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Most of us are forced to use spreadsheets to get parts of our jobs accomplished, no matter how great a stock plan system we have. Do you wish your spreadsheet processes were more efficient and less manual? Do you secretly think there must be ways to do things more efficiently in Excel? The good news is that there ARE tricks and tips that are out there that will help you save time (and your sanity) when working with Excel.

In this educational webcast you will learn from our Excel experts some common and even some less common features that you can use immediately in your day-to-day tasks. Join our panelists and learn how to get more by doing less with your spreadsheets.




"In many different areas of our practice we encounter spreadsheets that require risk-prone manual manipulation and often only one person in the organization knows how they work. Often this is because Excel is not being used to its maximum potential. On this webcast we'll share some of the tips and tricks that allow us to automate these processes and reduce the risk of manual intervention, saving hours of time in the process."
-Elizabeth Dodge, Stock & Option Solutions

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Thursday, March 20, 2014
11:00 AM PT

(One hour of Certified Equity Professional continuing education credit is available for attending. See the CEPI website for more information on CEP continuing education requirements.)

How SOS Can Help:

Stock & Option Solutions, Inc. can help you out with all your excel problems with services like the following:

  • Automating and streamlining processes
  • Explaining how to work with Excel more efficiently
  • Creating less error prone spreadsheets
  • Making tasks more repeatable
  • Answering questions quickly (beck and call)
  • Leveraging system functionality to eliminate spreadsheets all together
  • Demonstrating how to do a DTA balance in a spreadsheet
  • Calculating expense, re-pricing, incremental expenses, and disclosures your system doesn't produce in a spreadsheet

SOS Educational Webcast:

Excellence with Excel for Stock Plan Professionals