In this course we learn how to financially model a business using Excel. Financial models underpin strategic and business planning, solicitations for financing, budgeting and forecasting, business valuations, cash budgeting, capital budgeting, and so many other corporate finance purposes.
We concentrate on the preparation of a financial projection of the income statement, balance sheet and statement of cash flow. We use an approach that keeps model integrity and credibility top of mind throughout development.
Prerequisites
Prerequisite: Basic proficiency with accounting and Excel
Advanced Preparation: None
Learning Objective
- Identify a disciplined approach for using Excel to develop financial analysis
- Discover how to prepare financial projections of the income statement, balance sheet, and statement of cash flows
Last updated/reviewed: March 5, 2024
(421) Reviews
(245 rating)I found the material confusing and would have liked even more examples.
Good course and review. A lot of information but good "broad" overview of materials.
Interesting course, especially for someone who has historically practiced in technical and non-operational areas of accounting.
I really like the way this instructor presents the material in his courses. This course offers a fresh perspective of the emotions and thought processes that drive financial decision making. Highly recommend!
Speaker was very knowledgable. Complicated content presented in understandable format.
Good presentation with clear examples of the ethics of team leadership. Real life examples were used which demonstrated the principles of ethical leadership. Found the course easy to follow and understand.
Oh so many excel tricks. Thanks for this presentation. Will definitely be able to use some of these functions.
The presenter keeps a quick pace for this interesting subject and has a bullet point list on screen to make it easy to go back and find any part of the presentation.
This was a great more in-depth course on this topic, explaining the FASB's rationale which is helpful in situations when the business or assets being acquired are less clear.
Quality course from a quality instructor. Coverage was brief but satisfactory.
More content than I was expecting. Went into some detail with how to calculate pricing. I will be taking the two other courses in this mini series.
The examples would be better if written out. It is hard to catch by just listening.
Subject matter is very detail oriented. Instructor is reading her script, therefore it lacks engagement.
Informative course, very well organized and presented.
A lot of the slides are read verbatim in this training which makes the slides as valuable as the presenter.
I've been using pivot tables for years and still picked up a few helpful hints in this lesson. This is a very useful session for any user.
Great examples. I had no idea how cunning some folks could be on devising ways to scam the goverment, either as an employee, officer or contractor.
This was an excellent course and I felt like it provided a guidebook for necessary courses of action and reminders for those trying to ascend in his/her careers.
Great review of budgeting topics with some new information I hadn't heard of. Will refer to this content again.
Great course. I like the format. It gives a good overview of the general controls and then focuses on the sales order entry process exactly like advertised.
Great learning. Deeply understanding of the course. Must watch this session for better understanding.
Good course explaining how account takeovers can occur and ways individuals and businesses can protect themselves.
Great way of bridging real life examples with the concepts in a memorable way.
content was a little dry and the wording of the final exam questions was terrible...please get a 3rd party to review for clarity, consistency and understandability
Great refresher course on GAAP and what that means for the average accountant.
This is course gives 5 real world scenarios and asked us to think what should we do. It's a good way to think.
This was an excellent overview of the budget process in review. It is not a detailed budget process but it is sufficient to outline the major points.
Exactly as advertised, an introduction to NFP accouinting. As a new board member of an NFP, I found this very helpful. Thank you.
This was a good overview of business loans and the basics of dealing with those loans.
A lot of "not" questions in the exam makes it unnecessarily difficult to work through.
Very interesting topic presented in an easy to understand manner.
Good discussion but I don't think the answer for the first review question is correct.
Of the many, many courses I have taken on the Illumeo platform, this was definitely one of the best and most insightful. I have always found elements of "behavioral finance" to be fascinating and powerful in planning, strategy, and business performance. Mr. Stephens has bundled the leading theories and presented them as a unified new "dimension" for planners and leaders to factor in. He has done so in a manner that CFO's and other business leaders will undoubtedly find easy to digest, replete with useful examples. The consideration of these concepts will undoubtedly add value via improvement decision-making and more enlightened risk assessments. Thank you for such a quality contribution to the Illumeo portfolio!!
