Automating Financial Reporting in EXCEL (Part 3) 1 Credit
Fully-Integrated Annual Filing, Board Book, and Board Deck
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Elevate your financial reporting skills with the final installment of our comprehensive series on automating financial reports! In this third part, you'll master creating fully integrated financial documents and presentations by seamlessly linking Excel with Microsoft Word and PowerPoint. Building on the techniques from Parts I and II, this course will introduce advanced methods for synchronizing financial reports and presentations, eliminating the need for repetitive manual updates.
Major Highlights:
Join Lenny Wu as we explore rarely-used yet powerful automation techniques to enhance your financial reporting process. You'll learn to synchronize data and narratives across Excel, Word, and PowerPoint, ensuring that your financial statements and presentations remain accurate and up-to-date. This course is perfect for accounting and finance professionals looking to refine their skills in crafting dynamic and cohesive financial reports.
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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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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.
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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 - fastest in the industry.
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