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Excel: Essential Skills and Tools to Manage Financial Data

Class Code Date Delivery Method Cost
  • Wed Aug 14, 9:00 am to 12:00 pm
  • Fri Aug 16, 9:00 am to 12:00 pm
Live Online - 2 sessions $450

Most Technology Training classes will be delivered online until further notice.

Before each sesson, 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


  • 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


  • 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

University IT Technology Training sessions are available to a wide range of participants, including Stanford University staff, faculty, students, and employees of Stanford Hospitals & Clinics, such as Stanford Health Care, Stanford Health Care Tri-Valley, Stanford Medicine Partners, and Stanford Medicine Children's Health.

Additionally, some of these programs are open to interested individuals not affiliated with Stanford, allowing for broader community engagement and learning opportunities.