Rob does an outstanding job of effectively teaching the Key Performance Indicators and KPI Dashboards. The course was well-structured, providing a comprehensive understanding of KPIs and their critical role in measuring and driving business performance. The content was insightful and easy to follow, with a perfect blend of theory and practical examples. The section on creating KPI dashboards was particularly valuable, offering hands-on guidance on designing and implementing effective dashboards that provide real-time insights into business performance. The instructor was knowledgeable and engaging, making complex concepts accessible and relevant. The interactive elements and practical exercises helped reinforce the learning and provided me with the confidence to apply these concepts to my own work. Overall, this course is a must for anyone looking to deepen their understanding of KPIs and enhance their ability to track and manage performance effectively. I highly recommend it!
This course met its stated objectives and provided relevant useful information.
Very basic accounting 101 course, recommended for people looking to learn about basic debits and credits
a highly recommended ethics course that hooked my attention the entire time! Great course for ethics credit
Great info! Well presented. Will look for opportunities to use these in my work.
I am a CPA that works in a publicly traded company and most of the ethics courses are firm based. I like the perspective on this course being non-firm.
Very helpful, I had forgotten a few of the features.
This was a very thorough yet straightforward introduction to higher-level Excel concepts. The course will only give a basic understanding of using tools like Power Query and VBA Macros, so further courses should be explored to gain more proficiency in these areas.
Good overview of the COSO framework, internal controls, and segration of duties.
Very interesting course! ..................................................................
Virginia ethics course, it's required for CPAs and this format works
Good course for reviewing purpose. The examples using in the course are useful.
Like the knowledge Bruce is trying to impart, the material kept my interest - it was helpful and succinct.
A heady topic. Take small bites of this one and revisit. Work with IT for efficient undertaking.
The course is well organized and easy to understand!
Great course on thinking about Behavioral Finance. Tons of information in the text document and very well summarized in the slides. I will reference these docs for a long time.
Very knowledgeable instructor with many years of experience. Appreciated the inclusion of strategies for every person involved as well as examples of risk factors.
I really enjoyed this webinar. It gave me a lot to think about with my own management style.
Extremely thorough presentation encompassed in the gradual addition of detail to each slide.
Keeping the course as a reference. I learned a great deal!
Well done. Instructor was knowledgeable and presented the materials in an understandable manner.
The material is dense and detailed. Be prepared to read and reread to fully comprehend.
I enjoy all of Lynn Fountain's courses and this was no exception. This was a great broad view of internal controls in a practical application.
Great class to meet state-required ethics class. Information presented was easy to understand with good examples.
Detailed instruction by author. Refresher course still if you know Excel.
A lot of this was review for me but the layout and structure of the course was great for anyone relatively new to excel.
The exam is very challenging if you don't have a decent understanding of Tax for partnerships....
Fantastic and easy to understand review of consolidation foreign subs.
Another great course from David Ringstrom. I always learn a lot from his excel courses. I am glad to have learned about the xlookup function. I think it is something I will be using a lot.
A very interesting broad overview of behavioral finance. Made me interested in learning more on the subject.
Love Blair's webinars! Definitely wish there were more available on Illumeo. He is one of my facotire presenters!
Good overview of the new lease standard and where the guidance has changed. Instructor presented the course in a very organized manner. Just wished he provided some examples of the Day 1 and subsequent period accounting entries to further illustrate the concepts.
great excel course, moves a bit quickly at times but the ability to stop and go back allows this to work. Great course.
useful modeling, good high level overview, minimum character requirement, minimum character requirement, minimum character requirement,
Very useful, covered a wide variety of topics. Very easy to apply to my own small business.
good course on financial statement analysis and will help most practitioners
This was a great course to introduce me to features of excel that I have never used to give me a great understanding of how they might be used in practical everyday applications of Excel.
Excellent refresher course and reference for future use. Instructor and materials are also excellent.
I don't know that I learned much new in this course; however, it was a good review of the basics.
Good introduction to the investing segment of the treasury function.
What I appreciated: The recap at the end is helpful to reinforce the most important concepts. The quizes are a nice touch because it tests your knowledge while you're watching the course. Areas of improvement: There is a lot of content in this short course, and it would be overwhelming for someone who has no experience in accounting. Additionally, I think it's much more helpful to learners to teach that Assets = Liabilities + Equity rather than Assets - Liabilities = Equity, so it reinforces the idea that Liabilities & Equity should have a credit balances. When going over the example for Lesson 2: Posting Entries (continued), it would be helpful to list the numbers we know before showing the correct entry.
This was a great overview/introduction to Power Query. Users with no exposure to the process will not be overwhelmed. Good supporting materials, but it would be nice to have access to the source files to make the practice more realistic. Overall highly recommended, especially to beginners.
