Excel – Custom Training 1–2 Days | 7–14 hours | $399/day PLUS TAX

When other Excel courses do not fit your needs, you can cherry-pick your own topics of interest and create a course agenda that meets your needs. If you want, we can help you plan exactly how you want to enhance your productivity with Excel. Custom Training courses have a very high satisfaction rating from our […] Prerequisite: 

When other Excel courses do not fit your needs, you can cherry-pick your own topics of interest and create a course agenda that meets your needs. If you want, we can help you plan exactly how you want to enhance your productivity with Excel. Custom Training courses have a very high satisfaction rating from our clients.

The way it works: Before the training date, each attendee receives a survey listing the primary topics from Excel 1, Excel 2, and Excel 3. They are asked to rank their preferred topics, and the results are compiled to produce a customized agenda. The training is delivered in sessions lasting one or two days, depending on the amount of material.

Sessions are private, with team members from just a single organization at a time. Usually, clients provide their own data for training and practice (our instructor is the only person outside your organization who sees it). We are happy to sign a Non Disclosure Agreement.

The course fees include up to 3 hours of prep time to create practical examples from your own data. Alternatively, if you’d rather not use your own data, materials from the standard course offerings will be used.

Excel – Financial Forecasting 1⁄2 Day | 3 hours | $349 PLUS TAX

Forecasting is a valuable tool in business planning. It allows you to reliably predict company performance, trends, etc. Forecasting applies to expenses as well as revenues, and can provide a clearer understanding of future profits and losses. Ultimately, business forecasting enables better decision-making. Historical data is analyzed to detect patterns which helps to predict future […] Prerequisite: Excel Level 1 

Forecasting is a valuable tool in business planning. It allows you to reliably predict company performance, trends, etc. Forecasting applies to expenses as well as revenues, and can provide a clearer understanding of future profits and losses. Ultimately, business forecasting enables better decision-making. Historical data is analyzed to detect patterns which helps to predict future performance.

Concepts such as linear and seasonal forecasting are reviewed with specific notes about budgeting, seasonality, and run rate. In class, we will analyze government data from 2019 across different industries. Charts are built to visualize the forecasts into the future.

Excel – Finance Functions 1⁄2 Day | 3 hours | $299 PLUS TAX

This course is especially beneficial to accountants, financial managers, and analysts. We explore: » determining monthly payments for a loan» creating an amortization table for a mortgage» computing present and future value for a series of payments or amounts» calculating internal rate of return for cash flows» calculating the number of months to pay off […] Prerequisite: Excel Level 1 

This course is especially beneficial to accountants, financial managers, and analysts. We explore:

» determining monthly payments for a loan
» creating an amortization table for a mortgage
» computing present and future value for a series of payments or amounts
» calculating internal rate of return for cash flows
» calculating the number of months to pay off a loan
» calculating imputed interest rate
» building a 1- or 2-dimensional What-If table for financial terms such as payments, present value, etc.

Also, if you’re connected to the audit profession, Audit Data Analytics may be of particular value. ADAs can enhance the traditional sampling techniques used in audit examinations.

Project Management Quickstart 1 Day | 7 hours | $499 PLUS TAX

In this introductory course, students learn all of the basics of project management. Perfect for small-group team leaders, you will finish this course with a solid understanding of the project management process, and the components at each stage in the process. This course is engaging and easy to follow. It is perfect for people using online apps like Basecamp or Asana. Prerequisite: None. 

Document Design in Word 1 Day | 7 hours | $449 PLUS TAX

A well-designed document reflects well on you because a good page layout makes any document more readable. Your audience is more likely to read and remember it. In this course, you’ll learn how to use basic design principles to make your work attract attention. After this course, you will be proud of your Word documents look, and surprised at how much time you saved making them. Prerequisite: Solid foundation in MS Word. 

Overview
This course introduces you to the basic principles of good design. You will learn techniques for creating attractive documents using text, graphics and other visual elements. During this course, participants will use Microsoft Word, but the design concepts apply to documents created in any software application.

Content
» Essential design concepts
» The design process
» Organizing text and graphics
» Font choice and other type options
» Working with space and lines
» Selecting and adding images
» Working with colour
» Working with various publications
» Using white space effectively
» Marketing material
» Common design problems
» Tips for outstanding design

Learning Outcomes
Participants should be able to use basic design and layout principles to create a range of attractive documents, like:
• resumes
• cover letters
• business letters
• reports
• proposals
• invoices
• certificates
• forms