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Course Book Download
Overview
Find Patterns in Discovery, Due Diligence, and Financial Data - Fast
Document-intensive matters like discovery, due diligence, asset inventories, and regulatory compliance generate data sets that are hard to manage and harder to analyze. Excel pivot tables let you slice, sort, filter, and summarize thousands of rows of information in minutes, without a database or IT department. This course gives attorneys a practical, hands-on introduction to pivot tables as a legal workflow tool. You'll learn how to structure your data correctly from the start, build pivot tables that answer real case questions, and spot patterns across large document sets that would take hours to find manually. Register today!
- Analyze thousands of documents in minutes - no database required.
- Spend less time sorting spreadsheets and spend more time on strategy.
- Build audit-ready summaries you can stand behind in any matter.
- Learn the data skill that makes every AI tool you use work better.
*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
Abbreviated Agenda
- How Pivot Tables Fit Into Your Legal Toolkit: Common Legal Use Cases
- Setting Up Your Data the Right Way
- Data Type Consistency
- Common Problem Data: Merged Cells, Blank Rows, Formatting
- Dynamic Ranges That Grow With Your Data
- Building Your Pivot Table and Chart: Structuring, Analyzing, Sorting, and Filtering Data
- Pivot Table Pitfalls and Troubleshooting
- Why the Numbers Look Wrong (and How to Fix Them)
- Refreshing Data After Updates
- Avoiding Common Errors
- When to Use Pivot Tables vs. Filters vs. Formulas
- Data Analysis With AI vs. Pivot Table: Auditability, Interactive Exploration, Confidentiality, Dynamic Data Sets
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Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
1 Total |
| Alaska CLE |
|
1 Total |
| Alabama CLE |
|
1 Total |
| Arkansas CLE |
|
1 Total |
| Arizona CLE |
|
1 Total |
| California CLE |
|
1 Total |
| Colorado CLE |
|
1 Total |
| Connecticut CLE |
|
1 Total |
| Delaware CLE |
|
1 Total |
| Florida CLE |
|
1 Total |
| Georgia CLE |
|
1 Total |
| Hawaii CLE |
|
1 Total |
| Iowa CLE |
|
1 Total |
| Idaho CLE |
|
1 Total |
| Illinois CLE |
|
1 Total |
| Indiana CLE |
|
1 Total |
| Kansas CLE |
|
1 Total |
| Kentucky CLE |
|
1 Total |
| Louisiana CLE |
|
1 Total |
| Maine CLE |
|
1 Total |
| Minnesota CLE |
|
1 Total |
| Missouri CLE |
|
1.2 Total |
| Northern Mariana Islands CLE |
|
1 Total |
| Montana CLE |
|
1 Total |
| North Carolina CLE |
|
1 Total |
| Nebraska CLE |
|
1 Total |
| New Hampshire CLE |
|
1 Total |
| New Jersey CLE |
|
1.2 Total |
| Nevada CLE |
|
1 Total |
| Ohio CLE |
|
1 Total |
| Oklahoma CLE |
|
1 Total |
| Pennsylvania CLE |
|
1 Total |
| Rhode Island CLE |
|
1 Total |
| South Carolina CLE |
|
1 Total |
| Tennessee CLE |
|
1 Total |
| Texas CLE |
|
1 Total |
| Utah CLE |
|
1 Total |
| Virginia CLE |
|
1 Total |
| Vermont CLE |
|
1 Total |
| Washington CLE |
|
1 Total |
| Wisconsin CLE |
|
1 Total |
| West Virginia CLE |
|
1.2 Total |
| Wyoming CLE |
|
1 Total |
| Delaware Certified Paralegal Program |
|
1 Total |
| Florida Registered Paralegal |
|
1 Total |
| Indiana Paralegal CLE |
|
1 Total |
| Montana CLE Credit for Paralegals |
|
1 Total |
| North Carolina Continuing Paralegal Education |
|
1 Total |
| Ohio Certified Paralegals |
|
1 Total |
| NFPA |
|
0 Total |
| Texas State Bar of Paralegal Division |
|
1 Total |
Credit Details by Jurisdiction
Live Webinar Registration
CLE
Credits
Alaska CLE Reciprocity · 1 Total Credits
- 1 MECLE Ethics
Live - Alaska CLE - 1: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 1.0 hours of credit, which includes 0.0 hours of MCLE credit and 1.0 hour of MECLE credit.
