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Jim Cline

Jim Cline, Chief Excel Officer

Advisor, ExcelCEO
Houston,TX
  • 4.7
  • 8794 reviews
  • 20.2k Professionals Trained
  • 2 Courses

About Speaker Jim Cline, Chief Excel Officer

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).

  • MS Excel Coaching
  • MS Access Coaching
  • Advanced Excel reporting and data analytics

4.7

(8794)
73%
21%
6%
1%
0%

CR

I enjoy the course overall, the presenter was very effective and I have learned some new Excel tricks that I didn't know before. The pace was quite fast, but I understand there were lots of material to go over and the course didn't mean for us to do the same thing as the presenter at the same time.

SL

I took the course a second time just to go over it again I know I could look at the recording, but it helped when I was at work reviewing

LM

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

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

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

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

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!

NH

This was a great 'dip' into his program. It was a better value than some of the webinars I've been on where they spend the majority of the time trying to upsell. I learned some useful tips I can implement immediately.

SB

This webinar was fantastic. The speaker is super knowledgeable and I learned a ton of interesting things, I may take up his offer and take part in his separate program as a result

JL

This was not the typical torturous, dry and boring CPE. This presenter, Jim Cline, was the very best: engaging, kept it interesting, entertaining and full of humor. Wish all CPE was this way!

JK

This session really needs additional time . The course was very fast, I love the fact that the course is recorded and sent to you so that you can watch it again and try out the different formulas at your own pace. Jim Cline is a genius and makes his excel tips so easy, yet doing them on my own, I definitely need some practice!

ND

This is one of the most informative excel webinars that I have watched so far. I liked it so much that I purchased the course. Thank you.

LM

This was a great class. I am a MOS Master and I learned some things in this course. Was so worth my time.

DH

The instructor did a great job explaining and demonstrating excel via webinar. Very easy to follow.

MO

Webinar was a good learning experience. Although, the instructions were at a fast pace, it was straight forward and easy to follow. Presentation was organized and informative. Audio was clear.

JF

The Instructor, Jim Cline, was charismatic and made the topic interesting and engaging which made the time go by more quickly than expected. I was actually ready to continue learning more when the course finished. Everything new I learned I know is something that I can perform and find useful moving forward at work - honestly the most useful CPE credits I have earned to-date!

EJ

This webinar was fantastic. Very relevant to my job responsibilities and, while it was a lot of information to digest in a short period of time, I feel that the information was presented concisely and effectively. Job well done!

TR

It is one of the best use of an hour and a half for any Excel user. The ability to replay videos provided by myCPE and proceed at my own pace certainly helped me focus on the areas I found more challenging.

MK

The best instructor so far. There are many experts in this field but none has the grace and perfect voice tone that Jim Cline brings. The webinar was easy to follow and a great addition to my set of skills.

WD

This session really needs additional time . The course was very fast, I love the fact that the course is recorded and sent to you so that you can watch it again and try out the different formulas at your own pace. Jim Cline is a genius and makes his excel tips so easy, yet doing them on my own, I definitely need some practice!

HJ

Jim Cline is always fantastic! He not only extremely knowledgeable, but you can tell he loves Excel.I have learned how to simplify much of the work I am already doing and have ideas on how to move forward and improve on ongoing reports for my clients. Thank you! The presenter was very knowledgeable and easy to follow.

HG

This was so helpful. Loved how hands on the instructor was.

VF

Great webinar. I learned a lot from it.

LL

The course is fast-paced and informative with a lot of fun. Jim Cline is a great speaker and instructor!

LB

Jim is a great instructor and his spreadsheets are easy to understand.

DZ

It was a very good presentation. I was not able to get to their website after the seminar to purchase the complete course. Was disappointed about that, tried 3 different browsers.

RS

This was an absolutely amazing course!

JH

Loved the presentation

MH

Good learning that I can apply to my job.

PA

The webinar was practical and relevant to my daily work mostly done on MS Excel. The tips learned will be applied to my daily tasks.

DL

Presentation was very informative.

JC

couldn't be happier

CW

Good

GM

One of the best webinars I have attended on excel.

TSC

I thoroughly enjoyed the presenter's teaching style and personal interactions. The information presented was great.

XZ

The instructor did a great job in demonstrating the various excel formulas and had my attention the whole time. It's fun to listen to.

LS

i never fall for the "today only" specials but i learned so much more in 1.5 hours of this class than any other that i'm taking the bait!

