Excel Essentials for Finance Pros SUM, SORT & Speed Up Your Workflow
Date:
Tuesday, October 28, 2025
Tuesday, October 28, 2025
Time:
10:00 AM PDT | 01:00 PM EDT
Duration:
60 Minutes
60 Minutes
Webinar Id:
22750
22750
Overview:
Unlock the Power of Excel for Finance & Accounting!
Are you looking to work faster, smarter, and with fewer errors in your financial data? Join Ray, an Excel expert, in this hands-on webinar designed specifically for accounting, banking, finance, and bookkeeping professionals.
In just 60 minutes, you’ll master 9 essential Excel functions that will transform the way you handle data-from quick calculations to dynamic sorting. Whether you’re reconciling accounts, analyzing transactions, or preparing reports, these tools will save you time and boost accuracy.
What You’ll Learn:
- SUM, AutoSum - Instantly total columns and rows with confidence
- MAX & MIN - Quickly identify highest and lowest values in financial data
- AVERAGE - Streamline your financial analysis with arithmetic means
- COUNT, COUNTA, COUNTBLANK - Efficiently track filled and empty cells in large datasets
- SORT - Organize transaction logs, budgets, and reports in seconds
Who Should Attend?
- Accountants & Bookkeepers
- Banking & Finance Professionals
- Auditors & Financial Analysts
- Anyone who works with numbers in Excel!
Don’t just work in Excel-work efficiently!
Why You Should Attend:
- Practical examples - See real-world finance applications
- Time-saving tricks - Cut manual work and reduce errors
- Live Q&A - Get your Excel questions answered by Ray
Ray’s webinars replicate the in-person classroom experience and include a professional Learning Guide with practical hands-on exercise files, providing a superior learning and knowledge retention experience for attendees.
- Harness the full potential of your software investment
- Time-Efficient Power Learning with Focused Topics
- Practical Hands-On Skill Enhancement with High Retention
- Supporting Resources, Learning Guide and Practice Files
- Improved Productivity, Quality and Error Minimisation
- Up-to-Date Current Knowledge Transfer
- Professional Development Recognised for Career Advancement
- Interactive Experience Through Chat and Live Interaction
- Rapid Return on Investment
Areas Covered in Session:
- SUM - Adds numbers in a range
- MAX - Maximum value
- MIN - Minimum value
- AVERAGE - Returns arithmetic mean
- COUNT - Counts numbers
- COUNTA - Counts non-empty cells
- COUNTBLANK - Counts blank cells
- SORT - Sorts an array
- AutoSum
Who Will Benefit:
- Anyone using Artificial Intelligence and Microsoft Office from fields Including Government, Business, Education, Accounting, Banking, Finance, Investment, Bookkeeping, Consulting, Tourism, Hospitality etc
Speaker Profile
Ray Evans blends a professional, easy-going style with a strong grasp of adult learning-shown in his broad mix of classroom, seminar, workshop, and live-online delivery, plus the practical materials that support them.
Backed by Microsoft certifications, he teaches more than 2,500 topics across Artificial Intelligence, Copilot, ChatGPT, DeepSeek, Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher.
He also holds qualifications in Frontline Management, Accounting, Training and Assessment, and is certified in Six Sigma business-improvement methodology. Since 1990, Ray has trained over 40,000 students, business owners, and executives and authored extensive training and procedural documents, complex reports, and engaging web content-demonstrating strong communication skills and exceptional knowledge transfer.
To provide the best learning and knowledge retention experience for attendees, Ray’s unique and engaging webinars replicate the in-person classroom experience and include:
A comprehensive step-by-step Learning Guide
Demonstrations and practical exercises
Exercise files; and
Productivity techniques
Backed by Microsoft certifications, he teaches more than 2,500 topics across Artificial Intelligence, Copilot, ChatGPT, DeepSeek, Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher.
He also holds qualifications in Frontline Management, Accounting, Training and Assessment, and is certified in Six Sigma business-improvement methodology. Since 1990, Ray has trained over 40,000 students, business owners, and executives and authored extensive training and procedural documents, complex reports, and engaging web content-demonstrating strong communication skills and exceptional knowledge transfer.
To provide the best learning and knowledge retention experience for attendees, Ray’s unique and engaging webinars replicate the in-person classroom experience and include:
A comprehensive step-by-step Learning Guide
Demonstrations and practical exercises
Exercise files; and
Productivity techniques