State Chapter Event | Idaho
June 28, 2021 1:00 PM - 5:00 PM
Host: Shawn Hyde, State Chapter President
This meeting will be hosted on Zoom
Time zone shown above is Mountain.
Session #1: Valuation Update
Presenter: Suzanne Metzger
Program Description: Present on Value Acceleration Concepts, SaaS products that are available, the pitfalls and opportunities, etc.
Learning Objectives:
- After this presentation, attendees will be able to assist their clients who wish to accelerate their values, identify SaaS products that are available, and identify areas to be aware of and certain opportunities that exist.
Program Level: Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.
Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with opeartional and/or supervisory responsibilities.
Advanced Preparation: None
Field of Study: Finance
Delivery Method: Group-Internet Based
Course CPE: 2 hours total
Field of Study: Finance - 2
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Seminar Cancelations, Complaints, and Refunds
Session #2: Exploring Excel Functions That Help With Business Valuations
Presenter: Shawn Hyde
Program Description: Several Microsoft Excel functions are already available in most modern versions of the program that many valuation experts are unaware of. If you use Microsoft Excel for any sort of process, the use of certain functions can make your templates more accurate and allow you to complete an analysis quicker. Join valuation expert and Excel guru Shawn Hyde to learn about setting up dynamic text, which means typing a sentence in a cell in an Excel spreadsheet that has one or more numbers linked to other cells in that same spreadsheet. See how a forecast can be developed that will include the appraisers assumptions tied directly to the forecast, so any change in assumption will automatically be reflected in the forecast. Have you ever gotten tired of clicking through an Excel workbook to find just the right sheet? Learn how to set up an internal hyperlink to make finding those sheets easier and quicker.
Learning Objectives:
- Demonstrate how to create and use Named Cell references
- Demonstrate how to use functions like MID, TEXT, FIND, HYPERLINK, NUMBERVALUE, INDEX and MATCH
- Describe how an business valuation professional can use these functions
Program Level: Intermediate: Learning activity level that builds on a basic program most appropriate for individuals with detailed knowledge in an area.
Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with opeartional and/or supervisory responsibilities.
Advanced Preparation: None
Field of Study: Personal Development
Delivery Method: Group-Internet Based
Course CPE: 2 hours total
Field of Study: Personal Development - 2
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Seminar Cancelations, Complaints, and Refunds
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