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
  • Discounted cash-flow

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.


2017 Schedule

Sat Feb 25, 2017   Intro to Macros, Macro Recorder
Sat Mar 25, 2017  Process Documentation
Sat Apr 22, 2017   Advanced Filtering and Sorting
Sat May 20, 2017  Power Query
Sat Jun 24, 2017    Pivot Tables/PivotCharts
Sat Jul 22, 2017     Functions & Formulas
Sat Aug 26, 2017  Tools Tips Tricks & Traps
Sat Sep 23, 2017  Dashboards, Charts & Graphs
Sat Oct 28, 2017   TBD