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In this course, you’ll learn how to become super-efficient and how to take modern approaches that make your files more dynamic, reduce the risk of errors, and provide a great, professional look.

Even if you’re not a deep Excel user, you’ll gain insights that help you collaborate with your team and discuss what’s new and useful in Excel.  We’ll also teach you how to continue your learning journey and keep up with the latest Excel trends.


• Use crucial shortcuts that help you blaze through your work
• Use crucial functions that make your files super-dynamic
• Use crucial features that help you prevent and identify errors
• Use critical approaches that save you a ton of time


Feeling left behind with your Excel skills? Want to learn how experts are taking modern approaches to make their files more dynamic and easier to use? This intermediate-level course is your key to success!

Excel is one of the most important applications ever built.  And in the past few years, there have been some awesome enhancements!  There are several new tools that allow you to completely rethink how you set up files, whether they are basic or advanced.  With a solid understanding of these new and innovative features, you can be an extremely valuable resource to your team and your company!


  • Analysts
  • Accountants
  • Auditors
  • Executive Assistants
  • Managers
  • Directors

Derek has an extensive 20+ year background in Accounting and IT, having held roles in public/corporate accounting and technical sales. He helps accounting and finance teams optimize their processes in Excel and beyond with training, tools, consulting projects, and productivity coaching.  He is passionate about efficiency and accountability.

Derek is a Certified Public Accountant and a Certified Fraud Examiner.  He lives with his family in Arlington, TX.  He is actively involved at church, and enjoys disc golf, softball, and having fun with his family.

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