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myCPE

Excel Detox: Escape 2-Hour Data Entry Habits in Just 2 Minutes! 1 Credit

Jan 06, 2025, 02:00 PM ET

Excel Detox: Escape 2-Hour Data Entry Habits in Just 2 Minutes! 1 Credit

Excel Model Makeover- Part 2

  • Rating

    4.7
  • Published on

    October, 2024
  • Subject Area

    Computer Software and Applications

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  • Access the course at your convenience
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Jan 06, 2025, 02:00 PM ET

Learning Objective

  • Master best practices for designing, modeling, and validating accounting models. 
  • Recognize when to perform data entry versus automation. 
  • Identify best practices for efficient data entry models. 
  • Distinguish key practices for creating effective accounting summaries. 
  • Discover techniques for implementing validation and auditing features.

Course Overview

Tired of dedicating countless hours to data entry and report generation? Picture this: trimming your data input time from a staggering two hours to a mere two minutes! Discover the art of converting a clunky, outdated accounting model into a sleek, efficiency-driven machine that boosts productivity in this captivating course. What if you could effortlessly juggle 60 vessel files while generating real-time status reports at lightning speed? Step into this transformative experience and revolutionize your data entry and reporting methods.

The course unfolds across four enlightening segments. We'll kick off by examining a compelling business case that underscores the drawbacks of a cumbersome model, which demands over an hour to update just one vessel file. Following that, witness the remarkable overhaul of this old model, dramatically slashing both entry and reporting times. You'll discern when data entry is indispensable and when to lean on automation for seamless operation. Finally, we'll unveil seven crucial dos and don'ts for effective data management, helping you sidestep the frequent pitfalls that can disrupt your workflow.

Key topics covered:

  • Inefficient Accounting Model Analysis
  • Revamping Data Entry Processes
  • When to Avoid Entry
  • Dos and Don'ts of Reporting
  • Advanced Validation Techniques

Don't allow outdated methodologies to impede your progress. Enroll today to elevate your Excel expertise and achieve astonishingly swift data entry and reporting!

For more CPE Excel courses, Click here.

 

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1 CPE Approved
Computer Software and Applications for CPA in Canada 1 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1 CPE Approved
Computer Software and Applications for CPA in Canada 1 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1 CPE Approved
Computer Software and Applications for CPA in Canada 1 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1 CPE Approved
Computer Software and Applications for CPA in Canada 1 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Certified Government Financial Manager (CGFM) 1 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

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Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

About Instructor

Lenny Wu
Lenny Wu

FP&A Systems Lead, DEEL Canada Service Inc.

  • 4.6
  • rating
  • rating
  • rating
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  • rating

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.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course 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.

How are credits reported to governing bodies?

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

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.

What are the requirements to maintain compliance with live webinar courses?

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.

How can I access my webinar completion certificates?

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.

How are credits reported to governing bodies?

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.

Reviews and Ratings

out of 5

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MH

Mike Hendon, CPA (US)
5

Have attended several of Lenny's webinars and each one is better than the other in walking through step by step instuction.

BD

Buket Dogan, CIA
4

Great insights on streamlining data entry with Excel tools! The tips on reducing manual effort in just two minutes are highly practical and efficient.

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