Mastering Microsoft Excel and Outlook Out of Stock
Excel-erate Your Spreadsheet Skills and Outlook Good: Be Your Own Magic 8-Ball
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Excel-erate Your Spreadsheet Skills
We start with the basics and work our way up from there. Learn fundamental Excel concepts with real-life examples, including fiduciary accountings, amortization schedules, real estate closing statements, disbursement schedules, and medical bill summaries.
Outlook Good: Be Your Own Magic 8-Ball
Lawyers and staff are drowning in email, and many feel helpless when trying to get it under control. Learn how to use Outlook’s feature set to efficiently store, organize email and attachments, and successfully deal with high email volume. We'll also show you how to fix Outlook’s default settings for email, calendar, contacts and tasks, and explain many amazing and useful Outlook features which most users don't even know are there.
If disability accommodations or special assistance are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
Excel-erate Your Spreadsheet Skills
9:00 - 10:30am
Excel Basics
• Ribbons, buttons, and interface issues
• Recommended default setting changes
Structuring Data and Using Formulas/Functions
• Navigation
• Editing cells
• Formulas/functions
• Copying/replicating formulas
• Creating a probate inventory and appraisal
• Medical bill summaries with running totals
• Real estate settlement statements with auto-calculating subtotals and totals
• Calculating loan payments based upon varying loan amounts, interest rates, terms, and number of payments per year
• Using formulas to calculate dates and deadlines
10:35 - 10:45 am
Break
10:45 am - 12:00 pm
Formatting Cells and Worksheets
• Formatting to cells, rows, and columns
• Making worksheets look good
• Sorting, filtering, and conditional formatting
Getting the Worksheet to Print the Way You Want
• Headers and footers
• Printing options
• Gridlines
• Row and/or column headings
• Row and/or column labels (titles)
• Fitting text on a page when printing
• Scaling to fit/zoom
Creating Graphs
• Creating and customizing bar graphs
• Creating and customizing pie charts
Advanced Topics
• Using Excel for Mail Merges in Word
• Naming and nesting formulas
• Formulas to manipulate text instead of numbers
• Using tables to manipulate large data sets
• Combining data using VLOOKUP
• Summarizing data: sums and pivot tables
12:00 – 1:00 pm
Lunch Break
Outlook Good: Be Your Own Magic 8-Ball
1:00 - 3:00 pm
How to Fix Outlook
• How to clean up and streamline the default interface
• Customizing the way email is displayed
• Change the default font
• Fix the programmatical defaults so Outlook works better
• Setting up multiple & automatic signatures
• How to minimize or eliminate notifications
• How to be selectively notified when certain people send you email
• Settings Outlook shares with Word
• Calendar and contacts customizations
Storing and Organizing Email
• Folder and subfolder structures
• Automatic email archival
• Best methods for storing important email outside of Outlook
• Best practices for dealing with attachments
• How to keep track of high email volume and not drop a ball
• Why printing email is a bad idea and how to preserve it without paper
• Email management techniques
Make a Good Thing Better with Outlook Add-Ins
• Why Microsoft Exchange is a must-have for all law offices and how to get it
• PDF programs that work with Outlook — the power of integrations
• Options for encrypting email
• Storage and organization add-ins
Outlook Power Tips
• Best email tips and hidden tools
• Calendar tips
• Organizing and searching contacts
• Tips for task management
3:00 pm
Adjourn
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $519.00 USD
- Member Price $389.00 USD
- General Credits 6.00
- Ethics Credits 0.00
- EDI Credits