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Practical Excel Topics for the Public Accountant


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

Average Rating:
Not yet rated
Categories:
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

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

Wed, May 17, 2023 - 12:00pm to 02:00pm MDT
Thu, May 25, 2023 - 02:00pm to 04:00pm MDT
Fri, Jun 02, 2023 - 08:00am to 10:00am MDT
Mon, Jun 12, 2023 - 10:00am to 12:00pm MDT
Thu, Jun 15, 2023 - 05:00pm to 07:00pm MDT
Sat, Jun 24, 2023 - 12:00pm to 02:00pm MDT
Tue, Jun 27, 2023 - 02:00pm to 04:00pm MDT
Sat, Jul 08, 2023 - 08:00am to 10:00am MDT
Tue, Jul 18, 2023 - 10:00am to 12:00pm MDT
Thu, Jul 27, 2023 - 12:00pm to 02:00pm MDT
Sat, Aug 05, 2023 - 02:00pm to 04:00pm MDT
Tue, Aug 15, 2023 - 08:00am to 10:00am MDT
Wed, Aug 30, 2023 - 10:00am to 12:00pm MDT
Thu, Sep 07, 2023 - 12:00pm to 02:00pm MDT
Sat, Sep 23, 2023 - 02:00pm to 04:00pm MDT
Thu, Sep 28, 2023 - 08:00am to 10:00am MDT
Wed, Oct 04, 2023 - 10:00am to 12:00pm MDT
Tue, Oct 17, 2023 - 12:00pm to 02:00pm MDT
Thu, Oct 19, 2023 - 05:00pm to 07:00pm MDT
Sat, Oct 21, 2023 - 02:00pm to 04:00pm MDT
Sat, Nov 04, 2023 - 08:00am to 10:00am MDT
Mon, Nov 20, 2023 - 10:00am to 12:00pm MST
Tue, Nov 28, 2023 - 12:00pm to 02:00pm MST
Sat, Dec 02, 2023 - 02:00pm to 04:00pm MST
Fri, Dec 08, 2023 - 08:00am to 10:00am MST
Tue, Dec 12, 2023 - 05:00pm to 07:00pm MST
Thu, Dec 14, 2023 - 10:00am to 12:00pm MST
Sat, Dec 30, 2023 - 12:00pm to 02:00pm MST
Wed, Jan 03, 2024 - 02:00pm to 04:00pm MST
Thu, Jan 11, 2024 - 08:00am to 10:00am MST
Mon, Jan 22, 2024 - 10:00am to 12:00pm MST
Tue, Feb 06, 2024 - 12:00pm to 02:00pm MST
Sat, Feb 17, 2024 - 02:00pm to 04:00pm MST
Thu, Feb 29, 2024 - 08:00am to 10:00am MST
Tue, Mar 05, 2024 - 10:00am to 12:00pm MST
Tue, Mar 12, 2024 - 05:00pm to 07:00pm MDT
Fri, Mar 15, 2024 - 12:00pm to 02:00pm MDT
Sat, Mar 23, 2024 - 02:00pm to 04:00pm MDT
Tue, Apr 09, 2024 - 08:00am to 10:00am MDT
Tue, Apr 23, 2024 - 10:00am to 12:00pm MDT
Sat, Apr 27, 2024 - 12:00pm to 02:00pm MDT

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 05/01/2023
Prerequisites Basic familiarity with Microsoft Excel
Date Added to Catalog 02/08/2023

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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