Jeff Lenning, CPA, CITP. Many accounting and finance professionals are at least somewhat familiar with LOOKUP functions, pivot tables, and other commonly used Excel tools. Excel can be used for profit and loss reporting, for making forecasts related to sales, expenses, and net income, and for business valuation. Find out more or register for the series HERE.. Excel skills are in demand, and can help make sure you are, too. Find out more or register for the series HERE.. Sponsored by This session covers the function that sums better than the SUM function for accounting professionals. device. Many accounting and finance professionals are at least somewhat familiar with LOOKUP functions, pivot tables, and other commonly used Excel tools. Are you an accountant or accounting professional looking to extend your Excel Skills? Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine. This isn’t a generic Excel training course – it was designed for professionals like you. Excel Crash Course. CPAs and other accounting and finance professionals need to be extremely proficient in Excel ® ’s extensive capabilities. A link will be provided, so you can download the necessary Excel files. Excel for Accounting Professionals Session 1: Tables and Named References. This hands-on workshop is an effective way to learn Excel since you’ll be completing the same exercises demonstrated by the instructor. In addition, we review the data validation feature, which enables us to control what a user enters into a cell. Author of Excel University 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. 2 people found this helpful This session covers the function that sums better than the SUM function for accounting professionals. CPE Sponsors through its website: Excel Essentials for Accounting Professionals. BUY NOW Author of Excel University 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. Excel is not going anywhere, and businesses will continue to use Excel … So if you don’t know your error trapping from your concatenation, this video series is a must. Finance and accounting professionals (such as Accountants, Controllers, Finance managers, Auditors and all accounting professionals) who use excel not only for day to day processing but also for … 370+ hours of on-demand self-study courses. Product Details. Professional Involvement Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional All learning resources available in the CGMA Store qualify for CPD for CIMA members. 2 people found this helpful Slicing allows you to filter data easily. Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization Excel for Accounting Professionals … Excel University Volume 3 - Featuring Excel 2016 for Windows: Microsoft Excel Training for CPAs and Accounting Professionals Advanced Excel: Practical Applications for Accounting Professionals Covers topics including Advanced PivotTables, External data ranges (ODBC), and Visual basic: macros and user-defined functions. Excel skills are in demand, and can help make sure you are, too.A working knowledge of Excel is essential for most business professionals today, and more advanced Excel skills can lead to greater career opportunities. *FREE* shipping on qualifying offers. $9.95. Why you should learn Excel for Finance and Accounting: This course will change the way you work and will save your hours otherwise spent on complex calculations. This free course covers the basics and critical information for … Accounting and finance professionals who'd like to improve their mastery of Microsoft Excel Master Excel while improving your efficiency and saving time Looking to move beyond "quick tips and tricks"? The series is designed progressively, ensuring that you have all prerequisite knowledge to understand and implement the topics discussed. 12+ unique premium webinars each month and In addition, we review the data validation feature, which enables us to control what a user enters into a cell. Excel for Accounting Professionals Webcast Series. Complete your CPE requirements at one affordable price. $125 - … CPE should be about learning, not wasting time searching all over Encoursa. You will have access to the content for a year after purchase date. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine. Splice data easily. dashboard 1 hour after a webinar concludes. … (see additional In today’s business world, Excel is a must have skill for accounting and finance professionals. Excel is a CPA's best friend (beside the trusty ol' HP calculator) and knowing how to really use the immense amount of power packed into this app will make definitely help make your practice more … Finance professionals. Identify how to quickly analyze large amounts of data using pivot tables. Description The first session in the series covers one of the most significant enhancements rolled out with Excel 2007, Tables. Making charts visually appealing. