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Excel in 3 hours

  • Accountant
  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • CFA
  • IAP
  • QIAL
  • MRTP
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Excel is a tool much needed for everyone.

16% of the world population is using Excel. Ask any accountant in any field which software they use daily and the most common answer will be Microsoft Excel. AICPA has also included Excel as the spreadsheet tool in the CPA Exam.

Crunching numbers in a spreadsheet is only daunting until you know what you’re doing. Our 3-hour excels CPE course teaches you the essentials of not just beginning-level Excel, but some of the more advanced features that are essential to working with your numbers.

This Excel CPE webinar is perfect on-the-job training and will cover the following major topics:

  • Moving around in a spreadsheet
  • Entering Data
  • AutoFill Handle
  • Formulas
  • Functions
  • Relative & Absolute Cell References
  • Formatting
  • Conditional Formatting
  • Sparklines
  • Charts
  • Data Tables for filtering
  • Pivot Tables
  • Tracing Dependencies
  • Printing tips

It doesn’t matter what version of the PC or Mac operating system you’re using. The techniques we will cover in this CPE webinar will work similarly in Excel for PC and Mac.

The speaker Alicia Pollock is specialized in what you "don't know that you don't know", so you're guaranteed to glean essential nuggets of information to make using Excel easier than before.

Learning Objectives

  • To explain how to create a spreadsheet from scratch, format it for a glance understanding, and use advanced tools for data analysis.
  • To describe how to create formulas and functions.
  • To discuss how to use auto-fill to replicate values and formulas.
  • To determine how to create charts of several types.
  • To analyze how to use pivot tables to analyze data.
  • To inspect how to use absolute cell formatting to copy formulas anywhere.
  • To analyze how to format appearance for quick understanding.

Recommended For

  • This Excel CPE course is recommended for CPAs, CMAs, CIAs, CFAs, Accounting, and Tax Professionals, and Staff of Accounting or Tax Firm or for seasoned users looking to fill in gaps in their knowledge.
  • This CPD webinar will prove beneficial for Canadian CPAs, Accounting and Tax Professionals, and Other Professionals using excel for their daily tasks.

Who Should Attend?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Managers
  • Auditors
  • Business Owner
  • Certified Public Accountant (CPA)
  • Chartered Professional Accountant
  • Cloud Accountants
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • Enrolled Agent
  • Staff of Accounting Firm
  • Tax Professionals
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 3 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 3 CPE Credit for Certified Internal Auditors (CIA)
  • 3 CPE Credit for Certified Management Accountants (CMA)
  • 3 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 3 PL Credit for Chartered Financial Analyst (CFA)
  • 3 CPE Credit for Internal Audit Practitioner (IAP)
  • 3 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
  • 3 CE Credit for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00951-22-O)
  • 3 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 3 CE Credit for Certified Wealth Strategist (CWS)
  • 3 General Credit for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
    Basic
  • Credits :
    3
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

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.

NASBA APPROVED

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.

Presenter

About Presenter

Alicia Pollock, MAT,ACN,MOS

Intuit Trainer/Writer Network, Elite-level QuickBooks ProAdvisor, Royalwise Solutions

Alicia is a QuickBooks® Elite ProAdvisor, a member of the Intuit Trainer/Writer Network, and was recently named Top 10 ProAdvisor by Insightful Accountant.

With a Masters in Teaching, a collection of certifications, several published books, & decades of business consulting experience, Alicia is a skilled & patient QuickBooks coach.

About Company

Royalwise Solutions

royalwise.com/

Founded by Jamie Pollock and Alicia Katz Pollock, Royalwise is an Apple, Microsoft, and Intuit-certified computer training and support company. We are certified to train and support all Apple products, Microsoft Office, QuickBooks on any platform. As a member of the Apple Consultants Network, we are certified by Apple to support all desktop machines running OS X and mobile devices running iOS. We have vast experience with iPads and iPhones, and how to configure and utilize iCloud to sync your data seamlessly.

Faq

FAQs content

  • 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.

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Excel in 3 hours

PREMIUM

3 Credits

Subject Area

Computer Software and Applications

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