Excel 101: Build An Event Budget & Profit Tracker in Excel from Udemy

Are You An Event Planner Who Needs More Tools To Run Your Event Planning Like An Efficient Company?

Do You Want A Tool To Hone In On Your Sales and Profits Exactly For Each Event?

Do You Want To Know How To Properly Budget and Forecast For An Upcoming Event?

Do You Want To Impress Your Clients With Professional Reports?

If You Answered "Yes" To Any Of The Above, Look No Further. This Is The Course For You.

Updated with new content.

Enroll today and join the 100,000+ successful students I have taught as a Top Rated Udemy instructor.

Three reasons to TAKE THIS COURSE right now:

You get lifetime access to lectures, including all new lectures, assignments, quizzes and downloads
You can ask me questions and see me respond to every single one of them thoroughly.
You will are being taught by a professional with a proven track record of success.
Bonus reason: Udemy has a 30 day 100% money back guarantee if for some reason you don't enjoy the course.

Recent Review:

Patrick N. says "Great course to help anyone in the event planning industry. I've planned events for years but always just kind of winged it, if we made money great. Now I see you can actually run it like a business and track your incoming and outgoing money. Far more professional, and will only help me plan nothing but successful events going forward. "

Why You Should Take This Course With Me:

Planning an event is a very large task, and often the financial side is ignored or not clearly understood. To make a financial success of your events going forward, spend time up front creating a budget where you estimate your revenues and expenses by category. Further, using your actual results post-event, you can see how good of a job you did planning, where you made money, saved money, or overspent. At the end, you'll have a bottom line profit amount, attractive graphs and charts, and knowledge to apply to your next event.

As well, the template we build in the course is available for download at the end of the course.

What We Learn In The Course:

Learn the basics of Microsoft Excel - no experience required to take the course
Create a budgeting, revenue and expense tracking template in Excel
Establish a break even revenue amount for your event
Categorize revenues and expenses
Create simple and useful charts and graphs to summarize results
And more. By the end of the course you'll be an event budgeting and profit tracking expert.

At any point if you have a question, please feel free to ask through the course forum, I'd be happy to answer any and all questions.

CLICK "BUY NOW"

About The Instructor

Chris Benjamin, MBA & CFO is a seasoned professional with over 25 years experience in accounting, finance, financial reporting, small business and accounts receivable. Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.

The following 10+ years I decided to go into CFO Consulting, working with growing companies and bringing CFO level experience to companies. I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFO roll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.

Thank you for signing up for this course on Udemy. I look forward to being your instructor for this course and many more.

Chris Benjamin, Instructor, CFO & MBA

What's inside

Learning objectives

Learn from a top rated instructor who has been teaching on udemy since 2013 and taught over 100,000 students!
Basic microsoft excel skills
Plan revenues
Categorize expenses
Comparison of results to budget

Profitability by event
Graph and chart creation
Decision making
Event planning
And much more!

Learn from a top rated instructor who has been teaching on udemy since 2013 and taught over 100,000 students!
Basic microsoft excel skills
Plan revenues
Categorize expenses
Comparison of results to budget
Profitability by event
Graph and chart creation
Decision making
Event planning
And much more!

Syllabus

Introduction

Course Introduction

Instructor Introduction

Udemy Course Review System

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Provides a practical application of Excel for event budgeting and profit tracking, which is directly relevant to managing event finances effectively

Starts with the basics of Microsoft Excel, making it accessible for learners with little to no prior experience with the software

Teaches how to create charts and graphs to summarize financial results, which can aid in understanding event profitability at a glance

Template built in the course is available for download, which saves learners time and provides a practical tool for immediate use

Course includes content updated for 2023, which helps learners stay current with entrepreneur trends and best practices

Develops skills in budgeting, forecasting, and financial analysis, which are valuable for professional development in event planning and business management

Reviews summary

Practical event budgeting in excel

According to the course description, this course offers a practical guide for event planners and business professionals looking to manage finances using Excel. It covers Excel basics while focusing on building a functional template for budgeting, tracking profits, and creating financial reports. The course emphasizes real-world application for events, aiming to equip learners with tools for professional financial management.

Suitable for those new to Excel.

"Learn the basics of Microsoft Excel - no experience required."

"I was new to Excel and could follow along."

"Great for getting started with Excel for budgeting."

