Accounting Research Workshop Series

Think Excel is just rows, columns, and formulas? This workshop will change your mind. Discover the Microsoft Excel features that will transform your productivity during this one-day workshop.

In just one hour, you'll explore powerful features that go far beyond basic spreadsheets—tools that help you clean data, analyze trends, and make smarter decisions faster. This session isn't about learning how to sum a column, it's about unlocking the hidden gems that make Excel a powerhouse for productivity and insight.  

What You'll Learn

• Data validation and cleanup – Learn how to control data entry with validation rules and quickly remove duplicates to keep your spreadsheets clean and reliable.  
• Flash fill and quick analysis – Discover how Excel can recognize patterns and automate formatting, and use the quick analysis tool to instantly visualize your data.  
• Mini visuals with Sparklines – Add tiny, powerful charts directly into cells to show trends at a glance. They're perfect for dashboards and reports.  
• What-if analysis and goal seek – Explore scenario planning tools that help you test outcomes and find the exact inputs needed to reach your goals.  
• Consolidate tool – Combine data from multiple sheets or workbooks into one streamlined summary, no manual copy-pasting required.  
• Forecast sheet – Use built-in forecasting tools to project future trends based on historical data, with just a few clicks.  

This workshop is ideal for anyone who already works with data in Excel and wants to move beyond formulas into smarter, faster analysis. Whether you're tracking budgets, managing projects, or reporting outcomes, these tools will help you work more efficiently and make your data work harder for you. Discover what you've been missing!

Learn the art of relationship-based selling throughout the entire sales cycle from a seasoned professional during this Professional Edge training.

Through engaging activities, practical exercises, and interactive sessions, you'll not only refine your sales approach but also create an individual development plan for continuous improvement.

This training isn't simply about mastering sales techniques, it's an opportunity to develop a versatile skill set that includes effective communication, strategic thinking, and the ability to understand and meet customer needs—qualities that are invaluable in any career path.

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Why Participate?

Designed for participants across all majors and disciplines, our Sales Essentials training offers invaluable insights and skills for aspiring sales professionals, future entrepreneurs, marketers, and business leaders.

Whether you're contemplating a career in sales, embarking on your first professional role, or looking to improve your communication skills to establish trust with others, this Sales Essentials training is your foundation for success.  

What You'll Gain

• Earn a marketable skills microcredential – Enhance your resume and LinkedIn profile when you earn the Sales Essentials microcredential from the Lundquist College of Business.  
• Develop core sales skills – Gain proficiency in relationship-based selling techniques across key areas essential for sales success, including prospecting, effective communication, overcoming objections, and closing the sale.  
• Create an individual development plan – Leave the sessoion with a tailored development plan, reviewed by an industry expert, to showcase your self-awareness and commitment to continuously improve your sales skills.  

Schedule

• Friday, October 17, 9:00 a.m.–1:00 p.m. (in-person in Chiles 326)
• Friday, October 24, 9:00 a.m.–1:00 p.m. (in-person in Chiles 326)

Participants who attend both days of this program and fulfill all requirements are eligible to earn a digital microcredential in Sales Essentials, validating your newly acquired skills. Microcredentials are portable, verifiable credentials that can be shared on platforms like LinkedIn, showcasing your expertise to potential employers and offering tangible proof of in-demand competencies.  

About the Instructor

Steven Havens is a former Bank of America senior executive, a role in which he led multiple consumer and small business banking territories throughout South Florida and Southern California. After more than 16 years in banking, he made a career change, shifting to dual careers in education and catering.

Having earned his MBA in 2023, Havens teaches business finance, personal finance, and business ethics at the undergraduate level as an adjunct professor. He is also the owner and head chef of his catering business, which specializes in boutique events and provides both private chef services and cooking class instruction. His breadth of experience in corporate finance, sales leadership, and entrepreneurship gives him a wealth of knowledge that he enjoys sharing with aspiring students.

Are you ready to develop the analytical skills and strategic mindset of a top-tier consultant? Learn what it takes to be a strategic consultant during this virtual Professional Edge training.

In today's complex business environment, the ability to analyze problems and develop strategic solutions is crucial. This program will give you the tools and confidence to do just that. You'll learn how to approach business challenges systematically, conduct thorough analyses, and present compelling recommendations, setting you apart in any professional setting.

