Excel Spreadsheet Productivity Tips For Financial Advisors

Schedule Tuesday, August 3, 2021 || 10:00 AM PDT | 01:00 PM EDT
Duration 60 Mins
Level Intermediate
Webinar ID IQW21H0827

  • Vlookup
  • Hlookup
  • Match
  • Index
  • Countif
  • Sumif
  • Pmt
  • FV
  • IRR
  • NPV
  • Yield
  • Goal Seek
  • Data Analysis Tool Pack Adding timelines

Overview of the webinar

In the business world, there are tons and tons of data to deal analyze. It really becomes overwhelming. You might be missing opportunities, or making decisions that are based on the right information, or just falling behind the avalanche of data, costing you and your company time and money. This webinar will show you how to maximize your time with Excel so you can quickly analyze your data

Who should attend?

  • Business owners 
  • CEO’s / CFO’s / CTO’s
  • Bank Managers and Bank Tellers
  • Managers of all levels
  • Financial Professionals
  • Accountants
  • CPAs
  • Controllers
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers
  • Anybody who uses Excel on a regular basis, and want to be more efficient and productive

Why should you attend?

In the financial world, information is king. And getting that information as quickly as possible is extremely important. Microsoft Excel is your key to breaking down large amounts of data into meaningful information as quickly as possible. Excel has some built in functions and tools made just for the financial professional. This webinar will show you some of those tools and how to use them in the best way.

Faculty - Mr.Tom Fragale

Tom Fragale is a computer professional with over 30 years of professional experience. He is a Microsoft Certified Trainer, a Microsoft Certified Office Master, and a Microsoft Certified Expert in Word and Excel. He has trained over 30,000 business people in on-line webinars, public seminars, and on-site training. His clients include many Fortune 500 companies, government agencies, military bases and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and project manager on many successful projects. His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, QuickBooks, and SharePoint, among others. His passion is training people and helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access. He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.

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