Excel 2.0 for Finance Professionals: Common Formulas and Functions

 

February 17, 2026
9:00 AM - 10:00 AM
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Zoom Meeting

Building on the previous Excel 1.0, this training includes additional excel tips: macros, shortcuts, pivot tables, fuzzy lookups, and more.  With practical examples and interactive session, you’ll gain a deeper understanding of Excel capabilities.  This is the second session in a two-part Excel For Finance Professionals series presented by Plante Moran.

1 CPE

Presenters: Craig Holbrook, and Marcus Martin-Wegryn

Presenter Bios: 

Craig Holbrook
Craig Holbrook is an assurance manager with the public accounting firm, Plante Moran.
Within the assurance practice, he specializes in serving clients across the public sector,
manufacturing & distribution, construction, and employee benefit plans.
Craig is currently a member of the Colorado Society of CPAs (COCPA) and the
American Institute of Certified Public Accountants (AICPA). He received his Bachelor’s
and Master’s Degree in Accounting from the University of Colorado at Boulder in 2019
and 2020, respectively.
Outside of work, you can find Craig spending his time outdoors hiking, snowshoeing,
and playing tennis.


Marcus Martin-Wegryn
Marcus Martin-Wegryn is an assurance manager with the public accounting firm, Plante
Moran. Within the assurance practice, he specializes in serving clients across the public
sector, construction, and employee benefit plans.
Marcus is currently a member of the Colorado Society of CPAs (COCPA) and the
American Institute of Certified Public Accountants (AICPA). He received his Bachelor’s
and Master’s Degree in Accounting from the University of Northern Colorado in 2019
and 2020, respectively.
During his free time, Marcus enjoys a round of golf or getting on the ice and playing
hockey.

Tickets

$40.00 Member Ticket

$65.00 Non-Member Ticket