In addition to macro recorder basics, I learned a couple of excel features! I appreciated the thorough explanations, common issues, and risks.
Great course covering many important concepts and history behind evolution of current accounting standards
Great course. I loved the way he walked thru the steps on charts, then showed the steps to us live. it was good to get the info twice.
The questions had multiple misspelled words and incorrect grammar. Not super insightful training
Thank you Garrett, that was really helpful, Good job, waiting for more of such useful courses from you.
course provides a basic overview of budget variance analysis
Detailed and informative course with plenty of examples to illustrate application of laws into practice.
Having 3 different people jumping back and forth caused a lot of confusion and the material seemed to have gaps. Specifically betwen slide 22 & 23. At the beginning of slide 23 she says thank you for all of that insight....what insight? I didn't hear any insight from slide 22 as it seemed they skipped over half of that slide. The presentation was very choppy. I ended up stopping the presentation and just thumbing through the slides to get a passing exam. There are other really great courses on AI within Illumeo to explore
Very lovely class. I can use this and also apply the principles to helping my kids write.
it was a really good course as instructor had everything laid out in detailed slides and was very well explanated with examples.
good class with lots of good information and good help. I enjoyed it.
This course is set up in great details. It is useful to both entrepreneurs as well as accountants.
This course provides some great information. The topics covered are very helpful as well.
Very well explained the concept with proper examples. Helps a lot for the corporate cost analysis. Really enjoy the course and easy to follow on his explanation. Great lectures and I will take more of Erik's courses.
Well structured overview of the course by instructor
PDF materials didn't match too much to the test. Please consider this before taking the class.
Do not overlook this class! Surprisingly informative and useful. Moves beyond just "knowing your audience" to engaging at all levels. Simplifies what and how to report....check that...to discuss.
Delivery of the information made it tough to focus and retain information.
Learning which version has certain features is not useful.
Well worth your time. Very practical use of Outlook to become more efficient managing information at work. Keep the imprortant things the important things.
There were typos in the materials and test questions that need to be corrected
its a great course with full of information! i find it useful for me to detect a fraud next time
Great introduction and clearly defines the various non profits and purposes.
This is, in no way, a 1.5 hour course if you are to attempt to "Learn by Doing" as instructed on slide 11.
Good but slightly basic. Most folks use software to do many of these tasks and that's not fully considered.
Very thorough and good to see the auditor's perspective.
Good material and overview of SAAS metrics. Sound was a little low could be increased but otherwise good
Great course on the basics of professional skepticism, an invaluable trait to have as a member of any engagement team. Even after transitioning into an industry position, this remains an area of heightened importance and this course has reaffirmed my commitment to high integrity.
Very informative course, would recommend to all states, not just Iowa.
David's courses are always great. Learned a great trick for getting the month number.
The information provided in this course was presented well and provided a good overall understanding of the planning process of an audit. However, the exam itself needs to be proofread as there were several questions that were written so poorly as to make no sense of the question being asked.
Good course covering all required materials for the state of Florida.
This course is a good overview of professional ethics for MD CPAs
Good overview, would love a follow-up course that dives even deeper on deal killers.
Explained course material clearly and concisely. wished there was an example with numbers but, it is great course overall.
The Course was very engaging and provided great examples of real life. The instructor is very enthusiastic and content is to the point.
Great course with a solid overview. It reviews the material thoroughly and also has great best practices
The instructor provided very helpful information. He is very clear and easy to follow. The samples are practical.
great basic course on budgeting techniques in excel
Good overview but could have used some more examples, especially since the exam had additional items not discussed in course examples.
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i thought this was a solid course and i liked the real-world examples because it made the topic more interesting and tangible.
Excellent primer for internal control framework and necessity. Good use of examples in presentation.
Poor grammar and punctuation in most slides, plenty of redundancy.
Good overview of the close process with helpful tips on the steps to close.
Great review of the basics! Great questions in the review and final exam!
This course was a bit difficult due to lack of previous knowledge and reading through the course materials instead of instructed lead. Overall, the course was very educational.
I liked the course, slides and examples provided. The questions were also were relevant and not overwhelming. Hope to see more courses by this author
Good topic. I would recommend this course to other fellow CPA's looking to complete CPE hours. Very effective at getting the point across.
