Events Calendar

Excel User Group - 6:15 - 7:30 PM
Sephora Cosmetics
525 Market Street, 11th Floor
San Francisco


Excel Specialist Group

Date Subject
October 8, 2008 Formatting an Excel Worksheet
October 15, 2008 Formulas in a Worksheet
October 22, 2008 Enhancing a Worksheet
November 5, 2008 Moving Data in Excel
November 12, 2008 Maintaining Workbooks
November 19, 2008 Charts & Graphs
December 10, 2008 Enhancing the Display of Workbooks
December 17, 2008 Review & Mock Test

Fee for all eight sessions: $50 Members/$150 Non-Members
Book: $40

Excel Expert Group

Date Subject
January 21, 2009 Advanced Formatting Techniques
January 28, 2009 Working with Templates/Workbooks
February 18, 2009 Using Advanced Functions
February 25, 2009 Working with Lists
March 18, 2009 Using Excel's Analysis Tools
March 25, 2009 Managing and Auditing Worksheets
April 15, 2009 Collaborating with Workgroups
April 22, 2009 Using Data from the Internet
April 29, 2009 Review & Mock Test

Fee for all nine sessions: $50 Members/$150 Non-Members
Book: $40

Six Part Excel Training Sessions (Saturdays)
Click here for more information
July 19, 2008, Pivot Tables

CMA Study Group -
Further information to come

CMA Study Group
We started offering a series of video lectures from Lambers CMA Review Course to our members studying for the CMA test who wish to do so in a group setting. To participate, a candidate will need to purchase a set of books and flashcards from Lambers. The cost for all four parts of the exam will be $250.00, or $70.00 for any single part. This is by far the most economical way to study for this exam that we have found, and we have received good reviews from others that have used the Lambers System.

Meetings will be held on Tuesdays and Thursdays from 6:00pm to 9:00pm at the Golden Gate University. Our first official session was on Tuesday, December 11 th at 6:00pm. However, it is still early enough in for you to jump on board. We plan to run to the program for two different tests simultaneously so that we can most easily include as many people that are interested without too much wait.

For more information, please contact Harry Massouda at harry@resourcedesign.com or by phone at (415) 777-0202, ext. 249.

For those who prefer to study for the exam on their own, we still offer the Gleim discount program to those who are members of the San Francisco Chapter. See the Gleim add in this newsletter for more details.

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Excel User's Group
The San Francisco Excel users group sponsored by the SF Chapter of the Institute of Management Accountants is just completed a successful year of both technical sessions, social functions, and Excel MOS test preparation.

Our Excel User's Group sessions last season were hugely successful and resulted in the chapter winning a banner award from IMA National for the first time since 1969. We are hoping that we can improve upon this in the upcoming year.

For the upcoming year we intend to hold two different Excel Program's. One for the Excel Specialist Certification and the other for the Excel Expert Certification. We have asked that those of you who went through our Specialist Program last year volunteer to lead a group session this year. Many of you already have volunteered. We could use a couple more volunteers, however. For those of you who are interested in sharpening your excel skills, this is a great way to do it. They say the best way to learn something is to try teaching it to others. This will also be a great way to give back to the chapter while improving your own capabilities.

If you have any questions or comments, or wish to attend a future workshop, please contact John or Joel. Their contact information is listed below.

John Hallett
(925) 285-5824
jhallet@well.com

Joel Smith
(415) 543-6900, ext. 269
jsmith@lautze.com

Excel Testing Centers:

Laney College, Business Education Department
900 Fallon Street
Oakland, CA 94607
Phone: (510) 464-3438; Ask for Jimmy Tran to schedule

Test $75; Including re-take $85
Pay at Cashier--Tower Building, 2nd Floor

Inter-City Services, Inc., Workforce Training Institute
3269 Adeline Street
Berkeley, CA 94703
Phone: (510) 655-3552; Ask for Chrystal

Test $85; Re-take $15
MWF 8:30 - 5:00; TTh 9:00 - 6:00

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