CPE & Event Catalog

Overview of new functions. Dynamic arrays. XLOOKUP. Overview of text functions. SWITCH. THE PLURALS.

Define ESG integration. Explain how ESG integration and ESG investing are different, as well as how they may complement one another. Analyze how ESG factors or company initiatives may impact its financial results. Translate company-provided sustainability information into model assumptions. Integrate a company's ESG initiatives into a financial model and see how they may affect company valuation. Explore advanced modeling techniques to improve your Excel skills and to create more dynamic models.

Error-proofing excel spreadsheets. Data entry error-proofing. Formula and function accuracy. Auditing and error checking. Spreadsheet organization. Formatting for readability. Reviewing and testing. Use a peer review. Security and permissions.

Asset protection. Alimony and child support. Bankruptcy. Divorce settlements and divisions. Employment. Entities and titles. Insurance. Property dispositions. Retirement and employee benefits. Torts and personal injuries. Wills and probate. Trusts.

Business math basics. Data analysis. Interest and related topics. Markups and markdowns. Price elasticity. Cost-volume-profit analysis. Sales forecasting. Charts.

What to look for in Excel 2024. How to take advantage of new functions and features in Excel. Integrating Excel data with other applications. Improving Excel security.

Understanding the best types of visualizations to use in specific situations. Creating compelling visualizations using Excel. Adding interactivity to your Excel-based visualizations.

Excel charts and visualizations. The worksheet ribbon. Chart overview. Chart sheets. Advanced charting practices. Sparkline graphics. Custom number formats and shapes. Excel dashboarding.

Pivot tables. The worksheet ribbon. Pivot table data analysis. Goal seeking.

The worksheet ribbon. Importing and cleaning data. Validating data. Worksheet outlines. Lining worksheets. Protecting data.

Best practices for creating and working with Excel workbooks. Effectively using Excel functions when creating formulas. The importance of PivotTables in modern reporting environments. Best practices for formatting your workbooks.

The worksheet ribbon. Common mathematical operations. Text manipulation formulas. Date and time formulas. Conditional analysis formulas. Financial analysis formulas. Conditional formatting. Formula error elimination.

The most common formulas and functions used by Excel power users.

Macro recorder. Visual basic editor. Quick access toolbar.

External data. Text files. Data preparation. Accounting system data. Getting graphics.

Selected shortcuts. Named reference tables. Data validation. Conditional formatting basics.

Better summing. Skinny row. Hide worksheets. Highlight input cells. Workbook organization. Worksheet organization. Nested functions. Selection groups. Workbook design principles.

Conditional summing basics with SUMIFS. Remove duplicates. Lookup basics. Improving VLOOKUP with MATCH. Improving VLOOKUP with VALUE and TEXT. Moving beyond VLOOKUP with INDEX.

Trap errors with IFERROR. The IF function List comparisons. The ISERROR function. Multicolumn list comparisons with COUNTIFS. Indentation. Perform lookups with SUMIFS.

Determine the last day of the month with EOMONTH. Date parts: MONTH and YEAR. Build your own date with DATE. Concatenation basics. Improve SUMIFS with CONCATENATE.