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Excel: Yielding More Through Templates and Forms

  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • IAP
  • Maryland Tax Prep.

Published: December, 2021

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  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Overview

  • Benefits of using an excel template
    1 mins
  • Basics of an excel template
    3 mins
  • Using various templates available in Excel
    6 mins
  • Creating user forms in VBA
    8 mins
  • Applying various user form controls to a dataset
    13 mins
  • Selecting multiple controls in a user form
    19 mins
  • Writing lines of code to get last row in a table
    28 mins
  • Working with events in user forms
    39 mins
  • Writing lines of code to add values in a table using user forms
    43 mins
  • Executing sub-procedure to close the user form
    49 mins

Course Description

In a world as fast as this one, it is common to need a little help to meet our goals. An intelligent way to organize and automate our daily tasks is to use spreadsheets. Without a doubt, there is no better program than the already veteran Microsoft Excel.

Excel spreadsheets can be used in various projects, from planning your weekly tasks and tracking your company expenses to creating automated budgets or databases. However, Excel is not a simple program to use and is not wholly accessible for many. For these types of situations, we have Excel templates. Rather than recreate the wheel, we will save a lot of time utilizing pre-built spreadsheets that serve a specific purpose.

In this excel CPE course, we’re going to dive into the benefits of Excel templates and how people use them to improve their business productivity and efficiency.

Why Use Excel Templates?

Many of us grow up with special family dishes. Some families write their recipes down, others are passed on verbally. Rather than ‘guess’ what will taste good, we make use of what we already know people have spent countless hours testing and designing.

The same principle applies to Excel templates. Countless hours are been spent designing, testing, and refining formulas, instructions, and charts. Why spend your precious time creating a business process from standardized scratch?

You can get more done in less time using proven systems like pre-built spreadsheets.

Through this Excel CPE Course, you will learn many benefits of using excel templates and how to use templates for many purposes such as:

  • Templates for Project Management
  • Templates for Accounting
  • Templates for Finance
  • Templates for Marketing
  • Templates for Data Analysis

Customize Your Excel Interactions with Excel User Forms!!

Microsoft Excel is a very powerful tool but doesn't always provide the most accessible approach to working with your data. Through the use of Excel User Forms, you'll be able to create a more accessible and efficient environment to work with your specialized data.

Excel forms, or User forms, can be used to collect information from a user, validate it, and then enter that data into your worksheet.

In this CPE webinar the speaker Juan Galvan will show you how to create a form in Excel that gathers data, then populates a table for tracking expenses.

Learning Objectives

  • To describe how to create a new workbook using a template.
  • To determine how to enter your data into templates.
  • To discuss the benefits of using excel templates.
  • To describe how to cut out all the noise of working with large sets of Microsoft Excel Data by tailoring the Excel Users experience and interface.
  • To describe how a seamless, accessible interface to your Excel users saves time and money.
  • To explain how to develop interactive Excel interfaces with Excel VBA User Forms.
  • To discuss ways to take advantage of the most powerful aspect of Microsoft Excel to streamline your Excel interactions.

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 excel CPD course will prove beneficial for Canadian CPAs, Accounting and Tax Professionals, and Other Professionals using excel for their daily tasks.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Certified Public Accountant
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1.5 CE Credit for Maryland Tax Preparer (MRTP)
  • 1.5 CPE Credit for Internal Audit Practitioner (IAP)
  • 1.5 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1.5 PL Credit for Chartered Financial Analyst (CFA)
  • 1.5 CPE Credit for Certified Valuation Analyst (CVA)
  • 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)

Presenter

About Presenter

Juan E. Galvan

Co-Founder & CEO Lunes Holdings, LLC

Hi I’m Juan. I’ve been an Entrepreneur since grade school. My background is in the tech space from Digital Marketing, E commerce, Web Development to Programming. I’ve consulted and helped digital entrepreneurs and multiple seven figure businesses reach new levels of success. I’ve learned the strategies, philosophies, methodologies, principles and core values from the most successful people in the world. I believe in continuous education with the best of a University Degree without all the downsides of burdensome costs and inefficient methods.

About Company

Lunes Holdings, LLC

lunesholdings.com/

Continuous education with the best of a University Degree without all the downsides of burdensome costs and inefficient methods. We look forward to helping you expand your skillsets.

Faq

FAQs content

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