Alabama CLE Approved · 1 Total Credits
Live - Alabama CLE - 1: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 1.0 credit hours, including 0.0 ethics/professionalism credit.
Arkansas CLE Approved · 1 Total Credits
Live - Arkansas CLE - 1: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program is approved for 1.0 hours of continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.
Arizona CLE Approved · 1 Total Credits
Live - Arizona CLE - 1: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 1.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.
California CLE Approved · 1 Total Credits
Live - California CLE - 1: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 1.0 hours, of which 0.0 hour will apply to legal ethics. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
Colorado CLE Approved · 1 Total Credits
Live - Colorado CLE - 1: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program has been accredited for 1.0 hours of General Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.
Connecticut CLE Approved · 1 Total Credits
- 1 Ethics/Professionalism
Live - Connecticut CLE - 1: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 1.0 hours toward your annual CLE requirement in Connecticut, including 1.0 hour(s) of ethics/professionalism.
Delaware CLE Approved · 1 Total Credits
Live - Delaware CLE - 1: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 1.0 hours of eCLE credit, including 0.0 hour of ethics.
Florida CLE Approved · 1 Total Credits
- 1 Technology
Live - Florida CLE - 1: Approved by The Florida Bar for a maximum of 1.0 general hours of CLER credit including 0.0 hour of professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs) and 1.0 hour of technology.
Georgia CLE Approved · 1 Total Credits
Live - Georgia CLE - 1: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 1.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.
Hawaii CLE Approved · 1 Total Credits
Live - Hawaii CLE - 1: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 1.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.
Iowa CLE Approved · 1 Total Credits
Live - Iowa CLE - 1: "How to Use Excel Pivot Tables for Large Document Sets" is an accredited program under the regulations of the Iowa Supreme Court Commission on Continuing Legal Education. It is planned that this program will provide a maximum of 1.0 hours of regular credit toward the mandatory continuing legal education requirements under the Iowa rule, including 0.0 hour of legal ethics credit.
Idaho CLE Pending · 1 Total Credits
Live - Idaho CLE - 1: This program has been submitted for continuing legal education credit in the state of Idaho.
Illinois CLE Approved · 1 Total Credits
Live - Illinois CLE - 1: This program has been approved by the Illinois MCLE Board for 1.0 hours of CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.
Indiana CLE Approved · 1 Total Credits
Live - Indiana CLE - 1: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 1.0 hours of distance education, which includes 0.0 hour of ethics.
Kansas CLE Upon Request · 1 Total Credits
Live - Kansas CLE - 1: Upon course completion and credit request submittal, an application will be submitted to Kansas CLE.
Kentucky CLE Upon Request · 1 Total Credits
Live - Kentucky CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Kentucky Bar Association Continuing Legal Education Commission.
Louisiana CLE Approved · 1 Total Credits
- 1 Law Office Practice
Live - Louisiana CLE - 1: This course or a portion thereof has been approved by the Louisiana Mandatory Continuing Legal Education Committee of the Louisiana State Bar Association. This program qualifies for 1.0 hours (based on a 60-minute credit hour) of computer based credit, of which 0.0 hour will apply to computer based ethics credit and 1.0 hour will apply to computer based law office practice. This course will apply toward the fulfillment of the newly admitted member requirement.
Maine CLE Approved · 1 Total Credits
Live - Maine CLE - 1: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.0 hours of CLE credit including 0.0 ethics hours.
Minnesota CLE Approved · 1 Total Credits
Live - Minnesota CLE - 1: This course has been approved by the Minnesota Board of Continuing Legal Education for 1.0 hours of standard CLE credit, including 0.0 hour of ethics credit.
Missouri CLE Approved · 1.2 Total Credits
Live - Missouri CLE - 1.2: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 1.20 hours of CLE credit, which includes 0.0 hour of ethics, professionalism or malpractice prevention credit.
Northern Mariana Islands CLE Approved · 1 Total Credits
Live - Northern Mariana Islands CLE - 1: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.0 hours of CLE credit.
Montana CLE Approved · 1 Total Credits
Live - Montana CLE - 1: Approved for 1.0 hours of CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit.
North Carolina CLE Approved · 1 Total Credits
- 1 Technology
Live - North Carolina CLE - 1: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program will result in 1.0 hours of CLE credit, including 0.0 professional responsibility and 1.0 technology.
