Microsoft Excel for Lawyers (2024 Edition)

Craig Brody
Craig Brody | Craig Brody LLC

Craig Brody runs Craig Brody, LLC, a software training and consulting business. Craig has trained thousands of employees, managers, executives and students in application software including Microsoft 365 and Adobe Acrobat Pro. Craig also conducts and facilitates in person and online training workshops for professionals such as those in the fields of Accounting, Business, and Law.

Re-Broadcast: July 22, 2025

2 hour CLE

Tuition: $195.00
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Program Summary

Microsoft Excel can be an important spreadsheet application for lawyers. It effectively manages and organizes data in a variety of lists; for example, lists of cases, documents, and exhibits. Excel can also calculate interest on court judgments and determine dates to file deadlines. You can use it to transform data into professional tables and reports that can then be inserted into Word and PowerPoint documents. This overview course demonstrates Excel using different legal examples.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Create a new spreadsheet; Format and Align data
  • Set up data lists; Organize lists with Sort, Filter and related commands
  • Calculate data with Formulas
  • Link spreadsheets together
  • Create professional reports using Tables and PivotTables
  • Insert Charts to illustrate data
  • Copy Excel tables & reports into Microsoft Word and PowerPoint
  • Add Headers & Footers
  • Change page layout for effective viewing and printing

Date / Time: July 22, 2025

  • 2:00 pm – 4:10 pm Eastern
  • 1:00 pm – 3:10 pm Central
  • 12:00 pm – 2:10 pm Mountain
  • 11:00 am – 1:10 pm Pacific

Closed-captioning available

Speakers

Craig-Brody_FedBarCraig Brody | Craig Brody LLC

Craig Brody runs Craig Brody, LLC, a software training and consulting business. Craig has trained thousands of employees, managers, executives and students in application software including Microsoft 365 and Adobe Acrobat Pro. Conducts and facilitates in person and online training workshops for professionals such as those in the fields of Accounting, Business, and Law. Conducts workshops, classes and consulting services for the University of Pennsylvania including the Wharton Business School and Penn Carey Law. Provides clients with spreadsheet analysis and design, software programming, consulting services and course curriculum including videos, reference guides and related materials.

Agenda

I. Create a new spreadsheet; Format and Align data | 2:00pm – 2:10pm

II. Set up data lists; Organize lists with Sort, Filter and related commands | 2:10pm – 2:25pm

III. Calculate data with Formulas | 2:25pm – 2:35pm

IV. Link spreadsheets together | 2:35pm – 2:45pm

V. Create professional reports using Tables and PivotTables | 2:45pm – 3:00pm

Break | 3:00pm – 3:10pm

VI. Insert Charts to illustrate data | 3:10pm – 3:25pm

VII. Copy Excel tables & reports into Microsoft Word and PowerPoint | 3:25pm – 3:50pm

VIII. Add Headers & Footers | 3:50pm – 4:00pm

IX. Change page layout for effective viewing and printing | 4:00pm – 4:10pm

Credits

Alaska

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Alaska's recognition of multi-jurisdictional reciprocity.
Alabama

Pending CLE Approval
2 General

Arkansas

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Arkansas's recognition of multi-jurisdictional reciprocity.
Arizona

Approved for CLE Credits
2 General

California

Approved for CLE Credits
2 Technology in the Practice of Law

Colorado

Approved for Self-Study Credits
2 General

Connecticut

Approved for CLE Credits
2 General

District of Columbia

No MCLE Required
2 General hours

Delaware

Pending CLE Approval
2 General

Florida

Approved for CLE Credits
2.5 Technology

Georgia

Approved for CLE Credits
2 General

Hawaii

Approved for CLE Credits
2 General

Iowa

Pending CLE Approval
2 General

Idaho

Pending CLE Approval
2 General

Illinois

Approved for Self-Study Credits
2 General

Indiana

Approved For On-Demand Credits
2 Non-Legal Subject (NLS)

Kansas

Pending CLE Approval
2 Law Practice Management

Kentucky

Pending CLE Approval
2 General

Louisiana

Pending CLE Approval
2 General

Massachusetts

No MCLE Required
2 General hours

Maryland

No MCLE Required
2 General hours

Maine

Pending CLE Approval
2 General

Michigan

No MCLE Required
2 General hours

Minnesota

Approved for Self-Study Credits
2 General

Missouri

Approved for CLE Credits
2.4 General

Mississippi

Pending CLE Approval
2 General

Montana

Pending CLE Approval
2 General

North Carolina

Pending CLE Approval
2 Technology

North Dakota

Approved for CLE Credits
2 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Approved for Self-Study Credits
2 General

myLawCLE reports attendance to Nebraska on each attorney's behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
120 General minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New Jersey's recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for Self-Study Credits
2 General

Nevada

Approved for Self-Study Credits
2 General

New York

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “A”.
Ohio

Approved for Self-Study Credits
2 General

Oklahoma

Pending CLE Approval
2.5 General

Oregon

Pending CLE Approval
2 General

Pennsylvania

Approved for Self-Study Credits
2 General

Rhode Island

Pending CLE Approval
2.5 General

South Carolina

Pending CLE Approval
2 General

South Dakota

No MCLE Required
2 General hours

Tennessee

Approved for Self-Study Credits
2 General

Texas

Approved for CLE Credits
2 General

Utah

Pending CLE Approval
2 General

Virginia

Not Eligible
2 General Hours

Vermont

Approved for CLE Credits
2 General

Washington

Approved for Self-Study Credits
2 Other (Office Management)

Wisconsin

Pending CLE Approval
2 Law Practice Management

West Virginia

Pending CLE Approval
2 General

Wyoming

Pending CLE Approval
2 General

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