Very simple and effective. Learned so much that I took for granted. Your approach in using simple examples to focus on the feature and function is very practical.
very dull energy made me want to go to sleep. Not like other courses or instructors.
I liked that after each sections, an example was given.
Good if you are brand new to Pivot Tables, would have liked a little more in depth of certain features.
Lynn, the generational divide is an important concept to understand when hiring. This class helps me to understand the challenges in how I must lead the different members on my Team. The biggest challenge is in group meetings and in Team building. This course is very helpful. Thank you, Larry
. Materials are well written and clear and vivid. Speaker was clear and easy to listen to and enjoyable.
Good presenter! Provided beneficial summary of common/preferred stock basics.
I loved this lecture - some really great insights for how to be a better leader!
These quarterly updates never disappoint. I look forward to these and knowing I'm up to date on current accounting issues.
Excellent suggestions for making your PPT Presentations unique and impactful
Great entry level course. Helped me refresh on the accounting fundamentals.
The presentation was extremely well-ordered and seamlessly moved through teaching the facts then applying with examples of each approach.
Consider calling this out as a 301 level course. It was very difficult for a 101 professional to follow this course.
Information presented will be very useful! It was presented in an easy to follow format. I learned several short-cuts to convert emails to tasks to calendar items. The tips provided relative to using the Notes section in Outlook will also be very helpful There is no doubt that I will be able to use the information provided in this course to better manage my time and and track my tasks. After taking this course, I am definitely going to follow it up with his course on Email management.
A lot of information, valuable guidance to establishing structured models.
Well presented and well explained. And he made it interesting as well!
A good course and easy to understand, organizations should focus on continous improvement.
Great Course. Very Motivating. Makes you think about what kind of leader you want to be.
This was much more thorough than I anticipated and was a great introduction to construction accounting.
The best ethics course that I have taken. Thank you!
Wow. There is so much to learn here that makes working in Excel much quicker. I thought I knew quite a bit already.
Thank you! There is a lot of info but it is well organized.
Good course and ideas for staying more organized and effective..
Good course it has some useful tips. My only issue is this course seems to be outdated (2014?) for the new functions of Outlook
The sample excels and solutions were very helpful.
Great class- one of the better ones! As someone who has a published book, I can attest to the importance of editing.
Great comprehensive course that included a ton of information making it easy to meet requirements needed.
Great general overview of the new standard. Very informative.
Great, simplistic explanation of Blockchains and some of the ramifications, which could be enormous in how it revolutionizes the centralized banking and financial systems. More accounting and finance personnel need to understand Blockchain poses huge changes to the finance industry and at least have a basic understanding of how it works.
Very good information given in this course, and given in a way that was very informative, not too wordy, and easy to understand.
I enjoyed Analyzing Financial Statements (263) 4.6654 486 Enrolled2 Hours (On-Dem
I would have like to have seen how you initially created the dashboard.
I expected this class to be a basic balance sheet tour, but it was surprisingly refreshing. Great course. The instructor provided multiple real-world examples that were challenging and informative. I look forward to more courses from this instructor.
questions at end didn't well match topics covered in the course.
Though the material in this course was well thought out and presented, I found it distasteful and unpatriotic to include a former president, not just as an example of an amoral/immoral leader, but also the answer to an exam question. Keep your politics out of my professional learning materials...
I really like this course and would recommend it to anyone who is stepping into or pursuing a leadership position.
Loved the examples shown for the several advanced chart types. The waterfall and combo chart have immediate applications to quarterly IS meetings.
Great information! Blair does a great job keeping things entertaining, efficient, and engaging!
This course did a really nice job with individual case studies and footage of historical figures to illustrate the contrasts in leadership.
Depending on the student's knowledge of Excel this may be a little basic. However, there are several little tricks to incorporate. This instructor performs a double presentation of the material, it is great if you are unfamiliar with what is being taught, it can be redundant if you are more knowledgeable about the subject; but as a general approach I feel it is helpful.
This was a very confusing one. I finally passed when I answered one question which seemed again what the material and I understood. It was question six. I disagree that it should be answer A. A going concern is considered when a company has issues about going a year from the opinion letter date.
Extremely well-done presentation. Recommend learning a little about blockchain beforehand in order to get the most from this course.
The instructor was very thorough on explaining xlookup and its functionality. Furthermore, he provided detailed examples on how to overcome the constraints of vlookup, hlookup, xlookup and other formulas.
Lynn is really thorough and articulate. Easy to listen and learn from.
