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Excel – Tips, Tricks and Traps

September 22, 2016 @ 10:30 am - 1:00 pm

Dan Goldzband will be showing you some of his Tips, Tricks and Traps from his UCSD Course that he will be teaching in October – November.  You won’t want to miss this opportunity to gain more in depth knowledge on Excel.

Microsoft Excel makes it easy for anyone to do number crunching once reserved for accountants and statisticians. But the world’s best-selling spreadsheet software has also contributed to the proliferation of bad math. Close to 90% of spreadsheet documents contain errors, a recent report found and suggests “Spreadsheets, even after careful development, contain errors in 1% or more of all formula cells.”

This presentation will highlight some of the exercises in Dan’s Financial Analysis Practicum course, to be offered in October-November at UCSD. It draws heavily from his manufacturing work, and will demonstrate advanced Excel functions and techniques for manipulating large amounts of data. Excel files containing more than 100,000 rows of data will be used to produce inventory and production analyses for monthly closes, operational reviews and production progress reporting. This is an opportunity for audience members to pose their own pesky challenges to see how Dan would sketch an approach to solving them.

Fasten your seat belts, it’s going to be quite a ride!.

About Our Speaker

Daniel Goldzband, CMA, MBA, has been a commercial lender, corporate financial analyst and manufacturing cost accountant. His experience ranges from accounting firms and financial institutions to engineering, manufacturing and retailing. His work experience has been at notable San Diego companies including United Technologies, Veridiam, General Dynamics, Cohu and National Pen, as well as several regional and national commercial lenders. His teaching combines theory with actual practice, from the perspective of how the finance and accounting functions actually operate in such firms.
Registration starts at 5:30 PM
Dinner is at 6:00 PM
Speaker starts at 7:00 PM
Humphreys Menu:
Starter Course: Cajon Corn Chowder with Bay Shrimp or
Garden Salad

Entree: (Select one of the following choice the night of the event)Vegetarian Plate of sauteed wild mushrooms, squash, fennel & roasted peppers, grilled & marinated Portobello mushrooms, goat cheese spinach wonton, and pinot grigio tomato sauce

Shrimp Tacos with 6 sauteed shrimp on two soft corn tortillas, chipotle aioli, guacamole & salsa

Free Range Chicken & Spinach Pasta with fresh pascucci fettuccine tossed with parmesan pesto sauce, grilled chicken, spinach & fresh basil, topped with feta cheese & diced tomatoes

Humphreys Gourmet Burger is a Kobe beef char grilled, bacon onion compote, aged 1 yr white cheddar cheese on a soft artisan bun served with sweet potato fries

Grilled Skirt Steak Chimichurri is skirt steak, sauteed broccolini and oven roasted fingerling potatoes

Members & Students $30.00 & All Guests $40.00

Scholarship Opportunity Prizes
$450 Facial Package from Alvarado Skin Care
$50 Gift Card from Capri Blu
$50 Jewelry Set from Tina Fox
$15 Bottle of Wine from Shelly Waddell
Click on the link below to register or RSVP.
Last day to register is Weds. Sept 21st…no refund can be given after this date.


September 22, 2016
10:30 am - 1:00 pm


Shelly Waddell, Vice-President
View Organizer Website


Humphreys Grill
3299 Holiday Court (Sheraton- La Jolla)
La Jolla, CA 92037 United States
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