CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

5 Microsoft Excel Tips

  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • IAP
  • Tax Preparer
  • QIAL
5 Practical Excel CPE Course

1 Credit


Subject Area

Computer Software and Applications

Webinar Qualifies For

1 CPE credit of Computer Software & Applications for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPE credit for Certified Internal Auditors (CIA)

1 CPD credit (Verifiable) for Canadian CPAs

1 PL credit for Chartered Financial Analyst (CFAs)

1 CPE credit for Qualification in Internal Audit Leadership (QIAL)

1 CPE credit for Internal Audit Practitioner (IAP)

1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1 CE credit of Computer Technology for Maryland Tax Preparers

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

Five practical Microsoft Excel tips you can use now to save time.

Learn Excel and earn CPE credit while doing so! 

In this complimentary 1-hour webinar, offered for 1 CPE credit, you’ll discover 5 practical Excel tips that you can use immediately to save time. 

Specifically, you’ll learn how to:

  • Tip 1: Instantly reconcile two lists (eg, a bank rec) using conditional formatting.
  • Tip 2: Quickly view the highlighted items (eg, the outstanding checks) and filter by color.
  • Tip 3: Immediately compute totals and subtotals (eg, check total) with a keyboard shortcut.
  • Tip 4: Effortlessly remove duplicate values within a range, even if there are multiple columns
  • Tip 5: Easily combine and split columns without writing complex formulas.

Excel users of ALL levels are welcome to join. Working along is not required, however, handouts will be provided for those that would like to work along in Excel. 

You’ll be sure to boost your efficiency by applying the 5 tips you learn during this webinar.

Plus, by registering you’ll automatically receive weekly Excel tips so you can continue learning Excel. 

Learning Objectives

  • Recall the feature that highlights duplicate or unique values
  • State the keyboard shortcut that inserts the SUM function
  • Identify the feature that fills a pattern down without formulas

Who Should Attend?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Firm
  • Accounting Managers
  • Auditors
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Certified Valuation Analysts
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Maryland Tax Preparers
  • Young CPA





Appreciated the concise but highly useful shortcuts for Excel.


I learned some new things that will help with my job.


I thought the presentation was effective in the short period of time and didn't go too fast through each step. He repeated each step to make sure you fully grasped before proceeding.


Enjoyed the webinar. The content presented was thorough and well done. It was a very informative presentation and well worth my time to attend.


I would give it more stars if I could.