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

Adventures in Excel

  • CPA (CA)
  • CPA/CITP
  • CPA (US)
  • Tax Preparer
  • CFE
Adventures in Excel

1 Credit

$10

Subject Area

Computer Software and Applications

Webinar Qualifies For

1 CPE credit of Computer Software & Applications for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 CPE credit for Certified Fraud Examiners (CFEs)

1 CPD credit (Verifiable) for Certified Information Technology Professionals (CITP)

1 CE credit of Computer Technology for Maryland Tax Preparers

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

This Course is Also Available in Self Study (On-Demand)

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Course Description

Microsoft Excel has hundreds, if not thousands, of functions and features. This course aims to cover some of the best – that is the ones I find most useful. In one hour, I am going to cover the simple-to-use but powerful functions that I use most often.

This online CPE webinar covers following key topics:

  • Basic features including products and powers
  • Key date functions including the calculation of due dates and days past due
  • Generating random numbers and random dates
  • The new IFS functions (new to Excel 2019)
  • Text functions 
  • The most useful logical functions and IS functions
  • How to create a drop-down list 
  • An introduction to Pivot tables
  • The new XLOOKUP function

These functions are easy to use, and, unless your role is extremely specialized, they are probably the ones you’ll use 90% of the time.

I hope you find the course helpful.

 

Learning Objectives

  • Basic Excel functions including SUM, AVERAGE, MIN, MAX, POWER and SQRT
  • Useful date functions including TODAY, EOMONTH, EDATE, and DAYS
  • Generating random numbers using RAND and RANDBETWEEN; generating random dates; and randomly picking an item from a list or table
  • The new IFS functions in Excel 2019 including AVERAGEIFS, MAXIFS, MINIFS, COUNTIFS, and SUMIFS
  • Text functions including TRIM, LOWER, UPPER, PROPER, LEFT, MID, RIGHT, FIND, TEXTJOIN and CONCATENATE
  • Logical functions AND, OR, and NOT and IS functions ISTEXT, ISNUMBER, ISBLANK and ISERROR
  • How to create a drop-down list
  • The new SORT and FILTER functions in EXCEL 2019
  • VLOOKUP and the new XLOOKUP function
  • An introduction to how Pivot tables work

Who Should Attend?

  • Certified Fraud Examiner
  • Certified Information Technology Professionals
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Maryland Tax Preparers
  • Young CPA