Streamlined Excel Reporting Series

The Streamlined Excel Reporting Series includes four webcasts that will guide you through step-by-step demonstrations on how to create and use PivotTables to increase your productivity and effectiveness as a finance professional.

Login to see prices
SKU: 8222 Categories: ,

Description

The Streamlined Excel Reporting Series includes four webcasts that will guide you through step-by-step demonstrations on how to create and use PivotTables to increase your productivity and effectiveness as a finance professional.

Format: Webcast
NASBA Field of Study: Specialized Knowledge
Level: Intermediate
CPE Credits: 8
Author(s): Jeff Lenning
Sessions: 4
Availability: 3 months

Upcoming Webcast Dates

This webcast includes four sessions. Select from the following options:
Jul 19 – Jul 22 2021
Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals
Jul 19, 7:30pm – 9:30pm UTC +03
Streamlined Excel Reporting Series Session 2: Working with PivotTables
Jul 20, 7:30pm – 9:30pm UTC +03
Streamlined Excel Reporting Series Session 3: PivotTable Wrap-Up and Web Data
Jul 21, 7:30pm – 9:30pm UTC +03
Streamlined Excel Reporting Series Session 4: External Data and PivotCharts
Jul 22, 7:30pm – 9:30pm UTC +03

Webcast Details

Who is it for?

  • All accounting and finance professionals

Key Topics

  • PivotTable fundamentals
  • How to create a PivotTable report and a PivotChart
  • How to build PivotTables from data extracts and external databases
  • How to use Excel features to graphically communicate information

Learning Outcomes

  • Determine the process to create a PivotTable report and a PivotChart.
  • Distinguish between formula-based and PivotTable reports.
  • Identify three Excel features that can graphically communicate information.

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.

Reviews

There are no reviews yet.

Only logged in customers who have purchased this product may leave a review.