Excel for Restaurants, Retailers and Mult-unit Businesses

This course covers various Excel tools and approaches, including native tools and those in the XLEV8 Excel Add-in, to save time for businesses managing multiple locations.
Thursday, May 07, 2026
Time: 12:30 PM PDT | 03:30 PM EDT
Duration: 60 Minutes
IMG Derek Henry
Id: 9140
Live
Session
$119.00
Single Attendee
$249.00
Group Attendees
Recorded
Session
$159.00
Single Attendee
$359.00
Group Attendees
Combo
Live+Recorded
$249.00
Single Attendee
$549.00
Group Attendees

Overview:

In this course, you’ll learn about tools and approaches covering several topics - from admin to reporting - that will help you save a lot of time in Excel, specifically focusing on businesses that manage multiple locations. A variety of tools and approaches will be covered, including tools native to Excel, as well as some tools available in the XLEV8 Excel Add-in, a separately available product.

Why you should Attend:

Is Excel one of your key tools while working for a restaurant, retail, or other business that with several locations? Do you want to shave hours of time off of your workload each week and empower people all throughout your organization?

Excel is such a powerful application, but most people only use the basic features, taking a very manual approach. Managing multiple locations magnifies that inefficiency. But there’s hope - there are several tools worth learning that will free up valuable capacity to work on the important stuff. In this course, we’ll look at several tools and approaches that makes working with multiple locations so much easier.

Areas Covered in the Session:

  • Learn how to navigate Excel faster
  • Learn how to streamline administration with calendars, folders, and files
  • Learn how to automate calculations in journal entries and reconciliations
  • Learn how to expedite multi-unit reviews
  • Learn how to optimize multi-unit reporting

Who Will Benefit:

  • Analysts
  • Accountants
  • Auditors
  • Executive Assistants
  • Managers
  • Directors

Speaker Profile

Derek Henry has an extensive 20+ year background in Accounting and IT, having held roles in public/corporate accounting and technical sales. He helps accounting and finance teams optimize their processes in Excel and beyond with training, tools, consulting projects, and productivity coaching. He is passionate about efficiency and accountability.

Derek is a Certified Public Accountant and a Certified Fraud Examiner. He lives with his family in Arlington, TX. He is actively involved at church, and enjoys disc golf, softball, and having fun with his family.