Education & Events

We strive to bring the New Hampshire/Vermont Chapter HFMA members educational seminars that address current issues and are presented by renowned healthcare speakers. Our meetings are usually monthly (except in the summer) and are normally held at various locations in order to better serve our New Hampshire and Vermont members. Click here for a current Education Calendar FY18.

Below you will find the brochure and registration form for our most current educational seminars.

Recorded Webinars: Please refer to our Recorded Webinar page under the Education and Events tab for previously recorded chapter educational webinars.

Upcoming events

    • 09 Jan 2018
    • 12:00 PM - 1:30 PM
    • Webinar
    WEBINAR
    Mapping Tables

    Program Objective: When you need a report that your accounting system doesn’t provide, you probably turn to Excel to create the report. In this session, we will explore the features, functions, and techniques needed to help automate these types of reports. For example, you want to export a trial balance and you want Excel to pull the values into the proper lines in a balance sheet, even when the labels are different and even when many accounts need to roll up to a single report line. By the end of the session, you’ll learn how to structure your reporting workbook so that your Excel formulas automatically summarize the exported accounting system data.

    Click below for registration link:
    http://www.cvent.com/d/05qtnd
    • 17 Jan 2018
    • 12:00 PM - 1:30 PM
    • Webinar
    WEBINAR
    Pivot Tables Part 1

    Program Objective: In this session, we’ll explore the fundamentals of creating PivotTable reports. We’ll examine the report layout areas and how to update source data. We’ll also examine report layout options so that you can obtain just the right formatting and structure for your report. We’ll talk about how to group your report into monthly columns and how to filter PivotTables as well. By the end of the session, you’ll understand how to create basic PivotTable reports.

    Click below for registration link:
    http://www.cvent.com/d/65qt7b
    • 25 Jan 2018
    • 12:00 PM - 1:30 PM
    • Webinar
    WEBINAR
    Transform Data Without Formulas or Macros

    Program Objective: If you haven’t played with the Get & Transform commands in Excel 2016 for Windows, they are probably worth checking out. Formerly available as the Power Query add-in, the Get & Transform tools built-in to Excel 2016 for Windows are incredibly powerful. At a high level, they enable us to retrieve data from a variety of sources and prepare it for use as needed. These tools provide new ways to approach tasks that were previously manual and time-consuming. In this session, we’ll apply these tools to several common tasks, including flattening data, splitting and combining columns, formatting data, unpivoting summarized data, and combining several csv exports. If you frequently export/import data from one system to another, you will want to understand how to use a Get & Transform query to streamline your work.

    Click below for registration link:
    http://www.cvent.com/d/55qtmj
    • 13 Feb 2018
    • 12:00 PM - 1:30 PM
    • Webinar
    WEBINAR
    Excel Budget Ideas

    Program Objective: Budget methods are the key to allowing department managers to prepare their budget in Excel efficiently. A budget method may be, for example, spread prior year actuals or match prior year actuals, or match prior year actuals less 10%. In this webcast, we’ll explore how to allow the users to pick a budget method from a drop down list for each account, and then have Excel perform different math depending on the budget method selected. We use several features and functions at the same time to accomplish this, including data validation and a combination of functions. Even if you are not involved in the budgeting process, the underlying features and functions discussed have a wide range of uses.

    Click below for registration link:
    http://www.cvent.com/d/65qtmm
    • 27 Feb 2018
    • 12:00 PM - 1:30 PM
    • Webinar
    WEBINAR
    The Two Most Important Excel Functions
    for Accountants

    Program Objective: We’ll discuss two Excel functions that provide incredible efficiency to accountants. One has been around for decades and is often cited as the most popular Excel function. It is the VLOOKUP function. VLOOKUP is indeed a favorite of many accountants. After exploring the details of VLOOKUP, we’ll examine a relatively new alternative. We’ll compare these two functions and see which performs lookup tasks more effectively. It will be a competition, an epic battle between two of the most important Excel functions. Who will win?

    Click below for registration link:
    http://www.cvent.com/d/z5qt8d

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