"MrExcel" Bill Jelen for POWER EXCEL SEMINAR
April 20, 2018 in Nashville, TN

Lincoln Trail Council of Institute of Management Accountants (IMA) is excited to partner with Bill Jelen - Microsoft Excel expert, Host of and Former Financial Analyst - to bring powerful Excel Tips & Tricks to you!  Join us for this full-day seminar on April 20th in Nashville, TN and earn 8 CPE credits.  Get an immediate return on your investment as you learn efficient, powerful tips, tricks, and techniques to save you hours each week.  If you have not seen Jelen present, you will see why his training is described as both educational and entertaining!  

  • For regular and heavy users of Microsoft Excel – Analysts, Controllers, Accountants, Finance, Insurance, etc.
  • “Power Excel” is the morning program and “Advanced Data Analysis Using Excel” is the afternoon program.
  • VALUE – includes 8 CPE, two (2) books to take home, and continental breakfast and lunch!
  • Personal laptops are welcome but not required for seminar.
  • Jelen loves new questions and will incorporate them in the seminar.  Send your Excel questions in advance via e-mail to (and include city and date of seminar in email) or bring them to the seminar.

Registration will open in February 1, 2018

Seminar Agenda

8:00 – 8:30 a.m. EST

Registration, Continental Breakfast, and Technology Setups


8:30 – 12:15 p.m. EST

Power Excel Seminar with Bill Jelen

This seminar includes a demonstration of powerful but often overlooked techniques in Microsoft Excel. Learn how to use charts, fill data, sort, filter, subtotal, and create pivot tables. See how to shorten your complex IF formulas. See how to use and troubleshoot VLOOKUP.

Book: MrExcel XL - 40 Greatest Tips of All Time

Learning Objectives:

  • Excel charting techniques, including one-click perfect charts.
  • Master the Excel fill handle for filling lists, custom lists, and formula copy.
  • Excel formulas for joining text, contrasted with Flash Fill in Excel 2013.
  • Use Filter by Selection to create ad-hoc totals.
  • Add Subtotals and collapse to produce a summary report.
  • Deep dive into Pivot Tables and the various settings.
  • Understand functions such as IF, AND, SUMIFS, VLOOKUP

Prerequisites: Knowledge of how to enter basic formulas in Microsoft Excel

Program Level: Intermediate

Field of Study: Computer Science


12:15 – 1:00 p.m. EST

Networking Lunch


1:00 - 5:00 p.m. EST

Advanced Data Analysis with Bill Jelen

This seminar includes a demo of newer features available in Excel. See Power Query,Power Pivot, and Power Map. Watch how to use pivot tables to solve real-world problems such as matching lists, finding outliers, creating stratifications. Learn a way to improve your VLOOKUP calculation by a factor of 400. Learn how to workaround the macro recorder

Book: Power Excel with MrExcel (2017 edition)  

Learning Objectives:

  • Convert poorly formatted data to be suitable for Pivot Tables.
  • Use Pivot Tables to match two lists.
  • Use GetPivotData to create perfectly formatted reports.
  • Learn the basic of Power Pivot for reporting from multiple tables.
  • Extract, Transform, and Load data using Power Query.
  • Visualize geographic data on a map using Power Map in Excel.
  • Use Pivot Tables for frequency distribution, pareto, and stratifications.
  • An innovative way to make VLOOKUP 400 times faster.
  • How to workaround the macro recorder limitations.

Prerequisites: Knowledge of how to enter basic formulas in Microsoft Excel

Program Level: Intermediate

Field of Study: Computer Science


**Participants can earn 8 CPE credits for full-day attendance at this conference.

Seminar Details

Additional details about seminar location and registration will be coming soon.

Electronic Devices

Personal laptops are welcome but not required for this seminar. The seminar is fairly fast-paced.  There will be times when you will get more out of the seminar by watching the demonstrations and taking notes.  There will be other times when you may want to try out some of the tips being discussed.  Whether you bring a laptop or not, Bill will provide a handout with a link so you can download all of the sample files at the seminar or when you get back to the office.

Hotel Accommodations

  • TBD


Schedule Changes

Lincoln Trail reserves the right to cancel the program as appropriate with notice to registrants.  Should this occur, all registration fees will be refunded in full.

Photograph Release
Photographs may be taken at this event.  These photos may be used on the Lincoln Trail website or Facebook page, newsletter publications, or other materials.  By attending this event, you authorize the Council to use your image in any IMA-related publication or websites.

Speaker Biography

Bill Jelen is the host of and the author of 49 books about Microsoft Excel including Excel Gurus Gone Wild, Pivot Table Data Crunching, and Power Pivot Alchemy. He has made over 80 guest appearances on TV’s Call for Help with Leo Laporte and was voted guest of the year on the Computer America radio show. He writes the Excel column for Strategic Finance magazine and is a contributing editor to CFO Magazine. He has produced over 1800 episodes of his daily video podcast Learn Excel from MrExcel. Bill will entertain you while showing you the powerful tricks in Excel. Before founding in 1998, Jelen spent twelve years “in the trenches”, as a financial analyst for the accounting, finance, marketing, and operations departments of a publicly held company. Since then, his company automates Excel reports for hundreds of clients around the world. The website answers over 30,000 questions a year – for free – for readers all over the world.

For more information,visit the MrExcel website.

CPE Credit

This program is designed to meet the ICMA guidelines for CPE credits for CMAs and CFMs and the NASBA guidelines for CPE credits for CPAs. However, state boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  In addition, many IMA members apply this CPE from IMA to meet requirements for a variety of other certifications, including CIA, CGFO, etc.

CPE credit is granted through the Council to participants based on the times indicated on the sign-in/sign-out sheet provided at the registration table at the start of the seminar. It is the participant's responsibility to record accurate times on this sheet. In order to be eligible to receive full credit, participants must arrive on time and stay for the entire duration of the seminar.

Participants may earn up to EIGHT CPE CREDITS for full day attendance at this conference.


Certificates of Completion

Certificates of completion will be emailed to participants within two weeks following the seminar. It is the participant's responsibility to provide an up-to-date email address at registration.