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.
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Microsoft Excel is powerful application for the legal professional. It effectively manages and organizes data, for example, data on cases, documents, or exhibits. Excel can also calculate interest on court judgments and determine dates to file deadlines. You can transform data into professionally formatted tables, charts and reports with summaries for easy analysis. This overview course demonstrates Excel using different legal examples and includes a brief overview of using AI in Excel.
Craig Brody Technology Trainer cbrody@craigbrodyllc.com
Key topics to be discussed:
Date / Time: August 15, 2025
Closed-captioning available
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
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
2 General
Approved for CLE Credits
2 General
Approved for CLE Credits
2 Technology in the Practice of Law
Pending CLE Approval
2 General
Approved for CLE Credits
2 General
No MCLE Required
2 CLE Hour(s)
Pending CLE Approval
2 General
Approved via Attorney Submission
2.5 Technology Hours
Pending CLE Approval
2 General
Approved for CLE Credits
2.4 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Pending CLE Approval
2 Law Practice Management
Pending CLE Approval
2 General
Pending CLE Approval
2 General
No MCLE Required
2 CLE Hour(s)
No MCLE Required
2 CLE Hour(s)
Pending CLE Approval
2 General
No MCLE Required
2 CLE Hour(s)
Pending CLE Approval
2 General
Approved for CLE Credits
2.4 General
Pending CLE Approval
2 General
Pending CLE Approval
2 General
Pending CLE Approval
2 Technology
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
120 General minutes
Approved for CLE Credits
2.4 General
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Approved for CLE Credits
2.4 General
Pending CLE Approval
2 General
Pending CLE Approval
2.5 General
Pending CLE Approval
2 General
Approved for CLE Credits
2 General
Pending CLE Approval
2.5 General
Pending CLE Approval
2 General
No MCLE Required
2 CLE Hour(s)
Pending CLE Approval
2 General
Approved for CLE Credits
2 General
Pending CLE Approval
2 General
Not Eligible
2 General Hours
Approved for CLE Credits
2 General
Approved via Attorney Submission
2 Other (Office Management) Hours
Pending CLE Approval
2 Law Practice Management
Pending CLE Approval
2.4 General
Pending CLE Approval
2 General
only $395 yearly
only $395 yearly