Home Events Excel Nothing But Tricks!

Excel Nothing But Tricks!

Dinner Meeting: Excel  Nothing But Tricks 
Date: Thursday, August 10, 2017

Time: 5:30 - 8:30 pm
Location:  Sheraton La Jolla
Speaker: Jim Colville, CPA



Excel  Nothing But Tricks

Date: Thursday, August 10, 2017 
Time: 5:30 - 8:30pm 

Speaker:  Jim Colville, CPA

Have you struggled with a function in Excel thinking I know there is an easier way to do this?  Well there probably is!!  Come hear from the Master of Tricks how to streamline your bulky spreadsheets and complicated formulas.  Your auditors will love you! 


Sheraton La Jolla 3299 Holiday Ct 92037 off I-5 at La Jolla Village Dr left onto Villa La Jolla Dr left to Holiday Ct.  Free parking in the lower lot through the gas station.


About Our Speaker

Jim Colville, CPA, CFE, CFF, based in San Diego, California, is a small business CPA servicing businesses and their owners at all levels. He performs many services including audits, reviews, accounting, tax, forensic and fraud solutions, including fraud investigations and fraud prevention consulting.

Jim began with a national CPA firm in Los Angeles on the audit staff and was assigned to the tax department as a part of the firm's fast track-to-partner career program. Many of the firm's audits discovered financial statement fraud resulting in massive restatements. Upon moving to San Diego in 1977 Jim worked with two large local CPA firms, and then formed my own firm. The assignments with these firms and his own practice resulted in more fraud discovery; financial statement fraud, tax fraud, fraud in the sale of a business, and other related issues.

After selling his business, he began a PC training company and utilizing his CPA background, Jim developed simple solutions complete with training and consulting all from a solutions point of view.

This business was sold and he currently is working with clients in all areas of business consulting, primarily with a technology emphasis. With the wide variety of clients and their issues, Jim has been able to build an arsenal of technology based solutions using Excel and other popular software packages.



Chicken Madeira or Vegetarian 


Member w/ RSVP $30 w/o RSVP $40
Non Member w/ RSVP $45 w/o RSVP $50
Student $15

How to Register

Register and prepay for the meeting by: Monday August  7, 2017

Click on link to register http://instituteofmanagement.mybigcommerce.com/ 

Contact Jim Carr at This email address is being protected from spambots. You need JavaScript enabled to view it. with questions or registration issues.

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