Excel for Bankers: Functions and Formulas for Financial Data Analyzation

Why Should You Attend:

In the business world, or within your organization, you probably experience large amounts of data. Maybe the data is about your sales, customers, donations, orders, employees, vendors, expenses, or whatever it may be.

Excel has many built-in functions that help you deal with that data. It is very important that you know how to use some of these functions to get the most out of your data in a time efficient manner. This way, you can turn the data into meaningful information and then provide the answers that you need for yourself, your boss, and/or you’re Financial Institution.

This webinar will tremendously benefit anyone who handles large amounts of data in Excel. For example Banks need to data mine their existing loan portfolio to prevent loan prepayments and protect existing loans from being poached by competitors. This conditional function helps us determine if borrowers are top relationship for our bank, and then we determine if they meet criteria that makes the borrower more likely to refinance with a competitor.

Areas Covered in the Webinar:

• Identification of problems in the current activity that can be solved with the help of Excel instruments
• Presentation techniques for analysis and synthesis of data for the purposes of performance reports
• The use of audit instruments to verify the data and formulas in the spreadsheets
• Using scenarios for substantiation of decisions
• Automation of routine operations using macros
• The use of Excel in multiuser environments
1. Relative formulas
2. Absolute Formulas
3. IF combined with AND / OR
4. Using VLOOKUP To Do Bank Reconciliations
5. How to use a SUMIF formula to reconcile your bank account
6. Countif
7. Averageif
8. Sumifs
9. Countifs
10. Networkdays

Who Will Benefit:

• CEOs / CFOs / CTOs
• Branch Managers
• Tellers
• Supervisors
• Senior Leadership
• Marketing Officers
• Anyone who regularly uses Excel, & wants to be more efficient and productive

Tom Fragale
Sr. Consultant, The PC Guy Consulting INC

Tom Fragale is a computer professional with over 30 years of professional experience. He is a Microsoft Certified Trainer, a Microsoft Certified Office Master, and a Microsoft Certified Expert in Word and Excel., and a Microsoft Certified Specialist in Access, Outlook, and PowerPoint. He has trained over 30,000 business people in on-line webinars, public seminars, and on-site training.

His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including insurance, manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and project manager on many successful projects.

His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, QuickBooks, and SharePoint, among others. His passion is training people and helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access. He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.

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