Excel Training Program

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November 19, 2011
Excel Committee Chair -Larry Moseley Learning Excel is a must in today's business world and especially if you are an accounting and finance professional. As you go through the series week after week, you will notice a significant change in your ability to utilize these skills at work. The sessions cover using advanced functions, working with tables, using Excel's analysis tools, managing and auditing worksheets, and many other advanced features. Attending the chapter sponsored excel programs provides you with the skill set to perform your jobs more effectively and efficiently. In this course, you will use Microsoft Office Excel to streamline and enhance your spreadsheets with templates, charts, graphics, formulas and macros. You will apply visual elements and advanced formulas to a worksheet to display data in various formats.
TRAINING LOCATION Carr & Ferrell LLP 120 Constitution Drive, Menlo Park, California 94025 Location Phone:248-763-3082 IMA Phone:408-410-6148 TRAINING DATE November 19, 2011 TIME Registration:8:00 AM Training Sessions: 8:30 AM - 4:30 PM CONTINUING EDUCATION 8 CPE hours. CERTIFICATION TESTING DETAILS	COST & REGISTRATION "A Member is specifically, chapter member of IMA Peninsula Palo Alto Association and not of any other chapter of IMA or other association members." "To affiliate with the IMA Peninsula Chapter, send an email to juszenski@imanet.org" Registration and Pricing Member-$150; Non-Member- $200 *Online Registration closes on November 11th, 2011 *Cancellations will not be refunded anytime for any reason *Seats not guaranteed for walk-in registration *All walk-ins pay $300 at the door Regular Attendee Registration (click here) to register for the Excel 2007 & 2010 Training Program. University Student Registration (click here) to register to register for the Excel 2007 & 2010 Training Program. (Note: Students need to bring their student ID to the event for verification)
Session Details	Instructors
Excel 2007 & Excel 2010 Intermediate & Advanced Skill Training Macros and VBA (Each student will leave with a basic VBA program that will make Sequential Macros easy) How to record and run an Excel Macro What does it mean What is VBA How to modify a recorded Macro How to debug a Macro Everything you wanted to know about lookup options in Excel: HLOOKUP (and LOOKUP) From the basics to advanced features that allow you to search without knowing the column or using multiple lookup tables. VLOOKUP Using VLOOKUP and understanding the differences between VLOOKUP and HLOOKUP and why you care. INDEX, MATCH INDEX IN COMBINATION WITH MATCH Learn how to use the INDEX and MATCH functions to do advanced lookups. Example of one you will see: =INDEX((Y_2003,Y_2004,Y_2005,Y_2006,Y_2007,Y_2008),MATCH($D$42,$C$8:$C$19,0),MATCH($D$41,$C$8:$P$8,0), MATCH(F$44,$T$28:$T$33,0)) Effective Excel Projects Learn the basics of planning an Excel Project Learn some of the things you need to keep in mind as you progress Learn what to do when you think you are done Learn now to review an Excel project developed by someone else Increase the visual aspects on your spreadsheets Conditional formatting in many different situations How to create formula-based rules Dynamically use colors to highlight specific data How to display special icons when particular data is displayed We will review some of Excel 2007's new functions We will also review some intermediate level Excel functions.	Instructor- Larry Moseley, Excel Program Chair Corporate Consultant and Financial Executive Larry Moseley has, in a stellar 35-year carrier, applied his financial acumen within a range of corporate environments, from business startups to large corporations. Larry Moseley is something of a detective...an Excel detective. In a 35-year corporate financial career that has spanned the range from startups to mega corps, Larry has often had to analyze and make decisions based on Excel spreadsheets created by colleagues. Moreover, he has been constantly amazed at how frequently he finds errors in such Excel projects, errors of omission and of commission, sometimes glaring but frequently quite subtle. Larry has been teaching and using spreadsheets since the inception of the IBM PC. He has been facilitating Excel seminars for the IMA for the last four years. His seminars are interactive and adjust to the needs of the attendees. Larry uses the knowledge accumulated in his 35-year career to assist attendees in avoiding many of the common errors found in Excel Projects. Larry is the author of #EXPERT EXCEL PROJECTS, dedicated to helping corporate executives and individual contributors develop expertise in planning and implementing Excel projects. Planning your Excel project, well in advance, speeds up development and eliminates any later oh-no's. Instructor-Sudha Chadalavada, CPA, CFE Sudha, a CPA and a CFE, has over fifteen years of experience in accounting and finance and currently specializes in SEC Reporting. Sudha has extensive and broad range of work experience including external audit, private company controllership and public company regulatory compliance and reporting. Sudha brings great breadth of expertise and experience in presenting and teaching the excel training class. Sudha is the current VP Professional Education of the IMA Palo Alto Chapter and also has served on the boards of several non-profit educational associations including IMA Silicon Valley Chapter, IIA San Jose Chapter, and ISACA SV Chapter aswell as a club and district officer of Toastmasters' International.