Great addition to illumeo. Really helps keep up with the Ethics requirement in a timely manner.
I thought this course provided a good overview of the new guidance when compared to the old. It would be nice to have more examples to walk through.
Felt like the guy was reading from a book and in the last section the slides didn't line up with what he was saying
It had good information, it just wasn't well structured. I would also find it more beneficial to dive deeper into one or two examples rather than briefly go over several.
I appreciate all of the practice. Lot's of problems help to develop proficiency at speed.
I found this second module to be more instructive/informational than the first with more actionable information.
This course was really interesting because I learned about some of the new things I can do with 365. Definitely recommended. However, digging into the differences between various versions of Excel is not too interesting.
Great review of the financial statements for CPE credit. Great professor and lesson.
Great content! I really learned a lot about how to apply Excel functions to financial planning & analysis.
Very straight-forward explaination which made the lecture easy to follow.
now that I WFH full time because of the pandemic, this was SO helpful!
Great content! Lots of takeaways that can be applied immediately.
It was great to review and/or learn anew these important topics.
This course was like listening to a very interesting podcast. The instructor was very engaging, interesting and offered a lot of insight that was not necessarily very obvious. I took this course because I need to fulfill my CPE credits, but I would have listened to this course in my free time regardless, as I found it to be very, very well done.
Excellent recap of the 5 steps of RR and solid examples of their application to learn from. Recommend this course to solidify understanding of concepts.
Good accounting class that serves as a refresher for accounting basics.
Excellent advice and insights. I highly recommend for any finance/accounting leader.
I dislike the questions about the different versions of Excel. I don't think this is relevant to the learning objective.
Great basic course to provide a basic understanding of business combinations under topic 805. Would be better if it was not a text based course but an instructor led program.
Very well done explaining job costs. I have been in manufacturing for 30+ years and highly recommend this to anyone just entering this sector.
Very thorough and easy to understand course and instructor. The use of examples was very helpful.
It was a great course. Though, there were too much information given in a short time. As the instructor said, it needs lots of practice and repetition to be more efficient.
I have really enjoyed this series of courses on ASC740. The material is presented in such a way that makes it easy to follow, and also understand the practical application.
This course was good at explaining the use of cryptography
It would be beneficial to release the wrong answers for the final exam.
This is one of the most useful courses I have ever taken. Thank you for the helpful fixes to so many of the common problems we face in managing our inboxes.
This was a great way to learn how to receive recommendations on Linked In. This should go a long way in personal marketing for me and my brand.
This is a great course. I recently start doing budget forecast for my company. I can see a lot of the similarity between this course and actual real life work. This course definitely help me to improve my understanding and the concept behind my work. I also like the few tricks that Blair shares at the end of the course.
Introduction to basic excel features. Course topics explained by working through numerous examples. Time estimate on the low side. Very good course.
This instructor courses are always very helpful and are well thought out. I always look for her courses on-line as I always learn something new and interesting from her classes.
Good layout to introduce the concept, but would prefer more examples and visuals.
Good class overall. There are many complex topics covered in a short period of time, I had to watch a few of the topics several times to grasp concepts.
Short and sweet. Speaker moved quickly enough to stay interesting, got a lot of information out in a short time, and covered some really solid points.
Very good refresher! Must take it every few years. Very good coverage.
It was thorough, though a little basic, at times. I appreciated starting with the FRED add-in - very helpful!
Blair's courses are the best. Great pace and teaching style (not just reading from slides and providing relevant real-life examples), no time wasted on irrelevant information, and a fast honing in on the things that actually provide value. This is one of several courses that provides a solid overview of what CFOs should expect to contributed to their organizations.
Very informative. Lots of good suggestions for company-wide engagement. Instructor presented material in easy-to-understand format with helpful examples.
This course was a good overview of recent changes and may lead you to take other more detailed courses that deal with one of the topics presented here.
could be the best course I've taken specific to my job
Recommended for anyone who needs a refresher on auditing or anyone who is about to go through an audit!
It was a great course with a good overview of ERP implementation. However, it will be good to have some specific examples.
I really like Jennifer's class that has detail contents in her presentation. The material is very helpful.
Great course. Stated prerequisite requirements were appropriate and sufficient. Program materials were relevant and contributed to the achievement of the learning objectives.
Course materials cover a lot of areas and are very practical. It could be even better if the course is in a video format. I will save the course materials and use them as refer or reference in the future.
