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.
240 Ratings
WD
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!
HJ
Nov 21st, 2019
Jim Cline is always fantastic! He not only extremely knowledgeable, but you can tell he loves Excel.I have learned how to simplify much of the work I am already doing and have ideas on how to move forward and improve on ongoing reports for my clients. Thank you! The presenter was very knowledgeable and easy to follow.
RD
Sep 19th, 2019
I felt this course was easy to understand, even with its quick pace. I felt it was tips and tricks I will actually utilize.
JP
Sep 19th, 2019
It will be great if more webinars will follow this type of presentation. It keeps the audience more engage. Thanks.
AM
Sep 19th, 2019
I would have rated it a 4, but since it was free, it was definitely worth more than that so I gave it 5 stars.
1.5 Credits
Add to Watchlist
Computer Software and Applications
This course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available
.webp "Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs")
