Continuing Legal Education

ISBA's Technology Competency Series: Microsoft Excel in the Law Office

November 16, 2017
8:45 a.m. – 12:00 p.m. (15-minute break included)
3.00 MCLE hours, including 3.00 approved Professional Responsibility MCLE credit hours

ISBA Regional Office
20 S. Clark Street, Suite 900
(map and directions)
Or Online Course

Masters Series

Click here to register for the CHICAGO program.

Click here to register for the LIVE WEBCAST.


Once upon a time, spreadsheets were handwritten paper ledgers used for accounting purposes. Today, spreadsheets are created, organized, manipulated, and shared electronically. Most lawyers fail to utilize Microsoft Excel to its fullest potential because they don’t realize how much it can help them, are intimidated by the software, or both. But did you know that Microsoft Excel can help you produce payment schedules, billing summaries, estate and guardianship forms, real estate closing statements, and perform date calculations? This half-day seminar – designed by lawyers, for lawyers – shows you how Excel can help you improve your work product and make your life easier. Topics include:

About the Speaker:
Barron K. Henley
is one of the founding partners of Affinity Consulting Group, a national legal technology consulting firm which handles all aspects of law practice automation including document assembly, case management, document management, legal accounting software, trial presentation/litigation support, paper reduction/scanning, hardware, networks/servers and security. He is an attorney and has been helping other lawyers with technology since 1990. Mr. Henley heads Affinity’s document assembly/automation and software training departments and is a renowned expert on Microsoft Word, Adobe Acrobat, and HotDocs document assembly software. He has authored legal-specific manuals on HotDocs, Adobe Acrobat, and Microsoft Word, Excel & Outlook.
  • How to create and save workbooks;
  • How to format legal spreadsheets and control how they print;
  • How to create headers and footers and page numbering;
  • How to use formulas that can calculate almost anything you can think of;
  • How to create bar and pie charts using the entered data;
  • How to use the shading, border, gridline, and box features;
  • How to share spreadsheets, protect them against editing when necessary, and annotate them with your own comments; and
  • Much more!


NOTE: Registration to the live, onsite program in Chicago includes access to electronic course materials that will be sent to you via email prior to the seminar. Printed course materials may be purchased for a nominal fee via the registration page.