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Excel for Banking and Finance Professionals (IME183J)

Presented by: Thomas Fragale
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Pre Recorded Webinar
60 minutes
  •  Thu, February 8, 2018
Event Description
See the sneak peek before you buy!
1.0 CPE

How Banking and Finance Professionals Can Use Excel Tools and Functions to Improve Efficiency

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. However, many people do not use Excel properly, or to its full potential.

Join this session, where expert speaker Thomas Fragale will explore many ways to use Excel formulas, functions, and other tools to make spreadsheets more efficient for banking and financial professionals. Thomas will also show you ways to retrieve important information from your data in a quicker and more efficient way.

Session Highlights

This session will cover:

  • Some popular functions that are used in Excel, such as:
    • If
    • And
    • Or
    • Nested if
    • Vlookup
    • Hlookup
    • Loan amortization
    • Sort
    • Filter
    • Subtotals
    • Match
    • Index
    • Pmt
  • Tools like sort, filter, subtotals, pivot tables, and conditional formatting
  • How financial professionals can use these formulas, functions, and tools specifically for financial tasks

Who Should Attend

  • Business owners
  • CEOs/CFOs/CTOs
  • Bank managers and bank tellers
  • Managers at all levels
  • Financial professionals
  • Anybody who uses Excel on a regular basis, and wants to be more efficient and productive
  • Anybody who has a large amount of data in Excel or other data types
About Our Speaker(s)

Thomas Fragale
Thomas Fragale is a computer professional with over 30 years of professional experience. He is a Microsoft Certified Trainer, a Microsoft Certified Office Master, and a Microsoft Certified Expert in Word and Excel, and a Microsoft Certified Specialist in Access, Outlook, and PowerPoint. He has trained over 30,000 busin... More info

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    Event Title: Excel for Banking and Finance Professionals
    Presenter(s): Thomas Fragale

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