…enhancing productivity, streamlining business reporting and analysis.

Achieving the productivity gains promised by technology requires a comprehensive training program. Glen Christopher trains CPA’s and business professionals how to use Excel to be more productive and incorporate VBA programming in order to streamline business reporting and analysis.

Every financial professional needs to be Excel proficient.  Proficiency may vary from job description to job description but generally speaking, every financial professional should be able to:

• Use and/or develop Excel models for business and personal applications,
• Create Excel reports, charts and graphs,
• Build and manage list (or databases) in Excel, and
• Employ a variety of time saving features including keyboard shortcuts, the AutoFill Handle, at least 2 dozen Options dialog box options and the macro recorder.

If you or your team members use Excel more than 2 hours per day, the following Excel content areas can save valuable time: 

• Create and save custom formatting schemes for text, numbers, event entire worksheets,
• Working with range names,  creating mega-formulas, and auditing the formulas of subordinates,
• Pivoting list (or databases) and create custom reports and charts from pivoted data,
• Understand the benefits of applying the Table feature to list (formally called the List feature in Excel 2003),
• Building and editing macros and VBA procedures, and distributing the same to teams and workgroups to enhance organizational productivity.

Glen provides hands on training, lecture/demo presentations, one-on-one support and application development support in all versions of Microsoft Excel.  

Over the last thirteen years, Glen Christopher has delivered over 1,000 technology presentations and seminars.  Glen can help you evaluate the training format that will work best for your team and then plan and deliver a successful training engagement. Glen can recommend and deliver a variety of job-aids to help you and your team excel.