Excel Detox: Turn 1-Hour Reports into 60-Seconds of Magic! 1.5 Credits
Excel Model Makeover- Part 1
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Are you weary of dedicating countless hours to meticulously preparing financial reports? Envision a scenario in which a laborious 30-step process is transformed into a streamlined model that produces results in a minute. This captivating course will guide you in unearthing and refining inefficiencies within Excel models into intuitive, user-friendly instruments. What if you could significantly reduce preparation time while simultaneously enhancing accuracy? Embark on this transformative journey towards Excel modeling mastery.
The curriculum unfolds across four dynamic segments. We begin by dissecting a flawed financial model, illuminating its inherent deficiencies. Next, we explore the essential elements that render a model functional and truly outstanding: accuracy, simplicity, and robustness. In the third hands-on section, you will witness the transformation as we reconstruct the model from the ground up, slashing reporting time dramatically. Finally, we will assess the revamped model to ensure it meets our stringent standards. This course is poised to revolutionize your approach to Excel.
Key topics covered:
Whether you’re a beginner eager to learn or a seasoned professional aiming to sharpen your skills, this course is meticulously crafted to enhance your Excel prowess. Seize this opportunity to unlock the keys to effective financial modeling—enroll today and elevate your Excel experience!
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Pre-requisites
Advance Preparation
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Lenny Wu was a Lecturer at Tsinghua University in Beijing, China. He also sat as an Examiner for the International English Language Testing System (or IELTS) in the 1990s. On top of these, he is an exam trainer for various high profile exams, such as GRE (or Graduate Record Examination), GMAT (or Graduate Management Admission Test), TOEFL (or Test of English as a Foreign Language), and math contests such as Euler, Gauss and Pascal. He has published books on test taking strategies.
Lenny received his MBA, Finance from The George Washington University in Washington, DC, USA, and currently is a Senior Financial Analyst with an international engineering company in Vancouver, BC, Canada.
Lenny's motto at work is "Don’t work hard, work smart". Lenny has passion in teaching how to build your own "robot" into everyday office work. He has over over 22 years working with Microsoft Excel, and he is a modeling expert in Power Query, Power Pivot, and Power BI.
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
DH
This was a great course; however, Power Query and Pivot Tables should be a prerequisite to gain the most of this course.
LA
Very informative and the steps were well defined by the presenter
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