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Practical Excel Topics for Today’s Accountant


Total Credits: 2 including 2 Computer Software & Applications - Non-technical

Average Rating:
Not yet rated
Category:
ACPEN Industry Institute
Faculty:
Chris Harper
Course Levels:
Intermediate
Duration:
2 Hours
License:
Access for 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

This course introduces practical ways that public accountants can use Excel to enhance both the efficiency and effectiveness of client engagements. We will reinforce core concepts by illustrating ways that Excel is a tool for analysis and reporting. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when obtaining, analyzing, and reporting information.

Basic Course Information

Learning Objectives
  • Apply a variety of advanced formulas to analyze and manipulate data
  • Identify solutions to data analysis problems
  • Identify how Excel can be used as a tool to address data analysis problems encountered in client engagements
  • Explore ways to enhance engagement efficiency using Excel

Major Subjects
  • Data validation
  • Underutilized, but powerful, formulas
  • Formulas for manipulating, transforming, and cleansing data
  • Formulas for data analysis
  • Reference formulas such as =VLOOKUP
  • Pivot tables
  • Solver as a tool for performing multivariate analysis
  • Mail merge
  • Custom formatting

Course Materials

Faculty

Chris Harper's Profile

Chris Harper Related seminars and products


Chris has been serving the tax and accounting needs of individuals and closely-held businesses since 1998. As a frequent speaker, he has taught a variety of continuing education courses for several state CPA societies. Chris is frequently interviewed by media outlets on a variety of financial, tax, and accounting topics.


Dates

Mon, Dec 05, 2022 - 12:00pm to 01:56pm EST
Wed, Dec 14, 2022 - 02:00pm to 03:56pm EST
Sat, Dec 17, 2022 - 10:00am to 11:56am EST
Wed, Dec 28, 2022 - 12:00pm to 01:56pm EST
Mon, Jan 09, 2023 - 02:00pm to 03:56pm EST
Thu, Jan 19, 2023 - 10:00am to 11:56am EST
Wed, Feb 08, 2023 - 12:00pm to 01:56pm EST
Wed, Feb 22, 2023 - 02:00pm to 03:56pm EST
Tue, Mar 07, 2023 - 06:00pm to 07:56pm EST
Sat, Mar 25, 2023 - 12:00pm to 01:56pm EDT
Fri, Apr 07, 2023 - 02:00pm to 03:56pm EDT
Mon, Apr 24, 2023 - 10:00am to 11:56am EDT
Tue, May 02, 2023 - 12:00pm to 01:56pm EDT
Fri, May 26, 2023 - 02:00pm to 03:56pm EDT
Mon, Jun 05, 2023 - 10:00am to 11:56am EDT
Sat, Jun 17, 2023 - 12:00pm to 01:56pm EDT
Tue, Jun 20, 2023 - 07:00pm to 08:56pm EDT
Thu, Jun 29, 2023 - 10:00am to 11:56am EDT
Wed, Jul 12, 2023 - 12:00pm to 01:56pm EDT
Fri, Jul 28, 2023 - 02:00pm to 03:56pm EDT
Fri, Aug 11, 2023 - 10:00am to 11:56am EDT
Tue, Aug 22, 2023 - 12:00pm to 01:56pm EDT
Tue, Sep 12, 2023 - 02:00pm to 03:56pm EDT
Thu, Sep 21, 2023 - 06:00pm to 07:56pm EDT
Fri, Oct 06, 2023 - 12:00pm to 01:56pm EDT
Wed, Oct 18, 2023 - 02:00pm to 03:56pm EDT
Sat, Nov 04, 2023 - 10:00am to 11:56am EDT
Wed, Nov 15, 2023 - 12:00pm to 01:56pm EST
Mon, Nov 27, 2023 - 02:00pm to 03:56pm EST
Mon, Dec 04, 2023 - 10:00am to 11:56am EST
Sat, Dec 16, 2023 - 12:00pm to 01:56pm EST
Wed, Dec 20, 2023 - 02:00pm to 03:56pm EST
Fri, Dec 29, 2023 - 10:00am to 11:56am EST

Additional Info

Basic Course Information

Advanced Preparation None
Course Developer

Van Der Aa Tax Ed, LLC


Designed For Public accounting professionals seeking a deeper, more practical understanding of Microsoft Excel
Yellow Book No
Original Recording Date 2022
Prerequisites Basic familiarity with Microsoft Excel
Date Added to Catalog 09/2022

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints.  anne.taylor@acpen.com, (972-377-8199).
Course Registration Requirements Online Registration
Instructional Delivery Method Group Internet Based
Official Registry Statement Business Professionals' Network, Inc. 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
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

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