OKC IMA Chapter Seminar

Wednesday, October 24, 2018

8 Hour CPE "Mr. Excel" Event

 

OKC IMA proudly presents Bill Jelen (aka "Mr. Excel")

Bill Jelen, the world's foremost spreadsheet wizard, now known internationally as "Mr. Excel." His web site is the premier source for Excel tips and solutions (MrExcel.com) and had over 10 million page views last year.

Jelen "broke the code" in Excel, helping accountants and business professionals to do in a single click what used to take many hours. He's saved companies millions of dollars with his programming solutions and self-help resources (book, website, CD's, message boards) and has made the world's most commonly used office software perform. He's currently developing Excel solutions products geared to particular industries. For example, the "F&I Menu Wizard" is a proprietary program for car dealerships that simplifies and speeds the finance and insurance process and increases dealerships' profit per vehicle by an average of $225. It is being used in hundreds of dealerships.

Jelen fills in the gaps the software company left behind. He is fast, responsive service and easy solutions. People aren't finding that in the automated responses of email customer support and vague answers from paid telephone support. Jelen's self-help tips, long-life archived Q&A's and message boards are an online community where Excel users help each other sharpen their Excel skills and resolve functions like preventing duplicate data entry, calculating hours worked when the shift spans midnight, deleting unwanted links and hundreds of other Excel functions.

 Jelen is filling in where Microsoft left off. They supply the product; he reveals how to use it.

Event Agenda

Registration (7:30 a.m. to 8:00 a.m.)

Morning Session (8:00 a.m. to 11:45 p.m. with 15 minute break)

Lunch (11:45 p.m. to 12:30 p.m.)

Afternoon Session (12:30 p.m. to 4:15 p.m. with 15 minute break)

Light breakfast snacks will be provided, and lunch will be catered by Swadley's.

Lunch includes 24 Hour Sugar Cured Sliced Brisket, Sliced Honey Grilled Boneless Chicken Breast, Sweet Brisket Beans, Homemade Potato Salad, Tossed Green Salad (Ranch & Raspberry Vinegarette dressing), Dinner Rolls with butter, Pickles, Onions, Jalapenos, and Fresh Baked Cookies and Brownies. A vegetarian option of Veggie Wraps is also available upon request.

Drinks include Sweet Tea, Unsweet Tea, and Lemonade.

Morning Session: 4 hours CPE - Power Excel Seminar

You use Excel 40 hours a week, but do you really know how to unleash the power of Excel? Learn cool secrets and tricks lurking on the Data menu. Learn the ins and outs of Pivot Tables (from the guy who wrote the book on pivot tables!) Create slick charts in a single button click. Add thousands of subtotals in seconds. Don't be tortured by bad data any longer. Jelen loves new questions and will incorporate them in the seminar. Send your Excel questions in advance via email or bring them to the seminar. Jelen promises, "If you use Excel 20 hours per week, you will save 50 hours each year by attending this seminar!"

New since last OKC IMA Excel seminar: new chart types, new pivot table defaults, pivot tables no longer default to Count instead of Sum, and new book.

Participants will receive the book (included with registration): MrExcel XL - 54 Greatest Excel Tips of All Time

Afternoon Session: 4 hours CPE - Advanced Data Analysis

This class will go into more details about pivot tables. Learn how to take poorly formatted data and convert it to data suitable for pivot tables. Use VLOOKUP to match two lists. Understand new tools such as Power Query, the Data Model, Power Pivot, and Power Map. See how to post your Excel data to the web using Power BI. See how to use Pivot Tables for frequency distributions, true Top 10 reports, pareto analyses. Learn several ways to find duplicates or a unique list of values. Create stratifications, look for outliers, and pull random samples.

New since last OKC IMA Excel seminar: Expanded section on cleaning data with Power Query and several new tricks with the Data Model version of Pivot Tables such as reporting Text in the values area of a pivot table, and new book.

Participants will receive the book (included with registration): Power Excel with MrExcel - 2017 Edition (Latest Release)

Note: The two sessions complement each other. Attendees can attend both sessions, only the morning, or only the afternoon without a problem.

Prices for this event are as follows:

• Morning or Afternoon Workshop Only (4 CPE) $100/Member or Guest; $45/Student
• All Day Seminar and Lunch (7:30 a.m. to 4:30 p.m.) $150/Member or Guest; $70/Student
• Corporate Discount All Day Seminar and Lunch (7:30 a.m. to 4:30 p.m.) $120/Member or Guest for those who register 5 or more individuals from the same company

Payment can be made at the door or at http://oklahomacity.imanet.org/empaymentoptions.

The Board of Directors of the OKC IMA enjoys volunteering their time to provide our members and guests with affordable/quality CPE. We take pride in supporting the OKC Accounting and Finance community to meet continuing professional education requirements for CMA and CPA credentials.

You must be a member of the Institute of Management Accountants affiliated with the Oklahoma City Chapter to participate with discounted member benefits.

Please remember to visit the OKC IMA Chapter Website for updates and future events. Thank you!

Register with OKC IMA