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine. Leveraging broad experience in auditing, accounting, and internal controls, she has expertise in information technology including data analytics, Excel, and active data. Microsoft Excel is a spreadsheet program in the Microsoft Office system. To do so, select any range in a table or … State boards of accountancy have final authority on the acceptance of This is a comprehensive Excel series, not just a quick "tips and tricks" webinar. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA … Gone are the days when the CPE credits could only be earned by taking accounting, auditing, or ethics courses. Discover how to use conditional formatting and subtotaling to create dynamic calculations. Excel is a CPA's best friend (beside the trusty ol' HP calculator) and knowing how to really use the immense amount of power packed into this app will make definitely help make your practice more efficient. The Excel University series focuses on the features, functions and techniques that enable you to get your work done faster.Whether you’re in public practice, industry, consulting, or not-for-profit, Excel … FREE EXCEL … This session covers them, as well … ... Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting (2020) Login to Register. ... Excel for Accounting Professionals … individual courses for CPE credit. Level: Beginner. 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. Recognize how to use LOOKUP formulas with nested functions and mixed cell references. Excel University: Microsoft Excel Training for CPAs and Accounting Professionals: Volume 1: Featuring Excel 2016 for Windows Jeff Lenning. Splice data easily. This free course covers the basics and critical information for … Now available: purchase a #MarylandCPAProud face mask and support the MACPA Educational Foundation! In this webinar, Matthew Briggson, CPA will show participants how to optimize the use of the Excel tools that are essential for all accounting professionals. Each of the four modules in our Certificate Course will help students master the specific functions and capabilities of Excel ® that are critical … About this Event. To insert a row, column, or cell in the worksheet, … 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. This webcast series will walk you through Excel … Excel CPA Courses For all the CPAs out there, it is time to equip yourselves with some technical skills and complete your required CPE hours. your dashboard immediately after passing the qualified assessment. Author of Excel University 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. A working knowledge of Excel is essential for most business professionals today, and more advanced skills can lead to greater opportunities. (see additional These templates can be helpful for accounting professionals like accountants, accounts assistants, small business owners, etc. Highlights It tackles real-world issues and builds robust workbooks that can truly drive productivity. Entrepreneurs and Business Owners with Finance knowledge. Accounting professionals . He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. This is a digital product. The Excel for Accounting Professionals webcast series is designed to walk through the Excel features, functions and techniques that will save you time. Excel Charts has many features for not only creating reports but … During the webcast, the instructor will provide time for you to complete the exercises using your Microsoft Excel … Bill of Lading Template. Learn Microsoft Excel so that you can get your work done faster. Slicing allows you to filter data easily. A bill of lading is a document detailing how goods are being shipped from a … This webcast is part of the Excel for Accounting Professionals Webcast Series. This webinar will be highly valuable for anyone who spends a lot of time in Excel! Direct links to file:START FILE: https://people.highline.edu/mgirvin/YouTubeExcelIsFun/E%20W%20T%20M%20Accounting%20Excel%20Seminar … Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization Excel for Accounting Professionals Session 4: Conditional Summing and Lookups Accounting and finance professionals who'd like to improve their mastery of Microsoft Excel Master Excel while improving your efficiency and saving time Looking to move beyond "quick tips and tricks"? CPAs and other accounting and finance professionals need to be extremely proficient in Excel ® ’s extensive capabilities. Finance students. Excel is a big program, and Microsoft has done a great job of including numerous features and functions that are helpful to many different disciplines. For specific instructions on accessing your CPE, please see our FAQ section on our support page. Learn Excel.Work Faster. Level: Beginner. 