Unleashing Excel: Waterfall Calculations
Excel instructor David Ringstrom, CPA, brings his prior commercial real estate experience to the forefront by walking you through the process of assembling a waterfall calculation from scratch. Waterfall calculations are used to allocate cash flow among two or more partners based on their agreed-upon return parameters. David begins with a blank worksheet and details every input and formula. He covers such concepts as range names, although he provides cell-address references you can use in lieu of range names if so desired. David contrasts using the IRR worksheet function versus the XIRR worksheet function for computing investment returns. Additional worksheet functions—MIN, ROUND, DATE, SUMIF, and others—are included in the discussion. Check figures are used extensively throughout the model to ensure data integrity. Check figures also empower users to easily follow the calculations through the tiers.

This webinar is available with NO ADDITIONAL FEE if you have an active webinar membership or can be purchased for $20.00!

Instructor:David Ringstrom
Course No:ACT-WATERFALL-G12389
Recommended CPE:2.50
Delivery Method:Group Internet Based - Webinar
Date Offered:7/28/2020 10:00 AM - 12:30 PM
Level of Knowledge:Advanced
Prerequisites:Experience building cash flow models or other detailed spreadsheets in Microsoft Excel.
Advanced Preparation:None
Registration Requirements:Registration with GoToWebinar is required
Recommended Field of Study:Accounting
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