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Learn the fundamentals of Excel and its application for banking and financial professionals

Tom Fragale is a computer professional with over 30 years of professional experience. He has extensive experience in consulting and providing custom software solutions. He has trained over 30,000 business people in on-line webinars, public seminars, and on-site training. His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and project manager on ma........

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Microsoft Excel is still the main software program used by bankers and financial professionals to manage large amounts of data, and to create and manage financial spreadsheets. Many people do not use Excel properly, or to its full potential.
This webinar will show many ways to use Excel formulas, functions, and other tools to make spreadsheets more efficient for the banking and financial professional. It will also show ways to retrieve the information from the data in a quicker way.

Why should you attend?

This presentation will show some very popular functions that are used in Excel: if, nested if, vlookup, hlookup, match, index, pmt, and others. It will also show great tools like Sort, Filter, Subtotals, Pivot Tables, and conditional formatting. It will be a clear presentation on how to use these formulas, functions, and tools specifically for the financial professional.

Areas Covered in the Session:

  • If 
  • And
  • Or
  • Nested if
  • Vlookup
  • Hlookup
  • Pmt
  • Loan amortization
  • Sort
  • Filter
  • Subtotals
  • Pivot tables

Who can Benefit:

  • Business owners 
  • CEO's / CFO's / CTO's
  • Bank Managers and Bank Tellers
  • Managers of all levels
  • Financial professionals
  • Anybody who uses Excel on a regular basis, and want to be more efficient and productive
  • Anybody who has large amounts of data in Excel or other data types
Webinar Id: ISSETF010

Duration: 60 mins

12:30 PM PT | 3:30 PM ET


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