Excel – Surprise Fundamentals

Registration Fee – $15

April 12, 2021 – 2:00 pm – 3:00 pm PST – Nano Session (1.0 CPE)
Level: Basic – Intermediate
Prerequisites: A good understanding of Excel basics
Advance Preparation: None
Field of Study: Technical
Presented by:  Jim Colville, CPA Retired, CFE
Handout Materials: All files and notes available for download. See below

Description:

Excel is very powerful and contains many ways to approach the same problem.  There are also many ways to accomplish the same thing (think of how many ways are there to copy). This course is designed to present not-very-well-known methods along with taking some basics to the next, and sometimes, advanced level.  This is a short version of our Nothing But Tricks course.

What is a Nano Session? Short presentations in increments of six minutes. Most of our nano webinars will be 10-30 minutes in length; this one being a full hour.  The purpose is to hit a topic and get into depth quickly, usually to help jump start you into a new topic and then repeat with new topic. Since this is fast moving and out-of-the-box the demo data files will be provided along with the needed notes.

  • Hidden in plain site
  • Data cleansing tricks
  • Stealth features within those features you already know.
  • Date traps. Date tricks
  • Tables and Ranges with blank rows or columns
  • Fixing bad downloads tricks

All the files used in presenting these topics will be available for download before the webinar. The files will contain instructions on how to use the concept which includes the presenter’s notes.  The files will remain available online until March 31, 2021.

Jim Colville, Bio
Jim began working with spreadsheets with Lotus 1-2-3, v1a and then with Excel v3, and soon thereafter v4. He learned very early the power of Excel and how to be super productive in solving problems, creating business solutions and enhancing reporting in his CPA practice.

Seeing the business opportunity in educating others in using Excel he began his own PC training company teaching over 20,000 users over a period about four years. The training evolved into a consulting company offering specific solutions to companies and corporations by combining training combined with project challenges which resulted in powerful solutions. A by-product of this is Jim’s Zero Time Reporting, once the data is entered (or imported) the report is done.

Jim has authored well over Excel 500 courses, both as training materials and solution based Excel products for companies, corporations and nonprofit organizations. Many of these later became the foundation of web based articles and solutions under the the name of Info-Stat.com . With the saturation of Internet based Excel websites and Jim’s commitment to his CPA business the Info-Stat website was allowed to sunset. With his retirement from his CPA practice in 2019, Jim has revitalized his web-based activities in by writing articles, creating Excel files that offer solutions, revitalizing Info-Stat.com and more importantly, educational webinars through AEI. Excel has changed dramatically over the years and the new course and webinar offerings significantly modernize the Excel materials including, but not limited to, business and artificial intelligence.

Of major significance is the evolution of Jim’s education activities from a local San Diego PC training company to a national and world wide based company with Internet based products, both website and webinar offerings.