement conversion workpaper.
- Best practices for formula building:
- Organization techniques; and
- Nesting.
- Simple model review techniques
- Formula-level;
- Sheet level; and
- Software.
- BV tricks:
- Midperiod discounting simplicity; and
- Customized formats.
- VBA coding for beginners.
Learning Objectives
- Improve overall efficiency in modeling in Excel by:
- Setting Excel up for success; and
- Hardwire shortcuts and tricks into your daily Excel routine.
- Learn some simple rules for transferring client data to your Excel model to prevent model meltdowns;
- Run simple audit techniques to check a model for errors;
- Learn how to avoid common “missteps” in modeling;
- Introduction to the VBA Editor interface and learn some simple ways to code in VBA; and
- Become familiar with various useful new and existing Excel capabilities and functions.
Multi-User CPE Policy
Admission to this program includes one CPE certificate for one individual.
Any additional listeners requesting CPE must be registered prior to the event, log in on their own connection, and 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
Every webinar includes periodic online polling questions to assess continuous participation. Attendees must respond to all polling
questions during the webinar to be awarded NASBA-qualified CPE. Attendees that respond to all polling questions and complete a survey
will be verified and emailed a CPE certificate within 5-7 business days.
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with your experience, or have any feedback, please contact Business Valuation Resources at 1-503-479-8200 or
customerservice@bvresources.com.