Nebraska CLE Approved · 1 Total Credits
Live - Nebraska CLE - 1: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 1.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.
New Hampshire CLE Approved · 1 Total Credits
Live - New Hampshire CLE - 1: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.
New Jersey CLE Approved · 1.2 Total Credits
Live - New Jersey CLE - 1.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.20 hours of total CLE credit. Of these, 0.0 qualifies as hours of credit for ethics/professionalism.
Nevada CLE Approved · 1 Total Credits
Live - Nevada CLE - 1: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 1.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.
Ohio CLE Approved · 1 Total Credits
- 1 New Lawyer Training
Live - Ohio CLE - 1: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 1.0 CLE credit hours, including 0.0 hour of attorney professional conduct instruction. This course is approved for 1.0 hours of New Lawyer Training credit. NLT credit is only available on “Live Webcast” and "Webcast Replay" versions of this program.
Oklahoma CLE Approved · 1 Total Credits
Live - Oklahoma CLE - 1: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for 1.0 hours of CLE credit, which includes 0.0 hour of legal ethics.
Pennsylvania CLE Approved · 1 Total Credits
Live - Pennsylvania CLE - 1: This program has been approved by the Pennsylvania Continuing Legal Education Board for a total of 1.0 hours, including 1.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse CLE credit.
Rhode Island CLE Upon Request · 1 Total Credits
Live - Rhode Island CLE - 1: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.
South Carolina CLE Approved · 1 Total Credits
Live - South Carolina CLE - 1: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 1.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.
Tennessee CLE Approved · 1 Total Credits
Live - Tennessee CLE - 1: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 1.0 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.
Texas CLE Approved · 1 Total Credits
Live - Texas CLE - 1: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.0 credit hours, of which 0.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.
Utah CLE Approved · 1 Total Credits
- 1 Ethics
Live - Utah CLE - 1: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for a maximum of 1.0 hours of Live CLE credit for Utah attorneys, which includes 1.0 hour of ethics credit.
Virginia CLE Approved · 1 Total Credits
Live - Virginia CLE - 1: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 1.0 hours of credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism.
Vermont CLE Approved · 1 Total Credits
Live - Vermont CLE - 1: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education for 1.0 hours of credit, including 0.0 hour of ethics.
Washington CLE Approved · 1 Total Credits
- 1 Office Management
Live - Washington CLE - 1: Approved for 1.0 hour of Washington continuing legal education credit, which includes 0.0 hours of Law and Legal Procedure, 1.0 hour of Other Approved Subject Areas in the area of office management and 0.0 hour of ethics/professionalism.
Wisconsin CLE Approved · 1 Total Credits
- 1 Law Practice Management
Live - Wisconsin CLE - 1: Approved for 1.0 hours of CLE credit by the Board of Bar Examiners, including 1.0 hour of law practice management (LPM) credit.
West Virginia CLE Approved · 1.2 Total Credits
Live - West Virginia CLE - 1.2: This program qualifies for 1.20 hours of credit, which includes 0.0 hour of ethics, under the West Virginia Rules for Mandatory Continuing Legal Education.
Wyoming CLE Approved · 1 Total Credits
Live - Wyoming CLE - 1: The Wyoming State Board of Continuing Legal Education has granted 1.0 hours of Continuing Legal Education Credit, including 0.0 hour of ethics.
Paralegal
Credits
California MCLE Paralegal Approved · 1 Total Credits
Live - California MCLE Paralegal - 1: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Delaware Certified Paralegal Program Approved · 1 Total Credits
Live - Delaware Certified Paralegal Program - 1: This course qualifies for 1.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Florida Registered Paralegal Approved · 1 Total Credits
- 1 Technology
Live - Florida Registered Paralegal - 1: This course qualifies for 1.0 hours of continuing education for paralegals, including 0.0 hour of ethics and 1.0 hour of technology, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NFPA.
Indiana Paralegal CLE Approved · 1 Total Credits
Live - Indiana Paralegal CLE - 1: This course qualifies for 1.0 hours of continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
Montana CLE Credit for Paralegals Approved · 1 Total Credits
Live - Montana CLE Credit for Paralegals - 1: This course has been approved for 1.0 hours of CLE credit, including 0.0 hour of ethics, by the Montana Commission of Continuing Legal Education. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.
