June 19, 2019
11:00 am - 12:00 pm

Harnessing the Power of Excel: Tips and Tricks for Financial Professionals

Slide Deck


Despite the emergence of a number of new software tools, Microsoft Excel is still considered essential to many organizations for planning, forecasting and budgeting. Financial professionals gravitate to Excel’s simplicity and cost, but few have a good command of the valuable advanced features that can save time and improve reporting.

Join Gelman, Rosenberg & Freedman CPAs (GRF) for a webinar on Excel tips and tricks to learn what every financial professional should know about this time-honored tool. Excel experts will guide participants through the various menus to reveal useful tools and address typical questions received from financial professionals. Webinar attendees will come away with practical knowledge to help them provide robust data that leads to better decision-making.


  • Pivot tables
  • Lookup formulas
  • Grouping and subtotaling
  • Useful formulas


Ian Shuman, CPA | Outsourced Accounting and Advisory Services Partner

Yevgeniy Sukhenko, CPA | Outsourced Accounting and Advisory Services Supervisor

Brandon Mullens | Outsourced Accounting and Advisory Services Senior Accountant

Additional Program Details

Learning Objective: To provide attendees with a better understanding of the tools necessary for planning, forecasting and budgeting in Microsoft Excel.
Instructional Delivery Methods: Group Internet-based
Recommended CPE: 1.0 CPE
Recommended Fields of Study: Accounting
Prerequisites: None Required
Advance Preparation: None
Program Level: Basic
Course Registration Requirements: None
Refund Policy: No fee is required to participate in this session.
Cancellation Policy: In the event that the presentation is cancelled or rescheduled, participants will be contacted immediately with details.
Complaint Resolution Policy: Gelman, Rosenberg & Freedman is committed to our participants’ 100% satisfaction and will make every reasonable effort to resolve complaints as quickly as possible. Please contact kdavis@grfcpa.com with any concerns.

Ian Shuman, CPA

Partner, Outsourced Accounting & Advisory Services

Read Bio