Level Up Your Organization With Recalc
Recalc offers live, instructor-led virtual spreadsheet and finance courses that drive immediate results for corporate teams.
Driving Impact for 50+ Leading Firms across
Private Equity, Growth Equity, Private Credit, Venture Capital
Why Train with Recalc
Our corporate training programs are live, instructor-led virtual courses that focus on the hard skills you and your teams’ need to know to do your jobs well. Recalc’s expert instructors provide easy-to-follow step-by-step instruction that emphasizes understanding the WHY behind the tactical skills. We supplement in-class teaching with class recordings, practice files and individualized 1-1 sessions, to deliver effective results.
Expert engaging trainers
Years of relevant experience and a passion for teaching with a focus on the “why to drive critical thinking”.
Concise, relevant content
Curated curriculum taught in 90 minute sessions includes only what you need to know to solve real-world business problems.
Highly interactive, engaging live sessions
Step-by-step engaging instruction helps build skills in real-time to drive immediate impact and reduce stress.
Personal ongoing support
Practical help to apply course content directly to your work.
What We Offer
Spreadsheet Training
What You’ll Learn Effective and efficient spreadsheet data analysis, tailored to your team’s needs
Training Structure
- Option to enroll team members in our public courses (Spreadsheet Fundamentals Part 1 or Part 2, Business Analysis) or in a customized private team training program
- In a customized training, we will use a mix of foundational material and examples of typical analysis relevant to the team
- Keyboard shortcuts and general navigation
- Summarizing data with formulas and pivot tables
- Text manipulation
- Cleaning up messy data
- Filtering and sorting lists of data
Financial Acumen Training
What You’ll Learn Quickly read financial statements, calculate key metrics & identify trends
Training Structure
- Option to enroll team members in our public course (Finance Fundamentals) or in a customized private team training program
- In a customized training, we will use a mix of foundational materials and review relevant financial statements, reports and metrics most relevant to the team
- Understanding financial statements
- Identifying financial trends quickly
- Identifying, calculating and utilizing key metrics
- Gaining confidence to voice over financial results and key takeaways
- More advanced financial modeling training available if relevant
PowerPoint Training
What You’ll Learn How to easily navigate PowerPoint to create impactful presentations
Training Structure
- Customized team training is recommended to be able to utilize the team’s specific PowerPoint template and slide formats
- Typically comprised of 2-3 sessions, 90 min each
- How to navigate and edit text, shape and images effectively
- Presenting data through creating charts and tables
- General guidelines to create clean and effective presentations
Training Program Details
Training includes:
- Highly interactive Zoom sessions carefully paced to drive absorption and adoption of material
- Practice exercises to reinforce concepts
- Class recordings for future reference
- 1:1 office hours to clarify and apply class learnings
- In Private Group Training, course content can be tailored to the organization’s needs
Flexible training options:
Open Enrollment
Best fit for individual team members who can join on their own schedule and own level
Private Group Training
Best fit for teams with tailored training needs
1:1 Coaching
Dedicated 1:1 support, with set objectives and milestones
How Teams Are Partnering With Recalc
Upskilling the Marketing Team to Save Time
The marketing team uses Excel and Google Sheets often to analyze data in various formats, including contact lists and events reporting. Although the team had some prior training and experience using spreadsheets, they knew there was an opportunity to take their skills to the next level to save time and improve their analyses.
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Developing Leaders by Equipping Them with Financial Acumen
Pursuit previously ran the financial component of their Leader’s Journey program in-house, but sought out an external partner who could help them scale their program. Pursuit chose to work with Recalc given the Recalc team’s expertise in financial training, personalized approach and engaging content and delivery (and focus on telling the story beyond the numbers).
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Mastering Business Acumen to Drive Influence and Impact
Lineage recognizes the importance of continuous learning and empowering its data science team to acquire these new skills for a positive impact across the company. To develop valuable financial, spreadsheet and SQL analysis skills, Lineage partnered with Recalc to provide an immersive educational experience for their scientists and project managers.
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Building Confidence in Effectively Leveraging Excel and PowerPoint
For Roseburg Forest Products, a company with a strong commitment to employee development, Recalc was “absolutely a strategic component” of the professional development training.
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Learn From Industry Leaders
Katie Fifer
Katie has 10+ years in private equity experience at leading firms (Audax Group, Paxion Capital) and finance leadership roles at multiple high-growth companies. She has always been a passionate teacher and mentor. She founded Recalc to deliver highly practical training for those looking to succeed in this industry.
Suzanne Corley
Suzanne has 10+ years diverse experience at J.P. Morgan, General Mills & 3M, providing experience directly working in Finance and also cross-functionally leveraging data analysis to run businesses. She has always enjoyed teaching and has a passion for personal and professional development.
