Chapter PD: Excel Tips & Outlook

October 13, 2018

Photo by: Getty images

CPABC Tri-Cities Ridge/Meadows Chapter is excited to welcome Richard Jang CPA, CGA, back op the chapter to present on Microsoft Excel  and Microsoft Outlook.

Microsoft Excel (3 hours)

This session will start with Excel Shortcuts, Tips and Tricks to improve your day to day productivity using Excel. Some of the topics presented include navigation shortcuts, manipulating text & date values, data validation, and customized sorting. Whether you’re new to Excel or an experienced user, Functions and Formulas are something many people deal with on a daily basis.

We will get started with the most common formulas used by accounting and financial professionals with a focus on taming IF statements and getting the most from lookup and data functions. When our formulas misbehave and don’t give us the results we’re expecting, this session will cover the necessary tools to help users fix the problem.

Finally, we will go over the new Microsoft  Power Tools – PowerQuery, PowerPivot, PowerView sand find out what these Power Tools do and why more and more accounting and financial professionals are adding these skills to their reporting toolbox.

Microsoft Outlook (1 hour)

Many professionals spend a good part of their day dealing with emails. This seminar with teach users how to better manage Outlook, to increase productivity, and dive into the many features of Outlook (calendars, tasks, contact lists, appointments, etc.).

Date:Saturday, October 13, 2018
Where:PoCo Inn and Suites, 1545 Lougheed Highway, Port Coquitlam, BC 
Time: Breakfast buffet: 7:45 am- 8:30 am | Seminar: 8:30 am – 12:30 pm
Cost:$72 + GST
CPD | Level:4 hours | General
To Register:Click here

PLEASE NOTE: You are welcome to bring your laptop however there will be NO POWER SUPPLY provided. Also during the seminar, there will be no technical support/ assistance available on the features discussed.

The seminar is purely instructional based with no hands on laptop activities.


Richard is a member of the Sage Software Product Design team working on accounting and business management software. His focus includes reporting, business analytics and intelligence, helping companies in North America and internationally become more productive with information technology. He has presented multiple technical sessions at corporate conferences in the U.S. and overseas.

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