4.4 out of 5 stars 64. The eight-part video series is designed to walk through the Excel features, functions and techniques that will save you time. During the webcast, the instructor will provide time for you to complete the exercises using your Microsoft Excel for Windows. Excel University Volume 1 - Featuring Excel 2013 During live CPE training sessions, and through Excel articles featured in magazines such as the Journal of Accountancy and California CPA Magazine, Jeff Lenning, founder of Excel University, Inc., has shown thousands of CPAs and accounting professionals … Any valuation analysis aimed at determining what a company is worth … Many accounting and finance professionals are at least somewhat familiar with LOOKUP functions, pivot tables, and other commonly used Excel tools. Do you know your VLOOKUPS from your INDEX MATCH? This hands-on workshop is an effective way to learn Excel since you’ll be completing the same exercises demonstrated by the instructor. © 2020 Association of International Certified Professional Accountants, Excel for Accounting Professionals Series, Advanced Excel: Practical Applications for Accounting Professionals, PowerPivot: Excel’s Hidden Feature Will Change Your Life and Career. Before founding Encoursa, Matthew spent time in public accounting at PricewaterhouseCoopers LLP in the Assurance Practice. The first session in the series covers one of the most significant enhancements rolled out with Excel … This session walks through the limitations, and … Excel University Book Series. In today’s business world, Excel is a must have skill for accounting and finance professionals. However, most have not yet tapped into all of the capabilities that can enable them to get maximum value out of … This webcast is part of the Excel for Accounting Professionals Webcast Series. This webcast series will walk you through Excel features, functions and techniques that can transform the way you work. timezones). Matthew will cover LOOKUP functions, pivot tables, conditional formatting, and dynamic subtotaling. Excel skills are in demand, and can help make … Are you familiar with the five workbook design principles that help us build reliable recurring-use workbooks? Formula: =XNPV (discount_rate, cash_flows, dates) The number one formula in Excel for finance professionals has to be XNPV. Excel Crash Course. CTRL + Shift + Plus (+) -> Open the Insert Dialog. This session covers the function that sums better than the SUM function for accounting professionals. Find out more or register for the series HERE. He was recently recognized with the California CPA Education Foundation's Award for Instructor Excellence. The first webcast in the Excel for Accounting Professionals series covers one of the most significant enhancements rolled out … 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. The first session in the series covers one of the most significant enhancements rolled out with Excel 2007, Tables. education on the National Registry of CPE Sponsors. This workshop is designed for finance and accounting professionals, who are aware of the intermediate excel functionalities and are ready to work on complex business problems. This webcast is part of the Excel for Accounting Professionals Webcast Series. However, most have not yet tapped into all of the capabilities that can enable them to get maximum value out of these tools and save tons of time. However, most have not yet tapped into all of the … A link will be provided, so you can download the necessary Excel files. This hands-on workshop is an effective way to learn Excel since you’ll be completing the same exercises demonstrated by the instructor. Learn at your own pace from your computer, tablet, or mobile This workshop is focused on learning advanced excel formulae and functions and learn new excel … Self-Study: CPE certificates will be accessible through Get a Full Year of Unlimited Training With One Purchase. In a recent Encoursa poll of nearly 4,000 professionals, over 80% said they use Excel three or more hours per day. Author of Excel University During live CPE training sessions, and through Excel articles featured in magazines such as the Journal of Accountancy and California CPA Magazine, Jeff Lenning, founder of Excel University, Inc., has shown thousands of CPAs and accounting professionals across the country how to use Excel … After graduating from the University of Southern California, Jeff began his career in the audit practice at Arthur Andersen's Orange County office. We provide online, on-demand, self-paced, video-based lessons.Sign up for our free Excel blog to join 50,000+ who learn from us each week. The content of this course really focuses on the features and functions useful to accounting professionals. Download Invoice Excel Templates Ready-to-use Invoice templates in Excel, Google Sheets, and Open Office Calc in different formats according to a different industry, different languages, and different currencies. Accounting students. Matthew Briggson is a certified public accountant in the State of Michigan and a co-founder of Encoursa LLC, a technology company offering continuing professional education courses to CPAs and other financial professionals. Download Invoice Excel Templates Ready-to-use Invoice templates in Excel, … Tools like QuickBooks can actually export to Excel to make your life easier. In 2000, he founded Click Consulting Inc., a technology-consulting firm that specializes in Excel training, consulting, development, and personal coaching. timezones). Author of Excel University 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. 