Course Details

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ADDITIONAL DATES

Apr 16, 2020 | 01:00 PM EDT Register
Apr 30, 2020 | 01:00 PM EDT Register
May 14, 2020 | 01:00 PM EDT Register
May 28, 2020 | 01:00 PM EDT Register
Jun 11, 2020 | 01:00 PM EDT Register
Jun 25, 2020 | 01:00 PM EDT Register
Jul 09, 2020 | 01:00 PM EDT Register
Jul 23, 2020 | 01:00 PM EDT Register
Aug 06, 2020 | 01:00 PM EDT Register

Course Description

It’s no secret that every accountant whether in practice or in industry or in government make good use of the almighty Excel spreadsheet program; it’s an invaluable tool that helps us process complicated data sets and communicate large amounts of information to clients and colleagues. Our Benchmarking the Accounting & Finance Function report shows that 63 percent of U.S. companies rely on Excel. Excel is the preferred tool for budgeting and planning across accounting and finance function. Excel is still most popular tool for preparing tax work papers or for auditing.

You may come across several dozens of excel tips and tricks program that are available online. But this course is specifically design to meet the needs for accountants. By far the most popular course on excel for accounting community.

Working with data, reports and multiple sheets can also represent a significant time suck, with most of accountants only ever using 10 per cent of what Excel has to offer. Whether you stick to basic functions, or are a macro-writing, pivot-table-creating, multi-referential workbook workhorse

Our concept is that you can learn the easy things, but the people that have exceptional skill sets are the ones that will shine. And to get such an exceptional skill set takes work -- a lot of work and study. We are not going to tell you that this course is so easy that a six-year-old can do it. This CPE webinar is designed to teach phenomenal skills, not just ordinary skills to become a CEO (Chief Excel Officer)

Learning objectives

  • To identify situations in which various Excel features can increase productivity such as proper use of TEXT functions, including LEFT, MID, FIND, TRIM, PROPER.
  • To create various types of formulas & identifying the steps to nest formulas within formulas.
  • To identify features that allow you to evaluate the workings of formulas and functions such as use of LOCIAL and LOOKUP functions, including: IF, VLOOKUP, LOOKUP, SUMIF etc.
  • To Customize Excel's user environment, including the Ribbon and the Quick Access Toolbar to display the DEVELOPER tab
  • To learn how to choose and format the SPIN BUTTON form control

About Presenter

Jim Cline graduated with a Bachelor’s Degree in Accounting and Taxation from the University of Houston in 1989.  His first job was at Arthur Andersen where he worked in the Tax and Real Estate Appraisal departments.  After seven years with Arthur Andersen, Mr. Cline became the Manager of Revenue Services at Service Corporation International (SCI), the largest funeral home and cemetery consolidator in North America.  Currently, he is the Director of Ad Hoc Reporting and Information Support at SCI. In 2005, Jim started developing a course that would train accountants in his group in Microsoft Excel.  He realized that even recent college graduates didn’t possess the Excel skills needed to work in his group.  His first book (Excel 2003) took three-and-a-half years to complete.  After immense success with the first book, he decided to expand his curriculum to include Microsoft Access, which took an additional two years to complete.  In 2007, he started selling his courses online under the name of ClineSys, and in 2011 he changed the name of his courses to be ExcelCEO (which stands for Chief Excel Officer). Since the inception, Jim Cline and his ExcelCEO courses have trained thousands of accountants, financiers, and business professionals in how to work with Excel and Access in a business environment with amazing results. Jim is married with five children and seven grandchildren. Jim continues to conduct seminars, conferences, and CPE webinars He is a Boy Scout leader, a part-time web developer, owns a small cattle ranch outside of Houston, and speaks three languages (four if you count Texan).

ExcelCEO offers accredited, comprehensive, self-study training courses for Microsoft Access (2010, 2007, 2003) and Microsoft Excel (2013, 2010, 2007, 2003). Courses are divided into three sections: Beginner, Intermediate, and Advanced levels. We've designed the courses to teach phenomenal skills, not just ordinary skills. 

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.

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

4.7
(554)
74%
21%
4%
1%
0%
  • WD
    William Dyson
    Nov 22nd 2019
    This session really needs additional time . The course was very fast, I love the fact that the course is recorded and sent to you so that you can watch it again and try out the different formulas at your own pace. Jim Cline is a genius and makes his excel tips so easy, yet doing them on my own, I definitely need some practice!
MZ
Michael Zack , CPA
The seminar showed new functions of Excel that I can use in my work.
JF
Judith Felipe , CPA
The Instructor, Jim Cline, was charismatic and made the topic interesting and engaging which made the time go by more quickly than expected. I was actually ready to continue learning more when the course finished. Everything new I learned I know is something that I can perform and find useful moving forward at work - honestly the most useful CPE credits I have earned to-date!
DS
Diane Saunders , CPA
Would like more info on how it works if the course is purchased for team use, will each individual receive CPE as they complete the course?
MB
Michelle Blatt
Great webinar!
HC
Henry Castelo , CPA
no further comments

