2016 Excel Workshop II

Excel Workshop Ⅱ

 Canadian-Chinese Professional Accountants Association (CCPAA) is going to hold an Excel Workshop on Sunday, April 3, 2016 at Edithvale Community Centre.

Excel is a great tool for tracking projects, organizing data, and turning raw data into usable

information. This Workshop will focus on VBA and also give Excel advanced users some new tips and features.

Workshop Overview

This Workshop is designed for participants who wish to learn and enhance Excel VBA skills.

The workshop will provide an overview and introduction to VBA, in this workshop you will have chance to really explore what VBA can do for you and gain practical experience from real case study and discussion.

Workshop Framework

The workshop is composed by five sections:

• Section 1 – Introduction VBA for applications (30 mins)
• Section 2 – Custom Functions (30 mins)
• Section 3 – User Forms (30 mins)
• Section 4 – Worksheet Events (30 mins)
• Section 5 – Hands on Case Study (Build your own Dashboard) (45 mins)

(Please see attached detailed descriptions)

Speaker: Shawn Luo

Shawn Luo holds a master degree of Management and Professional Accounting from University of Toronto and a bachelor degree of Management and Organizational Studies from University of Western Ontario. Currently, he works at SGGG FSI as a fund accountant, which involves high volumes of fund valuations as well as financial reporting/audit/tax responsibilities. Shawn is also in constant progress of CPA, CA, CFA and CAIA. Besides his busy work and study life, Shawn volunteers at CCPAA, he has successfully mentored the corporation tax workshop session last year. This time CCPAA Excel group is very honored to invite Shawn to provide VBA training session and share his practical experience with VBA.

Excel Workshop Administration Team

• Event Leaders: Cheng Lin /Maggie Shu

Responsible for reviewing proposal.

• Coordinator: Amy/Yi Ping/Saice/Elle /Elaine

Responsible for proposal writing, events organizing and coordination with participants.

Responsible for refreshments pickup and any onsite event supporting.

Responsible for holding event and serve as the onsite event supervisor.

Date, time and agenda:

1:00 PM – 5:00 PM, April 3, 2016 Sunday, Toronto, Canada

1:00 pm – 1:30 pm – Registration

1:30 pm – 2:00 pm – Section 1

2:00 pm – 2:30 pm – Section 2

2:30 pm –2:45 pm — Break, Coffee and Networking

2:45 pm – 3:15 pm – Section 3

3:15 pm – 3:45 pm – Section 4

3:45 pm – 4:30 pm – Section 5

4:30 pm – 5:00 pm – Wrap up & Networking

Venue:  

Edithvale Community Centre, Dempsy Room (Walk Straight into the Community Center to the end, behind registration station, the Corner Room close to Finch Ave.)

             131 Finch Avenue West. North York. ON        Free Parking

Workshop Enrollment Requirement:

To enjoy the workshop you must be familiar with Microsoft Excel;

Because you are going to do the hands-on work, please bring your own laptop;

You need to warm-up before workshop. Please print out and review the materials sent by CCPAA Excel admin team and remember to take it with you on April 3,2016. (Materials prepared by speaker);

Refreshments will be provided.

Language: English/Mandarin

CPD Credit:  3 hours

Fees:    First-come First – served basis

CCPAA Member:  $50/person

Non-CCPAA Member: $100 / person

Seat limitation and enrolment:  30-40 persons         Maximum space: 40 persons.

Workshop registration link: TBD                    R.V.S.P.to onconference@ccpaa.ca

When you register, please provide your contact email address, which will be used to provide the training materials for the workshop in advance.Visit www.ccpaa.ca to get more information.

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