Excel Essentials for Equity Compensation
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Register
- Non-member - $300
- Member - $150
Save Time and Effort with Key Functions, Formulas, and Tips
Excel skills are an essential part of any stock plan professional’s core toolkit. Strong Excel abilities can make nearly every aspect of your daily job easier, from roll forwards to Transfer Agent reconciliations and D&O questionnaires. Whether you’re a novice or a strong user, brush up or grow your skills by learning new functions and formulas, useful shortcuts, and best practices for any and all Excel users. Course modules will cover index/match, improved vlookup, sumifs, Iferror, and more.
Ideal Development Opportunity For
- Equity pros seeking stock-plan specific Microsoft Excel tips and shortcuts.
- Excel users of all levels wanting to add skills to their toolkit.
- Those wanting to gain knowledge on data parsing and validation.
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Contains 4 Component(s), Includes Credits
Master filtering and extracting data based on multiple criteria.
Master filtering and extracting data based on multiple criteria.
Time: 13 minutes
Liz Stoudt
Partner
Infinite Equity
Michelle Tomasetti
Partner
Infinite Equity
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Contains 4 Component(s), Includes Credits
Learn how to use Excel to cross-reference and lookup information in a set of records.
Grasp new concepts on flexible lookups for difficult problems.
Time: 18 minutes
Liz Stoudt
Partner
Infinite Equity
Michelle Tomasetti
Partner
Infinite Equity
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Contains 4 Component(s), Includes Credits
Numbering Transactions: Learn how to manage your transaction numbering.
Learn how to manage your transaction numbering.
Time: 9 minutes
Liz Stoudt
Partner
Infinite Equity
Michelle Tomasetti
Partner
Infinite Equity
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Contains 4 Component(s), Includes Credits
Gain knowledge on utilizing filters to parse information from a collection of data within seconds.
Gain knowledge on utilizing filters to parse information from a collection of data within seconds.
Time: 8 minutes
Liz Stoudt
Partner
Infinite Equity
Michelle Tomasetti
Partner
Infinite Equity
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Contains 4 Component(s), Includes Credits
Learn to control specific rules and custom messages for invalid data in Excel.
Learn to control specific rules and custom messages for invalid data in Excel.
Time: 12 minutes
Liz Stoudt
Partner
Infinite Equity
Michelle Tomasetti
Partner
Infinite Equity
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Contains 4 Component(s), Includes Credits
Tips and tricks for faster and easier use of Excel.
Tips and tricks for faster and easier use of Excel.
Time: 14 minutes
Liz Stoudt
Partner
Infinite Equity
Michelle Tomasetti
Partner
Infinite Equity
- NASPP Members: $150
- Nonmembers: $300 (Join or renew your membership to receive the discounted member fee and all member benefits.)
Nonmembers will need a free NASPP.com account to register. If you do not already have an account, click the "Log In" button in the upper right corner and then click the "Don't have an account?" link.
All registrations are non-refundable.