Live Event – Excel Survival Kit – 02-09-22 to 02-10-22

Want to learn how to use Excel on the job in Finance….and multiply your speed by 2-4x or more? Let us help!

Learn Excel Shortcuts and Critical Formulas, with simple, easy-to-follow visual explanations.

Throughout the course, we’ll work through a hands-on exercise that reflects a typical data clean-up project that you are likely to see on the job in Investment Banking, Private Equity, or Corporate Finance.

As with all of our courses, skip the fluff and focus on what you really need to know. We won’t waste your time by teaching every Excel function under the sun. Instead, we’ll focus on the core functions that you’ll need to become a world-class Financial Analyst.

Learn from a former Investment Banking, Private Equity, and Hedge Fund professional…and current Adjunct Professor in Columbia Business School’s Value Investing Program who has trained thousands of students.

During the session we’ll cover the following topics:

  • How to Optimize Excel settings
  • Core Excel Shortcuts to multiply your speed by 2-4x or more
  • Master Print Formatting so all of your work is ‘print ready’
  • Learn critical Excel functions commonly used by Analysts (with VISUAL walkthroughs of each function) including:
    • Conditional Formulas (IF, SUMIFS, COUNTIFS, etc.)
    • Lookup Formulas (VLOOKUP, INDEX/MATCH, CHOOSE, OFFSET, etc.)
    • Data Tables

Not Your Typical Excel Course

We put a ton of time and effort into ensuring that you have an interactive, enjoyable (yes…Excel can be enjoyable!) experience in our live courses.

Mike has spent 15+ years in the Finance industry working with companies around the globe. After graduating from the University of Virginia, he began his career in Investment Banking at UBS LA (then run by Ken Moelis), which led to a role in Private Equity at Golden Gate Capital ($15B under management). After earning his MBA at Columbia Business School, he joined HIG Capital ($42B under management) as a Vice President and later a long/short hedge fund in New York City that grew to nearly $2B in AUM during his five-year tenure at the fund.

Throughout his career, Mike has been heavily involved in training and education. He solely trained the incoming summer Analysts and Associates as a second-year analyst at UBS LA and later trained incoming Associates at Golden Gate.

Two years after graduating from Columbia, he was invited to join the Adjunct Faculty to teach in the highly selective Value Investing Program until 2019, when he pressed pause to focus on Access Distributed, where he now leads all training activities. Mike is now launching a new course called the Equity Analyst Toolkit in Spring 2022 at Columbia Business School.

Over the last three years, Mike worked at Wall Street Prep (WSP), a leading global financial training firm. For the first two years, he was a top-rated instructor and trained over 5,000 students. In 2019, he joined WSP as a Managing Partner and co-led content development, launched the Private Equity Practice, and led nearly all custom content projects.

During his tenure at Wall Street Prep, he trained multiple Fortune 500 Companies, top-tier investment banks, small-cap through mega-cap PE funds, and some of the world’s largest hedge funds.

He’s also trained countless undergraduates ranging from liberal arts to finance majors as well as top-tier MBA students at schools including Columbia Business School, Wharton, and Harvard Business School.

Mike is deeply passionate about making training intuitive, engaging, and fun.

Session Cost: $250 $125

(Launch Year Discount)

Sitewide Pass members received a further 20% off this course.

Have questions? Email us at [email protected]

Frequently Asked Questions

This course is $125, but most Finance Training courses are $500-$1,000? What’s the catch?

No catch here. Our mission is to open access to Finance Careers to more people and we don’t think you should have to pay so much.

Will you limit capacity?

For this course, we’ll cap the session at around 50 students.

Will I get access to your Excel self-study course?

That’s correct! We’ll give you access when you sign up.

But this course is only $55 more than your self-study course?

You are correct. We want to get you live training. As much as we pride ourselves on having the best self-study training material in the industry, there’s no substitute for live training.

Will this help me on the job?


To our knowledge, this is the only course available that directly mimics an actual project that you are likely to see on the job.

Most courses simply teach functions one by one with isolated exercises. Ours is purpose-built for people headed to top-tier Finance roles.

All of this will help you gain a better grasp of the Fundamentals of Excel so you can use it on the job!


Feb 09 - 10 2022


5:30 pm - 10:00 pm


Mike Kimpel


Mike Kimpel
[email protected]
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Finance|able was created to fill the void in the market for approachable, intuitive finance career training