Making a Splash: Excel Waterfall Calculations

Join us for an upcoming CPE webinar that will provide you with the skills and knowledge to create waterfall calculations in Excel. In this CPE course, Excel expert David H.Ringstrom, CPA, will walk you through assembling a waterfall calculation from scratch. David brings his prior commercial real estate experience to the forefront, ensuring that you'll learn practical skills that you can apply to your work right away.

Throughout the webinar, David covers important concepts such as range names, IRR vs. XIRR worksheet functions, and using worksheet functions like MIN, ROUND, DATE, and SUMIF. David provides detailed handouts and uses check figures extensively throughout the model to ensure data integrity. You'll be able to easily follow the calculations through the tiers and understand every step of the process.

David will demonstrate every technique twice - first on a PowerPoint slide with numbered steps, and then in the subscription-based Microsoft 365 version of Excel. He will also draw attention to any differences in older versions of Excel (2019, 2016, 2013, and earlier) during the presentation. Plus, you'll receive an Excel workbook that includes most of the examples David uses during the webcast. Don't miss this opportunity to learn essential Excel skills for creating waterfall calculations. Register now for our upcoming CPE webinar.

Major topics covered in this CPE course on Excel:

• Summarizing the investment parameters to be incorporated into a waterfall calculation.
• Building a waterfall calculation from scratch, starting with a blank worksheet.
• Using range names to streamline formulas and bookmark key inputs within a workbook.
• Utilizing Excel’s Name Manager feature to review and manage named ranges within a workbook.
• Building a series of dates with the Fill Series command.
• Improving the integrity of spreadsheets by using SUMIF to look up values in a more flexible fashion than VLOOKUP.
• Building a series of self-updating dates with Excel’s DATE function.
• Writing formulas by choosing named ranges with the Use In Formula command, thereby saving you time.
• Incorporating decisions into calculations with Excel’s IF function.
• Saving time by using the AutoSum formula to sum multiple columns at once with a mouse click or a keyboard shortcut.
• Computing the internal rate of return for a series of cash flows with the IRR function.
• Understanding how XIRR provides more accurate return calculations than IRR.
• Computing returns on irregular cash flow distributions when needed.
• Maximizing worksheet cells by using custom number formats to display text within cells that contain numeric values.
• Returning the smallest value from two or more amounts by way of the MIN function.
• Applying formatting to multiple locations within a worksheet by way of the Format Painter feature.
• Using Excel’s ROUND function to round numbers to the nearest 10, 100, 1000, or beyond. 

Excel users, don't miss this chance to enhance your skills and learn from an expert. Whether you're a beginner or an experienced user, this webinar will provide you with valuable insights that you can apply to your work right away. Register now and get ready to take your Excel skills to the next level!