Castaway TRAINING – [Full WwCA Course] All 6 Modules

This Working with Castaway course consists of 6 x 1-hour webinars to be delivered over a short period [1 week]

  • 20 February
    6 1-hour webinar sessions
    Session information
    Sessions
    Module #1 - Build a Simple Forecast
    Thu 20 Feb 11:45 - Thu 20 Feb 13:00
    Online Webinar
    Module #2 - Build a More Complex Forecast
    Thu 20 Feb 14:00 - Thu 20 Feb 15:15
    Online Webinar
    Module #3 - Reports, Dashboards & Publishing
    Mon 24 Feb 11:45 - Mon 24 Feb 13:00
    Online Webinar
    Module #4 - Working with Actuals Data
    Mon 24 Feb 14:00 - Mon 24 Feb 15:15
    Online Webinar
    Module #5 - Introducing Advanced Techniques
    Wed 26 Feb 11:45 - Wed 26 Feb 13:00
    Online Webinar
    Module #6 - Consolidations and Scenarios
    Wed 26 Feb 14:00 - Wed 26 Feb 15:15
    Online Webinar
    Online Webinar
    • $700.00 excl. GST

Description

This is the FULL 6-hour Working with Castaway live webinar course

Who should attend?

This course is suitable for regional users unable to access a capital city to attend a full day of live training. It is also suitable for users who wish to brush up on their classroom training. Webinar training is offered for the convenience of users who are unable to attend classroom training. It is not a substitute for the quality you would receive on classroom training.

Single 1-hour webinar course units are available for users if required.

The curriculum is detailed below.

Module #1 - Build a Simple Forecast – 1145AEDT Thursday 20 February 2020

Understand how simple and quick it is to create a Castaway forecast from scratch. In Module #1, you will learn how to:

  1. create a very simple Castaway model
  2. set up one of each of the Element Types;
  3. enter budget/ forecast data into Castaway using the Excel integration
  4. understand the underlying modelling options in Castaway
  5. the importance of the Chart of Accounts and why you must work hard to get it right early

__________

 

Module #2 - Build a More Complex Forecast - 1400AEDT Thursday 20 February 2020

Simple forecasts are great, but it’s more realistic that you would want to understand and work with more complex models, whether for your own business or for your clients if you are a business advisor.

In Module #2, you will learn how to:

  1. create a more complex Chart of Accounts
  2. work with modeling techniques
  3. handle/ understand prepayments and accruals
  4. create and maintain Sections, Sub Totals and Elements
  5. understand and work with Element properties
  6. create relationships between Elements
  7. work with Drivers

__________

 

Module #3 - Reports, Dashboards & Publishing - 1145AEDT Monday 24 February 2020

In Castaway, you can produce beautiful reports and dashboards. Attendees will discover that there is so much flexibility to tell a story about a business with dashboards.

In Module #3, you will: 

  1. Become familiar with the range and functionality of Castaway reports;
  2. Learn how to add custom formulae to your reports;
  3. Understand dashboards; and
  4. Learn how to tell a story by presenting data graphically.

 

__________

 

Module #4 - Working with Actuals Data - 1400AEDT Monday 24 February 2020

After you set your years' budget, you will want to move on to forecasting, which requires your business actuals information to understand a point in time. Compare your budget against what actually happened. This is where you ask yourself "why?" and it encourages conversation with your client or in your business.

In Module #4, you will learn how to:

  1. Set up your Excel template;
  2. Understand how to handle actuals data in Castaway;
  3. Understand your re-forecasting options;
  4. Manage your forecast versions - best-practice methods;
  5. Enable Actuals - best-practice policy.

 

__________

 

Module #5 - Introducing Advanced Techniques - 1145AEDT Wednesday 26 February 2020

Sometimes we have complex or sensitive calculations that we need to process in Excel and manipulate. For example, workforce models. Mastering Datalinks and Drivers will take your forecasting to the next level. In Module #5, you will learn how to:

  1. create and manage Datalinks
  2. determine and create Drivers
  3. manage Excel upload forecast data
  4. undertake financial analysis (basics due to time constraints) 

 

__________

 

Module #6 - Consolidations and Scenarios - 1400AEDT Wednesday 26 February 2020

Consolidations gives you a total view of your multiple entities. Castaway's Consolidations module enables you to consolidate even when your Chart of Accounts doesn't match.

Did you know our Consolidations Module can be used for scenario planning? Scenarios help us make business decisions.  In Module #6, you will learn how to:

  1. create and maintain Consolidation Files
  2. efficiently enter eliminated accounts
  3. add minority interest
  4. convert files built in different formats

 

Module #6 is the final Module in this training course.

Please refer to our Webinar Training Terms & Conditions before you register and commit.

Contact us… Please contact us by e-mail (training@castawayforecasting.com) if you have any questions about any of our Castaway training courses.

Prerequisites

Financier Software Pty Ltd (T/As Castaway Forecasting) ABN 20140224102

Webinar Training Terms & Conditions

 

General Terms and Conditions for Webinar Training Services

These general terms and conditions of business apply for all webinar training and education delivered by Financier Software Pty Ltd (hereby known as Castaway).

Participants must register and pay in advance to take part in Castaway webinar training and education events. Registration consists of completing the required online application and making payment arrangements online.

Castaway will deliver webinar training on specific dates and times. Courses will be scheduled on a regular basis and advertised on our website.

Purchase of a training seat for webinar training means that we will deliver training to one individual. We will answer questions from that individual, provide support and acknowledge their attendance for the purpose of certification and continuous professional development recording. Arrangements to deliver webinar training to multiple attendees at one site and multiple screens are available, should this be required by a customer.

Participants will require access to a computer during webinar software training. Practicing the methods and undertaking facilitated exercises during the webinar is important to learning and retention. Participants are responsible for providing their own laptop computer for any software training, for which a training licence or temporary software licence to download will be granted.

Participants may request a certificate of attendance on completion of attending any training. This will be provided electronically.

Transfer and Cancellation Policy

Castaway may cancel training, change the date, time or location of training with advanced notice. If Castaway cancels or postpones training, a full refund will be provided to a participant who is unable to transfer to the next available course.

If a participant is unable to attend the training course they registered for, the customer company is entitled to designate another representative from their company to participate in the training course. The client will incur no additional costs.

If a participant cancels their registration, seeking a refund, the following refund policy applies:

Cancellation notice *

Refund provided

5 working days or less prior to training

Nil

6-15 working days prior to training

50% refund or full transfer to the next available webinar course

16 or more working days prior to training

100% refund or full transfer to the next available webinar course

  • Must be acknowledged in writing by the Castaway team. If you have not received an acknowledgement, please contact us.

Copyright, Documentation and Materials

For most of our webinar training, participants will be provided with documents and resources suitable for learning. All training documents are intended for the exclusive personal use of the participant.

Participant’s recognise Castaway’s copyright and therefore the exclusive distribution rights and right of use of training documents and software. The right to use training software is limited to the length of the training session and is automatically rescinded following completion of training unless an appropriate licence is purchased.

The participant is not allowed to reproduce the training software or documents, in particular to process them in electronic systems, duplicate, or modify them in any way, or distribute them in any form to third parties. All embedded knowledge and teaching systems provided by Castaway to the participant on data storage media or made available on electronic networks are considered training documents.

The participant may not deliver or conduct and internal or external training or provide certification on Castaway products.

It is assumed these terms and conditions are read and understood prior to a participant registering for Castaway training.