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2013 Excel Tips, Tricks and Traps

Excel in Accounting

Saturday, September 28, 2013 from 8:30 AM to 12:00 PM (PDT)

2013 Excel Tips, Tricks and Traps

Ticket Information

Ticket Type Remaining Sales End Price Fee Quantity
IMA Member/Student 29 Tickets Ended $30.00 $0.00
General 29 Tickets Ended $50.00 $0.00
Group   more info 30 Tickets Ended $40.00 $0.00

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Event Details


MS Excel is unquestionably a powerful tool for accounting and finance professionals.  However, it does come with plenty of hidden functionalities and tricks that are often not taught in traditional class rooms but are acquired through years of user experience.

Consider this course your VIP ticket! This is your chance to get an inside look at how to get the most out of Excel in the most efficient way possible. You will learn some useful Excel best practices including helpful shortcuts, tips on how to navigate around some common traps and customize your tool bar to make your workflow more efficient.  We’ll help you make a lasting impression by teaching you how to take complex information and present it in a simple, easy to understand way using visual tools and formatting.

Presented by:  Roger Nakayu, and Stephen Tin

Session content:

  • Productivity Tips
  • Best Practices
  • Shortcuts
  • Navigating the Excel Toolbar
  • Customizing the Quick Access Toolbar
  • Improving Readability - Page Layout & Presentation
  • New Features in Excel 2013


  • Attendees will have the opportunity to receive personal assistance and guidance from experienced trainers.
  • This event is hands-on, it is recommended that each participant brings a working laptop.
  • Excel 2010 users, please download from Microsoft website and install the add-on "Power Query" beforehand.

Complimentary light breakfast with bagels and coffee.
Have questions about 2013 Excel Tips, Tricks and Traps? Contact Excel in Accounting

When & Where

Robert Half
1999 Harrison St #1100
Oakland, CA 94612

Saturday, September 28, 2013 from 8:30 AM to 12:00 PM (PDT)

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Excel in Accounting

ExcelinAccounting is a community of finance and accounting professionals in and around San Francisco who want to learn and share advanced Excel spreadsheet techniques used specifically for finance and accounting. ExcelinAccounting began as a San Francisco Institute of Management Accountants program (, and has grown into a community of its own.

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2013 Excel Tips, Tricks and Traps
Oakland, CA Events Class

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