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Participants will learn efficiency tools for working better in Microsoft Excel. You will learn techniques, formulas, and approaches all designed to improve overall efficiency when building and working with valuation models. Techniques and tips will be based on the presenter’s more than 25 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, creating custom functions using the new Lambda function, and best-practice techniques in building formulas for calculating cash flows and data lookups. The course will also cover simple formula review tools including new Excel functionality to make understanding complex formulas easier. A brief introduction to using VBA will be included, with participants gaining experience doing simple coding. 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. Course materials include a full-page reference sheet with shortcuts for improving Excel proficiency.
Program Agenda
Introduction;
Optimally setting up Excel;
Startup screen and security settings;
The workspace area and QAT; and
Fixing a slow-to-start model.
“Hands-on” exercises together to transition from mouse clicks to keyboard
Shortcuts galore:
Stealth formatting;
Stealth navigation; and
Stealth viewing.
Using built-in and custom functions;
Getting familiar with new Excel functionality:
Lambda;
Better formula auditing; and
Working better with arrays.
Transferring data without starting a model meltdown:
Problems with importing sheets; and
Financial statement data organizer.
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:
The VBA window;
Record and learn; and
Financial statement data organizer.
Learning Objectives
Improve overall efficiency in modeling in Excel by:
Setting up Excel for success; and
Hardwire shortcuts and tricks into your daily Excel routine.
Become familiar with various useful new and existing Excel capabilities and functions;
Learn how to avoid common “missteps” in modeling;
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; and
Introduction to the VBA editor interface and learn some simple ways to code in VBA.
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).
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.
BVR's Training Packs are an indispensable addition to any valuation reference library. Use them as training tools as many
times as you'd like, wherever you are: play them at your computer at work or home, in your car, or on your personal audio device.
Delivered as an electronic download approximately four weeks after the program has aired, each Training Pack includes:
Recordings and transcripts of the presentation
All presentation visual aids and handouts
All ancillary reading materials suggested by our presenters
If you are ordering a Training Pack after the four week window, the download link will be sent to you immediately via email. Please
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Business Valuation Resources offers a 100% money-back guarantee on our training services. If you are not completely satisfied
with your experience, or have any feedback, please contact Business Valuation Resources at 1-503-479-8200 or
customerservice@bvresources.com.
