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myCPE

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

Dec 12, 2024, 11:30 AM ET

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

Excel Model Makeover- Part 2

  • Rating

    4.8
  • Published on

    October, 2024
  • Subject Area

    Computer Software and Applications

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Dec 12, 2024, 11:30 AM 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 Discover the art of converting a clunky, outdated accounting model into a sleek, efficiency-driven machine that boosts productivity in this captivating course.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Don't allow outdated methodologies to impede your progress.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.

 

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Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Lenny Wu
Lenny Wu

FP&A Systems Lead, DEEL Canada Service Inc.

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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.

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.

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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.

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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.

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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 – 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.

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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.

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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.

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