Advanced Excel Skills For Accountants CPE Self-Study

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Course Description
Course Qualification
Presenter
FAQ

Course Description

Overview

VLOOKUP Introduction

3 mins
VLOOKUP - Approximate Match

10 mins
XLOOKUP Introduction (Office 365)

20 mins
Initiating a Pivot Table

30 mins
Pivot Table Slicers (Excel 2010+)

48 mins

Course Description

Excel expert David Ringstrom, CPA, explains helpful ways you can improve the integrity of your spreadsheets using Excel’s lookup functions and pivot tables. In this comprehensive online CPE course, David reveals alternatives to VLOOKUP, including the HLOOKUP, INDEX and MATCH, and SUMIFS, as well as the new XLOOKUP function in Office 365. Lookup functions are only the start, though. In many cases, you're only a few mouse clicks away from transforming overwhelming lists of data into meaningful reports with pivot tables.

David demonstrates every technique at least twice in this continuing education course: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Office 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Who should attend: This online CPE course is recommended for Practitioners who can benefit by using a variety of lookup functions to work more efficiently in Excel.

This online CPE webinar covers the following key topics:

Understanding how the VLOOKUP function allows you to look up data instead of having to manually reference individual cells.
Using VLOOKUP to perform approximate matches.
Identifying situations where VLOOKUP may return #N/A instead of a value.
Contrasting the INDEX and MATCH combination to VLOOKUP or HLOOKUP.
Using the SUMIFS function to sum values based on multiple criteria.
Explaining the new XLOOKUP worksheet function being rolled out to Office 365 users.
Identifying the ideal data for analysis with Excel’s PivotTable feature.
Creating a pivot table to transform lists of data into on-screen reports.
Distinguishing the differences among pivot table-related menus in Excel 2013 and later versus older versions of Excel.
Adding rows to a blank pivot table to create instant reports.
Discovering four different ways to remove data from a pivot table report.
Determining which refresh commands in Excel update a single pivot table versus all pivot tables in a workbook.
Filtering data within pivot tables in Excel 2010 and later by way of the Slicer feature.

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Learning Objectives

Understanding how the VLOOKUP function allows you to look up data instead of having to manually reference individual cells.
Using VLOOKUP to perform approximate matches.
Identifying situations where VLOOKUP may return #N/A instead of a value.
Contrasting the INDEX and MATCH combination to VLOOKUP or HLOOKUP.
Using the SUMIFS function to sum values based on multiple criteria.
Explaining the new XLOOKUP worksheet function being rolled out to Office 365 users.
Identifying the ideal data for analysis with Excel’s PivotTable feature.

Recommended For

This Online Continuing Professional Education webinar is recommended for CPAs, CIAs, CFEs, CPPs, and Tax Preparers who wants to help their clients with efficient excel skills
This continuing education webinar is also recommended for CPAs in Canada who desires to assist their clients with their sharp excel knowledge

Who Should Attend?

Accountant
Accounting Firm
Accounting Managers
Accounting Practice Owners
CPA (Industry)
CPA - Large Firm
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Entrepreneurial Accountant
Entrepreneurial CPA
Senior Accountant
Staff of Accounting Firm
Tax Accountant (Industry)
Young CPA

Course Qualification

Webinar Qualifies For

1 CPD Credit of Computer Software and Applications for Chartered Professional Accountant (CPA Canada)
1 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
1 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
1 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
1 CPE Credit of Computer Software and Applications for Certified Management Accountants (CMA)
1 CE Credit of Computer technology for Maryland Tax Preparer (MRTP)
1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
1 CE Credit for Certified Wealth Strategist (CWS)
1 General Credit for Accountant/Bookeeper
1 CPD Credit for CA - ICAEW
1 CPD Credit for Chartered Certified Accountants (ACCA)
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for Chartered Accountants - Scotland
1 CPD Credit for CPA - Ireland
1 CPE Credit of Computer Software and Applications for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
1 CPE Credit for Certified Government Financial Manager (CGFM)
1 CPD Credit of System and Organization Controls Reporting for Certified Information Technology Professionals (CITP)
1 CRE Credit for Certified Corporate FP&A Professional (FPAC)

Additional details

Course Level :

Basic
Credits :

1
Instructional Method :

QAS Self Study
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

David Ringstrom, CPA (US)

President, Excel Accountant

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

Microsoft Excel
Microsoft Access
Sage 50/Peachtree Accounting
QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

National Association of Certified Valuators and Analysts
Institute of Real Estate Managers
Georgia Society of CPAs
South Carolina Society of CPAs
Georgia Government Finance Officers Association
Atlanta chapter, American Society of Women CPAs
Perimeter Chapter, Georgia Society of CPAs

I teach over 200 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I am the co-author of Idiot's Guide to Introductory Accounting. I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

About Company

Excel Accountant

www.excel-accountant.com

Excel Accountant is an exclusive excel training platform for CPA, Tax Professionals, Accountants, Bookkeepers, Financial Professionals, CFP, EA, CFOs & Controllers etc and the entire Accounting, Finance & Tax community.

Here is what you get for the yearly subscription from Excel Accountant website.

40+ Courses
80+ hours of Interactive Videos
All CPE Approved Courses
Unlimited Access to the Entire Library
Exclusively designed for Accounting, Finance & Tax Professionals

Faq

FAQs content

To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
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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.
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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.
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