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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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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
Senior Account Executive, Excel University, Inc.
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.
Duration
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Instructional Method
Pre-requisites
Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
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.
1865 Ratings
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1249
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488
Average
99
Poor
12
Terrible
17
DD
Dec 15th, 2020
Great CPE program - great content and excellent instructor. There were two problems with the information published by myCPE about the program and in the sign-up email: 1. The learning objectives (there were 4) - however, only the first 1 was relevant to the seminar. Objectives #2 through #4 must be from a different session. 2. the download link in the sign-up email did not work. Of course the instructor resolved this at the start.
SL
Jan 19th, 2021
Too bad, I haven't been able to download the presentation materials. I keep getting the following error that reads: OPPS! PAGE NOT FOUND 404 THE REQUEST URL WAS NOT FOUND ON THIS SERVER. The presentation materials area valuable as they will help with job task and would be a good source to keep for reference.
ET
Dec 15th, 2020
This was a great webinar and Jeff was so easy to follow and listen to. His examples were simple, but I could easily think of ways to apply them to my everyday work. Thank you for sharing this valuable knowledge, Jeff!
SJ
Jul 28th, 2020
I really want my son to take some of this training even though he isn't an accountant. These Excel skills will be valuable in any role. Presenter even shares how his experiences took him down this path. Thanks.
EK
Jan 6th, 2021
I don't typically give 5 stars but the presenter did a great job. I would attend any training offered by Jeff Lenning. I loved how he shared the poll results - I've never seen anyone else do that before.
1.5 Credits
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1. How can I earn Continuing Education credits for live webinars?
A: To earn credits, you must register for the webcast before it begins. Attend the entire live webinar and respond to polling questions if supported.
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A: Credits are issued on a 50-minute credit hour basis.
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A: The polling feature is only supported on the Zoom desktop and mobile app. You can provide responses in the chat if needed.
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A: Some events may be recorded, but instructors will be available for questions during/after the webinar.
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A: Yes, myCPE meets global Continuing Professional Development (CPD-IES7) standards for various accounting and financial professions. Confirm with your licensing organization if needed.
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