Online Seminar

Excel 2 - Advanced Data Analysis

MAR 23 - Mar 24, 2023

Online

DATE

MAR 23 - MAR 24

2023

TIME

8:30 AM - 12:30 PM

WHO CAN ATTEND

All

PD HOURS

7 Hours

ETHICS HOURS

0 Hours

STATUS

Registration closed on

Mar 20, 2023

EVENT DESCRIPTION

Winter seminar sale! Receive 30% off our March seminars.


This newly revised course has shifted online into two, half-day, live, instructor-led sessions. We recognize that online learning a vastly different experience from an in-person seminar and our instructors have adapted the interactive sessions to include regularly scheduled breaks and digital breakout rooms for group discussions. Our goal is to make your experience more convenient as we navigate the new reality of virtual learning.

SCHEDULE

  • March 23, 2023, 8:30am - 12:30pm
  • March 24, 2023, 8:30am - 12:30pm
  • As data becomes more complex, and demands on analysis and reporting increase, so does the importance of strong Excel skills. This hands-on workshop is intended for anyone who uses Excel extensively and is already comfortable with the skills that were taught in Managing Financial Data with Excel – Part One. You will leave this workshop understanding how Excel can be used instead of Access. You will also learn how to leverage Excel functions, such as dynamic named ranges, lookups and conditional formatting to improve the efficiency of your data analysis. Reach the next level of learning by attending part two of Managing Financial Data with Excel.

    TOPICS INCLUDE:

    • Excel’s database functions so that Excel can be used instead of Access
    • Common uses for the database functions, some of the most under used tools in Excel
    • Rationale for using static names when building formulas
    • Create dynamic named ranges, one of the most powerful concepts in Excel, allowing users to automatically update graphs
    • Some of Excel’s more advanced lookup functions, including the INDEX function, and helpful applications for their use
    • Advanced conditional formatting tools to enhance the caliber of analytical output
    • Security features, including some lesser-known techniques to protect a spreadsheet
    • Data Validation tool to restrict a cell’s contents

    WHO WILL BENEFIT:

    This seminar is designed for anyone who uses Excel extensively and wants to become more proficient with advanced level tools in data analysis.

    PRICING

    $325.00 Personal Passport

    $380.00 Organization Passport

    $479.00 Member

    $479.00 Student

    $589.00 Public

    Status: Registration closed on Mar 20, 2023

    LOCATION

    Online

    SPEAKER(S) BIO

    The Marquee Group is Canada’s leading provider of financial modeling training programs. Since 2002, Marquee has trained thousands of professionals globally at financial institutions, corporations, professional organizations and universities. Our core modeling, valuation and Excel courses are now standard training at numerous major financial institutions. Marquee’s principals are experienced financial practitioners with investment banking, equity research and management backgrounds who are passionate about teaching.

    SPECIAL INSTRUCTIONS

    • This hands-on Excel course uses assignments and handouts throughout the day.

    This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.

    Electronic material can be accessed one week prior to the course at https://pdlms.cpaontario.ca/ and should be downloaded in advance.

    Registration, cancellation, withdrawal and all other CPA Ontario PD Seminar policies can be found here.