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Excel for Accounting Professionals Webcast Series
Delivery type:
Online Subscription
Specialized Knowledge
Audio Webcast: 16.0
The Excel for Accounting Professionals webcast series is designed to walk through the Excel features, functions and techniques that will save you time.

Session 1: Tables and Named References

Monday, October 22
11:00 AM - 1:00 PM ET

Session 2: Data Validation and Conditional Formatting

Monday, October 22
2:00 PM - 4:00 PM ET

Session 3: Workbook Design Principles and Organization

Tuesday, October 23
11:00 AM - 1:00 PM ET

Session 4: Conditional Summing and Lookups

Tuesday, October 23
2:00 PM - 4:00 PM ET

Session 5: Error Trapping and Improving Lookups

Wednesday, October 24
11:00 AM - 1:00 PM ET

Session 6: List Comparisons and Indenting

Wednesday, October 24
2:00 PM - 4:00 PM ET

Session 7: Date Driven Workbooks and Concatenation

Thursday, October 25
11:00 AM - 1:00 PM ET

Session 8: Dynamic Headers, Mapping Tables and Error Check

Thursday, October 25
2:00 PM - 4:00 PM ET

ON24 Supported System Configurations

  • Windows 7+(Microsoft Edge, Latest Internet Explorer, Firefox, or Chrome)
  • Apple Mac OS 10.9+ (Latest Firefox, Safari, or Chrome)
  • Ubuntu Linux (Firefox only)
  • Android 4.x (Chrome Browser Only)
  • Apple iOs (Latest version, Safari Browser Only)

If you are using an unsupported version of a Windows, Mac, or Linux operating system, you may experience difficulty in viewing and/or listening to the event.

Media Players
In order to access the event, you must have the following streaming media player installed on your computer:

ON24 Supported Browsers

  • Microsoft Edge
  • Internet Explorer 9+
  • Mozilla Firefox (Latest)
  • Safari (Latest, Mac Only)
  • Google Chrome (Latest)

Technical Support: For technical support, please contact service@aicpa.org or call 888.777.7077 Mon-Fri 9am-6pm ET.

Detailed information can be found here

Product details

Key Topics

  • More than 30 Excel features, functions and techniques that are directly relevant to accounting work
  • Tables and named references
  • Data validation and conditional formatting
  • Workbook design principles and organization
  • Conditional summing and lookups
  • Error trapping and improving lookups
  • List comparisons and indenting
  • Data driven workbooks and concatenation
  • Dynamic headers, mapping tables and error check

Learning Objectives

  • Learn how to use key Excel functions and features that are critical for accounting professionals

Who Will Benefit?

  • Accounting and finance professionals who'd like to improve their mastery of Microsoft Excel

As a one-time special offer, the October 2018 Excel for Accounting Professionals Webcast Series is included in the Annual Webcast Pass. Access more than 500 webcasts plus the premium Excel for Accounting Professionals Webcast Series for one low price! Subscribe to the Annual Webcast Pass today to take advantage of this limited time offer!

Master Excel while improving your efficiency and saving time

Looking to move beyond "quick tips and tricks"? This webcast series will walk you through Excel features, functions and techniques that can transform the way you work.

Gain mastery through hands-on learning

These hands-on workshops are designed for you to work along, completing the same exercises demonstrated by the instructor. Each lesson builds on the prior sessions, so you'll want to watch each installment in order so you can best prepare to tackle real-world issues and build some fairly robust workbooks.

In the final, highly engaging webcast, you'll use more than 10 independent Excel features to build an automated reporting workbook.

If you're sincere about wanting to improve your Excel skills, and to figure out how to use Excel to save time, this comprehensive Excel series is sure to help.

Your registration includes access to the entire Excel series webcasts. 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.

Speaker bio

Jeff Lenning

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.

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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CPE credits
Audio Webcast
: 16.0
NASBA Field of Study
Specialized Knowledge
working knowledge of Excel
Delivery Method
Group Internet Based
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