AY

Great content and great speaker

AP

good speaker

DA

Instructor taught really awesome tips

EB

The instructor was awesome! He articulated the subject matter very well and did so in a fun and entertaining way.

TL

I really enjoyed the instructor and the method of working through an Excel workbook versus a slide deck. Very informative!

AP

Great webinar with relevant tips for excel.

KP

Go Texas!

LM

Excellent Info.

TB

Great time savings tips. touched both intermediate and some advanced concepts. very usefule

MH

great experience

JH

absolutely a great class

MD

Excellent course and great job by the instructor!

IL

Learned some new excel tricks. Content was interesting.

DF

Kind of a fun experience, he obviously knows his stuff

RB

Great webinar and the step by step walk through of the tips and tricks was very helpful. Jim Kline is awesome!

CS

Excellent instructor

JT

fantastic experience

KD

Great course and Jim Cline is fantastic as a presenter. Made the topic very understandable.

GW

I really liked this webinar. Very good interaction from the presenter, great material and tips for better use of excel.

HC

i love the resource speaker, he seems fun

MG

I was pleasantly surprised in this short excel training. I learned a lot in 1.5 hrs and more useful than other courses I have taken. Instructor made the course interesting and fun. I highly recommend the.

WC

Jim was an amazing presenter! He has a way of captivating his viewers and every minute was amazing!

JH

Great job. Great presentation.

JATE

Great job, Jim, thanks a lot

MLC

The webinar was great and informative. Every second is worthwhile.

JMM

It's great because there is a live demo on how to do things.

BD

Engaging speaker, great material, appreciated the content provided to follow along.

AS

Super helpful!

GS

One of the most engaging webinars I have attended. Thank you!

CW

Very good for a free webinar.

KS

The registration is easy and the topic was engaging and interesting.

JM

Great webinar! I learned several new tricks.

NF

There is still much to learn in using Excel to the best of ability. I look forward to additional courses on this subject.

LF

Excellent presenter and excellent content

LA

Wow! I learned so much in just 90 minutes! Incredible class and definitely will look into other classes.

RZ

the guy is a TRUE Excel Master!! some of the tricks he showed us were amazing. and to think we only touched the tip of the iceberg. made we want to buy his full course!

MV

I am an Excel nerd, and I love learning tips and tricks. This was better than I expected!

CK

LOVED IT!! Engaging, relevant, helpful. Jim kept my attention the entire time. I will be ordering the full course today.

DP

The speaker was great. I'm not crazy about the zoom meeting part of it. I was unable to answer polls but did in the chat and was told that would count.

PA

The material was extremely relevant to my current job. MS Excel is a tool used daily and so it was helpful to attend such insightful webinar and learn a lot of excel tips to ease work and save time.

SB

myCPE webinars are great. This one provided example spreadsheets, and the presenter walked us through some new skills at the perfect pace. 5 stars!

HN

myCPE is great

HHCNP

He was amazing and I would like to take more of his classes - can I search for him?

JT

Engaging material, entertaining presenter, well organized and great PD event.

MC

Love it! Everything is so smooth!

PC

awesome way to spend 1 1/2 hours...great examples and excellent instructor

AJ

This was my favorite course I've taken so far.

NT

..

BB

Great instructor, very knowledgeable and entertaining at the same time.

TN

Jim was a great facilitator! He made the class fun and easy to understand. It was way better than I had anticipated and learned several new things! I felt he was down to earth and would be happy to learn from him again!

NM

n/a

NT

Excellent, although the instructor speaks very quickly.

RR

Great workshop, I learned more of excel, Thank you.

JC

Best Excel training I've ever had.

MG

Jim was great and the information was very useful! Thank you!!

AA

This was a brilliant course. Learnt a lot about excel in such a short period.

SC

Very entertaining and relevant. I enjoyed it very much.

HV

It was great overall. I was able to pay attention and work through the spreadsheet along with the instructor. The instructor kept us engaged the entire time.

IV

WONDERFUL INSTRUCTOR

AN

Brilliant instructor.

EF

Very good presentation though I think he went pretty fast so was hard to absorb all he was saying and demonstrating

NR

This was by far one of the best CPE courses I have taken. Jim Cline is an excellent instructor, making Excel spreadsheets even more exciting for Accountants! It was entertaining, informative, and extremely valuable. I especially appreciated the Spinner Button and format painter tricks!

SR

Awesome job!

RP

Great!!!!

CA

I learned so much during this course. I thought I was intermediate, but changed to beginner because I had no idea there was SO MUCH I didn't know!

