01_LIVE_FIVE-DAY VIRTUAL EVENT - DECEMBER 5-9 - 2:00 to 3:00 PM ET (each day) - Google Sheets Master Boot Camp (LIVE)


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Monday, December 5, 2022 – Friday, December 9, 2022 –2:00 to 3:00 PM ET


EVENT DESCRIPTION:

Google Sheets, while free to anyone with access to the Internet, is typically not a school business professional’s first choice for creating robust budget structures and automating workflow processes. BUT WAIT! This five-hour boot camp is going to change this perception and show you how you can use this powerful tool to not only automate many of your workflow processes, but also how it can enable your departments to manage their own budget worksheets that can then be interconnected to the master budget worksheet to produce real-time information that can be updated year-round.  Join Aziz Aghayev as he teaches you how to use this robust and powerful tool and how it can empower you and all of your departments to become more productive, efficient, and effective in producing necessary data that is predictive, and invaluable to your organization. If you want to be able to quickly answer questions from stakeholders from parents to the school board about any and all of your departments’ budgets and provide real-time, accurate data, this boot camp is for you!


FIELD OF STUDY: (for all five live webinars)

Accounting-Technical

SFO DOMAIN: (for all five live webinars)

Management of Accounting Systems

CAE DOMAIN: (for all five live webinars)

Operations

CREDITS:  (1 credit for each of the five live webinars)

5 SFO

5 CPE

5 CAE

**CPE and CAE credits can only be earned by attending the live sessions. Participants must be present for a minimum of 50 minutes and answer a minimum of three poll questions to receive CPE and CAE credits.

KNOWLEDGE LEVEL:

Basic for all Sessions

PREREQUISITE/ADVANCED PREPARATION:

None for all Sessions


DAILY SESSION DETAILS

SESSION 1: Creating Dynamic Department Budget Entry Sheets

Monday, December 5, 2022 –2:00 PM to 3:00 PM ET

DESCRIPTION: 

Follow along in the budget workbook provided to all boot camp attendees as the presenter demonstrates how to define ranges in Google Sheets, a function that can make the formulas you create easy to read, understand, and update. You will also learn how to create and use dynamic narratives that can empower you to produce continuous up-to-date budget information for all of your departments year-round.

OBJECTIVE 1: Examine the process for creating dynamic budget entry sheets for multiple departments using advanced formulas and dropdowns.

OBJECTIVE 2: Identify the processes for creating absolute and relative references, text concatenation, and other formulas.

OBJECTIVE 3: Examine the process for creating dynamic narratives and observe how they can be used to quickly produce data points that connect multiple sources of data to one cell location.


SESSION 2: Connecting Multiple Dynamic Department Sheets

Tuesday, December 6, 2022 –2:00 PM to 3:00 PM ET

DESCRIPTION:

Continue to build your Google Sheet skills and automate your budget process by learning how to use the powerful IMPORTRANGE formula. You will also learn how to write simple queries using the QUERY formula which will enable you to pull the necessary information you need to create a sample workbook that can be easily duplicated for all departments.

OBJECTIVE 1: Examine how the connection between multiple Google Sheets works.

OBJECTIVE 2: Discuss the purpose and benefits of creating a data sheet that is connected to your department sheets.

OBJECTIVE 3: Observe the process for creating a dynamic sample department sheet and learn how it can easily be duplicated for all departments.


SESSION 3: Creating a Dynamic Summary Sheet

Wednesday, December 7, 2022 –2:00 PM to 3:00 PM ET

DESCRIPTION:

In session three you will examine various advanced Google Sheet formulas while building a summary sheet for your district or school. This sheet will be programmed to gather specified department-level information. The presenter will also demonstrate how you can summarize the collected data with distinct types of criteria.

OBJECTIVE 1: Examine various Google Sheet functions that lead to the construction of a district/school summary sheet.

OBJECTIVE 2: Identify the process for creating IFERROR, IFS, SUMIF, SUMIFS, COUNTIF, COUNTIFS, other conditional formulas.

OBJECTIVE 3: Develop an understanding of the benefits of building a budget model with Google Sheets.


SESSION 4: Using Formulas to Connect Department Sheets

Thursday, December 8, 2022 –2:00 PM to 3:00 PM ET

DESCRIPTION:

Why wait until the department budgets are finished when you can begin analyzing the District Budget Summary at the same time your departments begin inputting data into their budgets?  In this session, you will learn how to dynamically connect the District Budget Summary to your department sheets. This process will allow you to automate the collection of real-time data from multiple places into one location for quicker analysis.

OBJECTIVE 1: Examine the process for creating QUERY and IMPORTRANGE formulas and understand the benefits of using both functions.

OBJECTIVE 2: Create a summary sheet that interconnects to all your departments sheets.

OBJECTIVE 3: Create a powerful budget model that can be duplicated year after year.


SESSION 5: Creating Dynamic Reports for Analysis and Presentation

Friday, December 9, 2022 –2:00 PM to 3:00 PM ET

DESCRIPTION:

In this session you will learn how to summarize the budget for presentations. The presenter will teach you how to create files that only contain necessary information that you establish depending on your stakeholders and demonstrate how you can create colorful charts that tell a story. As a bonus, the presenter will also demonstrate how you can connect your District Budget to Google Data Studio to enable you to create more modernized and technologically advanced presentations that will impress any audience.

OBJECTIVE 1: Examine the process for creating reports for analysis and presentations.

OBJECTIVE 2: Identify the process for connecting budget information to Google Data Studio.

OBJECTIVE 3: Explore the benefits of linking multiple Google sheets together and limiting access to unnecessary work files


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