Excel Detox: Escape 3-Hour Update Time in Just 3 Minutes! 1 Credit
Excel Model Makeover- Part 3
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Nov 07, 09:30 AM ET
Imagine dedicating countless hours to refreshing Excel models with each shift in the economic landscape—such a task wastes precious time and heightens the likelihood of errors creeping in.
This CPE Course unfolds across four engaging segments to transform your data management approach. We’ll start with a business case highlighting the inefficiencies of an outdated model, which takes over three hours to update financial reports. Next, we’ll demonstrate how to overhaul this model, reducing system updating time from two hours to just one minute and cutting presentation updates from one hour to two minutes. We’ll also explore four methods for reporting from a financial system, focusing on extracting “reports” and “data.” Finally, we’ll outline six essential dos and don’ts for building effective updating models, ensuring your processes are streamlined and efficient.
Key topics covered:
Whether you’re dealing with complex financial data or want to improve your Excel skills, this CPE Course will offer actionable insights for dramatically cutting update times without compromising accuracy or detail.
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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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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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