Excel and Beyond Webcast


January 15, 2016

  • Technical Skills & Analytical Problem Solving

Presented by  

Technology Section


Everybody uses Excel, but very few are aware of all its capabilities. Presenters will cover topics frequently asked in Excel help forums, including Excel techniques that separate intermediate from advanced Excel users. The Excel workbook accompanying the presentation will be a cookbook for future problems. Participants will learn more about:

  • Data importing and conditioning;
  • Lookups, counting, summing while satisfying criteria-using regular and array formulas;
  • Filtering, sorting and summarizing; and
  • Data tables, PivotTables, charting and conditional formatting.




Demonstrating the listening, writing and speaking skills required to effectively address diverse technical and nontechnical audiences in both formal and informal settings.

Professional Values

Adhering to standards of professional conduct and practice where all business interactions are based on a foundation of integrity, honesty and impartiality.

External Forces & Industry Knowledge

Identifying and incorporating the implications of economic, social, regulatory, geo-political and business changes into the design and delivery of actuarial solutions.


Initiating, innovating, inspiring, creating or otherwise acting to influence others regardless of level or role toward a common goal.

Relationship Management & Interpersonal Collaboration

Creating mutually beneficial relationships and work processes toward a common goal.

Technical Skills & Analytical Problem Solving

Applying the actuarial knowledge, skills and judgment required to provide value-added services.

Strategic Insight & Integration

Anticipating trends and strategically aligning actuarial practice with broader organizational business goals.

Results-Oriented Solutions

Providing effective problem solving that addresses relevant interests and needs.