Excel CPE Course for CPA, CIA, CMA, CFA, EA, IAP and QIAL

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Excel in 3 Hours

Learning Objectives

To explain how to create 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 autofill to replicate values and formulas
To determine how to create charts of several types
To describe how to use pivot tables to analyze data
To describe how to use absolute cell formatting to copy formulas anywhere
To describe how to format appearance for quick understanding

Course Description

16% of the world population is using Excel. Ask any accountant in any field which software they use on a daily basis, 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 excel 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.

Overview

Home Tab in Excel

9 mins
formulas in Excel

28 mins
Using formula builder in excel

48 mins
Using Borders

64 mins
Fill color using in excel

82 mins
Applying average formula in excel table

98 mins
Changing the chart details in excel

122 mins
Using spark line chart in excel

140 mins
Page break preview in excel

150 mins

Webinar Qualifies For

3 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
3 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
3 CPD Credit of Computer Software and Applications for CPA in Canada
3 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
3 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
3 CPE Credit of Computer Software and Applications for Certified Management Accountants (CMA)
3 CPD Credit for Association of Chartered Certified Accountants (ACCA)
3 CPE Credit of Information Technology for Certified Government Financial Manager (CGFM)
3 CPD Credit of Information Technology for Certified Information Technology Professionals (CITP)
3 CPD Credit for Chartered Accountant - ICAEW
3 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00951-22-S)
3 CE Credit of Information Technology (inc. Excel) for Certified FP&A Professional (FP&A)
3 CPD Credit for Chartered Accountants - Scotland
3 CPD Credit for Chartered Accountants - Ireland (CAI)

About Instructor

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.

Additional Information

Duration

3 Hours

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

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.

Ratings and Review

4.6

Excellent

Very Good

Average

Poor

Terrible

William Shum, CISA, CPA (US)

One of the best presentations, Alicia took the time to show through examples, step by step, and welcome questions from those who attended, it is a value-added lesson, thank you Alicia Pollock.

James Koon, EA

Great class for a beginner or as a refresher. Well-paced with a knowledgeable instructor.

Chamira Jayamanne, CPA (US)

This is too basic for a CPA

3 Credits

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Subject Area

Computer Software and Applications

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Excel in 3 Hours

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Alicia Pollock, MAT,ACN,MOS

Other Details

Additional Information

3 Hours

Basic

QAS Self Study

None

None

FAQ’s

IRS APPROVED

NASBA APPROVED

Ratings and Review

4.6

William Shum, CISA, CPA (US)

James Koon, EA

Chamira Jayamanne, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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