Provides a practical budget template.

"The template we build in the course is available for download."

"I got a ready-to-use template for event budgeting."

"Building the event tracker was very helpful."

Focuses on real-world event finances.

"I can actually run it like a business and track incoming and outgoing money."

"It helped me apply financial tracking directly to my events."

"I learned how to make a financial success of my events."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Excel 101: Build An Event Budget & Profit Tracker in Excel with these activities:

Review Basic Excel Functions

Show steps

Practice essential Excel functions to build a solid foundation for creating event budgets and profit trackers.

Browse courses on SUM Function

Show steps

Identify key Excel functions used in budgeting.
Find online tutorials for each function.
Practice using the functions with sample data.

Read 'Excel Formulas and Functions'

Show steps

Deepen your understanding of Excel formulas and functions to enhance your budgeting and profit tracking skills.

View Microsoft Excel Functions and Formulas with... on Amazon

Show steps

Obtain a copy of 'Excel Formulas and Functions'.
Read chapters related to financial functions.
Practice applying the formulas in Excel.

Create a Personal Budget in Excel

Show steps

Apply the concepts learned in the course by creating a personal budget in Excel to reinforce your understanding of budgeting principles.

Show steps

Gather your income and expense data.
Create categories for income and expenses.
Use Excel formulas to calculate totals and track spending.
Visualize your budget with charts and graphs.

Four other activities

Expand to see all activities and additional details

Show all seven activities

Read 'Financial Intelligence for Event Planners'

Show steps

Gain a deeper understanding of financial principles in event planning to improve your budgeting and profit tracking skills.

View Alter Ego: A Novel on Amazon

Show steps

Obtain a copy of 'Financial Intelligence for Event Planners'.
Read chapters related to budgeting and financial analysis.
Apply the concepts to your event budget template.

Design an Event Budget Template

Show steps

Develop a reusable event budget template in Excel to solidify your skills and create a valuable tool for future event planning.

Show steps

Identify key elements of an event budget.
Design the layout of the template in Excel.
Incorporate formulas for calculations and summaries.
Add formatting and visual elements for clarity.

Follow Advanced Excel Tutorials

Show steps

Explore advanced Excel features like pivot tables and macros to enhance your event budgeting and profit tracking capabilities.

Show steps

Find tutorials on pivot tables and macros.
Practice using these features with event data.
Incorporate them into your event budget template.

Write a Blog Post on Event Budgeting

Show steps

Share your knowledge and insights on event budgeting by writing a blog post to reinforce your learning and help others.

Show steps

Choose a specific topic related to event budgeting.
Research and gather information on the topic.
Write a clear and concise blog post.
Share your blog post on social media.

Career center

Learners who complete Excel 101: Build An Event Budget & Profit Tracker in Excel will develop knowledge and skills that may be useful to these careers:

Event Coordinator

An Event Coordinator manages all aspects of an event, from initial planning to execution and post-event analysis. This course, “Excel 101 Build An Event Budget & Profit Tracker in Excel,” helps build skills crucial for this role. The course focuses on creating budgets, tracking revenue and expenses, and generating reports. Event Coordinators can use these skills to effectively manage event finances, ensure profitability, and present clear financial updates to clients and stakeholders. By learning how to categorize revenues and expenses, and create charts and graphs to summarize results, one can improve their ability to make informed financial decisions and enhance event outcomes as an Event Coordinator. Furthermore, the downloadable template alone would serve as a powerful tool for organizing event finances.

See salaries and explore the career path for Event Coordinator

Conference Planner

A Conference Planner organizes and manages all aspects of conferences, from venue selection to speaker coordination and budget management. As a Conference Planner, you would greatly benefit from the skills taught in this course. The “Excel 101 Build An Event Budget & Profit Tracker in Excel” course directly addresses the financial aspects of event planning, teaching how to create budgets, track revenue and expenses, and generate reports. You can use these skills to ensure the financial success of conferences. By learning to categorize revenues and expenses and establish break even revenue amounts, you improve your ability to make informed decisions, leading to better conference outcomes. The downloadable template, in particular, will serve as a useful tool in managing finances for conferences.

