EIA Training Team
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John Hallett - MBA, Accounting Manager, VP at Bank of the West John is the founder of San Francisco Bay Area Excel User Group and a co-founder of ExcelinAccounting.com. He started with Lotus123 and has been using spreadsheets for 20+ years. John has a deep understanding of Excel Pivot Tables, using them to analyze large data sets from Quickbooks and Great Plains accounting systems. |
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Heather Waldo – MBA/CPA/CMA/CFM, GL Manager, VP at Bank of the West Heather has been using speadsheets for over 15 years. She's a pro at using Excel's charting tools, which she finds crucial to her management presentations. She also uses Excel to improve accounting processes, productivity, and efficiency. |
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Shoru Hatamov – MS Finance, Sr. Accounting Systems Analyst, AVP at Bank of the West
Shoru uses Excel pivot tables along with Access databases to analyze large data sets, and ultimately support senior level strategic and tactical decision making. His other strengths include using Excel's regression, sensitivity analysis, discounted cash flow, and financial modeling functions. |
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Stephen Tin - Finance and Accounting Consultant, Certified Excel 2000 Specialist Stephen has been using Excel extensively over the past 15 years. He uses Excel for accounting, including reconciliations, profitability analysis, and budgeting. He also uses Excel for form building, lookups, nested IF functions, data link, and template design. |
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George Fruehan - Managing Director at Numbers Talk George has been using spreadsheets for the past 27 years, starting with VisiCalc in the 1980s. Among other tasks, he uses Excel to evaluate of economic damages such as lost wages and CEO compensation. |
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Roger Nakayu - MBA, Certified Microsoft Office Specialist in Excel, Word, and Powerpoint
Roger is a self-taught Excel user and now a trainer of both beginning and advanced Excel courses. He's mastered Excel's many shortcuts and other time-savers. He also teaches advanced functions such as pivot tables and lookups to more accurately analyze complex data. |
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Colette Duncan – Business Manager at Social Policy Research Associates, Inc. Colette uses Excel for accounting, benefits, budgets, contracts, and much more. She specializes in Excel for accounting reconciliations, budgeting for projects, and providing clients with project financial data. |
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Clinton Monroe - Senior Financial Analyst, Consultant Clint uses Excel for business process management and budget analysis. He's been using Excel for 15+ years and specializes in pivot tables, lookups, and macros. |
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Ching-Fu Lien - MBA, Certified Microsoft Office Specialist, Accountant Ching uses Excel for accounting including reconciliation, form building, and budgeting. He specializes in Pivot Table and Lookup functions. |
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Flor Ponciano - MBA grad Flor used Excel throughout her MBA studies for such tasks as: financial modeling, statistical analysis, time-value-of-money analysis, reporting & graphing. |








