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.


Core Team

  • Pamela Boles

  • Jason Bradfield

  • John Hallett

  • Stephen Tin

  • Nathan Larsen

  • James Heidinger