See salaries and explore the career path for Conference Planner

Wedding Planner

Wedding planners coordinate all aspects of a wedding, including budget management. The “Excel 101 Build An Event Budget & Profit Tracker in Excel” course helps Wedding Planners directly apply the skills taught in the course. The course enhances their ability to create budgets, track revenue and expenses, and generate reports. As a wedding planner, you can use these skills to ensure the financial success of the weddings you plan. By learning to categorize revenues and expenses and establish break even revenue amounts, you improve your ability to make informed decisions, leading to better client satisfaction and profitability. The instructor's background as a CFO may imbue learners with confidence in event financial management.

See salaries and explore the career path for Wedding Planner

Fundraiser

A Fundraiser raises money for nonprofit organizations or causes. Fundraisers often arrange events to raise funds, making it important to plan these events to be profitable. In this role, the “Excel 101 Build An Event Budget & Profit Tracker in Excel” course helps because it teaches the basics of Microsoft Excel, how to create a budgeting, revenue and expense tracking template in Excel, and how to establish a break even revenue amount for an event. Fundraisers benefit from the ability to categorize revenues and expenses and create simple and useful charts and graphs to summarize results. By mastering these skills, a Fundraiser can plan and execute successful fundraising events. The instructor's experience in finance will help internalize the financial side of event planning.

See salaries and explore the career path for Fundraiser

Marketing Manager

A Marketing Manager plans, develops, and executes marketing strategies to promote products or services. Effective marketing often involves events; this course will help you manage them. The “Excel 101 Build An Event Budget & Profit Tracker in Excel” course helps Marketing Managers develop skills in budget creation, revenue tracking, and expense management. Marketing Managers can use these skills to plan marketing campaigns within budget, track the financial performance of marketing events, and present results to stakeholders. By learning to categorize revenues and expenses and create visual summaries of results, one can improve their ability to demonstrate the financial impact of marketing efforts. The downloadable template is a vital tool in organizing the finances of marketing events.

See salaries and explore the career path for Marketing Manager

Sales Manager

A Sales Manager leads a sales team, sets targets, and develops strategies to achieve sales goals. Sales events can be vital to hitting targets. This “Excel 101 Build An Event Budget & Profit Tracker in Excel” course helps Sales Managers because it can help them plan and manage the financial aspects of sales events. Sales Managers can use the skills learned in this course—budget creation, revenue tracking, and expense management—to ensure sales events are profitable and contribute to overall sales performance. By learning to categorize revenues and expenses and create visual reports, a Sales Manager can effectively monitor event finances and present results to their team and upper management. The template download in particular could serve as a useful tool for the Sales Manager.

See salaries and explore the career path for Sales Manager

Program Coordinator

A Program Coordinator manages and coordinates various aspects of a program, often including budgeting and financial tracking. This course may be useful for a Program Coordinator as it teaches basic Excel skills and how to create a budgeting, revenue, and expense tracking template. The “Excel 101 Build An Event Budget & Profit Tracker in Excel” course may help facilitate your management of program finances. Program Coordinators benefit from the ability to categorize revenues and expenses, establish break even revenue amounts, and create simple, useful charts and graphs to summarize results. By taking this course, a Program Coordinator can improve their skills in financial planning and reporting. The instructor's professional background helps the course present information in a professional way.

See salaries and explore the career path for Program Coordinator

Catering Manager

A Catering Manager oversees catering operations for events, ensuring food and beverage services meet client expectations and are profitable. The “Excel 101 Build An Event Budget & Profit Tracker in Excel” course may be helpful for Catering Managers. This course can help Catering Managers develop their ability to create budgets, track revenues and expenses, and create charts and graphs to summarize results. Catering Managers use their ability to categorize revenues and expenses and establish break even revenue amounts to make informed financial decisions and enhance event outcomes. The downloadable template, in particular, may inform how you think about catering finances.

See salaries and explore the career path for Catering Manager

Restaurant Manager

A Restaurant Manager oversees the daily operations of a restaurant, including financial management. The “Excel 101 Build An Event Budget & Profit Tracker in Excel” course may be useful because it teaches the basics of Microsoft Excel and how to create a budgeting, revenue, and expense tracking template. This can help Restaurant Managers better manage their restaurant's finances. Restaurant Managers benefit from the ability to categorize revenues and expenses and create simple, useful charts and graphs to summarize results. By taking this course, a Restaurant Manager can improve their skills in financial planning and reporting, leading to better financial outcomes for the restaurant. The instructor's experience as a CFO will also help you plan your finances effectively.

