Essential Skills and Powerful Techniques for Excel

While Excel is an endlessly powerful and complex program, ultimately most of the work we do is built on simple rules and core functions. By understanding and working within these best practices, your work becomes easier to accomplish, and more dependable. In this session, we’ll demonstrate how applying these fundamental principles change everything in your workbooks.

Topics include:

• Managing data in lists and tables
• Ingesting data from outside sources
• Using keyboard shortcuts for selection and navigation
• Organizing your workbook for effectiveness
• Working with absolute and relative cell references
• Leveraging table references for bulletproof functions

Neil Malek
Software Productivity Expert, Teacher, Knack Training

Neil 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 20 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.