Excel for Accounting Professionals Webcast Series

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SKU: 8226 Categories: ,

Description

The Excel for Accounting Professionals webcast series is designed to walk through the Excel features, functions and techniques that will save you time.

Format: Webcast
NASBA Field of Study: Specialized Knowledge
Level: Intermediate
CPE Credits: 16
Author(s): Jeff Lenning
Sessions: 8
Availability: 3 months

Who Will Benefit

  • Accounting and finance professionals who’d like to improve their mastery of Microsoft Excel

Key Topics

Learning Outcomes

  • Learn how to use key Excel functions and features that are critical for accounting professionals.

Key Topics

  • More than 30 Excel features, functions and techniques that are directly relevant to accounting work
  • Tables and named references
  • Data validation and conditional formatting
  • Workbook design principles and organization
  • Conditional summing and lookups
  • Error trapping and improving lookups
  • List comparisons and indenting
  • Data driven workbooks and concatenation
  • Dynamic headers, mapping tables and error check

Upcoming Webcast Dates

Jun 07 – Jun 16 2021
Excel for Accounting Professionals Session 1: Tables and Named References
Jun 07, 7:30pm – 9:30pm UTC +03
Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting
Jun 08, 7:30pm – 9:30pm UTC +03
Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization
Jun 09, 7:30pm – 9:30pm UTC +03
Excel for Accounting Professionals Session 4: Conditional Summing and Lookups
Jun 10, 7:30pm – 9:30pm UTC +03
Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups
Jun 11, 7:30pm – 9:30pm UTC +03
Excel for Accounting Professionals Session 6: List Comparisons and Indenting
Jun 14, 7:30pm – 9:30pm UTC +03
Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation
Jun 15, 7:30pm – 9:30pm UTC +03
Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check
Jun 16, 7:30pm – 9:30pm UTC +03

Speakers

Jeff Lenning
CPA, CITP
In his live CPE training sessions, Jeff Lenning CPA CITP has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine. Highlights After graduating from the University of Southern California, Jeff began his career in the audit practice at Arthur Andersen’s Orange County office. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology-consulting firm that specializes in Excel training, consulting, development, and personal coaching. Professional Involvement He is a past president of the CalCPA OCLB Chapter, the former chair of the California CPA State Technology Committee, co-chair of the California CPA OCLB Chapter Technology Committee, a board member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and trainer. He was recently recognized with the California CPA Education Foundation’s Award for Instructor Excellence.

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