This course will deliver a wide assortment of tips, techniques, features, commands and functions that will improve your productivity and financial modeling skills. You'll focus on implementation mechanics, practical applications of key concepts and view a demonstration model. You'll also be introduced to macros using the macro recorder.
Among other items, you'll learn how to add/remove 'buttons' from the QAT (Quick Access Toolbar); create dynamically linked pictures using the Camera feature; construct Smart Text using CONCATENATION; create named ranges using the Name Box; and find and eliminate LINKS.
Note: Course format is lecture style. Laptops are not required, but are encouraged. A CD with selected demonstrations is provided.
Identify three problems caused by MERGING cells.
Determine if a cell has TEXT or VALUES and why it's important.
Identify three advantages of named ranges using the Name Box.
Recognize the 10 steps to follow when creating a model.
Identify a potential fraud situation using the HISTOGRAM tool.
Recall how to create a macro using the macro recorder.
Ribbons and Quick Access Toolbar
New Excel capabilities
Key features for building models, including Camera, Grouping, Filtering, Goal Seek, Sorting, Subtotaling, Data Validation, Conditional Formatting and Protection Techniques
Macros and the macro recorder
Pivot tables: Proper setup for best results
Financial modeling architecture best practices
Selected fraud investigation tips using Excel, including Benford's Law
CPAs, CFOs, controllers, accounting managers, treasurers, finance vice presidents, financial planning & analysis managers, financial analysts and others who use Excel to analyze data and present financial information.
Prerequisite: One-two years experience using Excel (PC version, 2007, 2010 or 2013) in a work related environment.
Advanced Prep: None
Speaker: Eric Augusta, MBA
Field of Study: Info Tech
CPE Credit: 8 Hours
Meet the Speaker:
Eric Augusta is principal of Eric W. Augusta & Associates, a consulting practice he started in 2000, specializing in designing and building custom Excel applications. Prior to consulting, Mr. Augusta was with The Cerplex Group, Inc. for 5 years as CFO and VP Finance. From 1977 to 1994, he was with Xerox Computer Services in various senior finance positions, including Controller, and VP Finance. He began his career at Ford Motor Company. Mr. Augusta earned a BA in economics from Cornell University and an MBA in finance from the Wharton School, University of Pennsylvania. He also served 3 years as a US Naval officer. He is a member of Financial Executives International (FEI) and is a Microsoft® certified Excel Expert. He has been a UCLA Extension instructor for 8 years, teaching Excel Modeling and Productivity Tips, and has received numerous letters of commendation from UCLA for high achievement in teaching.