Excel Speed Loop: Systematically Improve Efficiency and Accuracy

Course Details

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ADDITIONAL DATES

Jul 28, 2020 | 12:00 PM EDT Register
Aug 11, 2020 | 01:00 PM EDT Register
Sep 29, 2020 | 02:00 PM EDT Register

Course Description

The Speed Loop is the method that helps to reduce the time to update Excel workbooks from 2 weeks/month to 2 days/month.

The Speed Loop process provides a systematic approach for optimizing your workbooks for efficiency and accuracy. If you feel like improving your workbooks, but aren't sure where to start or which specific steps to take, this webinar is for you. Excel is a big place with many features and functions. This can feel overwhelming and like there is no organized process for workbook improvement. There is, and it is called the Speed Loop. 

With the help of speed loop there is significant time saving, and I share that same process through this free CPE webinar so you can get your work done faster as well. To get your work done fast in Excel requires two things: process & skills. In this webinar, I focus on the Speed Loop process. Excel skills are the features and functions you need to automate manual tasks. To illustrate the Speed Loop process, we'll cover some very important skills including Power Query, PivotTables, Tables, MAX, and more.

We look forward to sharing the Speed Loop with you, and We hope it can help you get your work done faster as well. Recommended for Accounting and Tax Professionals who can benefit by learning a variety of techniques and shortcuts that will speed up their work in Excel

Webinar Qualifies for

  • 1.5 credit of Computer Software & Applications for all CPAs

Learning objectives

  • To recall the 7 steps of the Speed Loop process
  • To identify how to use Power Query to import a CSV file
  • To recall the arguments of MAX
  • To identify one benefit of using Pivot Tables compared to formulas

About Presenter

Jeff Lenning, CPA

Senior Account Executive, Excel University, Inc.

jeff@excelu.com

In his live CPE training sessions, Jeff Lenning CPA CITP has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine.

Highlights

Jeff began his career in the audit practice at Arthur Andersen’s Orange County office. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology consulting firm. In 2012, he launched Excel University.

Professional Involvement

He is a past president of the CalCPA OCLB Chapter, the former chair of the California CPA State Technology Committee, co-chair of the California CPA OCLB Chapter Technology Committee, a board member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and Microsoft Certified Trainer. He was recently recognized with the California CPA Education Foundation’s Award for Instructor Excellence and Outstanding Webcast Instructor.

Excel University provides online Microsoft Excel training and certifications.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is issued on 50 minute credit hour basis.
  • This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during/after the webinar.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

4.6
(241)
65%
31%
3%
1%
0%
  • MLC
    MARY LOU CYPHER , CPA
    May 27th 2020
    Jeff took time to describe each function in depth and step by step walk through showing you exactly how to execute.. Very good, would recommend. Thank you myCPE.
KW
Kim Westlake , CPA
Extremely Great Presentation. Nice learning experience on speed loop process. Presenter explained it step by step process of the excel functions to automate the task. Thanks Jeff for wonderful presentation.
JR
Jennie Rhoads , CPA
Jeff explained it very clearly about the speed loop function to optimized the workbook. I have attended a lot of training in the past. This was one of the better ones I've been to.
VS
Varvara Salazar , CPA
As someone getting back up to speed in Excel, after many years of only needing basic functionality, I learned so many time-saving tips in this webinar. Jeff's enthusiasm is infectious and I found myself wanting to go directly to the Excel University website and sign up when the webinar completed.
CW
Chuck Wu , CPA
Jeff is an EXCELLENT instructor; you can tell he loves his subject and is excited to share his knowledge to make your work easier. If you're not particularly an Excel person but like to learn new things beware, his enthusiasm will change your viewpoint. I'll look forward to taking ANY class he teaches, even with my busy schedule. Definitely a don't miss an appointment!
HR
Hamilton Rush
I Feel Like All Of The Information Provided Was Valuable.

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 through its website: www.NASBARegistry.org.

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  • Cost FREE
  • CPE Credits 1.5
  • Subject Area Computer Software and Applications
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Finance Pros Bookkeeper Accountant CFO/Controller Business Owner QB Pro Advisor Non Profit Pros CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm CPA (Industry) Auditors Young CPA CPA in Business Entrepreneurial CPA Accounting Practice Owners Finance Director Senior Accountant Accounts Director Legal Professionals Cloud Accountants Cloud Firms Chief Accounting Officer Entrepreneurial Accountant Compliance Officers Accounting Managers Staff of Accounting Firm Innovation Manager/Director
  • Handout Material Download

upcoming Live CPE Webinars

Hands-On Tax Return Workshop – Partnerships & LLCs (Form 1065)
Monday, July 06, 2020 | 09:00 AM EDT View Details/Register
QuickBooks: Year-end Procedures
Monday, July 06, 2020 | 09:00 AM EDT View Details/Register
Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know
Monday, July 06, 2020 | 09:00 AM EDT View Details/Register
Measuring and Managing Customer Profitability
Monday, July 06, 2020 | 11:30 AM EDT View Details/Register
REMOTE WORKING IS WAY FORWARD TO GROW: FOR CPA FIRMS, TAX & ACCOUNTING FIRMS
Monday, July 06, 2020 | 12:00 PM EDT View Details/Register
Ethics for Arizona CPAs : Part 2 (Board of Accountancy)
Monday, July 06, 2020 | 12:00 PM EDT View Details/Register
TAX PRACTICE STANDARDS (ETHICS)
Monday, July 06, 2020 | 12:30 PM EDT View Details/Register
FRAUD ESSENTIALS: WHO? How? why? what?
Monday, July 06, 2020 | 01:30 PM EDT View Details/Register
LATEST UPDATES ON FBAR AND FATCA OBLIGATIONS FOR INDIVIDUALS AND ENTITIES (COVID-19)
Monday, July 06, 2020 | 01:30 PM EDT View Details/Register
Budgeting using Excel
Monday, July 06, 2020 | 03:00 PM EDT View Details/Register
Form 1040 Schedule C ( Updated 2020 )
Monday, July 06, 2020 | 03:00 PM EDT View Details/Register
NEW FORM 941, FORM 7200, ERC, TAX CREDITS UNDER FFCRA, & OTHER PAYROLL UPDATES IN COVID-19
Monday, July 06, 2020 | 03:30 PM EDT View Details/Register
QuickBooks: Progress Invoicing and Job Costing
Tuesday, July 07, 2020 | 09:00 AM EDT View Details/Register
Cares Act Comprehensive Update (COVID-19)
Tuesday, July 07, 2020 | 09:00 AM EDT View Details/Register
Accountant prepared a return and it is under Criminal Investigation by the IRS, Now What?
Tuesday, July 07, 2020 | 10:00 AM EDT View Details/Register