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