Microsoft Excel for Legal Professionals

• Learn many of the practical ways Excel can be used in a law office.
• Get dozens of Excel tips and techniques.
• Work through law firm sample exercises during the program.
• If attending in person, for the best experience, bring your laptop to follow along as Barron Henley walks you through the how-to of Excel.

Join nationally acclaimed legal technology expert Barron K. Henley for this three-hour CLE with invaluable practice management training.

If you have Microsoft Office, then you have Excel. If you are like most lawyers, however, you’re either underutilizing Excel or not using it at all. In this seminar, we start with the basics and work our way up from there. You will learn powerful ways that Excel can improve your work product and make your life easier. Every sample exercise we work through during the class centers around how law offices use Excel, so you will receive very relevant use and case examples.

By the end of the seminar, you will understand how Excel can be utilized in a law office, and you will be able to set up spreadsheets on your own—even if you’ve never used it before or only used it on a very basic level.

You do not have to be computer savvy to put Excel to work for you. Learn how to use its many functions so that you can save time, be more efficient, and be more organized!

Topics include how to use Excel for:

• Fiduciary accountings (or accountings of any type)
• Amortization schedules
• Real estate closing statements
• Disbursement schedules
• Asset/liability allocation schedules in family law
• Medical bill summaries
• Graphs (pie charts, bar graphs, etc.)
• Tax calculations
• Many different types of formulas/calculations
• Mail Merge functions in Word using Excel as the data source

ATTENDING IN PERSON?

The Bobzien-Gaither Education Center in Richmond/Innsbrook is our new state-of-the-art facility designed with your safety in mind. It features a Centurion air filtration system, which quickly and effectively eliminates viruses and bacteria. Additionally, the facility is thoroughly cleaned before each seminar, and face masks and hand sanitizer will be available.

COVID-19 POLICY FOR LIVE-ON-SITE ATTENDANCE

By attending a live-on-site Virginia CLE^® seminar, you acknowledge the health risks associated with COVID-19 and that you MUST follow all Virginia CLE^® COVID-19 policies. You may NOT attend a live-on-site program if you have tested positive for COVID-19, if you are experiencing COVID-19 symptoms, or if you are under any self-quarantine orders per CDC guidelines.

Registration Deadlines:

Cancellation Policy: Cancellation/transfer requests will be honored until 5:00 p.m. the day preceding the seminar. You will, however, be charged $60 if you cancel or transfer your registration to a different seminar after the link to the materials has been e-mailed by Virginia CLE^®.

Full refunds or transfers are available up to two days after a webcast in the unlikely event that you experience technical difficulties.

Dietary Restrictions: If you have dietary restrictions and are attending the seminar in person, please email tfitzgerald@vacle.org.

Inclement Weather Policy and Updates.

MCLE Credit Caveat: The MCLE Board measures credits by the time you spend in attendance. If you enter a seminar late or leave it early, or both, you must reflect those adjustments accurately in the credits you report on your credit reporting form. A code will be given at the end of the seminar, which must be written on your MCLE form.

Can’t Attend?

E-mail distance_ed@vacle.org to be notified when/if this program is made available as an online or USB seminar.
E-mail publications@vacle.org to be notified when/if this program’s seminar materials are made available for sale.