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

Basis Calculations for Partners & LLC Members
Wednesday, April 01, 2020 | 10:30 AM EDT View Details/Register
HANDLE IRS AUDIT, APPEALS, COLLECTION & LITIGATION (LATEST 2019)
Wednesday, April 01, 2020 | 10:30 AM EDT View Details/Register
Annuity Basics with 2020 updates
Wednesday, April 01, 2020 | 12:00 PM EDT View Details/Register
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Wednesday, April 01, 2020 | 01:00 PM EDT View Details/Register
10 Secrets the Credit Card Processing Industry Doesn't Want You to Know
Wednesday, April 01, 2020 | 02:00 PM EDT View Details/Register
Fiduciary Income Tax Refresher and Latest Update 2020
Wednesday, April 01, 2020 | 02:30 PM EDT View Details/Register
Winning Tax Season With Better Workflow Management
Wednesday, April 01, 2020 | 03:00 PM EDT View Details/Register
CIRCULAR 230 ETHICS (UPDATED 2019)
Wednesday, April 01, 2020 | 04:00 PM EDT View Details/Register
MAXIMIZE YOUR SAVINGS POTENTIAL THROUGH HEALTH SAVINGS ACCOUNTS (HSAS)
Thursday, April 02, 2020 | 10:30 AM EDT View Details/Register
Form W-4 and Other Payroll and Form 1099 Updates
Thursday, April 02, 2020 | 01:00 PM EDT View Details/Register
How Accountants can use automation to overcome manual data entry and increase efficiency
Thursday, April 02, 2020 | 02:00 PM EDT View Details/Register
Sales Tax in the Post Wayfair Environment
Thursday, April 02, 2020 | 02:30 PM EDT View Details/Register
The Coronavirus Impact on Accounting and Financial Reporting: What Every CPA Should Know
Thursday, April 02, 2020 | 03:00 PM EDT View Details/Register
S Corporation Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Friday, April 03, 2020 | 09:00 AM EDT View Details/Register
  • 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? Enrolled Agent Finance Pros Tax Attorney Tax Practitioners Bookkeeper Accountant CFO/Controller Others CPA - Small Firm CPA - Mid Size Firm Accounting Firm Tax Pros Auditors Tax Firm Young CPA Entrepreneurial CPA
  • Handout Material Download

upcoming Live CPE Webinars

Basis Calculations for Partners & LLC Members
Wednesday, April 01, 2020 | 10:30 AM EDT View Details/Register
HANDLE IRS AUDIT, APPEALS, COLLECTION & LITIGATION (LATEST 2019)
Wednesday, April 01, 2020 | 10:30 AM EDT View Details/Register
Annuity Basics with 2020 updates
Wednesday, April 01, 2020 | 12:00 PM EDT View Details/Register
SEC Enforcement of Accounting and Reporting Regulation
Wednesday, April 01, 2020 | 01:00 PM EDT View Details/Register
Time Management in “The Cloud” Using Gmail/Google
Wednesday, April 01, 2020 | 01:00 PM EDT View Details/Register
10 Secrets the Credit Card Processing Industry Doesn't Want You to Know
Wednesday, April 01, 2020 | 02:00 PM EDT View Details/Register
Fiduciary Income Tax Refresher and Latest Update 2020
Wednesday, April 01, 2020 | 02:30 PM EDT View Details/Register
Winning Tax Season With Better Workflow Management
Wednesday, April 01, 2020 | 03:00 PM EDT View Details/Register
CIRCULAR 230 ETHICS (UPDATED 2019)
Wednesday, April 01, 2020 | 04:00 PM EDT View Details/Register
MAXIMIZE YOUR SAVINGS POTENTIAL THROUGH HEALTH SAVINGS ACCOUNTS (HSAS)
Thursday, April 02, 2020 | 10:30 AM EDT View Details/Register
Form W-4 and Other Payroll and Form 1099 Updates
Thursday, April 02, 2020 | 01:00 PM EDT View Details/Register
How Accountants can use automation to overcome manual data entry and increase efficiency
Thursday, April 02, 2020 | 02:00 PM EDT View Details/Register
Sales Tax in the Post Wayfair Environment
Thursday, April 02, 2020 | 02:30 PM EDT View Details/Register
The Coronavirus Impact on Accounting and Financial Reporting: What Every CPA Should Know
Thursday, April 02, 2020 | 03:00 PM EDT View Details/Register
S Corporation Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Friday, April 03, 2020 | 09:00 AM EDT View Details/Register