Bootcamp: Excel Essentials for Share Plans (FALL 2025)
-
Register
- Issuer Member - $999
- Provider/Advisor Member - $999
Already registered?
Log in now.
Join us for a comprehensive hands-on session that takes you through the Excel essentials tailored for managing and optimizing share plan data. This stand-alone course provides attendees with a practical, interactive experience designed to enhance your proficiency in working with common functions and real-world scenarios.
Excel Essentials - Sample Data File
Open to download resource.
Open to download resource.
Download this file ahead of the course in order to have the sample data to work along side with the presenters.
Excel Essentials - Video Replay
Open to view video.
Open to view video.
Excel Essentials - Slides
Open to download resource.
Open to download resource.