This workshop will provide an overview of Excel and PowerPoint best practices that are vital to efficiency and speed in the production of financial models and other business deliverables commonly produced by Wall Street and other finance professionals. In particular, the following will be covered:
- Excel best practices
- Basic Excel setup including macro security, iterations & calculations settings
- Common ""shortcut"" keys and other navigating and efficiency tips
- Page setup functions
- Best practices for building formulas (auto sum, filling)
- Customizing toolbars in Excel (including adding icons to your toolbar)
- Navigating in Excel
- Shortcuts including autosum, advanced paste special functions, fill functionality, go to cells, repeat function, naming cells & effectively navigating between worksheets
- Excel foundations & efficiencies in formulating projections
- Fundamentals of formats including alignments & custom number formats including ""text"" with custom formatting
- Anchoring cells
- PowerPoint best practices
- Efficiently navigating PowerPoint using short-cut keys
- Workplace setup
- Alignment tools in PowerPoint
This workshop will be taught by Alex Lue, a former Merrill Lynch investment banker and Stanford Law School graduate, from Training the Street.
A light breakfast will be provided.
Lunch will be provided at the conclusion of the workshop.
Open to YLS students only.
Sponsoring Organization(s)
The Tsai Leadership Program