Bottom-up budgeting with Excel

In this recorded webinar, you will learn about bottom-up budgeting. This type of budgeting involves determining the costs for each department or segment of your organisation, then combining them to create a complete business budget. Through collaborative efforts with each department, you will construct a detailed financial budget.  

The webinar will show you how to create a plan in Excel and build each element from the key drivers to generate a working budget. Additionally, you will gain an understanding of the advantages and disadvantages of this approach to budgeting and the underlying assumptions that guide it. Practical exercises will help you add flexibility to your models using VBA procedures, emphasising the importance of collaboration and attention to specific categories of expenditure. 

Using a practical exercise and segmented into short lessons for ease of learning, this webinar will help you develop and enhance the technology skills that are important for financial professionals.  

Key topics:

• Overview of the methodology of bottom-up budgeting
• The advantages and disadvantages
• Assumptions, the model workings and build up of revenue and expenses
• Consolidation and aggregation of data
• Add scenario flexibility to the model

As part of this webinar you will receive

• Downloadable worksheets with practical tasks to embed the knowledge
• A learning manual with step-by-step instructions

This recorded webinar is delivered by Excel expert and trainer, Marcus Small. Clickherefor Marcus' biography.

Course updated: May 2023