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E4: Upgrading to Excel 2007 for Finance
Course Length: 1 day
Useful new functionality in Excel 2007 for Finance staff, plus re-orientation in the new version.
Dates, Locations & Fees | Facilitator |
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What you get From this Course
- A clear understanding and best use of Excel 2007’s new user interface and features.
- Knowledge of how to perform common finance tasks with the new interface as well as an understanding of how 2007’s new features can benefit you in your role.
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Agenda Highlights
Download Brochure
As with all our courses, the examples
and exercises in this module are focussed on equipping
accountants, finance and administration staff with the
knowledge and skills they need to perform the tasks they
typically do on a regular basis.
Converting to Excel 2007
- Where is everything?
- Screen layout changes
- New icons
- Changed icons
- Quick Access Toolbar
New Functions
- Logical functions (IFERROR)
- Aggregation functions (SUMIFS, COUNTIFS etc)
- Average (AVERAGEIF, AVERAGEIFS)
Charts and Pivot Tables
- Specific Ribbons
- New features
Formatting
- New formatting options
- Conditional formatting
- Smart Art
- Tables
Printing
- Page Layout View Download Brochure | Top | Back
Who Should Attend?
- All users who have upgraded or will be upgrading to Excel 2007
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Facilitator: Wyn Hopkins
 B.Sc. (Hons) Accounting & Financial Management, CA, Excel Expert
Wyn is a Senior Business Analyst with Access Analytic, an Australian consulting company that specialises in providing business analyst tools and services to companies that value financial expertise and need to make decisions with confidence.
Wyn gained his Chartered Accountant qualification at PricewaterhouseCoopers in the UK in 2000.
He has extensive international Business Analyst experience, having worked with a variety of the UK's FTSE 100 financial services companies including Halifax Bank of Scotland (HBOS) and Barclays Bank.
Wyn has specialist knowledge and experience in industry sectors ranging from oil and gas, through financial services, to telecommunications and agribusiness.
Wyn is highly skilled and has completed many successful projects in areas such as:
- Financial analysis
- Strategic financial modelling
- Financial model auditing
- Management reporting & board packs
- Business budgeting & forecasting
- Excel/ERP systems integration & consolidation
- Value-based management techniques
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Benefits & Inclusions
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Practical:
Wyn Hopkins is a highly experienced facilitator who
actively and regularly consults to clients also. |
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Applicable:
apply what you learn to your job to further your career. |
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Hands-on:
the course is designed to provide maximum hands-on
experience. |
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Passionate:
Wyn Hopkins loves this subject! |
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Clear: we
specialise in translating complex subjects into concepts
that are easy to understand. |
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On-going help:
you can always e-mail the facilitator. |
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CD: includes
worked examples, suggested solutions, reference materials,
and a large variety of templates that can be immediately
applied to kick-start your projects. |
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Comprehensive course
notes. |
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Networking:
meet industry peers and hear how they approach this
subject. |
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Small groups:
seats are strictly limited to ensure maximum interaction
with the facilitator. |
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Certificate
of completion. |
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... and much more! |
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Dates & Locations
Register your interest below and we will notify you when future sessions are scheduled in your area. No courses near you?
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Register/Enquiries
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Online: click
any link above to use our secure online registration |
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Phone: call
+61 8 6210 8500 & speak to our facilitators (GMT+8) |
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E-mail: |
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Clients who have 3-4 or more people interested in this course normally prefer to run this course on an in-house basis in their offices.
We can bring all the equipment for up to 8 people so all you need is a room!
Benefits
- Flexibility: we can combine
content from multiple courses to create a custom course
just for you, add-on a workshop or some mentoring sessions
then run everything at the times that suit you.
- Timing options: if you're
in Perth, we can split courses into half or single days
and schedule these at times to suit you
- No hidden extras: our fixed
fee includes all materials and equipment costs for up
to 10 participants
- Cost effective: no extra
fees for extra participants (maximum of 8 per session)
Optional Workshop Add-on
A Workshop is a half or full-day group session where participants bring along their Excel models to gain help, ideas and suggestions on how their models could be improved.
Clients often book a Workshop in addition to the standard training course since the Workshop provides a fantastic way for participants to:
- apply and reinforce the knowledge and principles from the course
- gain immediate productivity benefits in their Excel models
- better understand the models that are used in their office
For all these reasons, clients booking workshops gain a far greater return on their training investment.
Cost: AUD3,000 (full day), or AUD1,600(half-day)
To gain all these great benefits, just book your workshop when arranging your course.
In-house Course Fees
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Recommended Add-ons |
| Location |
Fee per Day |
1 Mentor Session |
6 Mentor Sessions |
| Perth metropolitan area |
AUD3,000 |
AUD400/person |
AUD2,160/person |
| Other Australia |
AUD3,500 |
AUD400/person |
AUD2,160/person |
| Overseas |
AUD4,000 |
AUD400/person |
AUD2,160/person |
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Notes:
- Prices exclude GST
- Fees are per day, NOT per participant
- A 10% discount applies when booking 5+ full days
of training
- Fees include all disbursements
- Many courses can also be split into half-days (please enquire)
- Fees for locations outside of Perth do not include equipment
Call Wyn Hopkins on +61 8 6210 8500 to discuss your requirements.
Bundled Course & Mentoring
Mentoring sessions are 2-hour, individual, one-on-one sessions with the facilitator
where participants use their own files and work on any issue they choose.
Training in this manner allows participants to reinforce the principles they learned
on the course by applying them to real-life situations and get personalised assistance in private with anything they'd like to discuss.
This ensures a deeper understanding and therefore a much longer-lasting benefit by bridging the gap between what was learned on the course and what happens in real-life.
As a further benefit, it also provides an immediate payoff by improving and enhancing participants' productivity.
Mentoring Details
Booking
To take advantage of the bundled mentoring options, just discuss this when booking your
course and we'll arrange everything.
Call Wyn Hopkins on +61 8 6210 8500 to discuss
your requirements.
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