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Vena cfobudgeting

THE CFO'S GUIDE TO BUDGETING WITH EXCEL

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Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Other
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Other
Series: Excel, CFOs and Controllers
Course Description

Are you or your clients using Excel spreadsheets for budgeting? Is Excel’s lack of overarching controls causing you to consider moving to more structured (and more expensive) budgeting software that displaces your current Excel models? Join this webinar and learn how Finance leaders can improve their corporate Budgeting process while still retaining their Excel spreadsheets. This presentation will cover why organizations prefer to use Excel in their budgeting and planning processes, the problems associated with continuing to use Excel as the company grows, and why eliminating Excel could still be a big mistake. Lastly, participants will receive 5 action steps organizations can take today to improve their Excel based budgeting process. CPAs and their clients would be interested in attending this webinar as it lays the groundwork for scalable growth for companies across all industries.

Learning Objectives

  • Understand the problems associated with budgeting in Excel even while the company grows.

  • Hear why eliminating Excel could also be problematic (and why it might never go away).

  • Top 5 Steps to take to improve your Excel-based budgeting process.

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Rishi Grover

VENA Solutions
Chief Solutions Architect
rgrover@venasolutions.com
(416) 207-1770

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As Chief Solutions Architect, Rishi is responsible for the day-to-day operations and continued success of client implementations at Vena.

Rishi has helped many Fortune 500 companies re-engineer and optimize financial processes. His expertise in financial planning and regulatory reporting helped him to the position of Director of Enterprise Solutions at Clarity Systems before he co-founded Vena Solutions with Don Mal and George Papayiannis. Rishi holds a Bachelor of Applied Sciences from the University of Toronto, specializing in Computer Engineering and Communication Systems

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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Presentation Slides
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

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About Our Presenter

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At Vena, we believe there's a better way to manage your company's data and processes. We give you the control and security you need but let you and your team stay in native Excel.