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| SyncWarrior for Valuators: Automate Creating Valuation Reports (2156Q) |
Course CPE: 1 hour
Field(s) of Study: Computer Software and Applications–1 hr
Program Level: Overview
Prerequisites: None required. These overview programs may be appropriate for professionals at all organizational levels.
Advanced Preparation: None
Delivery Method: QAS Self-Study |
Item
Number: 25DB0313SWV
Shipping Weight: 0lbs. 0oz. |
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$99.00 |
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Recording Date: March 13, 2025
Presenter: David Fein
Program Description:
Do you want to reduce the time it takes to produce valuation reports? Designed for valuators, Sync Warrior creates reports in Word that contain Excel data—like numbers, ranges, and charts fast and easy.
This webinar will demonstrate how Sync Warrior helps you automate the creation of valuation reports using your own Word and Excel documents. You can link all of your Excel cells, ranges, and charts to your Word valuation report using point-and-click. If your Excel data changes, Sync Warrior automatically updates your Word document so that it always stays in sync.
You can also quickly create optional content like sentences, paragraphs, and whole sections of a report that are included or excluded based on setting a cell in Excel to true or false. For example, a DLOM is sometimes in a report and sometimes it is not; you can automate the DLOM section of your report using Sync Warrior. You will learn to create Sync Warrior report templates so that you can quickly create reports based on different valuation (i.e., Excel files).
Sync Warrior works with your existing Excel and Word documents; you do not need ValuSource valuation software to use it.
After completing this course, you will be able to:
- Identify how to link Excel cells, ranges, and charts to Word using point-and-click
- Recognize how to automatically update links when Excel data changes to keep Word documents in sync
- Determine how to include or exclude sentences, paragraphs, and report sections based on a true/false cell in Excel
- Recognize methods to produce more valuation reports in less time
- Select how to create templates from existing Word and Excel documents
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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