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Excel Tips & Tricks: For every Accountant, CPA, Bookkeeper, Tax Professional, Auditor & HR Professionals

  • CPA (CA)
  • CFE
  • CIA
  • CMA
  • CPA (US)
  • IAP
  • Tax Preparer
  • QIAL
  • SHRM
  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Course Description

It’s no secret that every accountant, whether in practice, industry, or government, makes good use of the almighty Excel spreadsheet program; it’s an invaluable tool that helps us process complicated data sets and communicates large amounts of information to clients and colleagues. Our Benchmarking 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 programs that are available online. But this online Excel CPE webinar is specifically designed to meet the needs of accountants. By far the most popular course on excel for the accounting community.

Working with data, reports, and multiple sheets can also represent a significant time suck, with most accountants only ever using 10 percent of what Excel offers. Whether you stick to basic functions or are a macro-writing, pivot-table-creating, multi-referential workbook workhorse. This Excel CPE 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 Excel CPE course 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 LOGICAL 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

Recommended For

This excel CPE course is recommended for CPAs, CMAs, CIAs, Accounting Officers, CEOs, CFOs, Tax Practitioners, and Other Accounting, Tax, and Finance Officials making good use of excel in their everyday tasks.

    Who Should Attend?

    • Accountant
    • Accounting Firm
    • Accounting Managers
    • Accounting Practice Owners
    • Accounts Director
    • Auditors
    • Bank Managers
    • Certified Management Accountant
    • CFO/Controller
    • CPA - Mid Size Firm
    • CPA - Small Firm
    • CPA in Business
    • Entrepreneurial Accountant
    • Entrepreneurial CPA
    • Finance Pros
    • HR Professionals
    • Human Resources Manager
    • Maryland Tax Preparers
    • Others
    • Senior Accountant
    • Staff of Accounting Firm
    • Tax Attorney
    • Tax Firm
    • Tax Practitioners
    • Tax Pros
    • Young CPA

    Course Qualification

    Webinar Qualifies For

    • 1 CE Credit of Computer Software and Applications for Tax Professionals
    • 1 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 21-2F9UK)
    • 1.5 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
    • 1.5 CPE Credit for Internal Audit Practitioner (IAP)
    • 1.5 CPD Credit for Chartered Professional Accountant (CPA Canada)
    • 1 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
    • 1.5 CPE Credit for Certified Management Accountants (CMA)
    • 1 CPE Credit of Accounting & Auditing for Certified Internal Auditors (CIA)
    • 1.5 CPE Credit for Certified Fraud Examiner (CFE)

    Presenter

    About Presenter

    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).

    About Company

    ExcelCEO

    www.excelceo.com

    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

    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.

    Ratings and Review

    4.7

    8578 Ratings

    Excellent

    6174

    Very Good

    1986

    Average

    350

    Poor

    40

    Terrible

    28

    LM

    Lynn Maloney, CPA (US)

    Jan 21st, 2021

    this was an excellent course that provided very relevant and useable information. I really appreciate that fact that the marketing was kept to a minimum. the instructor was so engaging and fun to listen to

    LW

    Liz Wilson, SHRM

    Jan 21st, 2021

    Overall the presentation was great. Jim was a lot of fun. The only thing I might comment on was the speed of the presentation. It was bit fast for my level, which would be beginner/intermediate. I could follow him, but I will have to refer to the recordings to really go back and absorb it all.

    HW

    Heather Wilms, ACCT/BK, Tax Pros

    Jan 8th, 2021

    Jim is very engaging and covers the material given. He does go quick but you can get a recording sent to take better notes later. He may even convince you to purchase his material as I would like a more professional reference book for excel. Well done Jim! Loved your jokes and stories while still instructing us. Keep them coming.

    ER

    Eaon Roberts, CPA (US)

    Jan 7th, 2021

    Fantastic course and entertaining/knowledgeable instructor. You learn a lot in 1.5 hour timeframe, very well worth it! I signed up for the full course immediately afterwards.

    DH

    Debbie Hartwell, SHRM Professionals

    Jan 7th, 2021

    It was a great webinar and I enjoyed learning more about Excel and her little tricks! I've already told my colleagues about the spinner button!

    Excel Tips & Tricks: For every Accountant, CPA, Bookkeeper, Tax Professional, Auditor & HR Professionals

    FREE

    1.5 Credits

    Subject Area

    Computer Software and Applications

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