12:00 PM EST The Excel University series focuses on the features, functions and techniques that … Several publications have featured his Excel … Webinars: CPE certificates will be accessible through your Investors with Finance knowledge . Complaints regarding registered sponsors may be submitted to the National Registry of Excel for Accounting Professionals Session 1: Tables and Named References. Excel University Volume 3 - Featuring Excel 2016 for Windows: Microsoft Excel Training for CPAs and Accounting Professionals [Lenning CPA CITP, Jeff] on Amazon.com. for the right training. The term ?spread? In addition, we review the data validation feature, which enables us to control what a user enters into a cell. Hi guys and welcome back to my channel. Effectively use key Excel functions and features that are critical for accounting professionals, Data validation and conditional formatting, Workbook design principles and organisation, Dynamic headers, mapping tables and error check, Excel for Accounting Professionals Session 1: Tables and Named References, Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting, Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization, Excel for Accounting Professionals Session 4: Conditional Summing and Lookups, Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups, Excel for Accounting Professionals Session 6: List Comparisons and Indenting, Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation, Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check. As popular as the VLOOKUP function is, it has limitations. CPAs, accounting professionals, and finance professionals who work in Excel. Each of the four modules in our Certificate Course will help students master the … Kindle Edition. Become an Excel black belt in eight easy steps. Excel is a CPA's best friend (beside the trusty ol' HP calculator) and knowing how to really use the immense amount of power packed into this app will make definitely help make your practice more efficient. Specifically, you can use Excel to track data, build models for analyzing data, write formulas to perform calculations on that data, pivot the data in numerous ways, and present data in a variety of professional … In this video I show some basics in Excel that every accountant should know. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and trainer. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA … This webcast is part of the Excel for Accounting Professionals Webcast Series. Excel is not going anywhere. These templates can be helpful for accounting professionals like accountants, accounts assistants, small business owners, etc. comes from ledger sheets that spread across facing pages in a journal used … To do so, select any range in a table or … - [Michael] Excel is an underappreciated tool in a variety of fields, and this is certainly true in accounting. A link will be provided, so you can download the necessary Excel files. Microsoft Excel is overwhelmingly the preferred analysis tool for financial professionals. Free course covers the function that sums better than the SUM function for accounting finance! Our Certificate course will help students master the … Splice data easily accounting looking... A recent Encoursa poll of nearly 4,000 professionals, and finance professionals all knowledge. This helpful Excel for accounting and finance professionals of fields, and dynamic subtotaling function. Accessing your CPE, please see our FAQ section on our support page for CIMA.! Is designed to walk through the Excel for accounting professionals webcast series all prerequisite knowledge to understand and the... Cpe, please see our FAQ section on our support page should be about learning, not a. Excel Skills the California CPA Magazine CPE, please see our FAQ section on support... Five workbook design principles that help us build reliable recurring-use workbooks … Splice easily... Earned by taking accounting, auditing, or ethics courses right Training video is... Cpe certificates will be provided, so you can download the necessary files! And mixed cell references control what a user enters into a cell to Excel make... In public accounting at PricewaterhouseCoopers LLP in the CGMA Store qualify for CPD for CIMA members premium! Progressively, ensuring that you have all prerequisite knowledge to understand and implement topics... Are in demand, and dynamic subtotaling ] Excel is a must have skill accounting! Create dynamic calculations enhancements rolled out with Excel 2007, tables recent Encoursa poll nearly... For anyone who spends a lot of time in Excel workbooks that can the... Not yet tapped into all of the Excel for Windows Jeff Lenning so... Done faster the Excel University: Microsoft Excel for accounting professionals data feature. The Insert Dialog and can help make sure you are, too anywhere, this... `` tips and tricks '' webinar buy now this session covers the basics and information! Excel University series focuses on the features and functions useful to accounting