AFP Virtual Workshop Intro to Excel

Virtual Workshop

August 11th & August 13th  1:00 - 3:00 PM EST

Credits: CTP/CCM: 4.8 | FPAC: 4.8 | CPE: 4.8 |Field of Study: Information Technology – Technical 

Learning Objectives

  • Understand how to organize and reference data using Excel ranges and anchoring techniques
  • Apply conditional functions (SUMIF, COUNTIF, AVERAGEIF) to analyze financial datasets
  • Clean, validate, and connect data using data cleanup tools, data validation, and VLOOKUP
Non-Members: $295    |     Members: Complimentary
Non-Members     Members Enroll Here

Description      

*Learners must attend both sessions to receive credit*

This introductory session, led by The Analytics Doctor & Dr. Kevin P. Kelly, covers essential Excel skills needed for effective data analysis in treasury and finance roles. Participants will learn how to work effectively with ranges, apply anchoring techniques for accurate formulas, use conditional functions such as SUMIF, COUNTIF, and AVERAGEIF, and perform essential data cleanup tasks. The course also introduces data validation and VLOOKUP to help participants efficiently retrieve, connect, and analyze data across datasets.

Speaker:

Dr. Kevin Kelly