Good written material and fair questions on the exam.
The course overall is great! You even walk away with a few useful macros and definitely a better understanding of how to apply VBA to your everyday life.
Great tips for Excel! Instructor has a very energetic and entertaining style!
An important aspect that companies forget to look at because cyber attacks are seldomly experienced by them. Great refresher on how to react to cyber attacks
I enjoyed the format of the class. Would have liked to see more references to the actual rules of professional conduct
Great course to obtain a base understanding of the statement of cashflow.
Interesting tips but unrelated in application of what they do.
Very useful as a practical guide and as a historical perspective (I was very involved with SOX work from the beginning until 2011, when my employer got bought by a European company).
needs a transcript of lectures. Test questions have no relation to final test.
The course is designed well, and provides the user helpful information to improve their workflow.
well thought out and acceptable for cpe review purposes
I thought Ms.Shirley was not so exciting to tell us why is so important to learn payroll accounting well, I encouraged her to be louder in the course. I thought the test in the last session is not so relevant to payroll accounting, and I still do not what is the different between wage and salary?FICA and someother similar concepts, so next time pls tell us more knowledges about payroll accounting.Thanks for Ms. Shirley's great work.
Nice looking/professional presentation and materials.
I love Lynn Fountain's courses she does such a good job describing the topic in depth without being overwhelming and by keeping it interesting.
very good high level information for lending business details
Good and thorough course on accounting, it is a very good basic accounting class and was hoping for more technical that was there.
Financial modeling in Excel is the process of building a financial model to represent a transaction, operation & financial information to analyze how a change in one variable can affect the final return so as to make a decision on one or more of the aforementioned financial transactions. This course was presented in way that is easy to follow with the help of provided Excel workbook
Great stuff that every financial person should understand.
Very helpful to learn of the different styles and their characteristics
Very good basic course in modeling without getting too caught up in Excel functions and shortcuts or accounting jargon.
There were a ton of good tricks to use to make Excel more efficient. Some I knew and some I didn't, but I will certainly be incorporating these into my daily work to save time.
The answer spreadsheets were very helpful as a reference.
Most engaging course I've taken on this site. Instructor does very well holding your attention and keeping it interesting.
Comprehensive, informative and well delivered course.
This course was informative and will be useful in my day to day work.
Good overview of financial forecasting methods. Would recommend for beginners.
Sussman is excellent. He was one of my MBA professors so I was excited to see him on this platform. If he's teaching a class, you want to take it.
After having been away from auditing for many years, this was an excellent refresher course.
I really appreciate this course and its help in career growth and overall help in gaining knowledge in who we are, who we want to be and what our passions are.
Challenging course; good presenter. Would be more helpful if there were extended periods of time to work through the examples.
This tutorial could have been much shorter and to the point.
The course makes it seem like these changes would be simple when in reality this is a very high level overview.
Another excellent course by Jeff Lenning. So many helpful functions and tips. I just hope I can remember them all. I would have like to seen more examples.
This course is a great introduction for Macro novices like myself. Notes from this course will serve as valuable reference material as I move on to more Macro classes.
Many courses move too slowly, this one moves at a good speed. This works well for those who already have exposure to the underlying concepts, it ties them together to show how to build forecasting spreadsheets in a very time-efficient way. For newcomers, they may want to pause frequently.
Very insightful. I'll keep an eye out for her other content.
I would recommend this course for everyone. This is basic fundamental information that everyone should know.
Helpful information on those pesky error messages that we tend to live with rather than fix.
The first portion was really basic, but the last portion was very helpful.
Course was very helpful. Quiz questions were not as aligned to Payroll accounting as they could have been.
very informational in a short amount of time. if you pause and work the examples with Blair, i think you can really learn a lot in a short amount of time.
This course provided a helpful overview of the importance of internal controls. It also provided reminders of how vital 'hotlines' are in detecting fraud.
Good concepts, but he goes very fast when working in excel.
Once again a knowledge of the exam questions is dependent on the participants enrollment in other programs within this certification program. Useful information but not connection to final exam questions.
Great review of preparing indirect cash flow statement.
Up-to-date approach for CPE course mentioning about proper use of the title in social media. I also like the fact that this is not only focused to CPAs in public practice but to anybody who is maintaining the tile.
This course is too basic to take as CPE for a CPA. I would also suggest during the instruction to make the notes more formalized if you are going to teach how to prepare a financial statement.
