Power Excel for IMA or IIA Chapters
Bill Jelen, an Excel speaker and trainer,
is available on selected dates to speak to your group. His entertaining and informative
"Power Tips and Tricks for Microsoft Excel" will teach your group how to
dramatically improve their efficiency with Excel.
The seminar is perfect for a CPE day for the IMA, IIA, AICPA, your next Controller Conference or Busines Career Day.
If you have a group of accountants, auditors, office managers, small business owners,
or anyone who uses Excel regularly, they will benefit from Bill's Excel seminars.
The seminar can be customized to focus on the tasks relevant to your industry or group.
Bill always stops to answer questions along the way from the audience - in fact, questions
from the first couple years of Bill's appearances became his first book - Learn Excel from Mr Excel.
The following is list of suggested seminar types with descriptions, books included with session,
recommended time frames, and minimum requirement of attendees.
Morning Session: Power Excel Seminar:
(3.5 hours is recommended)
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.
See new features such as Power Pivot and Excel for the iPad.
Participants in the session will receive a copy of Jelen’s book, Learn Excel 2007-2010 from MrExcel
which is comprised of 512 questions and solutions posed to him during his seminars.
Jelen loves new questions and will incorporate them in the seminar.
Send your Excel questions in advance via e-mail 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!”.
Book: Learn Excel 2007-2010 from MrExcel – 512 Excel Mysteries Solved
Cost: $25 per participant, includes the cost of the book. Minimum attendance for the morning session is 40 participants.
Afternoon Session: 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 Pivot, Power View and Power Map. 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.
Note: The two sessions complement each other. Attendees can attend both sessions, only the morning, or only the afternoon without a problem.
Book: Participants can choose one book from: Excel Outside the Box, Slaying Excel Dragons, Excel Tables, or Dashboarding with Power Pivot.
Cost: $25 per participant, includes the cost of the book. Minimum attendance for the afternoon session is 40 participants.
Travel costs include a flight from Akron, Ohio, one night rental car, and mid-range hotel for the night before the seminar. If we can combine two nearby (2-3 hour drive) events into adjacent days, each chapter pays only a pro-rata portion of the expenses.
If you have a student chapter at the local university, and if my travel gets me in to your city on time, I am happy to add a free 1-hour session for the student chapter the night before your event.
I try to book seminars during the last two weeks of September, October, November, April and May. This limits me to about 30 live dates per year - the schedule fills up quickly, so book early.
Bill Jelen is the host of MrExcel.com and the author of 43 books about
Microsoft Excel including Excel Gurus Gone Wild, Pivot Table Data Crunching,
and Power Pivot Alchemy. He has made over 80 guest appearances on
TV’s Call for Help with Leo Laporte and was voted guest of the year on the
Computer America radio show. He writes the Excel column for Strategic Finance magazine and is
a contributing editor to CFO Magazine. He has produced over 1800 episodes of his daily
video podcast Learn Excel from MrExcel.
Bill will entertain you while showing you the powerful tricks in Excel.
Before founding MrExcel.com in 1998, Jelen spent twelve years “in the trenches”,
as a financial analyst for the accounting, finance, marketing, and
operations departments of a publicly held company. Since then, his company automates
Excel reports for hundreds of clients around the world.
The website answers over 30,000 questions a year – for free – for readers all over the world.
Jelen joins us from Akron, Ohio.
Seminar Co-ordinator Comment:
"St. Louis IMA was looking for the perfect guest speaker/trainer who would fill our seats and make a lasting impression on our members. Bill Jelen was our man! 97% of those in attendance ranked Mr. Excel "Excellent" in all categories. Not only is Bill extremely knowledgeable, he has a special talent for making people laugh! His four hour seminars feel like 30 minutes. Bill has conducted three seminars for our group and we look forward to inviting him back. I HIGHLY recommend Bill Jelen for both "Power Tips & Tricks" as well as "Advanced Excel."
– Reid Sullivan, Kelly Financial Services
Comments from Attendees
Here are comments from attendees at a state CPA CPE day. Bill was ranked 4.98 out of 5 on Knowledge of Subject and 4.89 out of 5 on Presentation Skills.
- Excellent, relevant and very helpful
- Outstanding. The time flew by
- Awesome topic – I really gained a lot of practical tips
- Great seminar, learned useful tips for using Excel more efficiently. Great presenter
- I could have spent all day at this session. It was so helpful, Bill is a great speaker.
- I would attend an Excel class with Mr. Jelen in a minute
- I loved this session, even as an advanced user of Excel I still learned some great tips. Bring Bill back next year.
- His fast paced presentation gives the class a quick learning tool that helps
- Best session of the day, by far
If you allow non-members to attend the session, Bill will be happy to promote the
seminar to his readers at the MrExcel.com website. (At an IIA event in Chicago, the chapter
reported a record number of non-members attending due to this marketing).
Book MrExcel for your next CPE day, Controller Conference, or Career Day! He has entertained
and informed chapters of the IMA and IIA around the country. For the cost of travel and books
MrExcel will come to your site. To check available dates, call Bill at (330) 715-2875 or write pub @ MrExcel.com.
Having a winter controllers conference in Orlando?
Bill Jelen will educate and entertain your group for
a 1 or 2 hour version of Power Excel! Your staff will learn Excel
Tips and Tricks that will literally save them hours each month. Great
for Controllers, Finance or Accounting Professionals!
Availability: January through March each year.
Prices below include the session and travel. No books are included.
- Port Canaveral, Titusville, or Cocoa Beach: $700
- Melbourne Florida: $725
- Orlando: $750
- Fort Pierce: $800
- Daytona Beach: $800
- Jacksonville: $950
- Tampa: $1000
- West Palm Beach: $1000
- Fort Lauderdale: $1150
- Miami: $1200
To find out where Bill is headed off to next, visit
Bill's Press Appearance Page! An up to date listing of Bill's
current engagements through mid 2015 - dates are being added
If you can't have Bill presenting
for your group live and in person, please don't forget about Bill's
Live Lessons with MrExcel DVD Series, produced by QUE Publishing
There is a new "Power
Excel 2013 with MrExcel" DVD!
And you can see other varieties of
Bill's Training by visiting the DVD listing at
The MrExcel Store