It’s no secret that every accountant whether in practice or in industry or in government makes 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 Bench-marking 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 functions. Excel is still the 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 designed 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 percent of what Excel has to offer. Whether you stick to basic functions or are a macro-writing, pivot-table-creating, multi-referential workbook workhorse. This webinar will also help you in data analysis, preparing financial statements & putting up financial strategies using the analysis.
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
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.
About Presenter
Jim Cline, Chief Excel Officer
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).
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 Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
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 still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
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).
Testimonial
4.7
(4410)
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!
TR
Terry Rachuy , CPA(
Feb 20th, 2020
It is one of the best use of an hour and a half for any Excel user. The ability to replay videos provided by myCPE and proceed at my own pace certainly helped me focus on the areas I found more challenging.
AK
Ashley Kosky , CPA(
Sep 19th, 2019
The speaker did a great job! I thought that this course was extremely helpful. Many tips and applications that I will be able to use in my practice. Jim 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.
AC
Annie Chung-Wong , ACCT./BK, EA(
Dec 24th, 2020
great seminar
PW
Penny White , Bookkeeper
Dec 22nd, 2020
The teacher was fantastic!!
SS
Stefanie Seidner , CPA(
Dec 22nd, 2020
Really great presentation - can't wait to use skills learned on the job
