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Live Webcast Replay

Practical Excel Topics for the Public Accountant


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

Average Rating:
   15
Categories:
ACPEN Industry Institute
Faculty:
Chris Harper
Course Levels:
Intermediate
Duration:
2 Hours
License:
Product Setting: Expires 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

Thu, Feb 29, 2024 - 08:00am to 09:53am MST
Tue, Mar 05, 2024 - 10:00am to 11:53am MST
Tue, Mar 12, 2024 - 05:00pm to 06:53pm MDT
Fri, Mar 15, 2024 - 12:00pm to 01:53pm MDT
Sat, Mar 23, 2024 - 02:00pm to 03:53pm MDT
Tue, Apr 09, 2024 - 08:00am to 09:53am MDT
Tue, Apr 23, 2024 - 10:00am to 11:53am MDT
Sat, Apr 27, 2024 - 12:00pm to 01:53pm 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.

Reviews

5
4
3
2
1

Overall:      4.9

Total Reviews: 15

Comments

Cassandra S

"Wonderful presentation style! Will be using these tricks real soon!"

Thomas H

"Well done"