Building Bulletproof Spreadsheets

One of the major concerns with spreadsheets is improper updates and changes. Whether it’s you, a coworker, or a client, making ill-advised changes to a spreadsheet can break its functionality. In this session, we’ll explore a suite of tools available to you to control your spreadsheet more effectively.

Topics Include:

• Leveraging Excel Tables rather than unstructured lists
• Adding lookup and logical functions for categorization
• Using Data Validation to control data entry
• Layering Conditional Formatting to indicate changes
• Hiding and protecting worksheets and ranges

Neil Malek
President, Knack Training 

Neil Malek is a software productivity expert who delivers high-energy sessions that inspire participants to leverage the full power of their applications. Whether it’s creating the best presentation or chart you can, learning to collaborate more dynamically with your team, or diving into a new piece of software, Neil will provide explanations and examples that are directly relevant to your everyday experiences.

Neil has been a teacher for over twenty years and has run Knack Training for the last 12 years. He has a natural ability to translate generic skills and techniques to solve real-world problems for his clients, customizing every topic, session, and piece of material to match the situations you find yourself in. His strong background in performance makes him entertaining and engaging to watch, and his quick wits allow him to handle challenging questions on the fly.

Grace Chlosta
Content Manager, IOFM

Grace Chlosta joined the Institute of Finance & Management (IOFM) in 2022 in a new role for the team as the Content Manager. She is responsible for the planning, organization, development, and implementation of all the content for IOFM’s digital products and (virtual and in-person) events. Grace is committed to ensuring that IOFM’s content stays timely, relevant, and actionable for all financial operations professionals, and works closely with a team of content developers, industry leaders, and subject matter experts to guarantee this happens.