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About the Mastery Series
Format: 6 sessions, 2 hours each, over 3 weeks
Session Days: Tuesday and Thursdays
Time: 2pm - 4pm ET
Platform: Zoom
Style: Interactive, cohort-based with peer learning and shared insights
Workshop Overview
Most professionals use Excel every day—but often in the same way they did 10 years ago. Excel has evolved, and it’s more powerful than ever. This boot camp is your opportunity to level up your skills in an engaging, supportive learning environment that delivers serious value in a short time frame.
Designed for busy professionals, this workshop equips you with the critical Excel skills needed to analyze, automate, and deliver insights faster and more accurately. Through hands-on sessions and guided materials, you’ll sharpen your abilities across six essential Excel domains, all while building habits that help you work smarter.
You'll Learn:
- Fundamentals: Solidify your Excel foundation and boost your confidence
- Formulas: Explore new dynamic functions and custom-built formulas
- Formatting: Create professional, clear, and insightful visuals
- Analyzing: Use tools like PivotTables and charts to make data actionable
- Assembling: Gather, transform, and manage diverse data sources
- Automating: Streamline repetitive tasks with Power Query and macros
What You’ll Get:
- 6 x 2-hour live sessions
- Recordings of all sessions
- Presentation slides and workbook materials
- Reference guides and example files for ongoing use
Session Breakdown
Session 1: Mastering the Fundamentals
- Navigation: Ribbon, files, sheets, and ranges
- Formulas: Basics, reference types, functions
- Formatting: Entry-level tools that pack a punch
- Pro Habits: Build muscle memory for speed and accuracy
Session 2: Mastering Formulas
- Understand key formula syntax and references
- Work with named ranges and dynamic arrays
- Top 60 Excel functions to know
- Custom functions for efficiency and reliability
Session 3: Mastering Formats
- Apply standard and number formatting
- Use conditional formatting (pre-set and custom)
- Explore table styles, themes, and formatting tools
Session 4: Mastering Analysis
- Sort and filter data (functions and visual tools)
- Use Tables, PivotTables, and Slicers
- Build charts, PivotCharts, and Sparklines
Session 5: Working with Power Query
- Connect to various data sources
- Apply basic and advanced transformations
- Learn refresh workflows and best practices
Session 6: Working with Macros
- Display the Developer tab
- Use the macro recorder and learn basic VBA
- Explore macro examples and coding logic
- Session recap and workshop wrap-up
Why You Should Register
- Master the most powerful Excel tools in under a month
- Boost your value, efficiency, and confidence in Excel
- Save hours each week with smarter workflows
- Reduce errors and build consistency in your processes
Program FAQs
The workshop contains 6 sessions of 2 hours each – twice a week for three weeks.
All sessions are recorded. You’ll receive the full recording and materials afterward.
Yes! Contact us at (407) 930-7961 for customized group pricing.
Absolutely. We offer private cohorts customized for your organization’s needs.
This course focuses on high-impact Excel features that deliver immediate ROI. Plus, you’ll get a suite of lasting tools and references.
Yes, upon completion of all sessions, you will receive 12 CPE credits.
Instructional Delivery Method: Group Internet Based or Group Live
Recommended Field of Study: Computer Software & Applications
Program Level: Basic
Prerequisites: None
Advance Preparation: None
Instructional Delivery Method: Group Internet Based or Group Live
Recommended Field of Study: Computer Software & Applications
Program Level: Basic
Prerequisites: None
Advance Preparation: None
Many participants seek employer approval for continuing education. We’ve made it easy — download a pre-written justification letter here to submit for internal approval.
Purchase
Good News! You can join late!
All sessions are recorded.
Session Breakdown
1st Session
Mastering the Fundamentals
Get comfortable with Excel’s core tools as you learn to navigate ribbons, files, sheets, and ranges. Explore essential formulas, entry-level formatting, and pro habits that build speed, accuracy, and confidence.
2nd Session
Mastering Formulas
Take your formulas to the next level by mastering syntax, references, and named ranges. Discover dynamic arrays, the top 60 must-know functions, and create custom formulas that boost efficiency and reliability.
3rd Session
Mastering Formats
Transform raw data into polished, professional spreadsheets. Learn number and standard formatting, apply powerful conditional formats, and use themes, tables, and style tools for clear and consistent presentations.
4th Session
Mastering Analysis
Unlock Excel’s analytical power with tools to sort, filter, and summarize data. Gain hands-on practice with Tables, PivotTables, and Slicers, and bring insights to life using charts, PivotCharts, and Sparklines.
5th Session
Working with Power Query
Streamline your workflow by connecting to diverse data sources and applying both basic and advanced transformations. Learn refresh strategies and best practices that keep your data clean and up to date.
- 2:00 pm to 4:00 pm EST
6th Session
Working with Macros
Automate repetitive tasks by unlocking Excel’s macro capabilities. From recording simple actions to exploring basic VBA and coding logic, this session equips you with practical skills to save time and simplify complex processes.
- 2:00 pm to 4:00 pm EST
About The Speaker
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Derek Henry, CPA, CFE
Derek is an accomplished speaker, trainer, consultant, and developer with over 20 years of experience in public accounting, corporate accounting/finance, and software pre-sales. Over that time, he has taught, managed, and mentored hundreds of people on how to work with more efficiency, accountabilit [...]