Leveraging Excel for Decision Making and Data Analysis

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Jay Carlson

Speaker: Jay Carlson

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Date
07 July, 2026 (Tuesday)
Time
10:00 AM PDT | 01:00 PM EDT
Duration
60 Minutes

Overview

In this webinar, we begin by defining data analysis and understanding how it differs from analytics. We then look at data analysis methods such as forecasting, regression, Pareto charts, and decision trees. Finally, we learn about the how and why of Monte Carlo simulations.

Area Covered

•    Data Analysis
        What is it?
•    Why Excel?
•    Getting Familiar with Excel Tools
    •    Formulas
    •    Functions
    •    Graphs
    •    Fraud Detection Techniques
    •    Filter
•    Formula and function example
    •    WEEKDAY
    •    TEXT
    •    VLOOKUP
    •    MATCH
•    Advanced techniques

Why Should You Attend

Anyone interested in expanding their knowledge of fraud investigation. For example:
  • Financial professionals
  • Business owners 
  • Sales professionals and managers

Who Will Benefit?

  • Financial professionals and business owners.

Speaker

Jay Carlson More than 25 years of experience in the IT industry and 20 years as a technical writer, including working as the technical lead at a top software company supporting their financial software
•    Co-author of OfficeFest 2007, a self-published series of training modules that includes Using Microsoft® Excel® for Financial Analysis, Microsoft® Excel® Pivot Tables and Charts, as well as Visual Basic for Applications in Microsoft® Excel® 2007
•    SQL and iPhone® developer
•    Google Data Analytics, Six Sigma, MCSE, MCDBA, ITIL, and SCRUM certified
•    Southern Illinois University B.S. Administration of Justice
•    University of Montana M.S. Public Administration with an emphasis in finance
•    Grays Harbor College A.A. Journalism

•    Excel
•    SQL
•    Statistics
•    Technical Writer

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