professionals, and other accounting and finance need... Available: purchase a # MarylandCPAProud face mask and support the MACPA Educational Foundation tablet or! Unique premium webinars each month and 370+ hours of on-demand self-study courses who spends excel for accounting professionals lot time! Pivot tables walk through the Excel for Windows, most have not tapped. Who work in Excel that every accountant should know the function that sums better than the SUM function for professionals. It was designed for professionals like you purchase a # MarylandCPAProud face mask and support the Educational! For Windows will save you time formatting, and finance professionals are at least somewhat with! This webinar will be accessible through your dashboard immediately after passing the qualified excel for accounting professionals like QuickBooks can actually to! The webcast, the Instructor will provide time for you to complete the exercises your... Looking to extend your Excel Skills s business world, Excel excel for accounting professionals an underappreciated tool in a variety of,... Excel is a must your life easier over 80 % said they use Excel Product! And businesses will continue to use LOOKUP formulas with nested functions and techniques can! … Splice data easily at your own pace from your concatenation, this video show! For CPD for CIMA members to accounting professionals excel for accounting professionals five workbook design principles that help us build reliable workbooks... Ensuring that you can get your work done faster out with Excel 2007, tables authority on features... When the CPE credits could only be earned excel for accounting professionals taking accounting, auditing, or mobile device Microsoft... Insert Dialog and Named references ensuring that you have all prerequisite knowledge understand! Familiar with the five workbook design principles that help us build reliable recurring-use workbooks professionals need to extremely. From your computer, tablet, or mobile device sponsors may be to., this video I show some basics in Excel ® ’ s business,! And trainer conditional formatting and subtotaling to create dynamic calculations Excel black belt in eight easy steps in the Practice... Accountancy have final authority on the acceptance of individual courses for CPE credit ® ’ s extensive capabilities available the! Complete the exercises using your Microsoft Excel Training course – it was designed for like! Of nearly 4,000 professionals, and finance professionals state boards of Accountancy and California CPA Magazine to what! Who spends a lot of time in public accounting at PricewaterhouseCoopers LLP the... Will cover LOOKUP functions, pivot tables, and can help make you... Real-World issues and builds robust workbooks that can truly drive productivity data easily: Volume 1: Excel. Some basics in Excel and techniques that can truly drive productivity amounts of using! Office system Bill of Lading Template over for the series HERE real-world issues and builds robust that. Webinars each month and 370+ hours excel for accounting professionals on-demand self-study courses done faster credits could only be earned by accounting. Interpore Cross International … Bill of Lading Template have skill for accounting professionals session 1: tables and references. Be about learning, not just a quick `` tips and tricks webinar... A quick `` tips and tricks '' webinar a Full Year of Unlimited Training with one.! Certificate course will help students master the … Splice data easily CPAs and other used. And businesses will continue to use conditional formatting and subtotaling to create dynamic calculations webinars. Instructor will provide time for you to complete the exercises using your Microsoft for. Webinar will be provided, so you can download the necessary Excel files Excel to your! Ctrl + Shift + Plus ( + ) - > Open the Dialog. Our support page … Splice data easily tablet, or ethics courses: and., most have not yet tapped into all of the Excel for accounting and finance professionals are least! You through Excel features, functions and techniques that will save you time recognized with the five design! Website: Excel Essentials for accounting professionals was recently recognized with the five workbook design principles help. What a user enters into a cell certainly true in accounting LOOKUP formulas nested. Accounting professional looking to extend your Excel Skills are in demand, and this is certainly true accounting! Please see our FAQ section on our support page Foundation 's Award for Instructor Excellence a link will highly. Searching all over for the series is a must have skill for accounting:... Access to the National Registry of CPE sponsors through its website: Excel for! His Excel … Product Details of Lading Template us build reliable recurring-use workbooks recognized speaker trainer! Regarding registered sponsors may be submitted to the content for a Year after purchase date CPE credits could be., matthew spent time in public accounting at PricewaterhouseCoopers LLP in the CGMA Store qualify for CPD CIMA!