Excel for Accounting Professionals Webcast Series (8 Sessions)

Online Event

08 June, 2020

6:00 pm - 8:00 pm UTC

6:00 pm - 8:00 pm UTC

Excel for Accounting Professionals Webcast Series (8 Sessions)

Speaker: Jeff Lenning, CPA, CITP

  • Format


  • Level


  • Duration


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

Learning outcomes

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

£319.00 (CIMA members only)


VAT calculated on checkout

Product information


Master Excel while improving your efficiency and saving time

Looking to move beyond ""quick tips and tricks""? This webcast series will walk you through Excel features, functions and techniques that can transform the way you work.

Gain mastery through hands-on learning

These hands-on workshops are designed for you to work along, completing the same exercises demonstrated by the instructor. Each lesson builds on the prior sessions, so you'll want to watch each installment in order so you can best prepare to tackle real-world issues and build some fairly robust workbooks.

In the final, highly engaging webcast, you'll use more than 10 independent Excel features to build an automated reporting workbook.

If you're 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.

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

Who should take this course?

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

Professional development

This Webcast offers 16 hours of CPE credit.
Note on CPE Requirements and Credits
All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Prerequisites:Working knowledge of Excel
Programme level:Intermediate
Access:This is a live event. You will have access to webcast on the date/time of broadcast and the archive for 3 months after the broadcast date.

Return and refund policy

£319.00 (CIMA members only)


VAT calculated on checkout


  • 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.