ACTEX eLearning Webinar: Excel VBA to Document and Create Reports [On-demand] Author: Campbell

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Excel VBA to Document and Create Reports

VBA can be used for a variety of purposes within Excel, but one that may not be used enough is to document one’s work, as well as control the flow of data into (and out of) your spreadsheets. Why not automatically generate reports from your work?

This webinar will show you how to create Word documents from Excel spreadsheets, how to automatically important and export data, and more!

The benefits of using VBA to replace formerly manual steps are:

  • Reduction of tedium of mindless copy/pasting
  • Reduction of errors from manual processes
  • Increase in thoroughness in documentation

Learning Objectives Include:

Assuming no programming experience on the part of the participant, we'll look at various ways you can use VBA to:

  • Read data from files as input, and write to files as output
  • Automatically create reports for publication using VBA
  • Generate audit trails for documentation
  • Follow best practices for actuarial communications

Who Should Attend This Webinar:

  • Any Actuary or Financial Professional seeking to develop tools and improve their documentation
  • Any Acturay or Financial Professional seeking to increase efficiency in generating reports

About Your Instructor

Mary Pat Campbell, FSA, MAAA, PRM

Mary Pat Campbell, is Vice President of Insurance Research at Conning in Hartford, Connecticut. In the past, she also taught courses on computing (Excel, Access, and VBA) and business writing for actuarial science students at the University of Connecticut. Mary Pat has had a long interest in spreadsheet best practices in actuarial work, writing for SOA publications on the topic since 2007. She has also spoken for SOA webcasts and at meetings on spreadsheet issues, such as at the 2015 SOA Annual Meeting: "Session 30: How to Keep Your Spreadsheets Out of the Headlines". Over the past two years, she has written a series of 5 articles on data visualization for CompAct, the newsletter of the SOA Technology Section. She is a member of the European Spreadsheet Risks Interest Group and on the SOA Modeling Section Council (2015 - 2018).

Corporate Customers:

  • 10+ participants & 1 connection option: live simulcast via an internal screen-sharing utility.
  • 10+ participants & multi-connection option: each associate receives login credentials to access the live event and the recording.
  • ACTEX will provide a self-registration site and activation key for your participants. The first 100 will be enrolled in the webinar. This makes it easy to offer continuing professional development opportunities without the need for administrative attention.
  • As a reminder, it is a violation of ACTEX Learning Terms of Service to record webinars for rebroadcast. Please respect our intellectual property.

Important CPD Information:

Recorded ACTEX Webinars do not qualify for EA credit under the guidelines of the JBEA. ACTEX Webinars are strictly for educational purposes and cannot be submitted to attest for EA core or non-core credit.

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