Excel in Accounting

Excel Training Program

Mastery of Excel and other spreadsheet software is essential for a career in accounting or finance. The SFIMA has partnered with the IMA East Bay - Northern California Chapter to form ExcelInAccounting, an educational program offering CPE credits to the members of IMA and a community group promoting Excel knowledge and skills for professionals in the accounting and finance fields.

ExcelInAccounting promotes skills primarily by offering Saturday morning Excel Training Sessions about once per month.

These 2-hour sessions cover advanced excel skills specific to accounting and finance, such as:

  • Pivot Tables & Lookups

  • Excel macros

  • Chart building

  • Statistical analysis

  • BI tools

Sessions are held alternatively in downtown San Francisco and Oakland.

2 hours of CPE credit is available for session attendees. Saturday morning sessions are available to IMA members for a discount.


2018 Schedule

Sat Mar 24, 2018   Intro to Macros, Macro Recorder
Sat Apr 28, 2018  Process Documentation
Sat Jun 23, 2018  Advanced Filtering and Sorting in Excel
Sat Jul 28, 2018  Pivot Tables/Pivot Charts
Sat Aug 25, 2018  Dashboards, Charts & Graphs
Sat Sep 29, 2018 Tools, Tips, Tricks, & Traps (Preview)
Sat Oct 27, 2018  Functions and Formulas

Discount packages
Any two classes


Core Team

  • Pamela Boles

  • Jason Bradfield

  • John Hallett

  • Roger Nakayu

  • Stephen Tin