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Pivot Tables (Advanced Excel) and Designing Dashboards for Trustees Daylong
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8/22/2017
When: 8/22/2017
9:30 am to 3:00 pm
Where: The Summit School
664 East Central Avenue
Edgewater, Maryland  21037
United States


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This daylong workshop is designed for the seasoned Financial Officer/Business Officer looking to brush up skills and expand his or her skill set. Our morning begins at 9:30 with refreshments and a workshop on Pivot Tablesone of Excel's most powerful features. A pivot table allows you to extract the significance from a large, detailed data set. Our instructor, Mr. Craig Kershaw comes to us from The Summit School's business office and has just completed authoring and publishing a book on Quickbooks for Contractors. He will walk us through some scenarios that utilize Pivot Tables and give us time to experiment with our own. Here is a detailed agenda for the Pivot Tables segment.

We'll break for a catered lunch that will be sponsored by AIMS Healthcare Plan provider EBS and then will be led through a presentation on how to create Dashboards specifically designed for Trustees. Communicating only what's necessary, but also critical, for that particular constituency can be tricky. Our very popular speaker Mr. Steven Wernick, CIO from Jewish Primary Day School returns with a hands-on experience that will give us templates to use and customize for our own schools.

This offering is limited to the first 40 people to register. Participants must bring a laptop or device. This is a hands-on class.

AIMS Members: $80 (through August 8th) or $90 (After August 8th)
NON AIMS Members: $120  (through August 8th) or $145 (After August 8th)
Please note that NO REFUNDS will be issued for cancellations for this class after August 11th. 

AIMS warmly thanks EBS for providing lunch, at no cost, to participants at this workshop.

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