JS

Great presenter! very energetic and passionate about the material.

MZ

This was an excellent webinar. Looking forward to more from this instructor

PW

Very engaging presenter. I would definitely seek out more opportunities to learn from him!

BW

It was easy to follow along. I've learnt something new, even when I have been using Excel frequently for my job. I like how the speaker shared his example files for us to study after the course.

MT

my CPE was easy to follow and provided valuable tips and examples

JW

This was an outstanding presentation. The only suggestion that I have is that at times it felt rushed.

VP

very informative

EW

excellent program, instructor

BAA

Enthusiastic instructor. Absolutely Amazing!!!!

RR

This was so so cool, the tips learned were magical

HK

Great

RR

This was the best CPE I have ever taken

LS

I recently discovered myCPE, so this course was my first one. I was highly pleased. Jim Cline's course was very interesting and useful. There are formulas and tips that I thought that I already knew and am proven wrong. I appreciate this course very much and will be using the tips and tricks immediately!

AT

Loved this class!! Even if you consider yourself advanced + (as I do) you will find value in this class. The instructor keeps it interesting and does an excellent job!

CM

Great Webinar, learned quite a bit and enjoyed the course, a bit too fast for me but very informative.

EB

The instructor was very knowledgeable and gave great shortcuts and additions to the excel spreadsheet that blew my mind. I have definitely learned key items that will have a great impact on my career and excel experience.

HE

not sure there was enough time for the instructor, overall was very educational

KC

The content presented was AMAZING!! I am so happy I took the webinar!

JL

Good experience - topic was presented effectively and efficienctly

MR

Overall great experience, great excel tips and tricks! Also a good amount of knowledge for a 90 minute course.

MK

Excellent delivery, examples, material.

LM

The material was excellent and the instructor was dynamic. I only wish it could have gone on for hours and hours.

MR

Great CPE event and promotional, it was free and the promotional jabs were not dominant - actually learned some great Excel tips and a resource for enhancing my Excel skills further!!

LB

Excel learning cut to the chase for the most relevant and powerful tools for every day efficiency.

AK

Best class so far!!

TM

Very well presented. I'm glad I was able to download the spreadsheet so I could follow along and later reiterate what I learned.

RV

VERY GOOD

SC

Great presentation

RV

Very good course.

DT

Overall, this was a very informative webinar.

DW

Great, should teach a class each month

BS

I recently retired and could have used this in my job. I recommended this course to all my previous coworkers. It was a great class and I learned a lot. I knew the format painter trick but not the rest.

DF

I am happy to acquire new knowledge.

TM

I'll continue to check out the program, thank you.

ES

I learned more than I was expecting to. I intend to share my results of this webinar with my supervisor. Thank you

DM

Instructor was awesome! Great tips and tricks that are relevant to use in everyday work.

KD

I like the energy Jim brought to the course and make it easy to follow using a realistic but not too complicated example. Would like to see more courses from him on myCPE, specially macros and pivots.

AR

Sometimes he went a little fast and I missed a few things and had to look at the completed version of the worksheet. Overall was a very good teacher though. I learned a lot.

LS

Great presentation !! Easy to follow

DW

The material was presented in an easy way to follow and understand. I picked up a few new things I can use.

MEM

Jim Cline always has excellent presentations!

SB

This was a very good class. A lot of good tips, and the "center button" at the end was very powerful.

LH

It was a great class!

EC

N/A

LY

The presentation was great!

SU

excellent

LS

I'm an intermediate excel user and there were 1 or 2 formulas that have never used and will be very helpful.

DS

I learned some functions in excel that will help me use the program more effectively and efficiently. Good job of providing an excel template that we could follow along with during the training and complete the same calculations as Jim.

NL

The webinar was really informative and I learned a lot.

CM

This was a great lesson. I have actually been in situations manually sorting and correcting data like this. I have always assumed that there were built-in ways to handle these kinds of issues, but I had not been able to find solutions independently. I feel even more confident in my Excel abilities now. I am sure that the time spent in the lesson will be return quickly in my improving efficiency.

MW

Best one I’ve done in a while.

RH

Great!

KG

Very engaging presenter! Very knowledgeable and excited about the topic. I loved the follow along examples that he used during the presentation.

HSC

Easy to follow format and actual excel tips that you can use. Not as basic as other courses so it was refreshing to learn something new for an intermediate to advanced Excel user.

JJ

The presentation was an amazing one and I learned stuffs that I didn't know in EXCEL especially the Spinner button.

SB