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