This newly revised course has shifted online into four, 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.


  • Mon, Sep 20 @ 8:30am - 12:30pm
  • Tues, Sep 21 @ 8:30am - 12:30pm
  • Mon Sep 27 @ 8:30am - 12:30pm
  • Tues, Sep 28 @ 8:30am - 12:30pm
  • If you are ready for two days of intensive Excel training in a “laptop optional, laptop friendly” environment, then this course is for you. By using accounting-centric examples, developed for accountants, by accountants, Excel Boot Camp takes you through Excel from A to Z and shows you how to elevate your use of Excel to the next level.

    Microsoft improved Excel significantly in versions 2007, 2010, 2013, and 2016. Additions to the function library, Tables, a greatly improved charting engine, and an overhaul of PivotTable functionality are just a few of changes you will learn about in Excel Boot Camp. In addition, throughout the two-day Excel Boot Camp, you and your team will learn various techniques for enhancing not only your efficiency, but also your effectiveness, when working with Excel. In this seminar, you will learn a wide variety of “power features” that will assist you in creating accurate spreadsheets in a fraction of the time previously required.


    • Implement various tips, tricks, and techniques in Excel to address issues such as formatting, AutoCorrect, handling dates and times, and selecting cells with special characteristics
    • Utilize Excel’s formula-building tools
    • Describe how and when Excel’s Table feature should be used
    • Create and audit complex formulas, including those containing arrays and SUMIFS, VLOOKUP, HLOOKUP, INDEX, and MATCH functions
    • List and describe various techniques for securing Excel workbooks
    • Create charts in Excel that captivate audiences and communicate messages effectively
    • List and describe the six components of PivotTables and explain how to create simple PivotTables
    • Create PivotTables, including PivotTables that perform calculations other than the predefined eleven calculations available
    • Use the Camera function to assist in creating custom reports
    • Utilize Excel’s Macro Recorder tool to create simple, yet very useful, macros that you can put to work right away


    Accountants who work with Excel and who want to learn all of the best features.