Automating Financial Reporting in EXCEL (Part 1) 1.5 Credits
From Data to Report in ONE Click
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Have you ever been stuck in the endless cycle of manual data entry and complex spreadsheet formulas while trying to generate financial reports? Imagine transforming this time-consuming process into a seamless, one-click operation.
This course will explore ways of automating monthly, quarterly, and yearly financial reporting processes to achieve “one-click reporting.” We will start with a brief overview of accountants' and analysts' dilemmas. We will discuss preparing financial reports in EXCEL based on accounting system export (direct report or financial data). This led to the introduction of EXCEL formulas and Pivot Table. Then, we will work with each formula to transcribe system-exported reports or data into formal financial reports. This course will serve as a review for accounting and finance professionals who need to sharpen their EXCEL skills in automating monthly/quarterly/yearly financial reporting.
Key topics covered:
Join this course to streamline your financial reporting with powerful Excel automation techniques!
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 1.5 CPD | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 1.5 CPE | Eligible |
| Computer Software and Applications for Certified Fraud Examiner (CFE) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 1.5 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 1.5 CPD | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 1.5 CPE | Eligible |
| Computer Software and Applications for Certified Fraud Examiner (CFE) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 1.5 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 1.5 CPD | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 1.5 CPE | Eligible |
| Computer Software and Applications for Certified Fraud Examiner (CFE) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 1.5 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 1.5 CPD | Eligible |
| Information Technology for Chartered Global Management Accountants (CGMA) | 1.5 CPE | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 1.5 CPE | Eligible |
| Computer Software and Applications for Certified Fraud Examiner (CFE) | 1.5 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 1.5 CPD | Eligible |
| Chartered Accountant - ICAEW | 1.5 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Chartered Accountants - Ireland (CAI) | 1.5 CPD | Eligible |
| Chartered Accountants - Scotland | 1.5 CPD | Eligible |
| CPA - Ireland | 1.5 CPD | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 1.5 CE | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Lenny Wu was a Lecturer at Tsinghua University in Beijing, China. He also sat as an Examiner for the International English Language Testing System (or IELTS) in the 1990s. On top of these, he is an exam trainer for various high profile exams, such as GRE (or Graduate Record Examination), GMAT (or Graduate Management Admission Test), TOEFL (or Test of English as a Foreign Language), and math contests such as Euler, Gauss and Pascal. He has published books on test taking strategies.
Lenny received his MBA, Finance from The George Washington University in Washington, DC, USA, and currently is a Senior Financial Analyst with an international engineering company in Vancouver, BC, Canada.
Lenny's motto at work is "Don’t work hard, work smart". Lenny has passion in teaching how to build your own "robot" into everyday office work. He has over over 22 years working with Microsoft Excel, and he is a modeling expert in Power Query, Power Pivot, and Power BI.
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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
SR
This Excel course on the MyCPE platform was a helpful experience. The instructor established the basic concepts in the beginning and was then able to compare and apply them to the intermediate and advanced sections in the middle and end of the presentation.
ES
I have a decent knowledge with PivotTable function. I didn't realize that by doing a pivot table from a "table" created a lot more functionality, etc with the data. I enjoyed the class and plan to watch it over again to learn all the tips that was shared.
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