Budgeting & Forecasting Using Excel | Cleveland State University Professional Development Center in Cleveland


Budgeting & Forecasting Using Excel

Course Description

Learn how to use Excel for budgeting and forecasting. During this course, you will learn how to use Excel for the two business areas that are forward looking i.e. budgeting (generally 1 year forward), forecasting (2 to 3 years)

Course Objectives

Upon successful completion of the course, participants will be able to:

  • Know budget and forecast theory
  • Understand budget and financial model types
  • Look into the future with Microsoft Excel
  • Build up financial statements from the income statement or cash flows
  • Avoid the typical errors
  • Establish good spreadsheet design principals for financial modeling
  • Set up useful headers with commonly used information
  • Have budget and Forecasting tips and tricks
  • Handle dates
  • Consolidate budget information across divisions and departments
  • Set-up a budget template
  • Protect cells in a spreadsheet


April 17, 2018
8:30 a.m.-4:30 p.m.


CSU's Monte Ahuja College of Business, 1860 E. 18th St., Cleveland, OH 44115 (map)

CEUs: 0.7

Standard Fee: $350

To receive the EARLY BIRD RATE, you must register at least 6 weeks prior to the start date of the course. Corporate, CSU Student, Alumni and Organization membership discounts available!

Course Benefits

Competency-Based Professional Development: Our programs increase learner retention through application, which results in a more productive workforce.  Students demonstrate their competence by successfully completing a course assessment.

All Inclusive: Each course delivered at CSU includes materials, pre-test and post-test, coffee, snacks, lunch and convenient, on-site parking.

Educated and Experienced Instructors: Our instructors bring years of real-world, classroom and CPA, CFA, SHRM, PhD, and MBA experience. Many hold leadership positions in northeast Ohio organizations and have taught at the graduate and undergraduate levels.

Cost-Effective: The course is designed to minimize travel expenses and time away from work.

Convenient: Flexible schedules are not only an attractive option but a necessary for busy professionals.

Networking Opportunities: Learn from instructors and colleagues who have a variety of industry experiences to share.

Audit option: Students have the option to audit a course they have already attended at no charge within one academic year. Interested students must notify the ProDev office requesting to audit a course a minimum of 10 business days prior to the course start date to ensure there is enough seating. Audit students are responsible for their own parking and lunches. New materials will not be provided.

Corporate, Custom Availability: Can be custom-tailored to the needs of your organization to provide skills your workforce can apply immediately as a corporate training if requested.

Refund Policy

No refunds will be issued if notification is not received seven business days prior to the first day of class. Registrants who cancel will receive a refund, less a $50 processing fee if we receive written notification a minimum of seven business days prior to the first day of class.