Microsoft Application Webinars with Chris Menard

Organized for the Executive MBA students at Terry College of Business of University of Georgia

Webinar #5: Performing Financial Ratios

Financial ratios look at a company's balance sheet and income statement to determine profitability and liquidity by comparing financial statements. In this webinar, recorded on January 28, 2020, for the Executive MBA students for the University of Georgia Terry College of Business, we will look at financial ratios for the balance sheet, ratios for the income statement, and finally ratios that use both the income statement and balance sheet.

Financial ratios based on the Balance Sheet:

  • Working capital
  • Current ratio
  • Quick ratio
  • Debt ratio
  • Debt-to-Equity ratio

Financial Ratios based on the Income Statement:

  • Gross margin
  • Operating margin
  • Profit margin

More details about this webinar

Webinar #4: Analyzing Financial Ratios

We analyze the Income Statements using vertical and horizontal analysis. We start off this webinar by using T Accounts to record transactions and then create an Income Statement and Balance Sheet. 
 
Using T accounts and creating the income statement and balance sheet is very useful for new accounting students or anyone interested in learning how financial statements work and where the difference accounts go on each statement.
 
We look at Microsoft's financials so we can see some real financial statements during this process. All the files used in this video are available on my webpage I created for the University of Georgia Terry College of Business.
 
Quick overview of the video sections:
  • 00:00 Intro - Terry College of Business (University of Georgia)
  • 00:34 T Accounts
  • 10:20 Income Statement created
  • 11:57 Balance Sheet created
  • 16:44 Microsoft's income statement
  • 26:45 Income Statement - Vertical Analysis
  • 31:30 Microsoft Balance Sheet show
  • 32:20 Income Statement - Horizontal analysis
  • 35:00 Chart of Horizontal analysis
  • 39:00 Webpage shown with videos and files for this webinar

More details about this webinar

Webinar #3: Essential Excel functions

00:00 - Introduction
01:25 - Webinar Starts
01:59 - SUM Function using the Formulas tab. ATL + = is AutoSum.
02:33 - Formula Bar
02:42 - AVERAGE Function
03:30 - MAX Function
04:10 - MIN Function
06:00 - LARGE Function
07:00 - SMALL Function
09:20 - Status Bar for Sum, Average, Max, Min, and Count
10:28 - Quick Access Toolbar - add AutoSum and Average
11:45 - Using a formula when I should use a function
14:00 - RANK Function
17:25 - COUNTA Function
18:00 - COUNT Function
19:00 - COUNTBLANK Function
20:12 - COUNTIF Function
21:30 - TRIM Function
27:15 - MEDIAN Function

Webinar #2

00:00 - Introduction by Chris Menard
00:45 - Creating a table Insert Table or CTRL + T
01:32 - Filter & Sort
02:08 - Table Styles
02:36 - Total Row 
03:09 - Banded Rows and Banded Columns
03:32 - Align Right and move to left with Increase Indent
04:12 - Check your range before making a table. No blank rows.
05:16 - Incorrect Range - fix with CTRL + A and CTRL + period.
07:00 - Tables automatically expand.
07:32 - Dynamic Chart.
08:49 - Header Row automatically freezes.
09:50 - Calculated Columns.
10:14 - Automatic Nomenclature. 
11:20 - Second Poll to attendees. 
12:40 - Question about Charts / Graphs from a webinar attendee. 
14:05 - Contextual Tabs for Tables and Charts.
14:35 - Pie Chart
15:28 - PivotTable Created.
16:11 - Dynamic PivotTable because of a table.
17:05 - PivotTable column width option.
18:03 - PivotTable save source data option.
15:54 - Delete source worksheet and keep PivotTable. 
20:30 - Preview of next webinar.
21:00 - Multiple Subtotals.
24:52 - Gmail tip - use period in the address.
25:40 - Question from an attendee. PivotTables show count instead of Sum.
28:00 - T Function and IsText function. 
29:00 - Import Data from SAP? The answer is yes.
30:00 - Save filters with Custom Views. 
32:30 - YouTube 

Webinar #1

Here are the topics covered in this webinar as well as the timestamps. 

00:12 - Scenarios in Excel for budgeting or forecasting
06:00 - Word - creating a report with Section Breaks
14:18 - If Statement in Excel
16:30 - If And Statement in Excel
19:54 - If Error function in Excel
22:15 - Vlookup on two tables