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Recording: Intermediate / Advanced Excel for audit, tax and advisory professionals
Area: People Development
Duration: 3 hours
Recording – English version
Please click here to watch the recording of the EMEA session
Please click here to watch the recording of the APAC session
Who should attend this interactive workshop?
This workshop is suitable for staff of all levels from trainee up to managing partner level. Member firms are welcome to register as many employees as you wish to attend.* Please note: the same 3 hour workshop will be repeated twice at 9:00am UK time for EMEA members and at 1:00pm Sydney time for APAC members. *
About the workshop
This session looks at tips and tricks for summarising, transforming and presenting data in Excel – key skills for finance professionals. Even if you think you know the following topics, check again – this session will demonstrate little known issues, classic gotchas and pro tips. Topics will include:
- Working with Tables: why you should use them more than you do
- Revisiting PivotTables: why people make mistakes and don’t even realise
- Useful functions – and some that hinder: if you think you know SUM, IF and VLOOKUP, think again
- File review tips: how to spot common issues and errors quickly without third party software
- Keyboard shortcuts
- Custom number formatting: ever wanted your numbers to look just that little bit better?
- Quick charting tips.
Facilitator: Liam Bastick
Liam has over 30 years’ experience in financial model development / auditing,
valuations, M&A, strategy, training and consultancy.
Liam has headed Ernst & Young’s modelling team in Melbourne and was an
Assistant Director in their strategic valuations team in London. He was also a
senior member of the UK Post Office’s M&A and strategy teams.
Liam is a Fellow of the Institute of Chartered Accountants (ICAEW), a Fellow of the
Institute of Chartered Management Accountants (CIMA) and is a professional
mathematician.
He has published the following books: An Introduction to Financial Modelling, Power BI MVP Book, Excel Insights, Continuing Financial Modelling, Financial Modelling in Power BI Liam has been a Microsoft MVP for the last 12 years and speaks at global conferences on Excel, PowerBI and financial modelling.
If you have any questions about this interactive workshop please contact Alastair McTavish at alastair.mctavish@nexia.com
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