Excel: Essential Skills and Tools to Manage Financial Data

Code	Date	Delivery	Cost
ITS-1234	Thu Aug 14, 9:00 am to 12:00 pm Fri Aug 15, 9:00 am to 12:00 pm	Live Online - 2 sessions	$450

Before each live online session, Tech Training will provide a Zoom link for live online classes, along with any required class materials.

This class provides you with the essential skills and tools to manage financial data in Excel.

Topics covered in this session include basic financial functions, shortcuts and time-saving techniques, and best practices for forecasting data.

Prerequisites: Intermediate Excel knowledge

Goal: To become better acquainted with the financial capabilities of Excel

Objectives:

To identify and understand the basic financial functions within Excel
To increase fluency with shortcuts and time-saving techniques when using Excel
To accurately forecast data in Excel using various methods
To create dynamic, financial models

Topics:

Navigation (shortcuts)
Formula Writing
Mixed references (cell locking)
Goal Seek
Data Tables
Scenario Manager
Present Value/Future Value
Net Present Value
Internal Rate of Return
Date functions
IFS, AND, OR functions
Forecasting
Moving Average
Icon sets
Sparklines
Correlation
Regression
Financial Modeling

Michael Magreta

I have over 20 years of experience working with Microsoft programs in both educational and professional settings. This experience spans from simple, as-needed problem-solving techniques, to very complex, pro-active strategies to increase efficiency and production.

Custom training workshops are available for this program

Technology training sessions structured around individual or group learning objectives. Learn more about custom training.

Special Group Rates

For groups of 5 or more, special rates are available. Please contact techtraining@stanford.edu for more details.

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