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Technical

Excel for Accounting Professionals Webcast Series Logo aicpa

  $599.00 - 749.00 |   06 Nov 2017 |   11:00-16:00 |   CPE: 16.0 |   AICPA |   AICPA Store

Your registration includes access to the entire Excel series webcasts. If you are unable to attend one or more broadcasts in the series, you will be able to attend a later session and still earn the CPE credit.

Learning Objectives

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

Webcasts included in this series:

Session 1: Tables and Named References

Session 2: Data Validation and Conditional Formatting

Session 3: Workbook Design Principles and Organization

Session 4: Conditional Summing and Lookups

Session 5: Error Trapping and Improving Lookups

Session 6: List Comparisons and Indenting

Session 7: Date Driven Workbooks and Concatenation

Session 8: Dynamic Headers, Mapping Tables and Error Check

The Excel for Accounting Professionals Webcast Series is designed to walk through the Excel features, functions and techniques that will save you time. Since the series is designed progressively, working through them in order ensures that you have all prerequisite knowledge to understand and implement the topics discussed.

This is a comprehensive Excel series, not just a quick "tips and tricks" webinar, and we are able to tackle real-world issues and build some fairly robust workbooks. The key to building powerful workbooks is understanding how to use many Excel items at the same time so that they work together to drive productivity. This series teaches many Excel topics individually, and then applies them collectively; for example, in the final webinar we use 10+ independent Excel items to build an automated reporting workbook.

The series introduces more than 30 Excel features, functions and techniques, including INDEX, SUMIFS, Mapping Tables, ErrorCk, Dynamic Headers, MATCH, VLOOKUP, Data Validation, Tables, Named References, Conditional Formatting, Skinny Row, Start Here, Input Cells, Selection Groups, Nested Functions, Workbook Design Principles, Boolean Values, AND, Comparison Formulas, VALUE, TEXT, IFERROR, List Comparisons, Multicolumn List Comparisons, Indenting, EOMONTH, DATE, CONCATENATE, and Horizontal Reports.

The sessions are designed for you to work along. These hands-on workshops are an effective way to learn Excel, since you'll be completing the same exercises demonstrated by the instructor. The link will be provided so you can download the Excel files.

During the sessions, the instructor will provide time for you to complete the exercises using your Microsoft Excel for Windows. For each topic presented, the format is that the instructor explains the topic and demonstrates it with Excel exercises. Then, the instructor stops talking and provides time for you to complete many of the same exercises. Then, the instructor demonstrates the solutions for all of the exercise in the practice workbook, and then moves to the next topic. This format allows you to work along rather than just watch passively, enabling you to immediately practice the skills demonstrated.

If you are sincere about wanting to improve your Excel skills, and to figure out how to use Excel to save time, this comprehensive Excel series is sure to help.

Topics covered:
  • Management accounting: Technical: Accounting information systems: Information systems environment, Foundational
  • IT management & assurance: Technical: Information management: Data management & analytics, Foundational

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