CAPPA Seminar:

“Excel Advanced”

Click Here To Register

March 3, 2016
8:30 am – 4:00 pm
Venue: University of Calgary, Downtown Campus, 906 – 8th Ave. SW, Calgary

Check lobby screen for event room number.

Day of Registration: 7:45 am

Meals provided: Light breakfast snack, morning coffee break, Lunch, afternoon coffee break.

Please advise of any dietary restrictions.

Topic Description

Although many accountants and operations staff consider themselves experts in using Excel, most are self-taught and do not use Excel to its full potential. This course takes experienced, self-taught users to the next level. It provides real world examples developed by accountants for accountants in the following six major topic areas: collaboration and workbook security; using tables to analyze and report data; integrating and manipulating data from external sources; creating and auditing complex formulas; advanced data analysis with subtotals, filters, and PivotTables; and using charts to analyze and communicate information. Its content is based on twenty years of experience in delivering Excel training to accountants and on feedback from thousands of accounting and financial professionals just like you. If you use Excel extensively, you need this course! Participants will have access to sample data files.

Learning Objectives:

• Describe best practices for securing and collaborating Excel workbooks, including Encryption, Digital Signatures, Sharing and Merging workbooks, and Publishing Excel workbooks to SharePoint
• Describe Tables and understand how to use Table names, Turn a Table into a Range and Analyze the Data using Filtering and Sorting, Structural Reference and Advanced Filters
• Explain how to import data from Text files, XML files, Access tables, and ODBC and MS Query and then use Data Cleanup Tools such as Text to Columns and Transposing Columns and Rows
• Use advanced functions – SUMPRODUCT, VLOOKUP, HLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, MIRR – to create and audit complex formulas
• Describe advanced data analysis techniques such as Data tables, Subtotals, Filters, PivotTables, and PivotCharts
• Describe techniques used to create, manipulate, and customize charts for analyzing and communicating information

Course Information

• Instructional delivery method: Group-live demo and discussion using color computer projection – this course is “laptop friendly,” so feel free to bring your laptop equipped with Excel 2007 or higher (laptop optional)
• Prerequisites: Experienced Excel User
• Program level: Advanced
• Advance preparation: None
• Designed for: Accountants who work with Excel and who want to learn all of the best features and functions
• Who should attend: Users of Excel 2007, 2010 and 2013.

Note:

This course will be taught in Excel 2013. Reference will be made to the differences between Excel 2013, Excel 2010 and 2007. 

Speaker:

Marion Williams is recognized as an innovative and organized academic. Over 20 years’ experience in business management solutions in the office enables her to quickly grasp situations and provide practical problem solving solutions. Marion has been involved in the training of several office productivity programs, with her company and as a sub-contractor for other corporations. Marion is very hands-on; this being attributed to the years of expertise she has gained working with different business sectors.

She  has conducted over a hundred seminars across Canada. As the owner of a computer consulting company, Marion provides software training and develops databases. She is an instructor for Metafore Technologies, ProTech and DPA Communications in Toronto, Ontario. Marion teaches the Microsoft Office suite, Word, PowerPoint and Outlook, specializing in Access and Excel.  In addition, Marion designs, develops, tests and implements custom Access databases using VBA where necessary.

Price:

Members $398 plus GST

Non-members $478 plus GST (not a member? Click here to apply for membership)

Non-member plus new CAPPA membership $523 plus GST

Registration deadline: midnight February 28, 2016

Cancellation policy:

Cancellations must be received by email to office@cappa.org in order to cancel event registration.

The following refund policy applies to this event:

Full refunds will be given if cancellation to CAPPA occurs prior to midnight on February 18, 2016

A 50% refund will be given if cancellation to CAPPA occurs prior to midnight on February 25, 2016

Refunds will not be given after February 25th.

A $20 administration fee is applies to full and partial refunds.

Registration, however, may be transferred to another attendee without an administration fee. Please notify CAPPA of the transfer to another attendee. The original registrant would be responsible to sort the payment out offline with the new attendee.