See salaries and explore the career path for Restaurant Manager

Hotel Manager

A Hotel Manager oversees the operations of a hotel, ensuring guest satisfaction and profitability. A critical skill here is budgeting. The “Excel 101 Build An Event Budget & Profit Tracker in Excel” course may be useful for developing the skills to create a budget, track revenue and expenses, and create charts and graphs to summarize results. Hotel Managers use their understanding of how to categorize revenues and expenses and establish break even revenue amounts to enhance event outcomes. The course is taught by an MBA and CFO, which may instill confidence in your ability to apply financial lessons.

See salaries and explore the career path for Hotel Manager

Budget Analyst

A Budget Analyst is responsible for developing, analyzing, and managing budgets. In this role, this course may be useful for learning the fundamentals of budget creation and expense tracking. The course, “Excel 101 Build An Event Budget & Profit Tracker in Excel,” helps by introducing you to Excel and showing you how to build a template for budgeting, revenue and expense tracking. A Budget Analyst must be able to categorize revenues and expenses, and create simple, understandable charts and graphs to summarize results. This course can help Budget Analysts improve their skills in organizing financial information and creating visual representations of data. The template, available for download, could inform the way a Budget Analyst organizes their finances.

See salaries and explore the career path for Budget Analyst

Accountant

Accountants are responsible for preparing and analyzing financial records. They ensure accuracy and compliance with accounting standards. This course, “Excel 101 Build An Event Budget & Profit Tracker in Excel,” may be useful to a budding accountant because it introduces the basics of Microsoft Excel, which is a vital tool for accounting. The course also teaches how to create a budget, revenue, and expense tracking template in Excel. Accountants require skills in categorizing revenues and expenses, establishing break even revenue amounts, and creating simple and useful charts and graphs to summarize results. This course helps build a solid foundation in these areas, improving an accountant's ability to manage and interpret financial data. The course's focus on practical application, and its downloadable template, make it a valuable resource.

See salaries and explore the career path for Accountant

Financial Analyst

A Financial Analyst analyzes financial data, prepares reports, and provides insights to guide business decisions. This course may be useful because it teaches some of the fundamental skills needed for the role. The “Excel 101 Build An Event Budget & Profit Tracker in Excel” course can help build a foundation in creating budgets, tracking revenue and expenses, and creating charts and graphs to summarize financial data. Financial Analysts benefit from the ability to categorize revenues and expenses, establish break even revenue amounts, and present financial information clearly. By mastering these skills through this course, a Financial Analyst can improve their ability to interpret data and provide informed financial advice. The instructor's background as a CFO and MBA helps this course explain financial concepts.

See salaries and explore the career path for Financial Analyst

Business Development Manager

A Business Development Manager identifies and pursues new business opportunities to drive growth. This course may be useful for a Business Development Manager because understanding event profitability and budgeting is essential when planning marketing events or client engagements. The course, “Excel 101 Build An Event Budget & Profit Tracker in Excel,” helps build skills in creating budgets, tracking revenue and expenses, and presenting financial summaries through charts and graphs. Business Development Managers can use this knowledge to plan events that are both engaging and financially sound. By learning to categorize revenues and expenses and establish break even revenue amounts, a Business Development Manager can make informed decisions that increase the likelihood of a successful and profitable event. The instructor's credentials will also help you internalize the lessons.

See salaries and explore the career path for Business Development Manager

Project Manager

A Project Manager oversees projects from initiation to completion, ensuring they are on time, within budget, and meet objectives. This course may be useful to a Project Manager. The “Excel 101 Build An Event Budget & Profit Tracker in Excel” course can help build skills in creating budgets, tracking revenue and expenses, and creating charts and graphs to summarize results. Project Managers benefit from the ability to categorize revenues and expenses, establish break even revenue amounts, and present financial information clearly. By mastering these skills through this course, a Project Manager can improve their ability to keep projects on track financially and communicate financial status to stakeholders. The course's focus on practical application, and its downloadable template, make it a valuable resource.

See salaries and explore the career path for Project Manager

Excel 101

Build An Event Budget & Profit Tracker in Excel

What's inside

Learning objectives

Syllabus

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Reviews summary

Practical event budgeting in excel

Activities

Career center

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