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Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation

Speakers: Jeff Lenning
DeliveryType:  Audio Webcast
    Select Date & Time:
  • $99.00-$129.00
    Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation 11:00 am - 01:00 pm ET Product #: VCL2EXAP7019
    Add to Calendar 02/16/2017 11:00:00 02/16/2017 13:00:00 America/New_York AICPA Webcast: Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation
    This session covers key date and text functions. It also demonstrates how to greatly improve the utility of the conditional summing function by using comparison operators.
    Register at http://www.aicpastore.com/ManagementAccounting/PRD~PC-CL2EXAP7/PC-CL2EXAP7.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $99.00
    Non-Member: $129.00

This webcast is part of the Excel for Accounting Professionals Webcast Series. Find out more or register for the series HERE.

When we try to improve efficiency, we seek to delegate manual tasks to Excel. This implies that we seek to convert manual input cells into formula cells. When we realize that Excel can operate on, and return, date and text values, the opportunity for efficiency greatly expands. This session covers key date and text functions. It also demonstrates how to greatly improve the utility of the conditional summing function by using comparison operators.

The session is designed with time for you to work along. This hands-on workshop is an effective way to learn Excel, since you'll be completing the same exercises demonstrated by the instructor. A link will be provided so you can download the necessary Excel files. During the session, the instructor will provide time for you to complete the exercises using your Microsoft Excel for Windows. For each topic presented, the instructor explains the topic and demonstrates it with Excel exercises. Then, the instructor provides time for you to complete many of the same exercises. Finally, the instructor demonstrates the solutions for all of the exercises in the practice workbook, and then moves to the next topic. This format allows you to work along rather than just watch passively, enabling you to immediately practice the skills demonstrated.

Upon completion of this course, you will be able to:

  • Determine the last day of the month with the EOMONTH function
  • Use the MONTH and YEAR functions
  • Build your own date with DATE function
  • Use the CONCATENATE function
  • Improve the use of SUMIFS with CONCATENATE

Group Viewing Option
Gather the team together and attend this webcast as a group. Each attendee will earn CPE Credit.

Number of Attendees Non-Member Member

1 - 4

$129 $99

5 - 9

$115 $89

10 - 20

$109 $85

21 +

$105 $79

All group attendees must be sitting in the same room in order to obtain CPE credit.

Speaker Bio

Jeff Lenning
CPA CITP

Author of Excel University
In his live CPE training sessions, Jeff Lenning CPA CITP has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine.

Highlights
After graduating from the University of Southern California, Jeff began his career in the audit practice at Arthur Andersen's Orange County office. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology-consulting firm that specializes in Excel training, consulting, development, and personal coaching.

Professional Involvement
He is a past president of the CalCPA OCLB Chapter, the former chair of the California CPA State Technology Committee, co-chair of the California CPA OCLB Chapter Technology Committee, a board member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and trainer. He was recently recognized with the California CPA Education Foundation's Award for Instructor Excellence.

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