Cost Modeling & Analysis Using Excel | 4173031A

Instructors

Date :
February 13, 2018 8:30 AM - 4:00 PM
Location :
San Francisco Peninsula
Facility :
CalCPA Conference Room C - Burlingame
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Level of Difficulty :
Intermediate
Member Price :
275.00
Nonmember Price :
375.00
CPE Credits :
CPE 8.00, AA 8.00
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Excel is one of the most popular tools in business, yet many CPAs have never explored more than its most rudimentary features. This hands-on course goes beyond the basics and explores various Excel features that will allow you to confidently and effectively build cost models. Combine the latest trends in cost analysis with Excel model-building techniques through the use of clear and concise examples that will enable participants to practice what they learn.

Materials are provided as an ebook for this course.

Objectives:

  • Identify the basics of cost modeling with Excel using step-by-step examples.
  • Recognize ways to boost your analytical potential with clear and well-designed Excel models.
  • Outline the wide array of formatting capabilities available with Excel.
  • Determine the uses Excel’s built-in functions, wizards and tools as they relate to cost modeling.
  • Identify how to use Excel for trend analysis, cost-decomposition analysis, multidriver cost analysis and capital budgeting.
  • Identify hidden profits and make business decisions more confidently.

Major Subjects:

  • Forecast costs using Excel's linear and exponential Trendline feature.
  • Analyze costs using Chart Tools and advanced tools such as Regression.
  • Read Regression outputs for single and multi-driver models.
  • What-if tools such as Goal Seek, Scenario Manager and Data Tables.
  • Read Solver outputs and use the integer and binary constraint features.

Advanced Prep:

Bring laptops loaded with Excel 2010 or a later version, though most older versions will work fine. A copy of all the Excel files and cases used in this course will be provided. Make sure add-ins, Data Analysis and Solver, are installed.

Note: Some Apple versions of Excel often do not include these add-ins.

Misc. Information:

The lunch period for this event will be 30 minutes and a box lunch is included in your registration fee. Class will adjourn at 4 p.m. unless otherwise specified.

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Level of Difficulty:
Intermediate
Field of Interest:
Accounting
Prerequisites:

Basic knowledge of Excel.

Designed For:

CPAs, CFOs, controllers and finance professionals, as well as department heads, auditors, project managers and those responsible for ensuring the effective use of business resources.

Instructors

Dennis Geyer
Dennis Geyer is an internationally recognized expert in strategic cost analysis, activity-based management and multi-driver cost modeling. His consulting practice specializes in designing cost and performance measurement systems, developing cost reduction strategies and conducting strategic pricing and business process analysis. By linking business process analysis with finance, Geyer helps clients identify opportunities to increase financial performance through improved operational design. Geyer has provided strategic advisory and business systems design services to numerous clients in a wide variety of industries including banking, healthcare, manufacturing, technology, telecommunications and transportation. Former clients include Bechtel, DHL, Pacific Bell (AT&T), Wells Fargo Bank and Xerox. A sought-after speaker and educator, Geyer teaches at the University of California, Berkeley, Haas School of Business and travels extensively, conducting public and customized seminars primarily to executive audiences in the U.S., Latin America and Southeast Asia.

Materials:

  • Materials - ebook
  • Materials - Hardcopy Textbook