In this interactive workshop, we will take new users through the process of creating a forecast in Excel. Participants will use the skills learned in Excel to create their own forecast template for their business. Participants will be able to set up formulas and format the forecast.
- A customized Forecast Template for your business
- Review of Key Performance Indicators (KPIs), how to add them & how to measure
- Learn how to format an Excel spreadsheet for ease of use
Register in advance for this meeting. After registering, you will receive a confirmation email containing information about joining the meeting.
Trainer: Jessica Imperiale, Finergy Solutions
Jessica Imperiale is passionate about empowering small business owners to take charge of their financials. After years of working in corporate America, Jessica decided to launch Finergy Inc. in 2016, with a mission to provide high-quality CFO and bookkeeping services to local small businesses. Jessica believes that the key to small business success comes from unlocking the numbers to gain a competitive edge. Today, Jessica works with small businesses to not just manage but understand their business by the numbers. When Jessica isn’t busy working with clients she enjoys spending time with her family, her dog Bailey and running in the beautiful Hudson Valley.