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ADDITIONAL DATES

Dec 01, 2020 | 11:00 AM EST Register
Dec 15, 2020 | 11:00 AM EST Register
Jan 05, 2021 | 11:00 AM EST Register
Jan 19, 2021 | 11:00 AM EST 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.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here :https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • 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).

Reviews

4.6
(381)
64%
31%
4%
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!
ZO
Zipporah Olowo-Rwakibale , ACCT./BK, CPA
Excellent resource

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

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Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
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Wednesday, November 25, 2020 | 11:00 AM EST View Details/Register
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Wednesday, November 25, 2020 | 08:00 AM PST View Details/Register
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Wednesday, November 25, 2020 | 11:00 AM EST View Details/Register
Detailed Workshop on IRS Audit, Representation, Resolution.
Wednesday, November 25, 2020 | 08:00 AM PST View Details/Register
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Wednesday, November 25, 2020 | 08:00 AM PST View Details/Register
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Wednesday, November 25, 2020 | 11:00 AM EST View Details/Register
Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know
Wednesday, November 25, 2020 | 12:00 PM EST View Details/Register
The Structure and Organization of the IRS
Wednesday, November 25, 2020 | 12:30 PM EST View Details/Register
Business Tax Update 2020
Wednesday, November 25, 2020 | 01:00 PM EST View Details/Register
Crucial Insights for Real Estate: Part 4
Wednesday, November 25, 2020 | 01:30 PM EST 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

S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
How to deal effectively with IRS Examinations and Criminal Investigations?
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
Winning the Fraud Battle in the 21st Century: Prevention and Detection
Wednesday, November 25, 2020 | 10:30 AM EST View Details/Register
Tactical and Strategic Roth Conversions in 2020 after the Secure Act (Latest Update)
Wednesday, November 25, 2020 | 10:30 AM EST View Details/Register
QBO: Banking Feed and Reconciling - Make Rules & Automate
Wednesday, November 25, 2020 | 11:00 AM EST View Details/Register
Best Workshop on Partnership & LLC (Form 1065) Tax Return Review & Case Study (NEW)
Wednesday, November 25, 2020 | 08:00 AM PST View Details/Register
How to not be an HR Failure – from an employment law perspective
Wednesday, November 25, 2020 | 11:00 AM EST View Details/Register
Detailed Workshop on IRS Audit, Representation, Resolution.
Wednesday, November 25, 2020 | 08:00 AM PST View Details/Register
Practical Guide To Fraud 2020: Including Cash, Inventory & General Frauds
Wednesday, November 25, 2020 | 08:00 AM PST View Details/Register
Crucial Insights for Real Estate: Part 3
Wednesday, November 25, 2020 | 11:00 AM EST View Details/Register
Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know
Wednesday, November 25, 2020 | 12:00 PM EST View Details/Register
The Structure and Organization of the IRS
Wednesday, November 25, 2020 | 12:30 PM EST View Details/Register
Business Tax Update 2020
Wednesday, November 25, 2020 | 01:00 PM EST View Details/Register
Crucial Insights for Real Estate: Part 4
Wednesday, November 25, 2020 | 01:30 PM EST View Details/Register