Microsoft Excel for Legal Users

Date: Oct 27, 2023 9:00 a.m. – 12:00 p.m.

Location: Online

Member Price: $152

Non-Member Price: $190

Event Code: I135823

Areas of Law: For All Attorneys

Earn up to 3.3 credits! (More Information)

Faculty

Keynote

Moderator

Catherine Finnerty, Esq.
Goldman & Beslow, LLC, East Orange
is an associate with Goldman & Beslow, LLC with offices in East Orange, Newark, Paterson and Jersey City, New Jersey. She devotes a substantial portion of her practice to bankruptcy and debtor-creditor negotiations and handles all issues pertaining to Chapter 7, Chapter 13, foreclosure defense and mediation, debt collection defense, debtor-creditor negotiations and consumer representation. In addition to bankruptcy and debtor-creditor law, Ms. Finnerty has experience in real estate matters, simple Wills, powers of attorney, living wills, and municipal court matters involving traffic tickets, disorderly persons offenses, and violations of municipal ordinances. She also represents clients in residential real estate transactions, and has experience helping property owners who desire to sell their property via short sale, are at risk of foreclosure, or who cannot make their mortgage payments.

Admitted to practice law in New Jersey and New York, and before the United States District Court for the Southern and Eastern Districts of New York, Ms. Finnerty has been a member of the American and New York State Bar Associations and the New Jersey Women Lawyers Association. She has been a member of the NJSBA Bankruptcy Law and Women in the Profession Sections, and is Secretary of the Solo and Small Firm Section. Ms. Finnerty is a member of the National Association of Consumer Bankruptcy Attorneys and the American Bankruptcy Institute. She has also volunteered with South Jersey Legal Services, Legal Services of New Jersey and the Volunteer Lawyers for Justice, and represents clients throughout their entire bankruptcy cases.

Ms. Finnerty received her undergraduate degree, cum laude, from Barnard College, Columbia University, where she was the recipient of the New York Building Industry Scholarship and the Eugene Raskin Prizer for Spanish. She received her J.D. from New York University School of Law, where she was a member of the Law Review and the recipient of the American Jurisprudence Award in Torts.
(8/23)

Presenters

Barron K. Henley, Esq.
Affinity Consulting Group, New Brunswick

If you have Microsoft Office, then you have Excel.  However, if you are like most lawyers, you're either underutilizing Excel or not using it at all.  In this seminar, we start with the basics and work our way up from there.  You'll learn powerful ways that Excel can improve your work product and make your life easier. Every sample exercise we work through during the class centers around how law offices use Excel, so you will receive very relevant use case examples.  

By the end of the seminar, you will understand how Excel can be utilized in a law practice and you will be able to set up spreadsheets on your own - even if you’ve never used it before or only used it on a very basic level.  

You do not have to be computer savvy to put excel to work for you. Learn how to use its many functions so that you can save time, more efficient, and more organized!

Topics include how to use Excel in: 

  • Fiduciary accountings (or accountings of any type)
  • Amortization schedules
  • Real estate closing statements
  • Disbursement schedules
  • Asset/liability allocation schedules in family law
  • Medical bill summaries
  • Graphs (pie charts, bar graphs, etc.)
  • Tax calculations
  • Many different types of formulas/calculations
  • Mail Merge functions in Word using Excel as the data source

CLE Credits
NJ CLE:NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 3.3 hours of total CLE credit (Full Credits Available: NJ General: 3.3).
PA CLE:PA Substantive Credit: 2.5
$12.00 fee – separate check payable to NJICLE must be submitted at the end of the program

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