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Microsoft Excel Training


Most supply chain logistics professionals use Microsoft Excel in their work. Yet most people in business have little or no formal training in Excel, meaning they’re overlooking many efficiencies, quality control mechanisms, and data analysis methods – among other things.  

Now, over the next year, CITT is offering a suite of seminars presented live but online for busy people like you. Each of these acclaimed seminars is taught by an expert instructor with content based on over 20 years of experience delivering Excel training and implementing feedback from working professionals. Regardless of your skill level, you’ll learn something valuable. And a recording of each seminar will be provided to the attendees - so you can go back and review what you've learned. 

All sessions take place from 11:30 AM to 1:00 PM EST. 

Excel Training Sessions

Excel Tips, Tricks, and Techniques: February 25-27, 2020

Throughout the program, your instructor will reinforce key learning points with practical, real-world examples that will improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience in delivering spreadsheet training to accounting and financial professionals, which assures you of the relevance and usefulness of the information and guidance provided during the program. 

Upon completing this course, you should be able to:

  • Identify situations in which various Excel features can increase productivity and apply each of these techniques in context, such as Freeze Panes, Split Windows, selecting cells with special characteristics, AutoCorrect, the Office Clipboard, and Paste Special
  • Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
  • Customize Excel’s user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel’s Options to improve efficiency, and create and use Templates to increase efficiency and productivity
  • Utilize various formula building tools to create formulas more efficiently and create various types of formulas, including formulas to manipulate text and dates, formulas containing VLOOKUP and HLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
  • Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports
  • Implement procedures for producing Excel-based reports, including adjusting print settings, using the Camera

Register for the sessions of your choice here

Excel Bootcamp: April 28-30 and May 5-7, 2020

If you are ready fo six days of intensive Excel training in a “laptop optional, laptop friendly” environment, then this course is for you. By using accounting-centric examples, developed for accountants, by accountants, Excel Boot Camp takes you through Excel from A to Z and shows you how to elevate your use of Excel to the next level. In addition to long-standing features in Excel such as lookup functions, the Camera tool, and formatting options, this program will highlight the number of recent improvements to Excel including additions to the function library, tables, a vastly improved charting engine, and an overhaul of PivotTable functionality. You will also learn various techniques for enhancing, not only your efficiency but also your effectiveness when working with Excel by taking advantage of a wide variety of “power features” to assist you in creating accurate spreadsheets in a fraction of the time previously required.

Upon completing this course, you should be able to:

  • Implement various tips, tricks, and techniques in Excel to address issues, such as formatting, AutoCorrect, handling dates and times, and selecting cells with special characteristics
  • Utilize Excel’s formula-building tools
  • Identify how and when Excel’s table feature should be used
  • Create and audit complex formulas, including those containing arrays and SUMIFS, VLOOKUP, HLOOKUP, INDEX, and MATCH functions
  • List and apply various techniques for securing Excel workbooks
  • Create charts in Excel that captivate audiences and communicate messages effectively
  • List the six components of PivotTables and create PivotTables, including PivotTables that perform user-defined calculations
  • Implement Excel’s Camera function to assist in creating custom reports
  • Utilize Excel’s Macro Recorder tool to create simple, yet very useful, macros that you can put to work right away

Register for the dates of your choice - or the full six-day session here


November and February Sessions: Karen Granville, Hons. BMath 

Karen is a Senior Associate with K2 Enterprises. K2 Enterprises specialize in delivering customized courses specifically to accounting professionals. Karen has an Honours Bachelor of Mathematics degree in Operations Research and Combinatorics and Optimization from the University of Waterloo, a Teacher Training Certificate in adult teaching from Durham College and is also a Microsoft Office Specialist - Master Instructor. She has several years of business experience in the oil industry and has taught at many educational institutions such as Seneca College, Durham College, Ryerson and other private educational institutions.

Karen has been involved in software applications training and consulting for over 20 years. Computers have been in her life in various shapes and form for over 35 years. She has been working on spreadsheets since the days of Visicalc on an Apple 2e computer. Karen specializes in teaching all the Microsoft Office products at an Advanced level.



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