PRAC112-0510: Excel for Veterinary Professionals

INSTRUCTORS:
Michael A. Porrello, CPA, CVA
Karen D. Osborne, MBA
Both instructors are with Lacher McDonald & Co.

DATES:
May 6 - June 17, 2010
Interactive Sessions: Thursdays, May 6, 13, 20, 27, June 3 and 10; 9:30 - 11:30 pm ET (USA)

COURSE DESCRIPTION
This is an introductory course in the use of Microsoft Excel 2007 with the veterinary professional in mind. This course is designed to instruct veterinarians, practice managers, and office managers in how spreadsheets, functions, formulas and charts can be created in Excel. The tools covered in this course will give those unfamiliar with Excel a general introduction and step-by-step guides to creating reports that will greatly help in the financial analysis and management of their practice.

Throughout the course, a model will be created and built upon each lesson. The end result will be a usable spreadsheet tool and the skills necessary for the student to create and operate their own spreadsheets. This course will enable you to do the following:

• Identify ways that Excel can be a helpful tool to help you manage your practice.
• Know the layout of the Excel window and how to perform basic tasks.
• Enter data into a spreadsheet.
• Create meaningful spreadsheets for management analysis.
• Know functions and formulas and how to operate them to achieve the desired results.
• Turn data into professional, visually appealing reports and charts for management use.

Required: Must have access to Microsoft Excel 2007 software.*
*If you have a prior version of Excel and are interested in this course, please email CEonVIN@vin.com for further information.

Recommended Textbook: None

Course Outline:

Week 1 (May 6): Creating a Spreadsheet

• Spreadsheet software defined
• Getting started with Excel
• Opening and saving a spreadsheet
• Entering labels and values
• Naming a worksheet
• Closing a workbook and exiting Excel

Week 2 (May 13): Editing a Spreadsheet

• Editing cell entries
• Inserting and deleting columns and rows
• Entering formulas
• Moving and copying cell entries
• Understanding relative and absolute cell references
• Copying formulas with relative cell references
• Copying formulas with absolute cell references

Week 3 (May 20): Functions in Excel

• Introducing Excel functions
• Using Excel functions
• Other useful functions
• Development of the forecast assumptions
• Completing the earnings forecast

Week 4 (May 27): Formatting an Excel Spreadsheet

• Formatting a worksheet
• Using fonts and font sizes
• Merging and centering
• Adjusting column widths
• Changing attributes
• Changing alignment

Week 5 (June 3): Borders, Colors and Spelling

• Applying borders
• Applying colors
• Checking spelling
• Previewing and printing
• Completing the Earnings Forecast

Week 6 (June 10): Excel Charts

• Planning and designing a chart
• Creating a chart
• Moving and resizing a chart
• Enhancing a chart
• Previewing and printing a chart

MESSAGE BOARD DISCUSSIONS:
Discussions will begin on the start date of the course and will continue for 7 days following the last real time session.

CE HOURS: 12

TUITION:
Member/ $216, Non-Member/$315 by April 22, 2010;
Member/ $240, Non-Member/$350 after April 22, 2010
Course open to VIN and VSPN members.

For More Information on VIN's Upcoming CE Courses, check out https://www.vin.com/CE/Catalog.htm

"This course has been submitted (but not yet approved) for 12 hours of continuing education credit in jurisdictions which recognize AAVSB RACE approval; however participants should be aware that some boards have limitations on the number of hours accepted in certain categories and/or restrictions on certain methods of delivery of continuing education. Call VIN at 1-800-700-4636 for further information."

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COURSE WITHDRAWAL AND REFUND POLICY: Withdrawal prior to the listed start date of a course entitles the registrant to a complete refund or a credit toward a future VIN CE course, whichever is preferred. Withdrawal within 1 week after the listed start date (i.e. including no more than one real-time session) entitles the registrant to a credit toward any future VIN CE course. (Does not apply to courses with only one real-time session.) After the first real-time session, a registrant may withdraw due to special circumstances and receive prorated credit towards a future VIN course. These requests will be handled on an individual basis. The amount of the prorated credit will be determined based on 65% of the time remaining in the course at the time of withdrawal. It is not possible to withdraw retroactively. Note: To ensure rapid handling of your request for withdrawal, we recommend that you call the VIN office at 1-800-700-INFO.

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Debbie Friedler
Coordinator
Continual Education Division
Veterinary Information Network
CEonVIN@vin.com

[ CE MAIN | COURSE CATALOG | RACE/GETTING CREDITS | ONLINE CE HOW TO | SUGGEST A COURSE | VIN MAIN ]

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800.700.4636  |  CEonVIN@vin.com  |  530.756.4881  |  Fax: 530.756.6035 777 West Covell Blvd, Davis, CA 95616 Copyright 2002, Veterinary Information Network, Inc.