Budget and Forecast Modelling in Excel

If you are using Excel for building budgets, forecasts and management reports, this one-day masterclass covers the practical tools and modelling techniques to manage the budget process. We explore the difference between building budgets and forecasts, and learn how to create your own budget model, perform what-if analysis, break-even and forecast scenarios.‍

This course will be held at the following address:

‍Dominion Theatre
‍‍268-269 Tottenham Court Road‍
‍London‍
‍W1T 7AQ

This course is also included in our two-day Modelling Mastery in Excel bundle course.

Who should attend this course?

This course is aimed at managers and other professionals who need to develop their understanding of the financial drivers of the business, and see how decisions affect an organisation’s financial performance. This course builds on students' existing knowledge of Excel tools and functions and incorporates these into complex and dynamic financial models.

What’s included?

One-day in-person training with Microsoft MVP Danielle Stein Fairhurst

50+ downloadable Excel Sheets

Copies of both "Using Excel for Business and Financial Modelling" & "Financial Modeling in Excel for Dummies"

Certificate of attendance

Office hours support for one year

Office hours support for 1 year

Full course details:

Click on the topics below to see exactly what you will learn as part of this course:

Click on the topics below to see exactly what you get as part of this package:

Full course details:

Click on the topics below to see exactly what you will learn as part of this course:

Click on the topics below to see exactly what you get as part of this package:

Full course details:

Click on the topics below to see exactly what you get as part of this package:

Training requirements

Software used

The course is demonstrated using the latest version of Excel for Microsoft 365 but participants can use whichever version of Excel they are most comfortable with. The course materials include additional instructions for prior versions of Excel, and Excel for Mac users are also catered for. Each delegate must bring their own laptop with their preferred version of Excel installed.

Course Materials

Each participant will receive 50+ downloadable Excel sheets and models as well as a copy of both “Using Excel for Business and Financial Modelling” and “Financial Modeling in Excel for Dummies” written by your presenter Danielle Stein Fairhurst

About the trainer

Danielle Stein Fairhurst

Danielle Stein Fairhurst is the Principal of Plum Solutions, a Sydney-based consultancy specialising in financial modelling and analysis. She is a LinkedIn Learning Instructor and in 2021 she first received the Microsoft Most Valuable Professional (MVP) award. In 2022 she was awarded the “Lifetime Achievement Award” at the Financial Modelling Summit.

She is a Chartered Financial Modeler (FMI), holds a Master of Business Administration (MBA) from Macquarie Graduate School of Management (MGSM) and has taught management accounting subjects at the University of Sydney.

What they say about us

Robert Cipriano

Next Payments

“I liked the caring, patient and extensive knowledge of the trainer”

Funds Manager

Sydney

I found the course highly engaging, I especially appreciated that it was centered around a case study that allowed me to learn the skills through a practical task rather than just watching or reading. I also liked that Danielle gave one on one assistance if you got stuck on a part of the task so no one fell behind, having that support made the tasks less daunting. Danielle was very passionate and very knowledgeable about the subject and her enthusiasm was infectious.

Full session details:

Click on the topics below to see exactly what you get as part of this package: