Excel Speed Loop: Systematically Improve Efficiency and Accuracy (For Bookkeepers, Accountants, Tax Pros, Auditors, CPAs)

Course Details

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ADDITIONAL DATES

Sep 29, 2020 | 02:00 PM EDT Register
Oct 27, 2020 | 02:00 PM EDT Register
Nov 09, 2020 | 01:00 PM EDT Register
Dec 01, 2020 | 11:00 AM EDT Register
Dec 15, 2020 | 11:00 AM EDT Register
Jan 05, 2021 | 11:00 AM EDT Register
Jan 19, 2021 | 11:00 AM 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. This webinar will also help you in data analysis, preparing financial statements & putting up financial strategies using the analysis.

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 CPE credit of Computer Software & Applications for all CPAs
  • 1.5 CPD credit (Verifiable) for Canadian CPAs
  • 1 CE credit of Computer Technology for Maryland Tax Preparers
  • 1.5 General Educational credit for Tax Professionals/Bookkeepers/Accountants

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 recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you are Canadian Chartered Professional Accountant (CPA) many of our courses qualifies for your verifiable CPD requirements you will get your certificate for the program. You can check a tab of “Webinar Qualifies for” for the same.However please do verify with respective regulatory body about the eligibility for the same.
  • Many of our courses are approved by “CFP Board” for CE credits of certified financial Planner(CFP). Please check a tab of “Webinar Qualifies for” to verify whether webinar qualifies for CE credits for CFP or not.

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).

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.

upcoming Live CPE Webinars

QBO: Build Right Chart of Accounts - Base for Accounting and Reading Financial Statement
Tuesday, September 22, 2020 | 09:00 AM EDT View Details/Register
Advanced Excel Skills for Accountants
Tuesday, September 22, 2020 | 09:00 AM EDT View Details/Register
CPAs and Financial Planners Understanding Critical Concepts of Trusts and Estates
Tuesday, September 22, 2020 | 09:00 AM EDT View Details/Register
Qualified Business Income (QBI) Deduction (IRC §199A) Detailed Study, Analysis,Calculations,Case Studies, Ins & Outs (Latest)
Tuesday, September 22, 2020 | 10:00 AM EDT View Details/Register
Sales Tax in the Post Wayfair Environment
Tuesday, September 22, 2020 | 10:30 AM EDT View Details/Register
BEST TAX RETURN WORKSHOP - PARTNERSHIPS & LLCS (FORM 1065)
Tuesday, September 22, 2020 | 08:00 AM PDT View Details/Register
Individual International Tax Issues - Comprehensive Coverage
Tuesday, September 22, 2020 | 08:00 AM PDT View Details/Register
NEW FORM 941, FORM 7200, ERC, TAX CREDITS UNDER FFCRA, & OTHER PAYROLL UPDATES IN COVID-19
Tuesday, September 22, 2020 | 11:00 AM EDT View Details/Register
ACCOUNTANTS & CPA FIRMS - 4 STEPS TO GAIN, RETAIN & EXPAND HIGH VALUE CLIENTS
Tuesday, September 22, 2020 | 12:00 PM EDT View Details/Register
Where Do They Go Wrong? – Using Risk Assessment to Improve Audit Effectiveness
Tuesday, September 22, 2020 | 12:00 PM EDT View Details/Register
Business Activity Taxes – Where are businesses and their owners required to file and pay state income taxes?
Tuesday, September 22, 2020 | 12:30 PM EDT View Details/Register
REGULATORY ETHICS GUIDEBOOK FOR CPAs: AICPA CODE OF PROFESSIONAL CONDUCT
Tuesday, September 22, 2020 | 01:30 PM EDT View Details/Register
Guide to Depreciation Under The TCJA 2020
Tuesday, September 22, 2020 | 01:30 PM EDT View Details/Register
CARES Act Changes and Benefits Affecting Real Estate Owners
Tuesday, September 22, 2020 | 02:00 PM EDT View Details/Register
Understanding Fraud, The Basics
Tuesday, September 22, 2020 | 02:00 PM EDT View Details/Register
  • Cost FREE
  • CPE Credits 1.5
  • CPD 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

QBO: Build Right Chart of Accounts - Base for Accounting and Reading Financial Statement
Tuesday, September 22, 2020 | 09:00 AM EDT View Details/Register
Advanced Excel Skills for Accountants
Tuesday, September 22, 2020 | 09:00 AM EDT View Details/Register
CPAs and Financial Planners Understanding Critical Concepts of Trusts and Estates
Tuesday, September 22, 2020 | 09:00 AM EDT View Details/Register
Qualified Business Income (QBI) Deduction (IRC §199A) Detailed Study, Analysis,Calculations,Case Studies, Ins & Outs (Latest)
Tuesday, September 22, 2020 | 10:00 AM EDT View Details/Register
Sales Tax in the Post Wayfair Environment
Tuesday, September 22, 2020 | 10:30 AM EDT View Details/Register
BEST TAX RETURN WORKSHOP - PARTNERSHIPS & LLCS (FORM 1065)
Tuesday, September 22, 2020 | 08:00 AM PDT View Details/Register
Individual International Tax Issues - Comprehensive Coverage
Tuesday, September 22, 2020 | 08:00 AM PDT View Details/Register
NEW FORM 941, FORM 7200, ERC, TAX CREDITS UNDER FFCRA, & OTHER PAYROLL UPDATES IN COVID-19
Tuesday, September 22, 2020 | 11:00 AM EDT View Details/Register
ACCOUNTANTS & CPA FIRMS - 4 STEPS TO GAIN, RETAIN & EXPAND HIGH VALUE CLIENTS
Tuesday, September 22, 2020 | 12:00 PM EDT View Details/Register
Where Do They Go Wrong? – Using Risk Assessment to Improve Audit Effectiveness
Tuesday, September 22, 2020 | 12:00 PM EDT View Details/Register
Business Activity Taxes – Where are businesses and their owners required to file and pay state income taxes?
Tuesday, September 22, 2020 | 12:30 PM EDT View Details/Register
REGULATORY ETHICS GUIDEBOOK FOR CPAs: AICPA CODE OF PROFESSIONAL CONDUCT
Tuesday, September 22, 2020 | 01:30 PM EDT View Details/Register
Guide to Depreciation Under The TCJA 2020
Tuesday, September 22, 2020 | 01:30 PM EDT View Details/Register
CARES Act Changes and Benefits Affecting Real Estate Owners
Tuesday, September 22, 2020 | 02:00 PM EDT View Details/Register
Understanding Fraud, The Basics
Tuesday, September 22, 2020 | 02:00 PM EDT View Details/Register