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Learn an Analytics Method that will integrate your reporting – Sponsored by Jeffrey Gregory –

 

TheGAAP.net Presents: Boost Productivity with Excel

Sponsored by: Jeffrey Gregory Of

Desjardins Financial Security Investments Inc.

Join us for an engaging two-hour webinar on Tuesday, August 27, 2024, from 7:00-9:00 p.m. EST where we will provide Excel shortcuts and Productivity Tools.

Session Highlights:

Microsoft Excel is one of the most widely used applications, in general, and relative to other Microsoft Office applications (Word, PowerPoint, etc.). Not all its criticisms are necessarily valid. As with anything, it is important to be aware of a given “tool’s” purpose and abilities. However, Business owners and accounting/finance professionals may not have adequate awareness of Excel’s functionalities, especially those that were introduced in the last few years. That can impact productivity, at individual, team, and organization levels.

Do you happen to face any or all of the following, and would like to know how you can better use Excel?

1. Formulas not readily understandable in plain language
2. Need to remember and manually update formulas, or pivot tables, for changes in source data range
3. Time consuming / error prone process to scrub, clean, transform data
4. Time consuming recurring processes (E.g.: reconciliation)
5. How to lookup data more flexibly and efficiently than traditional “vlookup”
6. How to handle large data without facing Excel’s maximum rows constraint
7. How to dynamically filter, sort, remove duplicate values

Speaker:

Srikanth (Sri) Amudhan is a seasoned and designated finance leader and project management professional with over 20 years of progressive and diverse experience, primarily in financial services.

His experience includes finance transformation and regulatory compliance projects, such as IFRS17 (Insurance Contracts). Sri collaborates across organization functions and leverages his strong business / technology acumen and growth mindset.

During his consulting engagement with Intact Insurance, he successfully led the design & development of an Excel based tactical solution to handle certain complex IFRS17 related accounting and analysis requirements. The solution was user friendly and did not require incremental technology cost.

Registration:

Boost Productivity with Excel – Sponsored by Jeffrey Gregory

Testimonials:

The sessions have been very helpful in gaining practical understanding of various topics. The speakers are very experienced and their material is well-presented! Thank you! – Nikita Padia

“Hi Paul, I appreciate all the webinar events that you organize – I have been successful in learning lots of information and earning CPD too. Also, I appreciate the networking opportunities. Thank you.” – Lisa Blackburn

“The talks have helped me create more informed plans regarding my financial plans! Very informative!” – Rahi Tajzadeh

“Great workshop, very valuable and inspiring. I would like to attend the workshop again.” – Chiedozie Megwa

“Each event is fantastic! I learn something new every time that will help me in my professional and personal life. I hope to be a regular in TheGAAP.net events.” – Mrigank Kabra

“The workshop was very informative and well organized, covering the relevant topics and providing the right amount of content. The audience had adequate opportunity to ask questions to the speaker and interact with the fellow attendees. It was a workshop worth the time and cost. Look forward to attending the future workshops.” – Kul Makkar, Director ITA Canada

Organizers:

Paul Calleri, Founder of TheGAAP.net and the CPA Toronto Accounting Group

Larry Cooper, Founder of TFN (The Finance Network)