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Excel Essentials for Today’s Accountant: How To Become an Expert in One Day


Total Credits: 6 including 6 Computer Software & Applications - Non-technical

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Categories:
Partner Produced |  Technology
Faculty:
Chris Harper
Course Levels:
Update
Duration:
6 Hours
License:

Dates


Description

This 3-part deep dive into Excel will take you from novice to expert in one day!  Learn the basics of how to properly structure a workbook, use formulas, and formatting, then move into analytical methods and techniques to unleash the power of Excel when manipulating, analyzing and reporting information.  The course then moves on to hidden secrets and gems that encourage the user to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level.

Basic Course Information

Learning Objectives
  • Recall best practices to create and modify basic Excel workbooks
  • Select basic formulas and formatting techniques to enhance and analyze information
  • Identify how Excel can be used as a tool to address data analysis problems you encounter in your professional and personal endeavors
  • Evaluate lesser-known but powerful Excel functions 
  • Assess your mindset of professional skepticism that helps you explore the edges of Excel's capabilities

Major Subjects
  •  Part 1 - Fundamentals of Excel: Understanding the structure of an Excel workbook; Entering and manipulating data in Excel; Creating and editing formulas; Best practices for developing quality Excel workbooks; Creating charts, graphs, and other forms of data output
  • Part 2 - Moving Beyond the Basics: Using formulas to manipulate and transform data; Using formulas to summarize data; Using lookup and reference formulas such as =VLOOKUP; Pivot tables; Understanding Goal Seek; Using Solver to perform multivariate analysis
  • Part 3 - Hidden Secrets and Gems: Awareness of advanced functions; Creative methods for data manipulation; Using intellectual curiosity and professional skepticism to develop a problem-solving mentality; Real-life examples of innovative ways to analyze and report data with Excel; Using Excel to perform e-mail merges; Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox

Course Materials

Faculty

Chris Harper Related Seminars and Products


Chris is an instructor of accounting for Grand Valley State University’s Seidman College of Business. He also serves as a Senior Manager for Hungerford Nichols CPAs + Consultants. He has been serving the tax and accounting needs of closely-held businesses and individuals since 1998. A frequent speaker, he has also taught a variety of continuing education courses for several state CPA societies. He is regularly interviewed by media outlets regarding a variety of financial, tax and accounting topics.

He earned his Master of Business Administration degree from Michigan State University and his Bachelor of Business Administration degree from Grand Valley State University.

Chris is an instrument-rated commercial pilot who enjoys traveling in his airplane as well as running, bicycling, camping, and spending time with his wife Sarah, their daughter Brooke and son Blake.

  • Chris is active in the following organizations:

  • American Institute of Certified Public Accountants

  • Michigan Association of Certified Public Accountants

  • Wings of Mercy (Board of Directors and Volunteer Pilot)

  • Make-A-Wish Michigan

  • Beta Alpha Psi (Faculty Advisor)

  • Sigma Phi Epsilon (Faculty Advisor)


Additional Info

Basic Course Information

Prerequisites A basic working knowledge of Microsoft Excel
Advanced Preparation None
Designed For Practitioners, members in industry and other accounting professionals seeking a to learn or review of the basic features of Microsoft Excel and those seeking an better understanding of the advanced features of Microsoft Excel
Original Recording Date 9/14/20  
Yellow Book No
Course Developer Van Der Aa Tax Ed, LLC
Date Added to Catalog 09/14/2020

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints.  anne.taylor@acpen.com, (972-377-8199).


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


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


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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