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Intermediate Excel: Analytical Tools for Treasury and Finance

Virtual Seminar

Wednesdays, October 30 and November 6, 2019
10:00 AM - 12:30 PM Eastern Time

$400 | $500
Computer Software & Applications
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This course introduces the Excel user to the intermediate and advanced data analysis features of the product including dashboard and user interaction, data preparation, data summarization and visualization, optimization, forecasting, and automation. Through hands-on examples, participants will learn to extract business insights from raw data and enhance their analytical capabilities of finance-related applications.

Learning Objectives

  • Create a dashboard with Excel

  • Master various data summarization and visualization tools

  • Manipulate raw data, such as dates and texts, into user friendly format

  • Conduct sensitivity/scenario analysis, optimization, and forecasting with Excel

  • Automate repetitive tasks through macros

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Bill Hu, PhD, CFA, CTP
Professor of Finance, Arkansas State University
As a recipient of the Excellence in Teaching award from the Neil Griffin College of Business at ASU, Dr. Hu keeps his classes current and relevant by reaching out to the finance industry onsite and online covering topics such as Revenue Forecasting, Financial Modeling, Integrated Financial Statements, Data Analytics and Visualization, Simulations, Big Data, and Excel. Over the years, he has trained thousands of finance professionals on these topics.

Dr. Hu's research includes pricing strategies, market microstructure, behavioral finance, etc. When writing doctoral essays in 2008, Dr. Hu applied machine learning (ML) to classify stock spam emails and disseminated the impacts of spam messages on financial markets in multiple research papers. Recently, he has started projects related to cryptocurrencies. Prior to the study of finance, Dr. Hu was a nanotechnologist and had a variety of scholarly articles and patents in the field of chemistry.