Excel for Accounting Professionals Series

Speaker: Jeff Lenning, CPA, CITP

Format

Video

Level

Intermediate

Duration

16 hours

Become an Excel black belt in eight easy steps. This isn’t a generic Excel training course – it was designed for professionals like you. So if you don’t know your error trapping from your concatenation, this video series is a must.

Learning outcomes

Effectively use key Excel functions and features that are critical for accounting professionals

£479.00 (CIMA members only)

£599.00

VAT calculated on checkout

Product information

Overview

The eight-part video series is designed to walk through the Excel features, functions and techniques that will save you time.

The series is designed progressively, ensuring 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.

It tackles real-world issues and builds robust workbooks that can truly drive productivity.

Topics discussed:

Tables and named references
Data validation and conditional formatting
Workbook design principles and organisation
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

Modules include:

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

Who should take this course?

Accounting and finance professionals

Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Field of study:	Specialised knowledge & applications
Prerequisites:	Working knowledge of Excel
Programme level:	Intermediate
Duration:	16 hours
Format:	Video
Access:	This is a digital product. You will have access to the content for a year after purchase date.

Return and refund policy

£479.00 (CIMA members only)

£599.00

VAT calculated on checkout

Speaker

Jeff Lenning, CPA, CITP
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. 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.