Excel Tips and Techniques: Improve Productivity and Financial Modeling Webcast | 4191197F


Date :
March 26, 2020 8:30 AM - 4:00 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 8.00
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Improve productivity and financial modeling skills with an assortment of tips, techniques, features, commands and functions. Examine practical applications of Excel key features and functionality.

A generic 3-Year business model is used to demonstrate key features covered in the course which includes a basic introduction to macros using the macro recorder. Among other items, learn the importance of the QAT (Quick Access Toolbar) and how to add/remove "buttons" from it; 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 demo Excel files is provided.

Formerly titled: Excel Tips and Techniques for Increased Productivity and Improved Financial Modeling: Intermediate

Materials are provided as an ebook


  • 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.
  • Create a macro using the macro recorder.

Major Subjects:

  • Ribbons and Quick Access toolbar
  • New Excel capabilities
  • Key features: 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
  • Fraud investigation tips using Excel, including Benford's Law

Advanced Prep:


Misc. Information:

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Level of Difficulty:
Field of Interest:
Computer Software and Applications

One-to-two years of experience using Excel (PC version, 2007, 2010 or 2013) in a work related environment.

Designed For:

CPAs, accountants and financial professionals.


Eric Augusta
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, he was with The Cerplex Group, Inc. for five years as chief financial officer and vice president, finance. From 1977 to 1994, he was with Xerox Computer Services, serving as manager, financial planning and analysis; accounting manager; controller; and vice president, finance. He began his career as a financial analyst with Ford Motor Company.

Augusta is a member of Financial Executives International (FEI) and a Microsoft-certified Excel expert, and has been a UCLA Extension instructor since 2001 teaching Excel modeling and productivity tips and techniques. He is also the author of Navigating the Road to EXCEL-lence. After earning his bachelor’s degree in economics from Cornell University, he served three years as a naval officer aboard a U.S. Atlantic Fleet destroyer. Following his military service, Augusta earned his master’s in business administration, concentrating in finance, from the Wharton School of the University of Pennsylvania.

No Agenda or Materials posted.