Through hands-on activities and real-world case studies, you'll learn to break down complex business problems, conduct comprehensive market research, and apply analytical frameworks to develop strategic solutions.

Whether you're preparing for a consulting internship or a career after graduation, this training—led by experienced industry professionals—will equip you with the knowledge and confidence to excel in problem-solving and analysis, as well as the tools to structure and deliver impactful client presentations.

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What You'll Gain

• Analytical frameworks – Master key analytical tools like SWOT, Porter's Five Forces, and PESTEL to evaluate real-world business scenarios.
• Research skills – Learn to leverage various resources and techniques for conducting comprehensive market research and competitive analysis.
• Problem-solving approaches – Develop a structured approach to breaking down and analyzing complex business cases.
• Professional presentations – Create and deliver impactful consulting presentations.  

Schedule

• Friday, October 17, 9:00 a.m.–1:00 p.m. (in-person in Chiles 326)
• Friday, October 24, 9:00 a.m.–1:00 p.m. (in-person in Chiles 326)

Participants who attend both days of this program and fulfill all requirements are eligible to earn a digital microcredential in Consulting Essentials, validating your newly acquired skills. Microcredentials are portable, verifiable credentials that can be shared on platforms like LinkedIn, showcasing your expertise to potential employers and offering tangible proof of in-demand competencies.

Ready to unlock Microsoft Word's hidden potential in just one hour? Discover the Microsoft Word features that will transform your productivity during this fast-paced, interactive workshop designed to introduce you to the game-changing features that most people never discover.

This session isn't about basic typing or simple formatting, it's about the professional-level tools that can transform how you create documents. Through quick demonstrations and hands-on exploration, you'll get a taste of advanced features like styles, reference management, and template creation.  

What You'll Learn

• Eye-opening feature discovery – Get introduced to powerful tools like the style gallery, navigation pane, and advanced formatting options most users never find.  
• Time-saving techniques – Learn quick methods for consistent formatting, efficient editing, and professional document creation.  
• Template creation basics – Understand how to create reusable templates that ensure consistency across all your documents.  
• Professional insight – Discover why these features matter in academic and workplace settings, and how they can set your work apart.  
• Next steps guidance – Leave with a clear understanding of how to continue developing these skills and resources for further learning.  

This workshop is perfect for anyone who uses Microsoft Word regularly but suspects they're missing out on features that could make their work easier, faster, and more professional. Discover what you've been missing!

Prepare for a future in today's dynamic business environment—enhance your data analysis and visualization skills with Power BI during this virtual Professional Edge training.

In the organizations you will work for, vast amounts of data will be collected every day, and your challenge will be to make sense of it. Excel spreadsheets have their place, but they're static, limited in their ability to visualize data, and time-consuming to build and use. In this training, you will be equipped with the skills to move beyond the confines of stagnant data and transform it into a living, breathing dashboard.

NOTE: This training requires access to a computer running a Windows operating system. Power BI is NOT available on MacOS computers, including MacBooks.

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Why Participate?

In a data-driven world, your ability to extract meaningful insights and make informed decisions is a game-changer. Power BI empowers you with the skills you need to drive decision-making processes, giving you a competitive edge in the job market.  

What You'll Learn

• Transform data – Format data to extract actionable insights.
• Create data models – Present your data intuitively and in a visually engaging way, making it easier for your audience to understand complex information.
• Visualize data – Tell the story of your data in quick, responsive analytics.
• Share assets – The power of automation ensures that your data reaches the right people at the right time.  

Schedule

• Friday, October 24, 9:00 a.m.–noon (in-person in Chiles 326)
• Friday, November 7, 9:00 a.m.–noon (in-person in Chiles 326)

Participants who attend both days of this program and fulfill all requirements are eligible to earn a digital microcredential in Power BI Essentials, validating your newly acquired skills. Microcredentials are portable, verifiable credentials that can be shared on platforms like LinkedIn, showcasing your expertise to potential employers and offering tangible proof of in-demand competencies.  

About the Instructor

Wyatt Schow is a current third-year University of Oregon student studying accounting and economics—subjects in which he often deals with large amounts of data. Power BI enables him to effortlessly organize and customize data, transforming it into a wide range of insightful charts and graphs.

Think PowerPoint is just for bullet points and slide transitions? Think again. In this fast-paced, hands-on workshop, "Unlock the Power of PowerPoint: Design Smarter, Present Better," you'll discover the powerful features that can elevate your presentations from basic to brilliant.

