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Streamlined Excel Reporting Series

Speakers: Jeff Lenning
DeliveryType:  Online Subscription
  • $299.00-$399.00
    Streamlined Excel Reporting Series 11:00 am - 04:00 pm ET Product #: VCL2PIV1708
    Add to Calendar 08/23/2017 11:00:00 08/23/2017 16:00:00 America/New_York AICPA Webcast: Streamlined Excel Reporting Series
    The Streamlined Excel Reporting Series includes four webcasts that will guide you through step-by-step demonstrations on how to create and use PivotTables to increase your productivity and effectiveness as a finance professional.
    Register at http://www.aicpastore.com//PRDOVR~PC-CL2PIV/PC-CL2PIV.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $299.00
    Non-Member: $399.00
  • $299.00-$399.00
    Streamlined Excel Reporting Series 11:00 am - 04:00 pm ET Product #: VCL2PIV1709
    Add to Calendar 09/22/2017 11:00:00 09/22/2017 16:00:00 America/New_York AICPA Webcast: Streamlined Excel Reporting Series
    The Streamlined Excel Reporting Series includes four webcasts that will guide you through step-by-step demonstrations on how to create and use PivotTables to increase your productivity and effectiveness as a finance professional.
    Register at http://www.aicpastore.com//PRDOVR~PC-CL2PIV/PC-CL2PIV.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $299.00
    Non-Member: $399.00

PivotTables are one of Excel's most powerful features. A PivotTable allows you to extract the significance from a large, detailed data set. The Streamlined Excel Reporting Series includes four webcasts that will guide you through step-by-step demonstrations on how to create and use PivotTables to increase your productivity and effectiveness as a finance professional. You will learn efficient ways to build PivotTables from data extracts and dynamically linked external databases and financial accounting systems. We will also examine various Excel features that enable you to communicate your message graphically. The features, functions, and techniques presented in this series are sure to shave valuable time off of your reporting tasks.

Learning Objectives

  • State the process to create a PivotTable report and a PivotChart
  • Distinguish between formula-based and PivotTable reports
  • Identify three Excel features that can graphically communicate information

Webcasts included in this series:

Session 1: PivotTable Fundamentals

August 23 | 11:00 AM - 1:00 PM

Session 2: Working with PivotTables

August 23 | 2:00 PM - 4:00 PM

Session 3: PivotTable Wrap-Up and Web Data

August 30 | 11:00 AM - 1:00 PM

Session 4: External Data and PivotCharts

August 30 | 2:00 PM - 4:00 PM
   

The registration on this page is for all 4 parts.

Important Information on Your CPE Credit

Your registration includes access to the entire Streamlined Excel series webcasts thru December 2017. If you are unable to attend one or more broadcasts in the series, you will be able to attend a later session and still earn the CPE credit.

Included Courses

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.

System Requirements