This was well detailed while providing very efficient timely lessons of the general topic.
Overall great webinar. It would be helpful to reduce the number of abbreviations in the slides though.
Very comprehensive and clearly laid out. I especially liked examples provided, discussion of relevant cases, and displays/walkthroughs of standard clauses in insurance contracts.
Very nice - I like the course and the image of the flat file...as it is probably similar to what a lot of people are seeing.
Very thoughtful and articulate presentation of usable insights. The summary of a very difficult subject was well developed and the handouts are very useful.
Great test for practicing payroll accounting principles.
Course content was good and the materials provided were helpful.
Good overall intro to power query. But the VBA portion was just copying existing code. OK for this level of course since focused on power query.
good course except that the presenter's screen was blurry and I couldn't see clearly
Erik should do more courses. Very clearly explained.
great overview. educational Bruce obviously speaks from experience.
Presentation was simple and clear. Easy to follow and understand. Useful for all levels of management.
Much prefer video presentations. Case facts are much more obvious than typical fraud cases. CPA should never practice again demonstrating no knowledge and/or interest in identifying basis of fair financial presentation or uncovering significant issues with client financials.
Good review course. Fairly simple accounting concepts.
The presenter lacks tone and speaks far too slowly to remain engaged. The presenter also reads the slides, providing very little additional insight.
Great presentation ideas that everyone presenting should apply. Be sure to save the pdf of Blair Cook's lesson so you can refresh and hone your skills for your next presentation.
The speed of the presenter when talking was way too fast. We were learning about presenting to non financial managers and I could not keep up with the flow of information. Way too fast and way too much.
The course was easy to read and understand which lead to passing the final exam.
Good discussion on recognizing revenue under the new revenue standard.
Good insight in personalities and leadership. Excellent explanations of human behavior
This is a good refresher course for those that have not seen this material since college finance courses
A useful refresher course for anyone with an accounting or finance background. It helped to pin down some of the basic points in preperation for more involved concepts.
Lynn's slides were well designed and effective. She knows this topic well.
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A very relevant course to a person moving into finance executive positions.
Trainer was mostly reading from slides, didn't offer multiple examples.
The overlap of information on the slides makes it hard for reference purposes.
Too simple. I learned this as a sophomore in college - not necessary once you are a CPA.
This is a very good course. It lays the foundation on becoming an inspirational leader.
Excellent course and helpful in many ways. Can there be another course from this instructor on how to handle Q&A when presenting financial information?
very interesting and I would suggest this course to a college student.
great course for learning some of the other things Pivot Tables can do. Not just about summing and moving, but rather better ways to do calculations and learning best practices.
This course was a thorough reminder of the ethical requirements of the CFO, as well as the general responsibilities of the role.
There was a lot of information that was sometimes confusing.
I like how the course was broken up, and how you are able to access the slides.
Excellent course for ratio analysis, very well presented
This is an excellent starter course to get anyone who is interested in the new revenue recognition standards, ASC 606, familiar with the new requirements. It breaks down the 5 step model and explains what is required for each step.
very importnat program coz, it gives you the tools to improve and get the rigth way to intriduce yourself with succes, and this is what we need in this business race
There are no slides for this series that are needed for documentation purposes.
Comprehensive overview with detailed steps to a good fraud mitigation program. Instructor laid out what was to be covered and then covered it.
Difficult to follow instructor as mutliple screen shots are applied to each slide in the presentation
Good overview of models and high level theories, but would have liked to see some of the examples actually done in Excel or another tool.
Well presented, recommended.Well presented, recommended.Well presented, recommended.
If I could have given 6 stars, it mightn't have been enough. He provided a very practical roadway to finance excellence. Great enthusiastic and knowledgeable presenter.
Slides are brief and simple to read, the presenter does talk straight to the point and make it easier to absorb.
It seemed that slides were not in order. For example, the review of the first question was not presented until the final section. Also, 120/240 equals 50% not 240/120, which equals 2, as shown on the slides.
Simply the best instructor I have found on Illumeo. Extremely thorough, technical and practical.
A useful and technical course topic which was presented in a clear and concise manner.
The training was well organized and was probably the best Ethics course i have taken.
very helpful for understanding of rev rec new standards
Thank you very much. very good introduction to new revenue recognition. next time I hope to have more examples.
Good topic.
Learned some very useful tips
Helpful information!