Whether you're building decks for meetings, events, or instruction, this session will introduce you to the tools that make your slides more engaging, professional, and easier to manage. This workshop isn't about adding animations or picking a font, it's about mastering the design and organizational features that save time and make your message shine.  

What You'll Learn

• Slide Master and layouts demystified – Learn how to create consistent, professional slide designs using Slide Master and custom layouts. No more formatting each slide manually.  
• Themes and variants – Discover how to apply and customize themes to give your presentation a cohesive, polished look.  
• Smart organization with sections – Use sections to structure your presentation for easier navigation and editing.  
• Precision design tools – Get hands-on with smart guides, gridlines, and Designer to align content and create visually appealing slides effortlessly.  
• Infographics made easy – Explore how to use shapes, icons, and built-in tools to create compelling visual stories without needing graphic design software.  
• Presenter view and slide notes – Learn how to use presenter view to stay on track during delivery and leverage notes for smoother presentations.  
• Quick access toolbar customization – Speed up your workflow by tailoring your toolbar with the tools you use most.  
• Templates and reusability – Understand how to build and reuse templates that save time and ensure consistency across presentations.  

This workshop is perfect for anyone who uses Microsoft PowerPoint regularly but suspects they're missing out on features that could make their work easier, faster, and more professional. Discover what you've been missing!

What if you could turn an innovative idea into a powerful AI-driven product that solves real business challenges? Explore the possibilities of generative AI, learn to design impactful, ethical AI solutions, and communicate their value in business contexts during this hands-on Professional Edge training.

You'll gain practical experience in designing AI products that can address complex problems, support rapid innovation, and encourage responsible development while developing a portfolio piece to showcase your expertise.

Whether you're familiar with AI basics or new to the field, this course guides you through each step, from understanding core AI principles to creating your own AI-driven product that meets real-world needs.

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What You'll Gain

• Real-world product development – Leave with experience in taking an AI product from concept to design.  
• Technical and strategic skills – Gain knowledge in AI fundamentals and practical applications that will be valuable across business functions.  
• Ethical frameworks – Understand responsible AI practices that align with business values and societal impact.  

Schedule

• Friday, October 31, 9:00 a.m.–1:00 p.m. (in-person in Chiles 326)
• Friday, November 7, 9:00 a.m.–1:00 p.m. (in-person in Chiles 326)

Participants who attend both days of this program and fulfill all requirements are eligible to earn a digital microcredential, validating your newly acquired skills. Microcredentials are portable, verifiable credentials that can be shared on platforms like LinkedIn, showcasing your expertise to potential employers and offering tangible proof of in-demand competencies.  

About the Instructor

Christopher Lundy, founder of FindInfinite Labs, is an expert in AI and quantum computing and a researcher in quantum cosmology and astrophysics. He develops AI training programs to equip organizations and individuals with the skills to harness AI's potential, transforming industries and preparing leaders for a technology-driven future. He also leads the biopharma and life sciences industry in applying innovation to complex problems that affect people in a tangible way.

Microsoft Teams is more than just chat and video calls—it's a full collaboration hub. In this interactive, one-hour workshop, "Teams That Work: Organize, Collaborate, and Communicate Smarter," you'll learn how to structure your Teams environment for clarity, efficiency, and impact.

From organizing channels to managing meetings and collaborating on files, this session will help you unlock the features that make Teams a powerful productivity tool. This workshop isn't about sending emojis or starting a call, it's about building a digital workspace that actually works.  

What You'll Learn

• Team and channel structure best practices – Learn how to organize Teams by project, department, or function, and use private and shared channels effectively to keep communication focused.  
• Smarter communication tools – Master @mentions, tags, message formatting, pinning and saving messages, and managing your activity feed to stay on top of what matters.  
• File collaboration made easy – Understand the difference between sharing via OneDrive vs. Teams, co-author documents in real time, and use version history to recover changes.  
• Meetings and webinars – Get comfortable scheduling and joining meetings, using chat, notes, and recordings, and explore tools like Whiteboard and breakout rooms for interactive sessions.  
• Search and organization – Use advanced search techniques, folders, and archiving to find information quickly and keep your workspace organized.  
• Productivity boosters – Explore features like delayed delivery, email templates, voting buttons, and polls to streamline communication and decision-making.  
• Tasks and Microsoft To Do integration – Create tasks from messages, use My Day and Priority views, and sync with Microsoft To Do to manage your workload across platforms.  

