These sessions will NOT be recorded because we have had poor attendance and low interaction when students know the sessions will be recorded. Learning Excel requires a commitment of time and attention. Almost no student can focus during hours-long recorded Zoom sessions. As a result, students neither attend the session nor watch the recordings and do not learn Excel.

This four-part BootCamp is in person in KMC 1-70, but you can also Zoom in. You can attend any part without attending other parts.

Zoom link: [You need to login with your NYU id, not Stern id. Contact Stern IT regarding how to do this if you are not sure.]


Excel is an important tool for business analysis. Being productive in Excel requires conceptualizing the problem and organizing one's thought process to lay out the problem in a spreadsheet format, then by optimizing the spreadsheet using various Excel functions and features. Become an Excel power user and boost your productivity. This seminar helps you apply advanced Excel techniques to business problems. By the end of this course, you should be able to:

To register, please visit the Student Affairs website before emailing them at Please do not copy me on your emails to Student Affairs, as I am not involved in the registration process. The seminar is open only to Stern MBAs OR any student in my classes. Please let them know you are my student if you are not a Stern MBA student.


Topic 1 [Introductory]: Time value of money, credit cards, car loans, and mortgages

Business skills taught

The focus here will not be to teach finance per se but to illustrate how to use Excel to solve finance problems.

Excel skills taught

Understanding the Excel interface and setting up files

Navigation and selection

Enter text

Enter formulas and name cells

Format numbers and characters [Excel styles are covered later]

Alignment and indentation, Borders and Shading, Width and height

Insert, delete, and clear

Copy, paste, and fill

Formula auditing and calculations

Setting up spreadsheets and cell types


Excel financial functions

Topic 2: Introductory data analysis

Business skills

Excel skills

Viewing sheets

Custom formatting

Checks and errors

Logicals and conditionals

Data summarization and analysis

Classifying data

Topic 3 [Advanced]: Building projections of financial statements

Developing and reviewing business plans is an integral part of what entrepreneurs and executives do. Understanding how different pieces of a business plan fit together financially is critical to being a successful manager. The business plans are also the basis of budgets used to monitor the progress of a business or division.

Business skills taught

Linking financial statements

Deriving cash flows from income statement and balance sheet assumptions

Excel skills taught

Excel best practices

Excel styles

Excel templates

Excel add-ins

Topic 4: Identifying key performance drivers and scenario analysis

Business skills taught

Key drivers

Scenario analysis

Excel skills

Seeking user input

Data tables


Topic 5 [Advanced]: Multiperiod models, waterfalls, and cascades

Business skills

Waterfalls and cascades

The skills listed below can make you ten times faster and more accurate.

Excel skills

Excel functions needed for multi-period models

Automating charts

Integrating what-if analysis with scenarios

Combining the following functions to produce highly efficient spreadsheets

Topic 6 [Advanced]: Optimizations and simulations

Business skills

Excel skills



Simulations and regressions