North Carolina Continuing Paralegal Education Approved · 1 Total Credits
Live - North Carolina Continuing Paralegal Education - 1: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 1.0 hours, of which 0.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.
Ohio Certified Paralegals Approved · 1 Total Credits
Live - Ohio Certified Paralegals - 1: This course qualifies for 1.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NFPA Approved · 0 Total Credits
Live - NFPA - 0: NBI, Inc. is an NFPA-approved CLE provider. As such, members can claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. The course duration is 60 minutes, which includes 0 minutes of ethics.
Texas State Bar of Paralegal Division Approved · 1 Total Credits
Live - Texas State Bar of Paralegal Division - 1: This course qualifies for 1.0 CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
OnDemand Video
CLE
Credits
Alaska CLE Reciprocity · 1 Total Credits
- 1 MECLE Ethics
Earn Until
OnDemand - Alaska CLE - 1: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 1.0 hours of credit, which includes 0.0 hours of MCLE credit and 1.0 hour of MECLE credit.
Video Download - Alaska CLE - 1: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 1.0 hours of credit, which includes 0.0 hours of MCLE credit and 1.0 hour of MECLE credit.
Alabama CLE Approved · 1 Total Credits
Earn Until
OnDemand - Alabama CLE - 1: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 1.0 on-demand credit hours, including 0.0 ethics/professionalism credit.
Arkansas CLE Approved · 1 Total Credits
Earn Until
OnDemand - Arkansas CLE - 1: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 1.0 hours of on demand continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.
Video Download - Arkansas CLE - 1: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 1.0 hours of on demand continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.
Arizona CLE Approved · 1 Total Credits
Earn Until
OnDemand - Arizona CLE - 1: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 1.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.
Video Download - Arizona CLE - 1: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 1.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.
California CLE Approved · 1 Total Credits
Earn Until
OnDemand - California CLE - 1: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 1.0 hours of participatory credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
Video Download - California CLE - 1: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 1.0 hours of self-study credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
Colorado CLE Approved · 1 Total Credits
Earn Until
OnDemand - Colorado CLE - 1: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 1.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.
Video Download - Colorado CLE - 1: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 1.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.
Connecticut CLE Approved · 1 Total Credits
- 1 Ethics/Professionalism
Earn Until
OnDemand - Connecticut CLE - 1: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 1.0 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics/professionalism.
Video Download - Connecticut CLE - 1: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 1.0 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics/professionalism.
Delaware CLE Approved · 1 Total Credits
Earn Until
OnDemand - Delaware CLE - 1: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 1.0 hours of eCLE credit, including 0.0 hour of ethics.
Florida CLE Approved · 1 Total Credits
- 1 Technology
Earn Until
OnDemand - Florida CLE - 1: Approved by The Florida Bar, this program qualifies for 1.0 general hours of CLER self-study credit including 0.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs) and 1.0 hour of self-study technology.
Video Download - Florida CLE - 1: Approved by The Florida Bar, this program qualifies for 1.0 general hours of CLER self-study credit including 0.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs) and 1.0 hour of self-study technology.
Georgia CLE Approved · 1 Total Credits
Earn Until
OnDemand - Georgia CLE - 1: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 1.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.
Video Download - Georgia CLE - 1: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 1.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.
Hawaii CLE Approved · 1 Total Credits
Earn Until
OnDemand - Hawaii CLE - 1: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 1.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.
Video Download - Hawaii CLE - 1: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 1.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.
Iowa CLE Approved · 1 Total Credits
Earn Until
OnDemand - Iowa CLE - 1: "How to Use Excel Pivot Tables for Large Document Sets" is an accredited program under the regulations of the Iowa Supreme Court Commission on Continuing Legal Education. It is planned that this program will provide a maximum of 1.0 hours of unmoderated activity credit toward the mandatory continuing legal education requirements under the Iowa rule, including 0.0 hour of legal ethics unmoderated activity credit.
Idaho CLE Pending · 1 Total Credits
OnDemand - Idaho CLE - 1: This program has been submitted for continuing legal education credit in the state of Idaho.
Video Download - Idaho CLE - 1: This program has been submitted for continuing legal education credit in the state of Idaho.
Illinois CLE Approved · 1 Total Credits
Earn Until
OnDemand - Illinois CLE - 1: This program has been approved by the Illinois MCLE Board for 1.0 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.
