Excel 101 - Foundations & Practical Skills for the School Business Office

Join us for a hands-on Excel Workshop designed specifically for School Business Officials (SBOs) and Treasurers in New York State. This two-day session will enhance your Excel skills, from foundational tools to advanced data management techniques, empowering you to work more efficiently in school finance operations.

Presented by: John Tamburello, Senior State Aid Specialist, Questar III BOCES 

Cost: Member : $275 | Non-Member: $330

Estimated Credits: CTLE : 6 Credits (Content) | CPE: 7 Credits (Advisory Services) 

Day 1: Foundations & Practical Skills
May 6, 9:00 AM - 12:00 PM

• Intro to Excel (basics)
• Data organization & formatting
• Basic formulas & functions relevant to Treasurers & SBOs.
• Sorting and  filtering data
• Tables
• Homework Assignments

Day 2: Practical Skills Part 2 & Real World Applications
May 13 , 9:00 AM - 12:00 PM

• Homework review
• Advanced formulas for daily business offiice use
• Data validation 
• Pivot Tables 
• Collaborating and sharing with colleagues in excel (protecting/locking cells, tracking changes, etc.)

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