Bootcamp: Excel Essentials for Share Plans (FALL 2025)
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.
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- Issuer Member - $999
- Provider/Advisor Member - $999
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Excel Essentials - Sample Data File
Download this file ahead of the course in order to have the sample data to work along side with the presenters.
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Excel Essentials - Video Replay
Excel Essentials - Slides