1. Welcome!
and download the training materials (Added a case study file that each of you will need)
Let me know if you have any Excel-related questions
Practice the shortcuts found on the webpage

2. Introduction Steve Rynearson
Former Actuary
Excel / VBA Consultant, Trainer
Develop MS Office Add-ins
AutomateExcel.com tons of great free resources
Questions for you…

3. Schedule 10:00 Intro 10:05 Logical Functions, Ifs, and SUMIFs
11:00 Short Break – Questions?
11:05 Sort, Filter, PivotTables, Formulas Review
Extra Time? Find and Find + Replace, Text to Columns, Remove Duplicates, Anything Else?

4. Why Should You Learn Excel?
Get a full-time offer!
Top 25% of interns (Excel ability) receive offers. Bottom 25% don’t
If you’re strong with Excel, everyone will want to work with you.
You make their lives easier!
Save you Time (Your time, not the firms)
Turn a process that might take 1-2 days into 2 hours
2 hour process into 15 minutes
Bigger Raise
Client projects have budgets. By working faster, you can easily exceed those budgets.

5. Why Should You Learn Excel?
20 hours per week (conservative) * 50 weeks is 1,000 hours per year! 10,000 Hours over next 10 years!
Your firm will let you get by with limited Excel skills.
From what I’ve seen – limited investment in training
If you’re bad, they don’t care, you’ll filter yourself out and/or just work much longer hours.
“Learn on the job” is limited by what your team mates / managers know.
Excel is a “Cheat Code” Whatever time you spend learning Excel will be repaid several times over!

6. Shortcuts Practice the “Essential” Shortcuts
Prizes to the top finishers!

7. Next Steps? Make sure you can navigate Excel quickly
Arrow keys, CTRL, SHIFT, Page Up / Down
Other Excel Shortcuts
Paste Special, Alt Shortcuts, Rows & Columns
Excel Formulas
VLOOKUPS, INDEX / MATCH, IFS, SUMIFS, & SUMPRODUCT

8. Resources www.AutomateExcel.com/UT Shortcut Practice
Formulas & Functions