Very concise and to the point information.
Interesting real life cases.
Lots of great ideas for someone who is good at Excel but wants guidance on automated dashboard reporting.
Concise introduction to project management.
Love how excited instructor was! Made it easy to stay completely engaged.
This was a good refresher course on CVP
A bit hard to follow in some places but overall, another very good presentation
Organized presentation on SEC Compliance and Reporting. Also provided good summaries on 10-K, 10Q, and 8K Filings.
could have been shorter.
Some more error rectification technique may be included in this course.
Excellent course for finance professionals.
The discussions on who the likely perpetrators of cyber crime and on red flags of insider information attacks added additional insight to the slides.
excellent course on a much needed topic
ok
A very interesting topic, another one they don't teach you in school.
It was helpful
This is a good high level review of why to do a balance sheet forecast.
Good course. Good info to use.
Excellent, great summary
Didn't realize QB was this powerful. Good overview.
Great!
I would have given a much higher rating if this course showed some actual examples, but there were none.
seems like a good class for today's environment
good
Great Course!
Great Course
Very helpful
Tough overall but a great course
Tough course
Great course.
Good overview of Digital Marketing.
Easy content, presented nicely.
Instructor was effective at presenting the content, as well as introducing new ideas
It is a little challenging to listen to this presenter. She seems very repetitive. I also was discouraged that every time she referred to a leadership position, she used the term "he."
Great Course!
Difficult but enjoyable
Amazing. You should try being a professor because I think you would do well
A lot of information and a step by step instruction. Very useful for anyone who has use for pivot tables.
Great refresher on financial statement analysis
Great Course!
Great time.
Great Course!
It was ok
Good course.
Helpful for understanding datasets and making sure your data is not fake
Very interesting information, good course
Slides were extremely helpful to review, concepts laid out very plainly but informatively
Fantastic Course
Great course. Even better teacher. Sorry it's late.
liked the convenience; it was good information
Excellent course about Business Intelligence and the components it entails.
Well organized and presented.
A+
interesting, lot of material
very good ideas for excel efficiency.
Good course
The exam answer choices should be rephrased
Good recap of cash flows
Good overview of the different entities and advantages/disadvantages of incorporating under each type.
Great course!
Great course. Very insightful.
good review material
This course covered some seemingly basic concepts that are huge time savers if you are unaware of them.
Good course!
Very helpful. Learned many new techniques for building reports.
Simple but very effective presentation. I loved how brief the financial model was with enough information useful for reporting. Very useful and practical tips for both seasoned professional and those who are just beginning. Another excellent presentation from Blair Cook.
Links to good black scholes or monte carlo calculators would be beneficial
This course was very helpful. I think It would be good to add other companies examples (e.g. Apparel, Food, etc) and also to add other formats of the Operating Expenses (by location, by expense nature, by department) so It would fit everyone needs.
Basic tips but useful
Great speaker, very informative.
very practical and helpful. Thank you!
Great tips!
Questions are vague
The course is so easy to understand.
I learned a lot
Learn a lot. Many thanks.
Excellent course
Well done. Easy to understand.
Enjoyed it.
Great tips, love the instructor very clear explanantions and examples
Great course!
Anyone who works with excel would benefit from this course.
Good point
Some great tips.
Good refresher on SEC Reporting and structure of reports
this course was excellent. well structured, easy to follow and content rich.
Great material. Too fast to follow at times.
great overview
Helpful information to efficiently manage emails.
Great instructor, great overview!
great course!
This is very informative and I come away with information that I can put in use. However, this course runs for 79 minutes and should be given more credit hours should be alloted to it.
Excellent presentation.
The course is great, however, the video sometimes disconnect in the middle and have to wait and drag to make it work
l like learn about this course and subject We will follow full courses for an intense love thank you very much
This course is worth checking out. Like most Excel programs, it covers some items that should have been learned through regular use but is lso shows some new approaches.
A nice over all review of the financial principals.
great overview.
This is a great course and a great speaker. There is so much to learn about Excel and this is one of many steps to get there.
You will learn about how operating lines of credit works and what to watch out for. Very informative & reference material.
Excellent review material. Thoroughly explained and easily understood.
Very detailed explanations.
Really enjoyed the course. Covered the material well with the incorporation of examples.
Great information for someone looking to help their company develop an investment policy and manage the investment process.
Great overview of what to expect.
Great Course...
great course
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