Excel Tips & Tricks: For every Accountant, CPA, Bookkeeper, Tax Professional, Auditor & Controller

Course Details

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ADDITIONAL DATES

Oct 01, 2020 | 01:00 PM EDT Register
Oct 20, 2020 | 01:00 PM EDT Register
Oct 29, 2020 | 01:00 PM EDT Register
Nov 12, 2020 | 01:00 PM EDT Register
Nov 19, 2020 | 01:00 PM EDT Register
Dec 03, 2020 | 01:00 PM EDT Register
Dec 17, 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.
  • 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

Partnership Preparation, Basis Calculations & Distributions–Form 1065 Schedule K & K-1 Analysis
Friday, September 18, 2020 | 10:00 AM EDT View Details/Register
BEST TAX RETURN WORKSHOP ON S CORPORATION (1120S)
Friday, September 18, 2020 | 08:00 AM PDT View Details/Register
PPP Q & A Live - Ask the Expert
Friday, September 18, 2020 | 01:00 PM EDT View Details/Register
Advanced 1031 Exchange and Delaware Statutory Trusts: Tax Savings to Wealth Creation
Friday, September 18, 2020 | 02:00 PM EDT View Details/Register
Understanding Income Tax Nexus in the Wake of Wayfair
Friday, September 18, 2020 | 02:00 PM EDT View Details/Register
BEYOND WORKING REMOTELY – CASE STUDIES | BENEFITS | CHALLENGES FOR ACCOUNTING & TAX FIRMS
Friday, September 18, 2020 | 03:00 PM EDT View Details/Register
Innocent Spouse Relief
Friday, September 18, 2020 | 03:00 PM EDT View Details/Register
Individual Tax Update 2020
Friday, September 18, 2020 | 03:30 PM EDT View Details/Register
IRS Issues Informal CARES Guidance on IRAs and Qualified Plan
Friday, September 18, 2020 | 04:00 PM EDT View Details/Register
QBO: For Progress Invoicing and Job Costing with Latest Updates
Monday, September 21, 2020 | 09:00 AM EDT View Details/Register
FASB ASC 606 : TIPS ON ACCOUNTING & AUDITING FOR REVENUE RECOGNITION
Monday, September 21, 2020 | 09:00 AM EDT View Details/Register
Budgeting using Excel
Monday, September 21, 2020 | 09:00 AM EDT View Details/Register
Passive Activity Loss Limitations: Working with the Complex PAL Rules & Real Estate Tax Issues.
Monday, September 21, 2020 | 10:00 AM EDT View Details/Register
DUTY TO REASONABLY ACCOMMODATE: THE ADA, TITLE VII & FMLA
Monday, September 21, 2020 | 10:00 AM EDT View Details/Register
Best Overview on Individual Tax Updates 2020 (Basic)
Monday, September 21, 2020 | 10:00 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

Partnership Preparation, Basis Calculations & Distributions–Form 1065 Schedule K & K-1 Analysis
Friday, September 18, 2020 | 10:00 AM EDT View Details/Register
BEST TAX RETURN WORKSHOP ON S CORPORATION (1120S)
Friday, September 18, 2020 | 08:00 AM PDT View Details/Register
PPP Q & A Live - Ask the Expert
Friday, September 18, 2020 | 01:00 PM EDT View Details/Register
Advanced 1031 Exchange and Delaware Statutory Trusts: Tax Savings to Wealth Creation
Friday, September 18, 2020 | 02:00 PM EDT View Details/Register
Understanding Income Tax Nexus in the Wake of Wayfair
Friday, September 18, 2020 | 02:00 PM EDT View Details/Register
BEYOND WORKING REMOTELY – CASE STUDIES | BENEFITS | CHALLENGES FOR ACCOUNTING & TAX FIRMS
Friday, September 18, 2020 | 03:00 PM EDT View Details/Register
Innocent Spouse Relief
Friday, September 18, 2020 | 03:00 PM EDT View Details/Register
Individual Tax Update 2020
Friday, September 18, 2020 | 03:30 PM EDT View Details/Register
IRS Issues Informal CARES Guidance on IRAs and Qualified Plan
Friday, September 18, 2020 | 04:00 PM EDT View Details/Register
QBO: For Progress Invoicing and Job Costing with Latest Updates
Monday, September 21, 2020 | 09:00 AM EDT View Details/Register
FASB ASC 606 : TIPS ON ACCOUNTING & AUDITING FOR REVENUE RECOGNITION
Monday, September 21, 2020 | 09:00 AM EDT View Details/Register
Budgeting using Excel
Monday, September 21, 2020 | 09:00 AM EDT View Details/Register
Passive Activity Loss Limitations: Working with the Complex PAL Rules & Real Estate Tax Issues.
Monday, September 21, 2020 | 10:00 AM EDT View Details/Register
DUTY TO REASONABLY ACCOMMODATE: THE ADA, TITLE VII & FMLA
Monday, September 21, 2020 | 10:00 AM EDT View Details/Register
Best Overview on Individual Tax Updates 2020 (Basic)
Monday, September 21, 2020 | 10:00 AM EDT View Details/Register