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.


2017 Schedule

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


Core Team

Pamela Boles
Jason Bradfield
Roger Nakayu
Stephen Tin