Video Download - Illinois CLE - 1: This program has been approved by the Illinois MCLE Board for 1.0 hours of recorded technology CLE credit, which includes approval for 0.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.
Indiana CLE Approved · 1 Total Credits
Earn Until
OnDemand - Indiana CLE - 1: This course has been approved by the Indiana Supreme Court Office of Admissions & Continuing Education. Participating attorneys are eligible to receive 1.0 hours of distance education, which includes 0.0 hour of ethics.
Kansas CLE Upon Request · 1 Total Credits
Earn Until
OnDemand - Kansas CLE - 1: Upon course completion and credit request submittal, an application will be submitted to Kansas CLE.
Video Download - Kansas CLE - 1: Upon course completion and credit request submittal, an application will be submitted to Kansas CLE.
Kentucky CLE Upon Request · 1 Total Credits
Earn Until
OnDemand - Kentucky CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Kentucky Bar Association Continuing Legal Education Commission.
Video Download - Kentucky CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Kentucky Bar Association Continuing Legal Education Commission.
Louisiana CLE Approved · 1 Total Credits
- 1 Law Office Practice
Earn Until
OnDemand - Louisiana CLE - 1: TThis course or a portion thereof has been approved by the Louisiana Mandatory Continuing Legal Education Committee of the Louisiana State Bar Association. This program qualifies for 1.0 hours (based on a 60-minute credit hour) of computer based credit, of which 0.0 hour will apply to computer based ethics credit and 1.0 hour will apply to computer based law office practice. This course will apply toward the fulfillment of the newly admitted member requirement.
Maine CLE Approved · 1 Total Credits
Earn Until
OnDemand - Maine CLE - 1: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 1.0 hours of self-study CLE credit.
Video Download - Maine CLE - 1: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 1.0 hours of self-study CLE credit.
Minnesota CLE Approved · 1 Total Credits
Earn Until
OnDemand - Minnesota CLE - 1: Approved for 1.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.
Video Download - Minnesota CLE - 1: Approved for 1.0 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.
Missouri CLE Approved · 1.2 Total Credits
Earn Until
OnDemand - Missouri CLE - 1.2: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 1.20 self-study CLE credit hours.
Video Download - Missouri CLE - 1.2: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 1.20 self-study CLE credit hours.
Northern Mariana Islands CLE Approved · 1 Total Credits
Earn Until
OnDemand - Northern Mariana Islands CLE - 1: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.0 hours of self-study CLE credit.
Video Download - Northern Mariana Islands CLE - 1: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.0 hours of self-study CLE credit.
Montana CLE Approved · 1 Total Credits
Earn Until
OnDemand - Montana CLE - 1: This program qualifies for 1.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit.
Video Download - Montana CLE - 1: This program qualifies for 1.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit.
North Carolina CLE Approved · 1 Total Credits
- 1 Technology
Earn Until
OnDemand - North Carolina CLE - 1: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 1.0 hours of online CLE credit, including 0.0 professional responsibility and 1.0 technology.
Video Download - North Carolina CLE - 1: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 1.0 hours of online CLE credit, including 0.0 professional responsibility and 1.0 technology.
Nebraska CLE Approved · 1 Total Credits
Earn Until
OnDemand - Nebraska CLE - 1: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 1.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.
Video Download - Nebraska CLE - 1: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 1.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.
New Hampshire CLE Approved · 1 Total Credits
Earn Until
OnDemand - New Hampshire CLE - 1: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.
Video Download - New Hampshire CLE - 1: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.
New Jersey CLE Approved · 1.2 Total Credits
Earn Until
OnDemand - New Jersey CLE - 1.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.20 hours of alternative format CLE credit. Of these, 0.0 qualifies as hours of alternative learning format credit for ethics/professionalism.
Video Download - New Jersey CLE - 1.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.20 hours of alternative format CLE credit. Of these, 0.0 qualifies as hours of alternative learning format credit for ethics/professionalism.
Nevada CLE Approved · 1 Total Credits
Earn Until
OnDemand - Nevada CLE - 1: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 1.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.
Video Download - Nevada CLE - 1: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 1.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.
Ohio CLE Approved · 1 Total Credits
Earn Until
OnDemand - Ohio CLE - 1: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 1.0 CLE credit hours, including 0.0 hour of attorney professional conduct instruction.
