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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 FY20-21.

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

    • 11 Dec 2020
    • 12:00 PM - 1:30 PM (EST)
    • Webinar

    WEBINAR
    Excel Series 1
    What's New in Excel 365 (Intermediate)



    If you are on the Microsoft 365 subscription, you may have access to new Excel features. In this webinar, I’ll cover several new capabilities, including Dynamic arrays, XLOOKUP, LET, FILTER, UNIQUE, SORT, Data types (stock, geography) and STOCKHISTORY. At the time of this webinar, these items are not available in the perpetual licenses of Excel, including Excel 2019, 2016, 2013 and so on. 

    Whether or not you have a 365 subscription, you are welcome to attend if you would like to learn more about these new capabilities!

    • 06 Jan 2021
    • 12:00 PM - 1:30 PM (EST)
    • Webinar
    SAVE THE DATE
    WEBINAR

    Excel Series 2
    Which Lookup Function Should I Use (Intermediate)


    While the iconic VLOOKUP function is probably the most popular lookup function, there are times when other options may be a better fit. Depending on the type of workbook, INDEX/MATCH or SUMIFS may offer some benefits. And, depending on the version of Excel you are using, XLOOKUP may be a wonderful option. Join us to learn the pros and cons of the key lookup functions and when to use each.
    • 08 Jan 2021
    • 12:00 PM - 1:30 PM (EST)
    • Webinar
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    WEBINAR
    Excel Series 3
    Power Pivot Basics (Advanced)

    Do you ever import data into Excel, and then spend a bunch of time manually preparing it for use? Perhaps you delete extra columns or rows. Maybe you need to split a single column into multiple columns, or, combine multiple columns into a single column. The good news is that many of these transformations can be fully automated with Excel! Power Query is an incredibly powerful tool that, at a high level, helps us retrieve data from a variety of sources and prepare it for use. In this session, we’ll use Power Query to help with 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 Power Query to streamline your work. Learning objectives: (1) recall the steps to create a new query; (2) identify commands that transform data; and (3) state the process to return the transformed data to Excel.
    • 15 Jan 2021
    • 12:00 PM - 1:30 PM (EST)
    • Webinar
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    WEBINAR

    Excel Series 4
    PivotTables101 (Intermediate)


    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.


    • 20 Jan 2021
    • 12:00 PM - 1:30 PM (EST)
    • Webinar
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    WEBINAR

    Excel Series 5
    Power Pivot Basics (Advanced)


    Do you love PivotTables? Of course, we all do! Traditional PivotTables are incredible … but, they do have limitations. If you have ever encountered one of these limitations, you’ll be excited to learn that by using Power Pivot, you’ll be able to bypass many of the restrictions that exist with traditional PivotTables. Power Pivot provides a new data source for PivotTables, and essentially combines the flexibility of formula-based reports with the PivotTable engine. Microsoft provides Power Pivot free for most editions of Excel for Windows 2010 and forward (currently, it is unavailable in Excel for Mac). In this session, we’ll explore Power Pivot and the data model, build PivotTables from multiple tables, create calculated columns, and write measures. If you frequently build PivotTables and would like to do more with them, you’ll want to understand how Power Pivot can enhance your reports and workflow. Learning objectives: (1) recall the steps to access the Power Pivot window; (2) identify the process to create table relationships; and (3) state the procedure for building named sets.

    • 22 Jan 2021
    • 12:00 PM - 1:30 PM (EST)
    • Webinar
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    WEBINAR

    Excel Series 6
    Better Together (Power Query and Power Pivot) (Advanced)


    Excel users have prepared reports the same way for decades … formulas and PivotTables. Typically, we export data from an accounting system, copy and paste it into an Excel workbook, clean and prepare it for use, and then use PivotTables and/or functions such as VLOOKUP and SUMIFS. But, that workflow is manual and slow. In this session, we’ll use Power Query and Power Pivot to improve our workflow. Specifically, we’ll use Power Query to get and shape external data. We’ll send the query results into the data model. We’ll use Power Pivot to organize tables and create measures and then use them as the source for PivotTable reports. If you frequently build formula-based or PivotTable reports, join this session to learn how Power Query and Power Pivot can help. Learning objectives: (1) identify which tool in Excel helps to import and transform data; (2) state the process for relating tables in Power Pivot; and (3) recall a benefit of using Power Query and Power Pivot when building PivotTables.

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