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New Webinars: Building Blocks of Excel, Parts I and II
Wednesday, October 28, 2015 6:10 AM

The Cornerstone Accounting & Finance Council is sponsoring two new webinars that will help credit union staff become more proficient at using Microsoft Excel.

Excel is a powerful accounting tool that can save you time and increase your efficiency. The Building Blocks of Excel, Parts I and II, webinars will teach you how to navigate a spreadsheet and manage data quickly and easily.

Whether you are just getting started with Excel or want a basic refresher, make sure to put this Excel training opportunity on your calendar.

Part I – Wednesday, Nov. 18 | 2:00 p.m. CST

Topics covered include:

  • Name and Save an Excel Workbook 
  • Add Titles and Subtitles
  • Add Columns and Rows 
  • Format Text 
  • Autofill Data (days of the week, months, etc.) 
  • Assign Cell Formats (text, dates, number) 
  • Manual Calculations
  • Addition, Subtraction, Multiplication, Division
  • Q&A

Part II – Wednesday, December 16 | 2:00 p.m. CST

Topics covered include:

  • Cell Linking
  • Text and Formula Concatenation
  • Use Basic Formula including AutoSum and Averages
  • Absolute Referencing
  • Nested Formulas
  • Basic Logic Functions (True and False, IF, etc.)
  • Formula Tracing
  • Show Formulas
  • AutoSum Functions (Sum, Average, Count, Max, Min, etc.)
  • Q&A

These webinars are offered at no cost to Cornerstone credit union staff and volunteers, and as a bonus, when you register, you will receive a complimentary Accounting and Finance Council membership for the remainder of 2015.

More information and registration.

Your Presenters: Daniel Levario and Frank Frazzitta

Daniel LevarioDaniel Levario is the CFO at One Source Federal Credit Union in El Paso. He joined the leadership team at One Source in January of 2014. His role as CFO includes the management of the credit union’s accounting functions, reporting, ALM strategies, and financial literacy outreach programs. He has more than 15 years of accounting experience spanning public accounting, real estate investment, construction, education, and the financial services industry. Levario has a BBA in Accounting from the University of Notre Dame and is a licensed CPA in the State of California.

Frank FrazzittaFrank Frazzitta is the CEO at City Federal Credit Union, a position he accepted in 2015 as a turn-around specialist, modernizing the organization and developing a diverse and sustainable operating plan for the future. He has more than 30 years of financial services experience, including 20 years as a CFO. He began his career at the Federal Reserve Bank in San Francisco, then began his credit union career with Chevron. Frazzitta has a Bachelor of Arts in Business Administration-Finance from San Diego State University and an MBA in Finance from San Francisco State University.

For questions about this webinar, please contact Cristina Martinez at cmartinez@cornerstoneleague.coop or 800-442-5762, ext. 6403.