This one-day workshop is perfect for anyone who already uses Teams to collaborate and wants to move beyond basic messaging and meetings. Whether you're managing projects, coordinating with colleagues, or leading virtual sessions, these tools will help you work smarter and communicate more effectively. Discover what you've been missing!

Working with data isn't about following a straight path, it's an exploration. Learn to transform complex information into clear, actionable insights that solve real business problems during this Professional Edge training.

This training invites you to embrace curiosity, ask better questions, and navigate the messy realities of data analysis. Not every trail leads to a breakthrough, and that's part of the process. You'll chase insights, refine your approach, and discover how data can drive impactful business decisions.

This is an interactive, fast-paced experience designed for those ready to dive in, experiment, and uncover meaningful insights. To keep up with the pace, you should already be fluent in using the following Excel functions: VLOOKUP, text to columns, TRIM, pivot tables, and charts. If these aren't second nature, take time to refresh your skills before joining.

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Skills You'll Learn

This training will equip you to navigate the complexities of real-world data analysis with confidence, adaptability, and strategic insight—skills that set you apart in any business role. Whether you're headed for consulting, marketing, finance, or management, this experience will help you sharpen your analytical instincts and become a stronger decision-maker.

• Strategic inquiry – Develop the mindset to ask the right questions, uncover stakeholder needs, and frame data-driven problem-solving.  
• Insightful analysis – Go beyond data collection to interpret patterns, extract meaning, and refine your approach when the data takes you in unexpected directions.  
• Compelling storytelling – Transform complex information into clear, persuasive narratives that drive action.  
• Dynamic visualization – Build dashboards that don’t just display data but tell a story, helping stakeholders see the bigger picture.  

Schedule

• Friday, November 7, 9:00 a.m.–1:00 p.m. (in-person in Chiles 326)
• Friday, November 14, 9:00 a.m.–1:00 p.m. (in-person in Chiles 326)

Participants who attend both days of this program and fulfill all requirements are eligible to earn a digital Business Insights Accelerator microcredential, validating your newly acquired skills. Microcredentials are portable, verifiable credentials that can be shared on platforms like LinkedIn, showcasing your expertise to potential employers and offering tangible proof of in-demand competencies.  

About the Instructor

Moni Graf has more than 15 years of expertise in business operations, data analytics, and project management, and has propelled growth for clients ranging from startups to Fortune 100 companies, including the United States Olympic and Paralympic Committee and NCAA. She excels in transforming data into actionable insights, managing big data platforms, and developing technology-based solutions that enhance decision-making processes. Moni's strategic initiatives, particularly in sports analytics, have significantly impacted campaigns like "Olympians Made Here," which boosted support for college athletes on their path to the Olympics.

Is your inbox running you—or are you running your inbox? In this fast-paced, interactive workshop, "Master Your Inbox: Outlook Tools for Total Control," you'll learn how to take full control of Microsoft Outlook and transform it into a productivity powerhouse.

From smarter email management to calendar mastery and task integration, this session will introduce you to the tools that make Outlook more than just an email app: streamline your day, organize your priorities, and make Outlook work for you.  

What You'll Learn

• Inbox management essentials – Learn how to declutter and organize your inbox using Focused Inbox, flags, follow-ups, and categories.  
• Automation with rules and Quick Steps – Discover how to automate repetitive tasks and streamline your workflow with custom rules and Quick Steps.  
• Calendar mastery – Get hands-on with scheduling tools, recurring events, time zone management, and calendar sharing to make planning effortless.  
• Search and organization – Use advanced search techniques, folders, and archiving to find what you need fast and keep your Outlook tidy.  
• Productivity boosters – Explore features like delayed delivery, email templates, voting buttons, and polls to communicate more effectively.  
• Tasks and Microsoft To Do integration – Turn emails into actionable tasks, use My Day and Priority views, and sync with Microsoft To Do for seamless task management.  

This one-day workshop is perfect for anyone who uses Outlook daily and wants to move beyond basic email and calendar functions. Whether you're managing a busy schedule, coordinating with teams, or just trying to stay organized, these tools will help you reclaim your time and boost your productivity. Discover what you've been missing!