Microsoft Excel for Lawyers (2025 Edition)

Craig Brody| Craig Brody LLC

Craig Brody operates Craig Brody, LLC, a business that provides software training and consulting services. Craig has trained numerous employees, managers, executives, and students in many different application software programs, including Microsoft Excel, Word, PowerPoint, Outlook, the new AI tool, Copilot, Planner, OneDrive, OneNote, SharePoint, Forms, Bookings and Adobe Acrobat Pro. He conducts and facilitates in-person, online, and recorded training workshops for professionals in accounting, business, management, and law. Craig also conducts workshops, classes, and consulting services for the University of Pennsylvania’s Wharton Business School, Penn Carey Law School, law firms, accounting associations, and accreditation providers. His services include spreadsheet analysis, design and troubleshooting, software programming, consulting, published course guides, recorded courseware videos, and other reference materials.

I. Foundations of Excel | 2:00pm – 2:10pm

II. Create a new Spreadsheet; Insert, Edit and Format Data | 2:10pm – 2:20pm

III. Organize data lists with Sort, Filter and related commands | 2:20pm – 2:30pm

IV. Calculate data using Formulas & Functions (Sum, Count and more) | 2:30pm – 2:40pm

V. Create Charts to illustrate data | 2:40pm – 2:50pm

VI. Apply Page Layout commands; Insert Footers | 2:50pm – 3:00pm

Break | 3:00pm – 3:10pm

VII. Link spreadsheets | 3:10pm – 3:20pm

VIII. Learn more Excel Formulas and Functions include IF & XLOOKUP | 3:20pm – 3:30pm

IX. Create professional reports using Tables and PivotTables | 3:30pm – 3:40pm

X. Copy charts and reports into Microsoft Word | 3:40pm – 3:50pm

XI. Shortcuts and Timesaving Tips | 3:50pm – 4:00pm

XII. Templates and Protecting Data | 4:00pm – 4:05pm

XIII. Essentials of using AI in Excel | 4:05pm – 4:10pm