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Eric offers both intermediate and advanced-level seminars entitled: “Excel Tips and Techniques for Increased Productivity and Improved Financial Modeling”

Each seminar qualifies for 6.0 CPE credits. These fast-paced one-day, on-site learning experiences feature intermediate-to-advanced coverage of Microsoft Excel. The seminars are designed to train finance and accounting professionals and anyone who uses Excel the most efficient features, commands, and functions of Excel.
We teach participants faster and more efficient methods of accomplishing everyday Excel tasks. Participants will be exposed to advanced financial modeling and application techniques using real-world examples.

A CD containing templates and examples is provided to each participant, along with training material (binder and copes of slides).

Course Cost

$250 per person
(For attendees 5 or more, the cost is $125 per each additional participant).
Minimum 4 persons
Includes all course materials

More Information:
310-670-1984 Office
310-994-5079 Cell
310-670-7943 FAX
or
Email:

Major Topics Covered:

Intermediate Seminar:

. Customize toolbars to create a high-performance Excel environment
. Create a macro in 3 minutes that can save you 15+ hours a year
. Use the FORMS toolbar to make your financial models super user-friendly
. Learn how Excel’s text functions eliminate major data downloading issues
. Why a VLOOKUP is a better choice than a “Nested IF” statement
. How the CAMERA function can save hours of formatting frustration
. Replace multiple charts with a single, DYNAMIC chart
. The advantage of a “horizontal” architecture approach in financial model
. Use GOAL SEEK to instantly find the independent variable you want
. Why SUMIF should be your favorite Excel function
Link to Intermediate Seminar Details

Advanced Seminar:

. How “3-D SUM” technique create simple and error-proof consolidations
. Advantages of using SUMPRODUCT with BOOLEAN logic
. INDIRECT function create flexible formulas reference external text variables
. Use DATA TABLES to easily view multiple scenarios on financial models
. PROTECT your work - 7 proven techniques
. Why ADVANCED FILTER is probably the fastest way to find your data
. Use Excel VBA to put Excel into “warp speed” productivity
. Avoid the “Big 3” VBA errors (Design, Run-Time and Logic)
. Create custom USER FROM utilities used daily and save hours of time
. Use an exponential calendarization formula for smooth growth curves
Link to Advanced Seminar Details