Video Download - Ohio CLE - 1: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 1.0 CLE credit hours, including 0.0 hour of attorney professional conduct instruction.
Oklahoma CLE Approved · 1 Total Credits
Earn Until
OnDemand - Oklahoma CLE - 1: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 1.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.
Video Download - Oklahoma CLE - 1: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 1.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.
Pennsylvania CLE Approved · 1 Total Credits
Earn Until
OnDemand - Pennsylvania CLE - 1: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 1.0 hours of distance learning credit, including 1.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.
Video Download - Pennsylvania CLE - 1: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 1.0 hours of distance learning credit, including 1.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.
Rhode Island CLE Upon Request · 1 Total Credits
Earn Until
OnDemand - Rhode Island CLE - 1: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.
Video Download - Rhode Island CLE - 1: NBI is an accredited sponsor with the Rhode Island MCLE Commission. Upon course completion and credit request submittal, an application will be submitted to the Rhode Island MCLE Commission.
South Carolina CLE Approved · 1 Total Credits
Earn Until
OnDemand - South Carolina CLE - 1: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 1.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.
Video Download - South Carolina CLE - 1: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 1.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.
Tennessee CLE Approved · 1 Total Credits
Earn Until
OnDemand - Tennessee CLE - 1: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 1.0 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.
Texas CLE Approved · 1 Total Credits
Earn Until
OnDemand - Texas CLE - 1: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.0 credit hours, of which 0.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.
Video Download - Texas CLE - 1: This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.0 credit hours, of which 0.0 credit hour will apply to legal ethics/professional responsibility credit. Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.
Utah CLE Approved · 1 Total Credits
- 1 Ethics
Earn Until
OnDemand - Utah CLE - 1: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 1.0 hours of self-study CLE credit for Utah attorneys, which includes 1.0 hour of ethics credit.
Video Download - Utah CLE - 1: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 1.0 hours of self-study CLE credit for Utah attorneys, which includes 1.0 hour of ethics credit.
Virginia CLE Approved · 1 Total Credits
Earn Until
OnDemand - Virginia CLE - 1: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 1.0 hours of prerecorded credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism.
Video Download - Virginia CLE - 1: This course has been approved by the Virginia Mandatory Continuing Legal Education Board for 1.0 hours of prerecorded credit, of which 0.0 hour will also apply in the area of legal ethics or professionalism.
Vermont CLE Approved · 1 Total Credits
Earn Until
OnDemand - Vermont CLE - 1: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 1.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.
Video Download - Vermont CLE - 1: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 1.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.
Washington CLE Approved · 0 Total Credits
OnDemand - Washington CLE - 0: This content has been approved for Washington Continuing Legal Education credit. Credit hours will be awarded based on the actual run time.
Video Download - Washington CLE - 0: This content has been approved for Washington Continuing Legal Education credit. Credit hours will be awarded based on the actual run time.
Wisconsin CLE Approved · 1 Total Credits
- 1 Law Practice Management
Earn Until
OnDemand - Wisconsin CLE - 1: Approved for 1.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners, including 1.0 hour of law practice management (LPM) credit.
Video Download - Wisconsin CLE - 1: Approved for 1.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners, including 1.0 hour of law practice management (LPM) credit.
West Virginia CLE Approved · 1.2 Total Credits
Earn Until
OnDemand - West Virginia CLE - 1.2: This program qualifies for 1.20 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.
Video Download - West Virginia CLE - 1.2: This program qualifies for 1.20 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.
Wyoming CLE Approved · 1 Total Credits
Earn Until
OnDemand - Wyoming CLE - 1: The Wyoming State Board of Continuing Legal Education has granted 1.0 hours of Continuing Legal Education Credit, including 0.0 hour of ethics.
Video Download - Wyoming CLE - 1: The Wyoming State Board of Continuing Legal Education has granted 1.0 hours of Continuing Legal Education Credit, including 0.0 hour of ethics.
Paralegal
Credits
California MCLE Paralegal Approved · 1 Total Credits
Earn Until
OnDemand - California MCLE Paralegal - 1: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Video Download - California MCLE Paralegal - 1: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Delaware Certified Paralegal Program Approved · 1 Total Credits
Earn Until
OnDemand - Delaware Certified Paralegal Program - 1: This course qualifies for 1.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Video Download - Delaware Certified Paralegal Program - 1: This course qualifies for 1.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Florida Registered Paralegal Approved · 1 Total Credits
- 1 Technology
Earn Until
OnDemand - Florida Registered Paralegal - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit and 1.0 hour of self-study technology, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NFPA.
