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Excel Power Tips for Legal Users Date: Thursday June 6, 2024 Time: 11 a.m. - Noon Credits: 1.0 G |
In this webinar, we start with the basics and work our way up from there. Learn fundamental Excel concepts with real-life examples, including fiduciary accountings, amortization schedules, real estate closing statements, disbursement schedules, and medical bill summaries.
Speaker:
Danielle DavisRoe, Esq
Whether it’s teaching clients a new skill, writing a macro to automate a complicated task, fixing a document that doesn’t work properly or automating a complex set of documents, Danielle, who is part of Affinity Consulting's document automation team, is 100-percent focused on making the lives of her clients better. After working as an attorney in domestic relations for several years, Danielle found her way to Affinity and to this day she is always on the lookout for better ways to do things. She carries new strategies she finds with her as she works with the clients her team supports.
Danielle has a Bachelor of Science in Business Administration from The Ohio State University Fisher College of Business and a Juris Doctorate from The Ohio State University Moritz College of Law.
Important Information & Login Instructions:
- This is not eligible as part of the 2024 Annual Pass.
- Minimum attendance requirements must be met. No partial credit available.
- Registration closes the day before the program; registration and payment must be received prior to 10 a.m. MT the day before the event.
- About a day before the webinar, you will receive an email from newmexico-support@clewebinars.com with instructions to join. Please contact us prior to the program if you do not receive this email/link.