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

  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • Tax Preparer
Excel Speed Loop: Systematically Improve Efficiency and Accuracy (For Bookkeepers, Accountants, Tax Pros, Auditors, CPAs)

1.5 Credits


Subject Area

Computer Software and Applications

Webinar Qualifies For

1.5 CPE credit of Computer Software & Applications for all CPAs

1.5 CPE credit of Technology and Analytics for CMAs

1.5 CPE credit for Certified Internal Auditors (CIA)

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

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

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

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Auditors
  • Bookkeeper
  • Business Owner
  • CFO/Controller
  • Chief Accounting Officer
  • Cloud Accountants
  • Cloud Firms
  • Compliance Officers
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • Innovation Manager/Director
  • Legal Professionals
  • Non Profit Pros
  • QB Pro Advisor
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA


    [average] => 4.5921
    [no_of_record] => 1856




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.


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.


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.


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.


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!


testing review added by nikunj patel.