Advisor, ExcelCEO
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).
Duration
Course Level
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.
10153 Ratings
SL
Jun 25th, 2020
I took the course a second time just to go over it again I know I could look at the recording, but it helped when I was at work reviewing
JF
Mar 26th, 2020
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!
HW
Jan 7th, 2021
Jim is very engaging and covers the material given. He does go quick but you can get a recording sent to take better notes later. He may even convince you to purchase his material as I would like a more professional reference book for excel. Well done Jim! Loved your jokes and stories while still instructing us. Keep them coming.
JK
Jun 28th, 2020
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!
CR
Jan 21st, 2021
I enjoy the course overall, the presenter was very effective and I have learned some new Excel tricks that I didn't know before. The pace was quite fast, but I understand there were lots of material to go over and the course didn't mean for us to do the same thing as the presenter at the same time.
1.5 Credits
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