Video Download - Florida Registered Paralegal - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit and 1.0 hour of self-study technology, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NFPA.
Indiana Paralegal CLE Approved · 1 Total Credits
Earn Until
OnDemand - Indiana Paralegal CLE - 1: This course qualifies for 1.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
Video Download - Indiana Paralegal CLE - 1: This course qualifies for 1.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
Montana CLE Credit for Paralegals Approved · 1 Total Credits
Earn Until
OnDemand - Montana CLE Credit for Paralegals - 1: This course has been approved for 1.0 hours of self-study CLE credit, including 0.0 hour of ethics, by Montana Commission of Continuing Legal Education. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.
Video Download - Montana CLE Credit for Paralegals - 1: This course has been approved for 1.0 hours of self-study CLE credit, including 0.0 hour of ethics, by Montana Commission of Continuing Legal Education. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.
North Carolina Continuing Paralegal Education Approved · 1 Total Credits
Earn Until
OnDemand - North Carolina Continuing Paralegal Education - 1: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for computer-based continuing paralegal education credit in the amount of 1.0 hours, of which 0.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.
Ohio Certified Paralegals Approved · 1 Total Credits
Earn Until
OnDemand - Ohio Certified Paralegals - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
Video Download - Ohio Certified Paralegals - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NFPA Approved · 0 Total Credits
Earn Until
OnDemand - NFPA - 0: NBI, Inc. is an NFPA-approved CLE provider. As such, members can claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. The course duration is 60 minutes, which includes 0 minutes of ethics.
Video Download - NFPA - 0: NBI, Inc. is an NFPA-approved CLE provider. As such, members can claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. The course duration is 60 minutes, which includes 0 minutes of ethics.
Texas State Bar of Paralegal Division Approved · 1 Total Credits
Earn Until
OnDemand - Texas State Bar of Paralegal Division - 1: This course qualifies for 1.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
Video Download - Texas State Bar of Paralegal Division - 1: This course qualifies for 1.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
Select Jurisdiction
CLE
Paralegal
Agenda
-
How to Use Excel Pivot Tables for Large Document Sets
- How Pivot Tables Fit Into Your Legal Toolkit: Common Legal Use Cases
- Setting Up Your Data the Right Way
- Data Type Consistency
- Common Problem Data: Merged Cells, Blank Rows, Formatting
- Dynamic Ranges That Grow With Your Data
- Building Your Pivot Table and Chart: Structuring, Analyzing, Sorting, and Filtering Data
- Pivot Table Pitfalls and Troubleshooting
- Why the Numbers Look Wrong (and How to Fix Them)
- Refreshing Data After Updates
- Avoiding Common Errors
- When to Use Pivot Tables vs. Filters vs. Formulas
- Data Analysis With AI vs. Pivot Table: Auditability, Interactive Exploration, Confidentiality, Dynamic Data Sets
Who Should Attend
This legal guide is designed for attorneys. Paralegals will also benefit.
Speakers
Speaker bio
Robert Nordlander
, a forensic accountant is unlike many who claim the title. He has not only studied but also lived the life of a forensic accountant. Mr. Norlandr's journey in financial investigation began more than two decades ago with the IRS-Criminal Investigation division, revered globally as the epitome of financial investigative excellence. His expertise is recognized nationwide. He has led investigations featured on TV shows like The Dr. Phil Show and in publications, such as the New York Times. Mr. Nordlander also shares his knowledge through bestselling books focused on criminal tax secrets and payroll tax issues. His comprehensive understanding of tax laws and IRS procedures ensures he offers unmatched representation in audits and tax disputes. Mr. Nordlander knows what questions to ask and can effectively represent clients in audits or collection activities. He also authored "Unpaid Payroll Taxes: A Time Bomb You Can Defuse," guiding individuals and small business owners through tax representation. As a special agent, Mr. Nordlander investigated a wide range of financial crimes, including income, employment, and excise tax violations, embezzlements, wire fraud, mail fraud, gambling, drug trafficking, bank fraud, money laundering, structuring, and bankruptcy fraud. He's seized millions in ill-gotten gains and helped courts understand the financial story of countless cases. His work has been featured on TV and in top newspapers.
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